Transcript for "Partner Spotlight Series: AI Integrations for Blackbaud Raiser's Edge NXT®": Hello, everybody. We are live. Welcome to today's session. I wanna make sure everybody is able to see my intro slide. We'll get started in just a second. We've got some great partners to hear from today. Everybody able to see my slide? If you can give me a thumbs up. Thank you. And I, wanted to welcome you again to today's, Blackbaud community news partner spotlight series. Today, we're gonna be focusing on AI integrations for Blackbaud, Raiser's Edge, and XT. Now these solutions are designed to help you raise more funds, save time, and simplify your workflows. Excited about today, today's webinar will feature five ten minute demos from our partners to help maximize your time. And there's no commitment commitment necessary. And if you'd like to learn more after you hear from them, we'll connect you. So hello. I'm Crystal Bruce, your host for today's event. I'm a senior customer advocacy program manager slash community here at Blackbaud, and many of you know me as your Blackbaud community manager. Now let me advance my slide. Before we begin, I wanna cover a few housekeeping notes to ensure that everything runs smoothly today. This webinar will be available for on demand viewing after the event, so look out for an email with those details. The audio for the event is broadcast through your computer speakers, so make sure your volume is turned up. And feel free to use the chat feature during the presentation. We have members of the partner teams who will be ready to answer your questions in real time. But if you have a specific question, you can also submit it as a q and a so it doesn't get lost in the chat, and we'll share those with the partner teams for follow-up. You'll find an interest form that will allow you to choose which partner or partners you'd like to hear more information on and a link to the Blackbaud marketplace in the docs tab that's located at the top right hand corner of your screen. You'll also receive the interest form and a follow-up email after this webinar. Now if you need captions, you can just hover over the stage and click the cc button at the bottom of the screen to turn them off or on. And if you're experiencing any if you're experiencing any audio or technical issues, typically, a quick browser refresh usually solves the problem. And if that doesn't work, try leaving, and rejoining the webinar. We're gonna start with the agenda today. Oop, that's not the agenda slide. Sorry about that. There it is. We have five incredible partners lined up to deliver quick ten minute presentations to you today showcasing their solutions. We've got Chat2Impact, FundMiner, Hatch, Momentum, and Premier Solutions. And I'll be keeping a close eye on the time. We've given them ten minutes. But just a reminder, if any of the solutions catch your interest, be sure to click that interest form in the docs tab. And then you can select the partner you'd like to hear more from, and we'll make that connection. So excited to get started. So I'm gonna welcome up on the stage our first presenter, Mark Jones, head of innovation at chat impact. Welcome, Mark. I've got the timer. Your ten minutes starts now. Thank you. Just gonna share my my entire screen so you can see that. And can you see my slide okay, Crystal? I can. Great. Thank you. So hello, and welcome to our presentation on Chat2Impact. My name is Mark Jones, and I'm the head of innovation here at EBM. I've worked from the chat to impact products from the very start, including a lot of technical work with the Sky APIs and a lot of interaction with the Blackbaud team. So I'm very happy to walk you through our chat to impact offering over the next ten minutes. So we're gonna cover a little bit about EBM, who we are and why we developed Chapter Impact. We'll cover some integration points with RateEdge NXT, a quick demo of Chapter Impact, in action, and ending with a testimonial from one of our customers. Charge Impact is available to use for free for thirty days without a credit card, so I encourage you to give it a go without any obligation. So who will we be in? Well, we're we're conversational AI experts, so we've been in this space in 2016. We started developing chatbots or agents for large blue chip organizations such as HSBC and Rent A Kill, and we had our first nonprofit clients in 2018. We've continued to focus quite a lot on the nonprofit space. And to be a space. You may recognize some of those names on the right hand side. So we start to see a trend where where char charities are starting to talk to us about building this kind of chatbot, allowing their audiences to get information twenty four seven, carry out actions such as updating their profile information, donating, to scrum's newsletters. Where applicable, updating their CRM invaluable information, and finally making it available across all types of devices. However, a lot of the charities you were talking to are thinking of the technical skills, or or kind of the money to pay for these kind of solutions. And, this is kind of mirrored in the Charity Digital Schools report through 2024. '70 '2 percent of charities were struggling to find money for kind of digital transformation, and 6% just didn't have the skills, to to develop these kinds of chatbots. And I'll put a link to this this charity just digital skills report at the bottom of the page if you're interested in taking a read. So I won't go over all the points in the right hand side, but what we really try to do with Chat2Impact is develop a templatized way of building a chatbot on a for your website. But we're moving forward this would integrate with our MXD and the Sky APIs to do things like update constituent records, register for register for events, etcetera, etcetera. But without had knowing any on the technical, or having any technical scores whatsoever. Very simply, Chat2Impact, and we'll go a little bit through this in the demo in a few minutes. You're very simply connected to Raised Edge from within Chat to Impact. You can import, events and augment them with information such as images and links, and these are shown in the carousel inside the the chat widget when it's deployed in your website. So then people can simply attend or register interest. And this automatically updates records within our e n x t in your We've also integrated with BMS, so you can take donations from within the chat widget as well. We have some great interactions with the Blackbaud team. We've extended the APIs for us to cater this kind of functionality. And finally, we will be able to update constituent records, and this is coming shortly to feedback to authentications so users can self serve, update their own profile information without getting involved or contacting the charity directly. So a quick, demo of the tool itself. As I say, this is free to use for third space. You can take a try. As we've tried to make it as simple as possible and make it easy to