Transcript for "Streamlining Your Online Donations: Transitioning to Blackbaud Raiser's Edge NXT® Online Giving Forms": Hello, everyone. Thanks for joining us today. We will get started here in a bit. But if you are one of the early birds to log in, go ahead and, let us know who you are and where you're from in the chat. We always love to see all of our wonderful customers and where you're signing in from. We'll get started soon. Thank you. If you're just getting signed in here, we are going to start very shortly, and we are asking folks to let us know where you're coming from. We have a lot of people representing from Texas, two out of three so far. Not counting, Judy. Although, Judy, I did not know that you were in Tampa, Florida. Pretty soon, I'm gonna be very jealous of you because I'm in Minneapolis where it's not snowing yet. Alright. Let's go ahead and get started, everyone. So thank you for joining us today for streamlining your online donations. I'm gonna skip ahead to our housekeeping slide. So I'm going to guess that many of you have probably been on on Blackbaud webinars before using our Goldcast software. But if you are new or if you need a refresher, there's a couple important things. Hopefully, you can hear me right now. Hey. We have a Minneapolis person. Great to see that. Hello, neighbor. If you are having any issues, just the general tip is that refreshing your browser is the easiest way to, resolve that. So if you, if you cannot fix that, you can also use the q and a, to talk to our behind the scenes folks, and they can help troubleshoot a little bit. You will receive a link to this webinar after the fact, so it takes about twenty four hours for the recording to to settle in, so you can rewatch it at, your leisure. You can also share it with your colleagues. We will also be posting it in different Blackbaud resources, as well. You can download the slides. So you will you don't have to do a a a stop the recording to to capture the slides. Those will be available for download there in the doc section in the upper right hand portion there, next to the chat and messages. You do have the ability to message, other attendees, as well. If you have some if someone has a really great question or comment and you're interested in learning more, you can reach out to them. And you can also use that q and a to submit questions. So we always recommend that you do submit your q and a, your questions in that tab as opposed to posting them in the chat. We will address the questions at the end of the presentation, and it's much easier to track those, if they're in the q and a and others can upvote it, etcetera. You can use that cogwheel, to adjust your settings. For example, you can make your screen, a full screen, so it makes it a little bit easier to see, and you can zoom in there as well. Our presenters will will do their best to make sure that the the screen is as big as they can get it, but you have a little bit of flexibility there to make it bigger on your side as well. Don't need to cover that one. And with that, I'm going to hand it over to our amazing consultants. And just FYI, this is our last best practice, webinar for our e n x t advisory plus this year. So very excited to have two of our a plus or, a plus consultants here. And so with that, I'm gonna hand it over to Christy and Judy. Hi, guys. I'm Christy Turner. I've been at Blackbaud for twenty five years. I, am based out of Central Virginia in Orange County. I, outside of work, I my family, I have four grandchildren now and two grandbabies, three and one years old. They're in North Carolina, so I it's a little bit of a trip, but I get to go see them often. And I'm excited about sharing the online donation forms today. I'll turn it over to Judy to introduce herself. Hello, everyone. I'm Judy Spigarelli. I'm coming to you from sunny Tampa, although we're very chilly today. I'm excited to, share some tips and tricks about our online donation forms. Awesome. So today's objectives is to walk through the features available in Raisers Edge online giving forums, talk about strategy and resources to help support you, and also share some stories that we've, encountered with our clients so that you can see the benefits and and how other clients have used the the form successfully. To get started, I wanted to talk about why Raiser's Edge NXT online giving forms. It's the modern donor experience. They can give anytime, anywhere. They're mobile friendly forms. They allow multiple payment options, including integrated checkout with digital wallets, PayPal, Venmo, shoot, Apple Pay, Google Pay. It's secure transactions. The optimized forms have a a higher conversion rate. And now we have the new social sharing where donors can share their donations that they made on, on their social media. The engagement and trust, it's a personalized donor experience. There are you can have your one time gifts, your recurring gifts, pledges, tributes, and then customer customized email receipts to those donors. Impacting growth, you eliminate and reduce processing fees with our complete cover and donor cover options. Simplified transaction management makes reconciliation easier. Plus, you got the automated gift processing. No more manual gift entry or having to import large gift gift