Video: Product Update Briefing - Blackbaud Raiser’s Edge NXT®: Unified View | Duration: 3968s | Summary: Product Update Briefing - Blackbaud Raiser’s Edge NXT®: Unified View | Chapters: Welcome and Introduction (52.96s), Welcome & Housekeeping (152.615s), Safe Harbor Statement (224.07s), Vision and Roadmap (274.145s), Roadmap and Timelines (463.415s), Customer-Driven Roadmap (625.97003s), Gift Processing Roadmap (808.79s), Gift Types & Management (1028.3201s), Unified Communication Workflow (1199.85s), Online Data Review (1267.165s), Data Management Features (1538.28s), Tabbed Constituent Records (1648.9801s), Constituent Redesign Tabs (1840.675s), Additional Constituent Fields (1966.4801s), Export Redesign (2048.01s), Export Roadmap (2176.035s), WebView Import Goals (2250.36s), Import API Expansion (2371.735s), Address Accelerator WebView (2433.705s), WebView Permissions Migration (2556.45s), AI Roadmap Preview (2619.0298s), Goal Implementation (2702.17s)
Transcript for "Product Update Briefing - Blackbaud Raiser’s Edge NXT®: Unified View": Hello. I'm Tiffany Crumpton, the head of fundraising products at Blackbaud. Now I've worked at Blackbaud for more than twenty years, and I can honestly say that I've never been more excited for our team to share what's ahead with Razer's Edge NXT than I am today. In fact, we've got so much great information, we couldn't fit it all into a single session. In today's session, you'll be learning about how the latest tools in razors edge NXT can simplify your fundraising, amplify your impact, and strengthen your donor connections along with a comprehensive view of the unified experience in a clear forward looking timeline. If you use Razer's Edge NXT daily, are in charge of database administration, or are preparing to adopt unified view workflows, you will get it in this session. If you're also looking for information on the future of fundraising and raises at Gen XT, check out our companion session, premium features and AI. This briefing is packaged in a fun new format and will focus on the time saving, strategy enhancing, revenue growing, AI powered capabilities, and workflows available in the Raiser's Edge NXT complete package. If you are a frontline fundraiser or lead a development or advancement team, you are not going to wanna miss this. Okay. That's it for me. I look forward to seeing you all at BBCON this year. And now without further ado, let the briefing begin. Welcome to the Razer's Edge NXT product update briefing. I'm Trent Mulligan, director of product, and I'm excited to be here with you today to share the latest road map updates. Before we get started, I have a couple of housekeeping items that I need to cover. First, you will receive a link to the recording. The webinar audio will be broadcasted through your computer speakers, so hopefully, you can all hear me. If you need captions, you can hover over the stage and click the CC button on the bottom of the screen to turn captions on and off. If you encounter any audio or technical issues, such as the slides freezing, usually, a quick refresh of the browser is the best way to get it working again. Worst case scenario, leave and log in again. On the right hand side of the screen, you'll see q and a and resources section. In our last product update briefing, we received over a thousand questions. And while the team was able to answer over 40% during the call, we knew we wouldn't be able to get to all of them. We will also compile all the questions and the answers and post a community blog post. And because this is one of our product update briefings, I do need to read the following safe harbor statement in its entirety. This presentation contains forward looking statements that involve inherent risk, uncertainties, and assumptions. It outlines Blackbaud's current plans and general product direction as of the date this presentation was created. Functionality described in this presentation that is not currently available is subject to change at any time without notice at Blackbaud's sole discretion. It does not represent a commitment to develop or release specific features within the time frame discussed according to the presented design or at all. Please make any purchase decisions based on features and functionality that are currently available. Joining me today are a few members of our product management team who are working to deliver the unified view and bring innovation to life for you. And our agenda covers three main topics, an update on the vision and strategy, We'll spend most of our time providing updates on the road map, and and finally ensuring that you have the right resources to get the most out of your solution. Today, we'll share updated timelines and set clear expectations for the pace of change ahead. Before we do, we wanna thank those of you who've been with us on this journey. Your partnership, the missions you serve, are why we do the work that we do every day. We also wanna make sure that you know that we're thinking beyond the unified view. We'll never stop innovating. And while most of this session will focus on our journey to the unified view, there is another session that highlights what's new and what's next for our AI powered enhancements within Razer's Edge NXT. So be sure to look out and check out the fundraising and AI session too. I'll speak a little bit more about that in just a minute. From the start, Razer's Edge NXT was designed to deliver an easy and smooth web based experience by building complete end to end workflows. We began with frontline fundraisers and have expanded to support leaders and marketers, DBAs, event managers, gift processors, and more. This journey has always had a clear destination. All major