use. So regarding designing your chat widget for your website, you've got a simple customization features around titles and colors. Secondly, you can do things like, enter questions and answers. So there are some prebuilt questions and answers you can simply update really, really easily. This is pulling events from Raiser's Edge, allowing you to select which ones you want to show in the widget and and add images should you so wish for a nice carousel view. I won't go over all the points here, but, FAQ is is a feature that was added quite early on. This allows you to point Chat2Impact to certain pages on your website, generally FAQs. And using generative AI, it will take those pages and build you a set of q and a's automatically for them. The benefit of this, of course, is that when users ask about these types of questions, you're getting curated answers from the chatbots. We're not using generative AI here to actually generate the answers. There's no chance of hallucination. Going live is really, really simple. You just paste it with a code into your website and just define what URLs it appears on, and you can talk it live off or on. So that's actually the most technical part of chat to input. And at the back of this, you get analytics as well. So you can start to see the types of messages people are sending in, any conversations you've had, any registered for events, and then the events view. We're running short on time as things go quite quickly, but it's so it looks in your website. You know, it's a responsive chat widget where you can ask questions, click buttons, to get certain things. And we're trying to make it as as really as simple as possible for you to interrupt this chatbot and carry out actions. So, I'm just gonna hand you over now to our customer testimony from SPCA. We've been using chat to ring public raise edge NXT, for the last three months. If you just I'll just hand that to you, Crystal, just to keep the movie going, that'd be great. Hi. Welcome from SP hi. Welcome from SPCA Monterey County. My name is Noel. I'm the development director here, and we're more than just an animal shelter. We are a lifeline for animals across Monterey County, which is about 10,000 square kilometers, on the Central Coast Of California. We serve dogs and cats, and we also rehabilitate horses, goats, pigs, all kinds of barn animals. We also get exotics like iguanas and parrots, little pocket pets like rabbits and guinea pigs, and we're the only wildlife rehabilitation center in our area, caring for everything from bobcats and coyotes to owls and pelicans. We have humane investigations department, a disaster response team, spay and neuter clinic, mobile clinic, pet food bank, behavior training, and a learning center that holds camps for our area's children. So all of this commitment to the people of pets of Monterey County, we were looking for a way to better serve, our online community and answer all of the questions that they have about our services. And so we looked at Chat2Impact. Setting it up was so extremely easy. It was seamless, to add it onto our Razer's Edge NXT product through the marketplace. I really appreciate having control over the chat view, unable to turn off and on the the active chat directly from within the Chat2Impact interface. I absolutely love the FAQ Genie, which just allowed me to grab the all that hard work that we already put into our website and import questions and answers from things that already existed on our website. And then if it's not quite ready yet to go live, I can just toggle that little question off and say, I'll get back to it later and and tune it up. I love the newsletter sign up option. It's extremely easy. The information gets to exactly the right person in our team to make sure that that, that community member gets on to the enewsletter. And I really value that in real time, we're seeing what our website visitors are interested in and asking about. So just yesterday, I noticed several questions about our pet training classes. So I quickly added a few q and a's about classes and their schedules to our chatbot, and it was really simple. Looking ahead, I'm excited to use chat to impact for donations, lead generation, serving multilingual, information to our community, and, encouraging people to start peer to peer fundraising when they're on our website. I'm confident it's going to continue to enhance our impact as we grow and field all of the questions that come to us with our huge wide scope of work here at SPCA Monterey County. So big thanks to the Chat2Impact community. Everybody is very supportive, and we really love working with them. And now I'm gonna run around and play with Shelby a little bit. Shelby? So thanks, everyone. That's my ten minutes up. But if you need to ask me questions, please, get in get in touch via the links that's flagged, from Crystal. Thank you. Thanks, Mark. Again, if you're interested, you could fill out the interest form in the docs tab. Wait it almost get, like, exactly at ten minutes. Very impressive. Next, we're thrilled to welcome Alejandro. Alejandro, you can come up on stage now. And he's gonna be talking to you up on minor. Thank you. Beautiful. Thank you, Crystal. Can you folks, hear me and see me okay? Alrighty. Let's go ahead and get started. We're actually gonna get started with, our customer testimonial. We asked Hillary from the University of Texas at El Paso to tell you something about her use of FundMiner. So let's go ahead and get started with that. I've been lucky enough to watch FundMiner grow from the very beginning, and it's been amazing to see how far it's come. From day one, it was clear they understood the unique challenges that we face in fund management, and I think what really sets FundMiner apart is how they make that data actually usable. So it's not just about storing information for them. It's about helping people make better decisions faster. And for our campus partners, that is huge. So instead of them having to dig through outdated spreadsheets or, believe it or not, a binder from the eighties, they now have real time access to the information they all need all in one place. It's easy, intuitive, and it just makes sense. And the team is genuinely a pleasure to work with. They listen. They ask the right questions, and they always are looking for ways to better improve the platform. You can tell that they really care about the work that we do, and I'm especially excited about the impact reporting features. This is gonna make it even easier to show the real world outcomes of donor support. I just love this tool, and I'm so proud to be part of the FundMiner journey. Stop sharing the video. Okay. We are good to go. Now I'm gonna share my screen, and, we have a couple of slides before we go into the live demo. One second. Right. Can you folks see my screen? I don't see it. I'll try that again. The suspense. I know. Right? How about now? I still don't see it. Are you hitting screen on the left? Yes. I am. It's