data files from other third party vendors. And then the amazing automatically recurring gifts and pledged payments as donors sign up with your online forms. Those payments are automatically processed and loaded into a batch for you. No more recurring batches and having to process those gifts manually. So some of the features with the online giving forms, and I know this font is is is a little bit small, but it was trying to squeeze everything in, But you can assign gift defaults, your fund designations, your appeals campaigns. So as those gifts get loaded into the gift management screen, they already have that that valuable information for you. The ease of creating these forms, we're gonna just give you a demo in a little bit showing you how it's drop and drag, check boxes, pretty simple. The fee coverage options, complete cover, donor cover will help save your organization money. Plus, we also have the intelligent ask and recurring upsell, which we're gonna go into detail in a bit here. And then our optimized forums with the branding page and the goal meters. We're gonna go into all of this in in further detail. Just wanted to share some of the cool features here. Staff donation notifications. You can get notified for every single gift, or you can set it to be based on a minimum gift amount. You only wanna be notified of those a 100 plus donations. Your email receipts. You can add your logos, your images to those receipts so that they're personalized. Published forms, you can embed the form on your web page. You can launch from a URL, or you can create a QR code straight from Raiser's Edge. And then like I mentioned before, the automated gift processing, the we we have the online data review. We have the recurring gifts. Pledges are brand new and available now. So lots of cool features that have been added to our to our online giving forms. And here's just a couple of the recently released features that you guys may not know about. The recurring gift enhancements, there's now a checkbox that that can be the first thing your donors see. Sign up to give a recurring gift versus a one time gift. We also have the new consent, the communications consent. We have the Sky add ons. So if you wanna work with the third party vendors like Double the Donation and others, you could add those add ons to your optimized forms. Oh, and then the fund codes. Originally, it was just one fund code. Then we allowed you to select 10, but we've just recently updated it that you can have 30 different funds available for your your donors to select from. And then on the standard forms, we've, done we we updated them to the new payment checkout. We also have a test mode now, so you can test those forms. You can see the process from start to finish with the test transaction. Google Pay and Apple Pay are now available for recurring gifts, which is pretty awesome. Donor cover, it has some limitations. It's only up to 2 or 3,000. Well, then it automatically reverts to, sorry. Donor complete cover has limitations. It'll revert to donor cover. I read my, sentence backwards. And we also have it available now with PayPal and Venmo. And then like with the, the social sharing, like I said earlier. Alright. So I'm gonna turn it over to Judy to walk through the standard donation funds, and I'm gonna give you guys a heads up that we are gonna jump back and forth. Judy's gonna walk through these slides, but they're kinda hard to see. So when she's done, I'm gonna do a live demo so you can actually see what the forms look like, in Raiser's Edge. So I'll turn it over to Judy now. Thanks so much. So we'll do, as Christy said, a little walk through, talking a little bit about the donation forms. This is the standard forms that we're gonna speak about. If you have any questions, please add them to the q and a, but reference which part of the form you're asking about so that if we answer them later in the in the presentation, we know what you were referring to. So as we get started in our standard donation forms, one of the things I love about these forms is how quick and easy they are to put together its drag and drop functionality intended to be intuitive. When I introduce them to advisory plus customers, I say we're gonna have a form created in fifteen minutes. Often, they don't believe me, and yet we do. We have a live form in no time at all. So I want to point out and, again, remember, you'll see this in a live demonstration as well. That when Christie referenced, defaults, we can add hidden fields right here. We can add the campaign, and we can add the appeal, which will help with our gift processing afterward. One of the other things you can choose is intelligent ask and recurring, upsell. So intelligent ask will use an algorithm looking at, the the product that your donor is on, the ZIP code that they are in. And if it's if it's applicable, your ask ladder will be increased. Recurring upsell is probably my favorite even though there's lots of great stuff. As a former fundraiser, I love that I can ask every donor who is, planning a one time gift whether or not they would like to become a sustainer donor. So, the pop up will look like this, and your onetime gift donor will be prompted to become a monthly donor. The gift suggestion amounts will be 15% or 35% of