workflows in WebView. Today, we'll walk through what the remainder of that journey looks like and how we'll continue moving forward together. Our focus is clear. Complete the move to unified view by improving core workflows, strengthening connectivity across the ecosystem, and applying AI with purpose. The outcome is a more intuitive, connected, and future ready razor's edge NXT, one you can rely on today and confidently grow with tomorrow. This timeline reflects a deliberate progression to a fully unified view, which means no need for database view anymore. In our last pub, we provided a timeline of 2027, But today, we're sharing even more clarity based on our road map and your feedback. While we know no time I is ideal to plan, we understand that trying to do that and finish the year strong were competing priorities. We also know that over 50% of you have fiscal years that end in June. This gave us a bit more time to finish the road map and incorporate many more of your ideas along the way. That's why we will continue to support the transition of your work to WebView through 2027. But don't wait. Now is the time to start planning. Ask the right questions, explore your workflows, and get ready to make the most of the unified experience. Every fundraising team we talk to is dealing with the same tension. The prospect list is long. The team's never big enough, and there's never enough time to do it all well. Donors fall through the cracks. Follow ups get missed. Not because people aren't working hard. It's just because there's more opportunity than there are hours in the day. Anybody feel like that? The future of razor's edge NXT extends well beyond the unified view. We're applying the latest in AI and automation to close the gaps faster. We'll give you a glimpse of that work in action today. And as mentioned, our second product update briefing on May 7 is dedicated to how we're equipping your fundraisers with the tools and insights they need so they can show up fully for the conversations that actually move relationships forward, The work that only a human can do. That said, most of today's update is focused on the unified view and the progress we're making to get you there with confidence. And today, you're gonna hear about the road map in three timelines. What's available now, what's coming next, and looking ahead. In November, we shared the this road map that focused on key priorities, processing gifts faster, managing and acting on data, and driving engagement and helping you raise more. The road map is broken down into three timelines, what's coming soon, which is the in development and shipping within the next quarter, what's up next, which is coming in the next one to two quarters, and looking ahead, which is a little bit further out, maybe three quarters or more, all focused on helping us finish our plans to get to a unified view. Today, I'm excited to share that everything we've committed in the coming soon is now available. We've also been able to accelerate many of the features that were coming soon, and I expect we will continue to do that. And we've added several additional items to the road map focusing on gift communications, direct mail features, engagement strategies, and more. A few key things that I'm really excited about include finishing out the gift processing, getting all of your gift processing into web view, including the ability to edit and make adjustments to gifts, a refresh of the constituent record to improve navigation, usability, and performance, and continued enhancements to Blackbaud AI chat. Customer feedback is directly shaping Razer's Edge NXT. We've already shipped 62 of your customer submitted ideas driven by over 4,300 community votes, And we have another 135 high value ideas planned backed by more than 16,000 votes. The top voted idea areas like demographic fields, tribute management, and customizable needs attention views reflect real day to day workflow improvements our customers are asking for. And just as importantly, database view features will remain enabled until full retirement, ensuring continuity while we deliver these enhancements in web view. This is a clear example of listening, prioritizing, and delivering without disruption. In our approach, the future of razors edge NXT is very intentional. We want you to move when it's ready for you. That's why we're focusing on early clear communication so you understand what's coming, why it matters, and how it fits your organization before changes happen. We're giving you the time to plan, test new capabilities as they're released, and update your workflows at your own pace with guidance every step of the way. Blackbaud and our partners are here with training, documentation, webinars, and success sessions to support that transition. And if something in WebView doesn't work for you, we wanna know. We'll address it together. The goal is a smooth, confident move forward backed by better communication, real support, and no surprises. And as a reminder, plugins like anything that you're using for data health quality or a partner plugin plus Online Express will be retired alongside database view. And planning is only effective if you know how to plan. We're launching a new feature map that will help you determine when a specific feature, field, or report will be available. With this feature map, you'll be able to search and see what is available, what is planned for this year, what is planned for post 2026, and items unlikely to move forward. If you don't see something you're looking for when we release this, which is coming soon, we will you will be able to provide feedback. This is one of the many tools in your toolkit to help you effectively plan. And now I'll