an error creating screen stream. This worked in the testing. Sure did. I can attest to that. Okay. So I'm gonna try to share the, firmware demo, see if that's any better. Oh, there we go. Okay. Alrighty. I don't know why, PowerPoint was was not playing friendly here. Well, folks, my name is Alejandro Stevenson Duran. I'm the cofounder, chief of product and technology here in Fundminer. Fundminer is the fund management and stewardship platform. So what we do is we centralize information from, various sources of truth, including Raiser's Edge, Financial Edge, any non Blackbaud, source of truth as well are also fair game. And we do that with, two very clear goals in mind. The first is to help you through your fund management journey. Fund management, being your ability to actually, spend money in a way that honors the donor intend. Because at the end of the day, raising all these money is when we have to have the the what what is actually needed is to make sure that this money is spent in a way, that agrees to the gift agreement, that agrees to the conversations that you have with the donor, and you meet those donor expectations. The second goal of Fundminer is to help you through your stewardship journey. So once you've done an amazing job actually spending those funds, you're actually able to, report back on that impact at scale because we know that, impact reports, whenever it goes to many, many different donors can be a very scary, scary process. Fontaineer walks you through that, the whole step of the way, again, with a centralized, information system. So let's, let me get, you through some of the, favorite pages here in Fontaineer, and and we'll go from there. This is the my funds page in FundMiner. Of course, here I'm showing you a demo org, for, Acme University. Universities are, one one of, the industries that we cater to, but we also work a lot with community foundations and with health care organizations and plenty other, medium and, large sized, fundraising organizations. This my funds page, is going to be different for every org because we basically connect with, any of your sources of truth, primarily your CRM, your, financial and accounting system, your investment and accounting system, any award information. So if you're a a university, for example, your student award data, like, from Blackbaud Awards Management, for example, is a great, is a great tool to actually connect within the FundMiner system. Here, you're able to create your custom view, directly to what, each person wants. It is very important to know that FundMiner is a tool not only for the centralized, folks that care about fund management and stewardship, but it it's also into a power every single fund holder that is, in charge of at least one solid public fund. So if you have a fund manager or a fund steward, and, again, for the university setting, that could be the program director of, the electrical and computer engineering department. Or a community foundation. It could be a a fund holder or a a a third party, nonprofit. Right? All of them are able to log in to FundMiner and have an access view of their phone. In the my funds page, they're able to search through, globally, every single view that has been, associated to the to the funds that they have access to. So if they have, any, idea of a project that they want to, that they want to actually use fund, donor funds for, they're able to search through the FundMiner platform, apply any of these filters, and get results, in just a few seconds. You have, all of these custom filters from fund manager to fund organizations, fund type, and, all of these filters, of course, are also customizable. So every org actually brings in their own, different, fields depending on what you have in your source of truth, whether that's Raiser's Edge, financial edge, any of that good stuff. Last thing I wanted to talk to you about the my funds page is the compliance status. So this is what Hillary was saying, about, the my funds page actually being very actionable. So in your, my funds page, you're able to see what, funds need your attention. Meaning, hey. What which of my funds are actually, out of compliance based on, my own compliance standards? So, some of these compliance flags can be financial in nature. Like, for example, endowments. You wanna make sure that you're spending money in a way that, is not that you're not overly accumulating these funds, and thus really impacting the, the steward, stewardship story that you can tell that specific donor. Right? FundMiner does that across all your funds and gives you the, precise information of what you need to do to actually get into compliance, again, with a role in mind of making sure that all of the donor intent, is, managed and protected, from the moment that you were able to fundraise to the moment that you've spent, all those, all those funds. Or if it's an endowment, those funds, existing in perpetuity. One, thing I wanted to share with you folks is how easy is it, to integrate, different third party systems to the FundMiner system. Here I went to the settings page in the data library, and here you will see an, active integrations, pop up. Within, this pop up, you're able to select from a multitude of different integrations. Here, you'll see some of our favorite ones, Raiser's Edge NXT, Financial Edge NXT, and you're able to authenticate all within the platform. So if you ask your Blackbaud admin to authenticate, of course, FundMiner is, Blackbaud partner, and you're able to bring in, any of this information. And our customer success team, works with you to ensure, that you're bringing in only the relevant, pieces of information. So if you've ever thought of, hey. I would really like this razor's edge data to live in the same place as fill in the blank, then FundMiner can really, help you do that, for at scale. Alright. We are that was ten minutes. That felt so quick, but thank you so much. Alejandro Stevenson Duran with FundMiner. Again, if you'd like to learn more, click that docs tab. And up next on the stage, we're gonna get Ben with Hatch. Welcome, Ben. Hello. Hi, everybody. I'm Ben Bauman, head of product at at Hatch, and I'm gonna see how much I can cram into into ten minutes. Actually, seven because we have a three minute customer testimonial reel coming up at the end. So, Hatch is an AI powered donor intelligence platform for nonprofits that helps you identify and cultivate the untapped potential that's already in your database. Traditional, wealth screening gives you kind of surface level quant quantitative data like real estate assets, stock holdings, and public donations. But does that really kind of help you understand the truth about your donors? We asked ourselves that question. And sorry. I'm just gonna pop up some slides while I talk this through. We asked ourselves that question, really deeply, and sort of came to the conclusion that there's a lot missing. Right? Like, there's the story of the person, the their career, their