the one time gift amount they had chosen. So one of our advisory plus clients said that setting up the form was really straightforward. It was easy. It was simple. And in no time at all, they were seeing, increases from their recurring gift upsell. When we go to the next tab of our get our donation form, we get to choose where Christy was talking about test mode, where we can go through the process and see it for ourselves from the donor point of view and also our fee coverage options. So complete cover, which is listed as Blackbaud pays, is where your credit card, fees are covered by Blackbaud, and they'll be an opportunity for the donor to contribute, a percentage to Blackbaud to help bring you this functionality. Then donor cover will have your fee coverage each time the donor chooses for that particular gift, and then my org pays is your traditional cost of business credit card processing fees. Here, you'll see an example of the pop ups. We won't see that in the demonstration, but remember that you'll be able to access these slides so that you can check it out a little closer. And then we get to the design. As we've said, this is a drag and drop. It's very intuitive. Christy will show you how you grab from the menu on the right, drag it into your form on the left, click to edit. You can add your hex color so that it's your branding, add your logo, make it your own. And then it can send an email receipt. So, again, you'll go into the email designer all in the form creation. You don't have to leave the form creation to get to your email receipt designer, and you can customize it with your colors. You can customize it with your logo or a message that speaks to your mission and gratitude for the donation. As Christie goes ahead and takes over, the presentation with her screen share, I like to talk about how we publish this form. So here's something I think is really neat. It used to be that our forms needed to be embedded into your web page. And now you can still do that, but you also can launch it just from a URL or create a QR code. So I have customers who are putting QR codes at their events. They're linking straight from social media. Lots of ways to publish this event. I made this form right away. Awesome. Yeah. The here's the, publish screen on a form. I'm gonna click edit here. I am in a standard form. I just wanted to show you the same tabs that we had in the screenshots, which showed in real time so you can see. So we have the three different gift types. So you can decide, do you wanna offer pledges to your clients? Do you just wanna limit it to one time and recurring gifts? This is where you can select the funds, your designations for those gifts. And if you do have multiple funds, which one you want to be default, and if you wanna allow us but designations. Here is those options for the intelligent ask and the recurringgift.sell. Cannot say enough about how the recurringgift.sell is is doing so great for our clients that highly recommend this for for you. And then the hidden fields. You can put in your campaign and your appeal. So as those gifts come through those forms directly into Raiser's Edge, this is already assigned. It saves your gift entry staff from having to manually assign that. So all of this is right on their getting started page. The payment and fees page, this is where you use your your Blackbaud integrated payments. You can enable direct debit. You've got your transaction processing options and then the fee coverage. So one of the questions in the in the chat is about the complete cover and the the donor cover. So with complete cover, the the donor is offered the chance to donate to processing fees. If they say no, Blackbaud will still cover the transaction fees. With the donor pays, they're they're asked to cover the transaction fees. If they say no, then your organization will cover those fees. And then my org pays means you're just gonna cover all transaction fees. Pretty straightforward. But we can share some more resources on that or or feel free to reach out with additional questions. But this is where you set it up, and it's unique for each form. But we have some slides later on. You can see how much our clients have saved by doing either one of these options. And then here's just an example form. I put an image in here, by just clicking and dragging and sliding it over. You can edit your excuse me. You can edit the options. Here, you can put in what gift amount you want, what minimum you want. You can set up the same for your recurring gifts. And if you wanna allow pledges, same thing. All this is you you can control. The recurring gift up for our online express fans, you can also say, yep. I wanna limit it to just these two days, and you can tell them, okay. We only want the first and the fifteenth. This was just recently added based on our feedback from our online express, clients. And you can choose the frequency. And then here's the recurring gift of sell that message that pops up. You can change the title and the text, or you can leave it alone. This is what we used in our testing, and it had positive feedback. So you can add fields just by clicking and dragging. So right now I have this. I have my designation. I threw in a couple of attributes or custom forms as they're called in razor's edge. I'm tracking t shirt and origin. I'm I added attributes. Or if I don't wanna have tributes, I simple as x. And now I just have this, and then my information here, I can bring over gift comments, click and drag. Maybe I want that comment to be something more specific, whatever you want it to be. I can have anonymous. See how easy it is? It's just a click and drag to move things over. I can change the style, the colors, the fonts, what the button colors look like. All this is available right here, and we have default defaults that you can set up also in the system. So pretty straight easy to build these forms. And then on the confirmation, here's that new social sharing options. Here's the thank you email and then the email designer. This is where the thank you email, you could actually instead of just having the the quick dear so and so, thank you for your gift, you can have an image. You can have your your social links. You can add text and make it into, like, a thank you email slash receipt. And, again, it's all pretty straightforward with how easy it is to click and drag, grab things, slide it over. Nice and easy. So that's real quick how easy it is to set it up. If you wanna receive the notifications, you put in your email separated by comma up to 10. And if you only want notifications for a gift amount, you can do this, receipts, enable for one time, enable for recurring. And then I have a preview set up here. So this is that form. I know I just removed tributes, and so it may not oh, it did update. Look at that. So here it goes. So this is what the donor would see. So I could come in here. If I wanted to put in some information, I could. I could fill in my blanks here. And then as I'm typing my my address, it'll automatically find me, and then I could just click give securely. Here's that pop up for the the monthly fee, and then I could select, you know, credit card or Google Pay. And then this is the, donor cover asking if our cover is a simple yes or no, and then I would click pay. And that's what the donor experience is like, and then they'll get that email. Alright. I'll turn it back over to Judy. Let me stop sharing here. Thank you. So next, we're gonna talk about optimized forms. So these are also included as part of your razor's edge NXT subscription. And our optimized forms, have had a really successful, conversion rate. So, Christy, I'll go ahead and get us started on the slides and have you take it over. Awesome. Yep. So here's a couple of examples of our optimized forms. You can see what the donor sees. The benefit of the optimized forms is it's collecting data, the donation information, but the why they're giving is right in front of their face throughout the process. That helps with that conversion rate. They they finish the donation. So if they get distracted and they come back to their their mobile phone and they see your image and your your your statement on why they just need to give to this reason, they're more likely to finish the donation than to cancel out. So this is easily customizable. You put in your image. You put in the your statement there on why they they should be giving to your organization. And then the little pop ups here throughout the screen, just continues the the donation process with the clicks. So it just additional pop ups. We have seen a higher conversion rate of about 23%, with donors using optimized forms. Industry average is 17%. We're also seeing an overall increase on the amount of gifts that are coming in, and, 81% of donors found it easier to use the little pop up screens versus that one large screen that we saw with the, the standard forms. So just like Judy went through the, the the standard forms, we're gonna walk through these forms and then do another quick demo so you can see it in action again. But same thing, you can come in here, put in your form name, put in the, the gift types you wanna allow, your fund designations. Like I mentioned earlier, you can now select up to 30 funds, and we've added tributes to optimized forms. And this is what the donor would see on that first screen, and I'll do a demo where you can see it a little bit closer up here. Set up here quick and easy. You go through, you know, which fee coverage you wanna use, if you're in test mode, what fields you wanna capture. And then same thing for gift entry. You can capture your campaign and appeal so that those gifts, will load into Raiser's Edge for you. We have the new consent preferences that we mentioned earlier. This is for you to say, okay. I wanna see have donors give me information on they wanna receive the email, the newsletter, but not the annual report. So they can give us that information, and we could track it in their razor's edge record for future future mailings and and emails. And then the thank you message, just like I showed on with the standard form, you can build out your email. You can also do the social sharing. There's a little screenshot here on this screen here where you can share it on Facebook, WhatsApp, or you can copy the link and then share it on it, like, Instagram or or Twitter or somewhere. Raiser's Edge clients have found these authorized forms extremely helpful. You can see the quote there. We had a client that was doing an online giving, form