their passions, their lifestyle, their social presence. Fundraisers and prospect researchers today spend hours and hours piecing this picture together. And at Hatch, we really set out to eliminate much of that effort by identifying aligned opportunities and helping you guys produce ask ready profiles faster than ever, which means that you're able to tailor your outreach and raise more money with less guesswork. So how does it work? We take the constituent data from your CRM, and and, of course, in the case of Raiser's Edge, this is super easy. We have an integration. You connect Raiser's Edge. You you designate one or more lists in Raiser's Edge that you want to sync into Hatch, and we we pull it all in. And in addition to that wealth screening data, we layer on an additional 70% of data across categories like social, lifestyle, career, contact information, media mentions, etcetera. We we we do that for over a hundred data points across 40 sources. And once we have all that enriched data, which we've been perfecting, by the way, for the last three years, and that's already sort of our differentiator in the market is we have a ton of this kind of qualitative data, and then we layer in on top of that AI. So our models are really built to comb through all that deep data and surface fundraising relevant insights so that you don't just get more data, you actually get, meaning. And so let me let me show you what I mean by that. So, you guys are probably familiar with this view. This is our RE NXT developer cohort test environment where we have a pretty messy list of constituents with all kinds of test data. But hopping over for a second to miss Melinda Gates, who who who has been imported and enriched in hatch, you'll see this beautiful tile on the constituent record where Melinda really comes alive. So we have a photo of her. We have an AI summary bio that's based on all that information that we've enriched, and we find out that Melinda is a renowned philanthropist, cochair of the Bill and Melinda Gates Foundation. This might be a little dated, folk focusing on global health and education. She founded Pivotal Ventures to advance social progress for women and families and has donated over $10,000,000,000 to various causes. She has a background in technology and a commitment to empowerment, and she's an advocate for for women's rights. So Melinda really comes alive with this qualitative information that has been summarized for us, saving us tons of time. Then we have all of our Hatch scores and insights coming into the title as well. So we have an overall score called the the Hatch giving score, which is a customizable master score that, is based off of the component parts of the affluent score, the donations affinity score, the propensity so the the five scores that we offer. And you guys can customize the waiting if you wanna say 50% affluence, 50% donations affinity. That really gives you a single lever by which to sort your entire database. And I'll sort of just give you a quick view on the Hatch side of what that actually looks like. You can see that it's color coded showing you the component parts. We've sorted the entire database by exactly what we're looking for here. But looking at our actual scores and insights, these are really game changing because no longer are, these scores like black boxes, and you don't really understand what it means. Every score comes along with AI insights that explain exactly what's driving it. So in in the case of Melinda's affluence, we're deriving that from the fact that she's made total charitable donations exceeding 10,500,000,000.0, with foundation donations alone amount of over 8,300,000,000.0. Donations affinity is actually where we really innovate. So classic affinity, scoring is based on category matching. We've gone way beyond that. We analyze the with AI, the the detailed mission, constituency programming of of of each organization that Linda's donated to in the past. In In this case, we're scoring it against the pretend account for American Cancer. We're pretending that we're the American Cancer Society. So AI is able to go through her entire donations to hundreds and hundreds of organizations, figure out which ones are the most relevant, pop them to the top, and give you a summary like Melinda has demonstrated a strong giving history to health focused organizations like the ACS with notable contributions to the Fred Hutch Cancer Center and Seattle Bio Biomedical Research Institute indicating a high potential for supporting similar causes. Propensity score is does willing to give. We got, some insight about her about her giving. And profile affinity is a really cool new score that that nobody else has. It's it's something we've built really recently Based off of all that qualitative social, career, lifestyle, news type data that we have on Melinda, we're able to analyze her whole profile for overlap between facts that we find in her profile and and the and the mission of the ACS. So in this case, it summarizes that as Melinda co chairs the Bill and Melinda Gates Foundation supporting health care initiatives, including cancer research, and has extensive experience in health care philanthropy and policy advocacy similar to the ACS's approach. Of course, we also have a an RFM score based on their donations to your organization. And then we also, quantify Melinda's gift capacity rating and target ask amounts for a first ask and a gate and a max ask. I'm gonna jump over for a second to Melinda's profile in Hatch itself, where you can really see, a ton of information here, which we're not all reflecting the tile. Like, the intent is that you will sometimes come to hatch to kind of confirm and complete the profile. Here, we have a view of of the scores and insights that we just went over, but we can see it in a little more detail on the hatch platform. So talking about the donations affinity again for a second, you can see it's identified the number of organizations that that are most similar to ACS, including ACS itself. And as I scroll to the bottom of her very, very long list of donations, You can see that it starts to get less and less relevant to the American Cancer Society, and by the time I get to the bottom, you'll probably see some political donations, saving prospect researchers just a ton of hours that they'd have to spend, like, analyzing that donation history and pulling out what's relevant. And then in the case of profile affinity, we can also dig a little deeper and see the specific facts driving the score. So Melinda co chairs the Bill and Melinda Gates Foundation, which supports health care. She's a global health advocate. She has a a a company, Pivotal Ventures, that focuses on women's health issues, which intersects with ACS's work in in women's cancer prevention treatment, etcetera, etcetera. Let's take a look at, one more example. So Martin Tobias actually, let's look at Mark Cuban, famous guy, former owner of the Dallas Mavericks, Shark Tank. And so, let's just jump straight to his profile affinity score and show you some some cool facts. So, founded the Mark Cuban Foundation, which focuses on various charitable initiatives including health, cofounded cost plus drugs, which increases medication accessibility and affordability for patients, including those with cancer, has demonstrated interest in health care innovation through investments and business ventures. He did he's at an age that places him in the demographic with increased cancer risk, etcetera, etcetera. So what you'll get here are, you know, really great nuggets for cultivation and solicitation of your of your prospects That'll really, really save you a ton of time and and and take your fundraising to the to the to the next level, really make it strategic, a lot less guesswork, and and more money with less effort. Cool. How am I doing on time? Minute thirty. A minute thirty. Okay. I'm gonna go straight to the testimonial, and I guess I have to stop sharing my screen first. It's like sensory overload. We just have too many inputs of, like, our analysts are trying to make decisions. I'm like, okay. We have this. We have that's where we have this. We have now. Like, where do I even make sense of all this stuff? Just take a few seconds to read it. Yeah. I mean, every clause in there is useful. I just like the idea of it being in a dashboard and sort of, like, this this is the information you need to know. I really like the way that that that is laid out as well as the the wording underneath that. I find that really helpful. No one comes close to this level of, summarization, which I think is real like, the value added summary, basically, that's being provided at every turn here, which, you know, I can think about how one would go about doing that, but I have no interest in doing that myself. I think that there is a wealth of information here. It's exciting to me because it feels more, like, comprehensive for us to use now. I like it a lot, to be honest with you. I see it being a huge, huge step forward. I I think these these are a general step forward for, this entire time. And that's where, Brutool came into play. I found about 70 to 80 people that look really, really interesting. Interesting. Really, really good stories that warrant research. So I can go and send them to my colleague. That it was just an incredible win for me, the realization that I could go and do that. That doesn't solve my problem. This is the pitch that I'm making to my my colleagues at USC. That doesn't solve my problem. That solves my problem along with five other people. Yeah. And and then some. Honestly, it could be many, many more people. No. This is really amazing. What I thought is it's the CliffNote version of their lives. Right? We're just taking everything and you're saying, like, here's some really good facts that you can use and go out. I think it's great. I really like it. I mean, it's amazing. It looks fantastic. I love that it's customizable. It's easy to understand, and the descriptions are great. Like, a lot of times, you do not get a good detailed description. I I mean, no notes. Good job. There you go. I think for any kind of cause based organization like like ours, the affinity piece is always super tricky to be able to to do accurately, and it seems like this just brings a totally different level of that, like, accuracy to it. So I I really like the way that it's put together. It's it's very unique. The AI profile, it's it clued me into this chocolating business. They're chocolatiers. That was the thing that popped up, and I was like, wow. That's interesting. So let's learn more about that. It's a very, very successful chocolate business. I never would have gotten it. Never would have seen it. The biggest selling point to me was the last call we had when you all show all those scores. Just in general, the the logic and the approach to the scoring. No one else is doing it. I mean, look, the capacity scores, which you're seeing right now from iWave and DonorSearch is basically about the same thing that's been around ten, fifteen years ago. Not much has changed. Hatch. If you, again, if you, want more information, you can click the docs tab. We will have you step off stage now. We will welcome to the stage, Griff Bohm, with Momentum. Welcome, Griff Bohm. Say okay. Can you hear me? Yes. Yes. Do you wanna just play the video, Crystal? Sure can. One moment. Go, like, super light speed mode because everybody's running out of time. So we're gonna do the video. I'm gonna skip all my slides. I'm just gonna demo a bunch of AI features. And if you guys like them, you can call me later and we can talk. Okay. Here's the share. Hi. My name is Dina Feedmore. I'm our senior development manager at Feedmore in Richmond, Virginia. We're a hunger relief organization whose mission is to provide nutritious meals and resources to those in need. Every day, our work reaches children, families, and seniors through programs like Meals on Meals, our mobile pantries, and our network of partner agencies. And behind that impact is a community of generous supporters who make it all possible. In my role, I focus on both major gift fundraising and also overseeing our donor platform. In the past year, one of the platforms that we've introduced that has become a value to us is Momentum. It's something that we use daily and has helped us to continue to build our pool of supporters. We started using Momentum in this past year while we were in the midst of a capital campaign for our new building, which broke around in 02/2023. We moved in October of twenty twenty four, so we're in our new space now, and Momentum has helped us to continue to build our fundraising for our annual support while we were in the midst of the campaign itself. One of the tools that we've really enjoyed and has been super impactful for us has been the prospecting tool. It helps us to look at our donors, and better understand those who had the capacity and interest to give more. It helped deepen the support and get more gifts, and raise some funds from folks who were not previously giving. That insight's been a game changer, and along with using AI, to create donor journeys and have more strategic and personal outreach, we've kept our annual fundraising rolling really well while we've been building our building. Now that we're in our new space, we're continuing to use the platform to share and update our donors on what's happening, invite them to see the space, and celebrate their impact. The ability to stay connected and keep our messaging mission centered has been a real real difference for us and help us steward our community and grow our impact. We're so help thankful for Momentum. It's been great for us to use, and I recommend it to everybody. Alrighty. And then stare on my screen. Let's see. Can you see this? Cool. So with Momentum, the basic story with us, for every dollar you spend with us, our average customer ends up raising 17 more than they were