a standardized form sorry, an optimized form last year for Giving Tuesday, and the results were amazing. They were extremely it was their first form, and they were extremely happy that they've already created it again for this year's Giving Tuesday and have shared it with other other, locations that they've created their own Giving Tuesday forms based on the feedback. So we're pretty excited about that. Let's see. Judy, I'll turn it over to you, and I'll get my screen share ready here. So let's talk about new features recently added to the optimized forms. So first, currently, just to do a quick recap, we you can process with PayPal and Venmo. You can collect donor comments and recurring, wallets. Donor cover is available when complete cover is not available, which is, pretty neat. So if you had complete cover, chosen and it was over $3,000, donor cover actually pops up as an option. Again, we can now select between up to 30 funds to be included on the optimized forms, And the goal meter on the branding card has been really well received in tribute gifts. So more recently, you can modify your ask letter configuration. We've added consent, that intelligent ask we talked about, and standardized forms, and custom fields as well as add in support. Christy, why don't you go ahead and share your screen and show us an optimized form? Awesome. Alright. Okay. So I'm bringing up an authorized donation form similar to the standard form. You start out with, the branding card, and I'll go to that screen in a minute. But you're set up your branding card. You can have gift ranges for what you want for that for that ask letter where you wanted to start. You can say, okay. My low amount is 50. My high is 500, and it'll automatically calculate that. Same thing with recurring gifts. Here's the designations that you can enter. We can have your defaults. You can also set labels. So if you don't wanna use the the, the fund name that's in Raiser's Edge, you can rename it and say, okay. I want this to be instead of playground site, I want it to be area of greatest need, or I want, the library fund to be the library building. You could just change it, and then that would be what the donor sees. You can enable tributes where you can collect email and mail or don't collect any information, and here's that comments section. So this is what the donor sees, dedicate to someone special or add comments. The payments and fees tab, again, you can use the the test transactions or start processing now. And then the fee coverage, Blackbaud pays, donor pays, my org pays. Pretty straightforward just like the standard forms. Optional fields. This is where you can say, yes. I wanted I wanna request phone numbers. I wanna request mailing address. The hidden fields for gift entry so it's automatically assigned to the gifts. You've got your consent preferences, and then this is where you set up those channels. Again, this is customizable for each client based on how you want to build this. You can have it display display consent statement, a privacy footer, and then the add ons. Brand new, this is, you know, if you wanna work with third party vendors like double the donations, you could add those add ons. And what it would do would be a new tile added to the pop ups as the donor is making those gifts. Confirmations, just like before. You can share on social just like this, and then you've got your email designer. And then you could come in here and customize this same as before. Click it and drag, and it's very straightforward. Again, you got the donor the donation notifications and receipts. But now let's look at, actually, let's look at what the form looks like. So this was my branding card, and this is my my phrase, the why I wanna give, and this is what the donor sees. So we said 50 to one fifty, so it estimates one fifty here. I could change this area of greater greatest need. I could dedicate it to someone. You could see I'm just putting in information. I could add comments. So each time I click on a button, it's just pulling up a new pop up. And then I could say donate once. There's the pop up. Would I like to give monthly? I'm gonna say no. Not at this time. I could select, Google Pay. If you had an Apple phone, it would be an Apple Pay options. It's based on what what system you're you're on. I could put in my information here. Click continue. This is that don't know cover. Will I cover it? And then, you would go to Google Pay. Again, this is test, so it's not actually going to do it. But it you know, it's prompting you there. And then the next screen comes up. I don't think it's gonna let me in this test mode. The next screen comes up with the address and the phone number information. It's optional. I saw that in one of the questions. They could click they can click skip and not provide that information, but it'd be helpful if they did provide it. So the next screen would pop up with the name, the address details. One other thing just before we go back here. I think we're doing good on time. The branding forms. I just wanted to show you how to set that up. Here's the branding cards, and you would just come in here. Let me just show you. You just add your image, and you could have a logo. So there would be, like, a little pop up here with the logo, your