before. Right? So if you wanna raise more money, you can use us. We help you do that. We're super, super efficient at it. We have a bunch of high powered AI. This is the main thing that we build here. This is our inbox. There's a few different features in here that I'm just gonna show you guys all a bunch of different stuff. And if you like it, great. On the left, you have basically a prioritized feed of who you should be talking to next. So our models actually go in and they look through your RNXT. Or as Nina in the video there mentioned, we can actually do proactive prospecting where we can take sort of prospect list, maybe a hatch list or something like that. And we basically then feed it into our algorithm, and we let it know, hey. Here's who you should talk to next. Here's who you should be engaging with from a fundraising perspective to raise more money. These are prioritized for you. So unlike your email where it's just the top email is whoever happened to email you last, we actually have a model underneath that's putting these in the right order to make sure that you're talking to the right person at the right time. We can write the email for you. So you can see here an AI has drafted this email in the space of about a second. It will write in your tone of voice. It will write in the donor's communication style, and it will learn and improve as you go. If you send anything in Momentum here, it will log itself automatically back into Blackbaud as well. So everything is always up to date. There's no copy paste. There's none of that. All of the integration is happening basically seamlessly with within our platform all the time. We have the ability to do a lot of this sort of research. So I'll actually just quickly go to LinkedIn here, and then let's just do Alejandro because, he presented earlier, and I happen to be connected with him on LinkedIn. Alejandro, I hope you don't mind me, me picking on you. But I can basically run it into here. We will have an AI agent, basically, at that point go out and do a full research profile on Alejandro. So it will put together the full the full profile with everything you need to know about him, including anything out there on the Internet, blog posts, like, podcasts, press releases, his LinkedIn profile. All of that is in here so we can automate a lot of the work of that prospect research. Then what's really cool is that our AI will actually also go ahead and start recommending things that you should talk to this donor or this constituent about. So it's saying, hey. Here for Alejandro, you should go ahead and and maybe talk to him about community community engagement or opportunities to collaborate. It it can pick up that he was at Microsoft for years and that then he founded FundMiner. We can also keep you up to date on, job changes as your constituents or as your donors sort of make changes over over their careers. So we can pick up on all of that. The sidebar over here is totally customizable. We can show you a history of their giving. Alejandro here has been a a very bad donor with his slide trending down. I should, I should fix that. It goes it should go up into the right. We can forecast target gift dates and amounts, so we can also factor in all that great wealth screening data that you can have from any wealth screening provider out there. And then we can track open opportunities as well. If you're using opportunities in our NXT, we can help you do that there. Probably the most, let's actually find a better example here. Probably one of the coolest parts of the system is our donor plans. So if you have donors in your system where you're like, oh, I just wanna stay in touch with this person. I don't feel like I'm doing a good enough job of stewarding them over the course of their giving cycle. What we can do is actually build a dynamic donor plan that is fully integrated with all of your activities to be able to basically stay in touch for you. So instead of having to have, like, that spreadsheet where you're tracking touch points over the course of a year, we're building this dynamically and it updates itself. So if this donor comes in and sends me an email, this plan will update itself. If the donor makes a gift, if the donor attends an event, anything like that, The donor plan will basically keep you up to date so that you're always working on the right touch point with the right donor at the right time. So we're basically making sure that you're always talking to these people when you need to be talking to them. Again, this is a whole AI. We've this is a a proprietary algorithm that we've developed to basically make sure that you're engaging with people when you need to be. Cool. So I'm gonna log here. How am I doing on time? I think I'm doing good. There's a bunch of other really cool stuff in here. So, our latest feature lets you sync lists directly out of Blackbaud. So you can build a list and already sync it right over to Momentum by just by putting in basically a list ID here. So you paste the list ID in, and then you're able to basically start to engage at scale. So imagine that you have, like, a template that I've built here, where we have maybe, like, a Jacksonville trip plan. I'm about to take a trip to Jacksonville to do a little bit of fundraising, and I have a constituent list for Jacksonville prospects. What you can do is you can come up to new action. You can type in, hey. At Jacksonville Group Of donors, I wanna send them my Jacksonville template. When you hit draft now, what it's gonna do is it's actually gonna pull out all of those Jacksonville donors for you. You can see that here. It's got all of those people that live in Jacksonville. When you hit draft on these emails, it's gonna start writing personal customized emails to every single one of those donors based on their history with your organization, what we know about them from our LinkedIn researcher, and all of that code of ethics. So it's pulling all of that in all at once for you. As it runs along, it will basically put out drafts for every single one of these people. You can see here it's got Andrew Crenshaw's ready to go for me. This is a quick and easy one. So but when you're talking about inviting donors to events, impact reporting, you know, specific appeals, campaign updates, any of that sort of stuff. We help you automate all of that engagement so that it can happen for you all at once in one place. The and so just to sort of quickly, I guess, I'll just show this. You can have sort of one, you know, two different emails to two different donors. It's not like a mail merge or anything like that. We're actually having AI draft this whole thing. Cool. One of our most popular features is our mobile contact reporting. So we can basically sync it in with you, with your calendar and basically let you know, hey. We saw that you've had a meeting with a donor, and we can text you and say, how did that meeting go? You then get a link. When you click that link, you can just record your voice into our our voice recording assistant and say, oh, I met with Crystal. She's this great donor. I want her to do this, that, and the other. We're gonna follow-up later. We have an AI basically listen to that and then populate the full contact report for you. When you click log contact report, that is synced directly into Blackbaud, so there's no more contact reporting. You're done. And, basically, the next steps and the next step date will sync to your donor plan in Momentum as well. I believe I'm out of time here. Do I have time for one more, Crystal, or am I good? You have thirty five seconds. Cool. Let's do it. So we'll use Feedmore here because that was their, that they did the testimonial for us. This is one of my favorite ones. I'm just gonna grab a blog post on their website. I can just pump take this link, plunk it in here. What What we're gonna do now is we're gonna have an agent actually go, and it's gonna read this blog post. That's the first thing it's gonna do. This is a nice short one, so it should be pretty easy. Once it reads this blog post, it's actually gonna come back with a bunch of categories about what this this blog post is talking about, figuring out sort of what the the context is. Then it's gonna go to our NXP and look through your CRM and say, hey. Here are six donors who we think you should send this to. We think this is a valuable update that you should let these donors know, and then you can basically go and continue to operate and engage and steward your donors right from here. Okay. Awesome. I'm very excited. Well. Yes. You did great. Thank you so much. If you're interested in learning more about Momentum again, that docs tab on the top right hand corner. And let's welcome to the stage now, Nic with Prenger Solutions Group. Hi, Nic. Hey. How are you? Great. Excellent. I will share my screen here. But I need need the former screen to be unshared. Griff, if you can unshare or stop your share. There we go. Excellent. Thank you. Griff, you did a great job. That was super exciting. Okay, everyone. Appreciate your time. Last but not least, can tell you about PSG and what we're doing. We're different from the other firms on here in that. Oh my goodness. We have some smart people on this on this webinar today. What we are is we're Blacklog users. Right? And we are plumbers. We work inside of Raiser's Edge every day, and we try and solve problems as best we can. We do fundraising consulting. We run annual appeals. We run razor's edge database. This is for giant organizations. In fact, we are quietly behind the scenes the largest consumer of razor's edge on earth. So many large nonprofits have just outsourced that management to us. That's where we're living every day is inside of razor's edge. What brought us here is that in the course of running all of those databases for organizations, we got really involved in fundraising automation. So much so that we started building out automations for our clients, and then we started getting calls from people who we weren't doing consulting for. We said, hey. Can you build an automation to do x y z? Places like the Field Museum, Knox College, Art Basement, Los Angeles. And we got really good at fundraising automation to the point that we actually had to give it its own name. The service we're providing, we called it Automate Genius, which is a sister, piece of software to what we're doing with Ask Genius. I wanna walk through the most popular things we do, and then we will share a little demo from our friend, and we'll go from there. So the first thing we automated was a thing called the daily digest. Again, we are living inside of razor's edge, working every day and thinking how can my life be easier. One way to make life easier is with the thing we call the daily digest. We did it for Wave Tech Foundation and dozens of other organizations. Essentially, imagine this, this solves the problem of you might have a VP of advancement who said, you know what would be helpful to me? If I could just get an email every morning that shows me who completed a pledge yesterday or who gave who registered for this gala event, who paid off, a large, you know, donation. A simple email that explains to them, here's what happened yesterday. It's not sexy. It's not exotic. It is incredibly useful. Right? And we have thousands of clients who are saying, this is what I need. I just need an email. Give me this information. So we started building the daily digest. As soon as we did, we had clients said, hey. That's amazing. Okay. I get every morning at 8AM, I get a list of the people who donated yesterday so I can take whatever actions I need. And then we were asked, can we link those daily digest to an action inside of Raiser's Edge? And the answer is, of course, we can. So then you can see where this is going. We have clients who said, hey, I wanna know who my portfolio made a gift yesterday or came to the website or whatever it might be and give me a hyperlink to take them to their record where I can log a phone call, where I can send a message from Raiser's Edge, whatever it is I need to do, mark a task as completed. The different ways that nonprofits are using this simple automation is so exciting. Right? It can prompt you to assign someone to a portfolio. It can alert you when somebody you just had a first time donor gift to your organization. Maybe it, send a note through department head, you know, about somebody. Hey. Somebody made a restricted gift to our dental school. I wanna make sure that our our dean of the dental school knows that. Maybe you wanna know the major gift officer that a task is coming due. All of this is possible. None of this is AI. This is simple automation. What's happening inside of razor's edge? Serve it up on a platter in a way that's really useful to folks. From there, probably it's only a matter of time before we got the question of this is really helpful. Can you just go ahead and write that email for me? In fact, we see what's happening. Can you just I just got the alert that said we got a new donor in the door. Can you just write the email for me and welcome them in as a new donor? And the answer is absolutely. So we pioneered this for some clients, and it's, we got a we got a long backlog right now to roll it out to others. We started in Los Angeles. We did it for the Field Museum in Chicago. And instead of me just showing you on the screen what it looks like, you can actually interact with this email right here. So if you're online, you can go you can scan that or you can go to easy.automategenius. When you go there, you can put in your email address, and you will actually get a live working sample of what this automation looks like. So imagine that you are a database administrator at a large college or university. You can type in your information. You can get the email. It'll you can play around with it. What will happen when you send in your email is you'll get a sample working draft that looks just like this. Imagine