call to action, which is that make a difference now, and your imprint statement. So this is what controls what the client sees as they're make as the donor sees as they're making their donation, and then you can have this goal meter. Alright. So let me stop sharing, and we'll go back to our slide deck here. Oh, maybe I should've just kept sharing. Gee, was this me or you? I'm sorry. Oh, you're muted. So let's see. Let's go to the next slide. Alright. Judy, we can't hear you. So I'll just, I got you. Thank you so. much. Go for Sorry about that. So, it. one of the things we heard with our, online forms when we had automatic matching only is that it was creating duplicates, and that is, can be more work for our clients. So we have created the online data review tool, and it gives you an opportunity to select go ahead and automatically match all the constituents or match the constituents that are a 100% match and allow me to review those that are not, or I wanna review all the transactions. So that middle one is a real sweet spot. You know, let the software automatically match those that are a a good fit. It reduces some of the work that you have to do, and then you have an opportunity to go ahead and look to see should a new record be created or does it actually match with somebody already in my database, and we have expanded this to our tribute matching as well. And then, the online giving screen. So once you've done your matches for your constituent constituents, then you go to the gift batches, and that's where you see all the gifts that have already been reviewed. You've you've approved their constituents, linked them correctly. Now they're in a gift batch. All you need to do at this point is come in and look at your gift batch, review the campaign fund appeal, make sure everything looks good, make sure there's no additional information that you wanna track on these gifts. But if everything looks good, it's as simple as clicking that blue approve there on that screenshot. And all those gifts that came in from your online donation forms are now in your razor's edge. There's no imports. There's no gift entry. It's very easy and streamlined process. One other quick thing we wanted to share was your online giving performance reporting. So these are available overall for all of your forms, but also individually for each of your forms. So you can see how well the form is doing and compare a form from last year to this year. There's even some stats on the forms that it'll show show you things. In fact, that's in one of my screenshots below here. It'll even show you, how well your forms are doing overall. I'll jump to that next screen here. These are live stats from clients that gave us permission to share. And you can see highlighted the, it's kinda hard for me to see. Sorry. But, you can see the highlighted, you know, how much money they've saved in processing fees, how much money they've raised because the donor agreed to give recurring. Instead of giving that onetime gift, they're now giving that gift twelve months, twenty four months until they tell you to stop. So these recurring gifts are really increasing the overall revenue for our clients, which is amazing. You could see the one on the bottom left has a huge conversion rate. We'd said earlier that the average was 17. Some of my clients I saw was twenty, twenty three, 24, so some great conversion rates. One of these decks one of these slides, the client's only been using the forms for a couple months, and they already it's this bottom right here. They already have 14 recurring transactions. When they started using the forms, they only had 13 overall, and they're inactive. So in the couple of months that they've been using these forms, they've already doubled their recurring gift donors. So that's just it's just amazing stats we're seeing with our forms. A couple of clients in the little the little quote right there, a couple of clients are using JotForms, and they switched to this. And the data entry team is so excited because it's saving them hours of gift entry every week. So we've really seen, some some great feedback, some great results with these forms. I'm gonna talk about donor cover and complete cover just because I'm seeing a lot of questions in the q and a. So, let's go back to that a little bit further to kinda explain it more. Donor cover is where the donor is asked, will you cover these fees? And it's the transaction fee. So if it's a thousand dollar gift let's say $50 gift. If it's a $50 gift, maybe the transaction fee is, like, $2.50. If they say yes, then you're gonna get a gift of $52.50 from that donor. If they say no, then you're gonna get 50, but you're gonna get those blackbond transaction fees of $2.50, and finance is going to have to reconcile. That's that's donor cover. They have the option to say yes or no. I'm gonna cover that specific $2.50 transaction fee. Complete cover is where Blackbaud says, hey. We're gonna cover all transaction fees. There's some limitations and there's some details. I threw a knowledge based article in there to kinda share some of those details. But up to $3,000, and it it says, we're gonna cover those fees regardless of if the donor says yes or no. So if it's a $50 gift, that ask maybe, hey. Instead of 50, would you contribute to processing fees? Not saying transaction fees, but processing fees. And it may be $54.50. So 52 something, just rough estimate, was the the donor cover. The complete cover might be $54.50. There is a little drop down, and they get to choose. I'm gonna cover 5% or 0% or 8%. They get to choose which option they wanna cover. And then if they even if they say 0%, Blackbaud will still, on this form only, cover those fees. So it's it's truly just a way to save you money. That money is used to cover the fees for the donors that do not cover, that say no. And you guys save money because, a, you're not having to keep track of, okay, that $2.50 was for, transaction fees. All your fees are covered whether the donor gave or not. I hope that helps explain it. I could even do a demo, but let's see. Mike, I'll let you go through the the next slide, and then I'll pull up a demo if we still have time. Sounds good. Thanks, Christy. I think that that was very helpful because I agree that we do get a lot of questions about that. Wonderful job, Christy and Judy. Appreciate that. They're going to look at the questions now and take a little bit of time to look at that, while I jump in and talk just a little bit briefly about, the Blackbaud Advisory Plus subscription. So you've heard Judy and Christy talk about their experiences working with customers. I presume that most of the folks on the call today have worked with consultants before, and Advisory Plus is essentially the internal Blackbaud, consulting service, to to work really closely with you. And so we have had options to work with consultants for a really long time. What makes Advisory Plus unique is that it is tied to your r e n x t subscription, and it's a really intimate relationship. So you can hear with the way Judy and Christy talk is that they know their customers really well, and that's by design. The program is really intended to get down to the nitty gritty with what customers are trying to accomplish with their goals and the outcomes that they're aiming for and really make the software subscription work towards those goals together. So donation forms was a really great topic and a great example of that. And if you as an organization maybe don't have the time because you don't have the the the expertise in house, if you don't have the technical expertise in house to really make some of these changes and take advantage of this new technology, this is the reason why we have, Advisory Plus as an option for you. So, we've been doing these webinars for a couple years. Really, our intention is that when you hear the consultants talk, you will understand the expertise that they bring to the table. And I think that Christy and Judy did a really great job. If you are interested in learning more about advisory plus, you'll probably get some outreach from Blackbaud. You can also talk to your account executive, and they will be happy to provide you with more details. So with that, I will hand it back to, I know Judy is, answering some of the questions in the background, so you should be seeing that. And then, Christy, I guess, if you want to jump into any further details of any questions, you have the floor. And you are muted, Christy. Still muted. Oh, sorry. It must have automatically muted me. Sorry about that. Alright. I'm gonna do a quick demo to show you both versions, the complete cover and donor cover. I changed real quick while while Mike was talking there. I changed this form to be complete cover. It's as simple as going to this Blackbaud pays option right here. So I'm saving and closing. I'm clicking on the publish icon here, and the easiest way to look at a form is to copy the URL. And I'm just gonna paste it here and show it to you guys. So I'm in here. I'm gonna do 50. I'm going to fill in my blanks real quick here. Again, just start typing. There it goes. I'm gonna say give securely. I'm gonna say keep my 50, and here it is. This platform is powered by Blackbaud at reduced cost to us. Contribute 8% to them to continue the support. I can do this, or I can uncheck it and keep my gift at 50. If I do this and click pay, then the little screen is gonna pop up here and show you $54. On this one okay. Now I'm jumping to that optimized form. The optimized form was set up to be donor cover. So I'm gonna click donate once. I'm gonna say no. Not at this time. I'm gonna say 50. Let me pull in my blanks here. Here you go. So it's 5212. Where this one was 54, this one is 5212. So just a couple dollars difference, and you see the the wording difference. So what will happen is if this donor says yes, then $52.12 will go into his gift record in Raiser's Edge. Now we have a way that you can split the funds so that $2.12 will go to, like, a separate fund. We usually recommend creating a fund that says transaction fees so that you can help with the reconciliation and say, okay. These donors for this month paid this much in transaction fees, and then your finance team will say, okay. We've been charged this much from from our from the total transaction fees. They can do the reconciliation. A little extra work, but doable, and you can see that it's only the $2.12. With the other option, the $54 option, $50 goes to the donor. Your finance team is not charged any transaction