being the Davis administrator at, Children's Presbyterian Hospital. Every morning, you get this email and you've got a list of names there and you see the different prompts. Right? In this case, Leslie Cooper just made a gift about a hundred dollars. Mary Smith just made a gift. She's a first time donor. If you're so inclined, you can simply click on the prompt and it will, voila, draft an email for you to Leslie from whatever, email platform you are using. Right? This is not a separate platform you need to log into. It's not a new CRM. Simply operates the way that you operate. Again, at PSG, we're we're plumbers. We work inside of Razor's Edge. We're not fancy enough to design entirely new interfaces. We just know that it's helpful when somebody pays off a pledge or somebody who's a new donor for us to be able to play on that and open it up in Outlook or Gmail or whatever our major gift officers are using. So that's how we built it. Yep. You can see, a whole bunch of different opportunities there that you can play with. We have heartfelt emails for live ones, for scibones, for happy birthday emails, new referring gifts, anything you can dream up. If we can pull it from Razor's Edge, we can create it for you and serve it up on a platter. Nice thing for donors or excuse me. Nice thing for the clients is that you're in control of everything. Right? How many emails do you want served up to you every day? Who do you want them to come from? What do you want them to say? Do you wanna send them at all? It's entirely in your control. There may be something served up to you and say, I don't really know that guy. I'm not gonna send the email. That's great. We just wanna get you, 95% of the way there and let you take it from there. On the topic of AI, we believe that is the point at which you can effectively use AI to personalize it. All the great things I just saw in Customer Momentum. Right? If you wanna change the tone, if you wanna shorten the email, you wanna make it more formal, that's great. Do that in your email app. Right? You can use Gmail for that. You can use Copilot for that. Do all of that in whatever system you're already using. And the reason we believe that is because most of our clients, frankly, Crystal Bruce, are terrified to connect their database to an AI model. Right? We hear it every single day. I'm sure that will change over time. But right now, there are very few clients that are willing to connect what they have, that donor information to AI. So we solve it a different way. We're really good at raising that. We're really good at understanding the actual functions that people need to run a development office. If part of what we're doing is serving up the email for you, take the AI layer and put it on at that point. Right? So that it's never connecting to your database. It's just helping you out in that final five yards as you're working to accomplish your task. So that's what we do, through Automate Customer Genius. I will share the video here. This is, to set it up. This is Jolinda, I believe, from the Archdiocese of Indianapolis who's been using Automate Genius now for a while, for a use case that I didn't talk about, so I'll let her, explain it from here. My name is Jolinda Moore. I am the executive director of the Office of Stewardship and the Catholic Community Foundation for the Archdiocese of Indianapolis. We have thousands of acknowledgement letters that need to go out every year. And the acknowledgement letters are for a whole array of different campaigns. Raising money for the college seminary, raising money for the United Catholic Appeal, as well as Catholic charities. So we use Automate Genius to have one solution where every night, any gift that has been receded, will be generated into the proper thank you letter. The next day, the staff can come in, they can review those files, do some spot checking, but we have a clean process where we're able to take the data straight from Raiser's Edge and integrate it into letters. This is a task that used to take my staff a good twenty hours a week. And now, because of all the different campaigns we had, it was it was overwhelming. Now this is a process that can be done in an hour a day. So I have had the pleasure of working with Prenger Solutions Group for about three years now. What I feel like is that I have this team that wraps around and supports our ministry. So we definitely do not have a product in Prenger Solutions Group. We have a partner. It's a solution that fully integrates. There are some days, because of the products that we have with Prenger Solutions Group, I'm on calls with two to three Prenger Solutions Group people. It's wonderful because I know that we all have the same mission, which is being able to raise more money to serve more in the church. Making the decision to move to a solution like Automate Genius takes some time and reflection. Change is hard. Change is scary, especially when you're investing money from a not for profit organization, especially a church like we do, but the return on investment is huge. We are able to once we pulled the plug, we were able to get acknowledgements out the door within forty eight hours of receipt of gift. And that is a much shorter time than we were experiencing before. So for anyone who's considering, do we just do it the way we've always done it or do we look at new solutions? The technology exists and the partnership exists, and I would say now's the time to do it. We're getting ready to embark on the process of using Ask Genius. I'm excited to to learn how we're going to use the tool. Basically, the data's taken. It's run through the system. It comes back with a series of bump amounts for us to consider. And then it allows us to, in a educated way, break down our ask amounts to the different segments that we're working with. I like that Ask Genius is a product specific to Prenger Solutions Group because they know exactly how the algorithms work and how the outcomes come about, but it also, on the back end, allows us to still make educated decisions based on what we have and what we know about a donor. Okay. So that's what we got, Crystal. How do we do? We did great. Everyone did so great. Thank you so much, Nic, for that. Again, if you wanna hear more from Nic, you can fill out that interest form. But I'm also on a timer too, and I think we did it. We nailed it. We got everything in in that one hour as promised, and that wraps up officially today's partner spotlight session. Again, a huge thank you to all of our partners who joined us, and we hope the ones that are watching, you found the demos informative and useful. Right hand corner, you got the docs. You can fill out that interest form to learn more about any of the partners that you heard from today, and a special stay tuned in the Blackbaud community for updates on future partner spotlight series events. We've got more exciting solutions to share soon, and I just wanna thank everyone, and have a great rest of your day.