fees, even even reconciliation. The $4 difference covers transaction fees for those clients that for those donors that do not contribute, they uncheck that box. Whether it doesn't matter if everyone unchecks it or not, it still, Blackbaud will cover that form because that's the way the settings were set up. I hope that helped explain it, and you can see the the wording differences and how it is. I dropped the knowledge base article in the q and a section as well that explains it. We still have about fifteen minutes. Is there any new questions or things that you guys want to ask? Chelsea, I think I answered your question on the authorized form that, yes, you can plug the I don't think, I don't think this will actually pay because it's a a form. It's it's in secure mode. It won't let me go past that screen. But the next screen would have an option, and the box would have, like, a skip here, and they could skip and enter in their address. Oh, and Ed has that as well. So, yep, we can make it optional. Lynette, unfortunately, right now, the way the processing works, she asked if they have three different entities, if they would be written out to three separate batches. None at this time, but that is something that is in the idea bank as the other clients have had had that same request. So I don't I don't believe it's in in development yet, but go vote in the community on that idea because, there are a lot of clients that have different entities and would love to have those batched separately. But for right now, all guests, for the day are batched together. Alright. I'm not seeing any other questions here. I think Judy got a lot of them as well. So if you did submit a question, I think we've been able to answer everyone. So, the answer might be in the q and a there from Judy, so verify that. You won't have access to the, the chat and the q and a in the recording. So this is your chance to make sure you got that answer. Not seeing anything any. Chelsea did just ask a question there. Christy, what fee coverage are most people choosing? Depends on the client. I, on that one screen where you saw a lot of money saved let me go find that screen again. I do have some clients where they are I wish I could make that bigger. I'm sorry. You could see there's, like, 26,000 in fees saved because they're using complete cover. And just to be honest with you, there are some clients that have decided that they would rather it be a donor cover because they don't feel comfortable asking for more money for processing fees versus it being the straight transaction fee. So it just depends on what your organization preference is. It's it's hit or miss. Most clients are using one or other because they're trying to save fee and make reconciliation easier. It just comes down to, do you wanna use the complete cover and make make your reconciliation easier? And and some clients are using the complete cover and putting a note on their form saying it's not required. You can't uncheck it just as a callout, you know, just to just to let you know. I mean, you can do that. It's just trying to save you guys money in the long run is our goal And I think that the research process easier. fit up, Christie. Right? That that the vast majority I don't know if Blackbaud has done their own research, but I have seen it in other charitable giving research that most donors choose to increase the gift in some capacity. Right? You know, regardless of its donor cover or complete cover, most donors will want to increase their gift to to cover part of that. So it's smart to at least provide one of those options to your customers. Right. I don't think we shared this link yet, but there's the razor's edge NXT resource center. It's not just for online giving, but it's also for everything that's razor's edge. Our product update briefings are eighteenth, nineteenth, and twentieth. The the link is in the document here on this final page. There's a separate product update briefing for online giving and one for Raiser's Edge. They've the Raiser's Edge is an hour, but it's cram packed with lots of cool things that they've got planned for the next year. I highly recommend you sign up for both. Even if you can't attend live, sign up because then you'll get a a link to the webinar, and you can watch it on demand later. I think there's also one for payments as well. So that's another, Yep. pub option as well if you have some additional questions about this, this general topic. Alright, everyone. Well, thank you so much to Christie and Judy. I always love having the tag team because it's a great way to cover a lot of ground, and get those questions answered quickly as well. So wonderful job. Thank you everyone for attending. Lots of great resources shared here. Again, another plug for those, product update briefings happening, I think, yeah, next week. You said Christie. Right? So definitely sign up for those. Great information gonna be shared. There's a lot of things moving at Blackbaud right now, and that pace is going to, only go faster with AI advancing as we all know from all elements of our lives. So definitely wanna track all of those developments as they're happening. But thank you, everybody, and have a wonderful rest of your week, and, appreciate your time today. Bye, guys. Bye bye.