turn it over to Anthony to walk us through gift processing updates. Thank you, Trent. Hello, everybody. I am here excited to talk about faster gift processing. But really, this is more than just about speed. It's also about complete gift processing. It's about continuing this journey from donation through disbursement by completing the transition from database view to web view. So Tripp showed our overall roadmap, but let's look at Git processing functions in more detail. So this view shows what journeys we've completed, which others are at cruising at various heights, and items that are still ready for takeoff. Some of you may be already using these, which is awesome to see. We've recently completed work on a payments upgrade that introduces direct debit support for The UK and Australia, and this directly feeds into our connected system story around prescriptive end to end reconciliation. All of the items coming next are things we'll dive more deeply into in the slides ahead, including gift types, gift management, grid view batch, and communications improvements. And finally, at the terminal to depart, there are still some important capabilities we need to bring to WebView to fully round out gift processing. Beyond gift processing, there's also looking ahead to stronger governance and control, and that means adding business rules for gifts, including notifications as well as audit controls to give teams more confidence and visibility across changes. And by the '3, we expect to land these planes and deliver all processing workflows into WebView for a truly unified view experience. The initial grid view batch release focused on achieving parity with the existing WebView batch and establishing a strong foundation for future enhancements. The first of those enhancements is the templates and defaults features. Although the phrase templates existed in database view world, this release delivered a fully native experience in WebView. And this is where your feedback plays a huge role. Feedback poured in and helped us quickly spot any gaps, like applying templates to existing batches. It really made it crystal clear what needed to come next. Please, please, please keep that feedback coming. Who doesn't love a good road map? I feel like you love the first two so much. I'm gonna give you number three. There's obviously a lot of information coming from batch specifically, so much so we did three town halls recently, which all had recordings available. So if three hours of batch content is not your thing, here are gonna be some of the greatest hits. Top of the list and in development now is gift code, gift constituency, fully manageable gift tributes, and your control and validation reports. This is all gonna pave the road for us to be able to bring the rest of the gift linking processes for events, membership benefits, and matching gifts. We also wanted to have support for one to many fields in our defaults, where you can split a gift or add multiple custom fields for each new batch gift row. We wanna use the power and speed of the grid view batch to aid in gift imports. We wanna read a file directly in the system and handle any exceptions via the batch, and this will include batch level global changes for data already entered. I talked about those three town halls, and from those in my early adopter program, we identified some items that you would like to see expanded. We wanna see IDs for constituents, campaigns, funds, and appeals, and gifts in that batch. We want list views for some columns instead of purely relying on the search components in individual columns in the grid for custom fields rather than single pop up view. We want all of it. It's all planned, and it's all coming. We're really focused on getting the essentials right while also sprinkling on some new goodness where it truly counts. On the essential side, we've expanded core capabilities across campaigns, funds, appeals, and packages, and that includes things like GL distributions on funds, fund relationships, which was huge, appeal events, and the foundational pieces teams rely on every single day. From an efficiency standpoint, you can now manage fund relationships directly on constituent and fund records, which cuts down on extra steps and keeps work where it naturally belongs. We've also simplified how campaigns, funds, and appeals connect to each other with more streamlined linking. It's easier to see how everything fits together when we're not jumping through hoops. And finally, we refreshed the campaign, fund, appeal, and package record views to give you deeper insights at a glance, whether it's projected revenue, package performance, donor lists, or gift activity using cleaner, more modern visualizations. And this is really just the start. We're going to continue expanding campaigns, funds appeals, and package functionality all the way through 2026. Now let's talk gift types, specifically pledges, plain gifts, and matching gifts. You'll see these fall into kinda two buckets on this road map. Pledges and planned gifts are already underwhelmed and have some things out in the wild already. And there's still some more work planned to fully round these out. Matching gifts, on the other hand, those are queued up and ready to start but have not quite kicked off yet. So let's start with planned gifts. And for those of you with a planned giving module, we've shipped the ability to edit existing gifts, which is a real big first step here. And what's still to come is the ability to add new planned gifts with applying transactions. It's really gonna round out the full life cycle so that nothing's half finished on planned giving. For pledges, we've most recently focused on improving automated pledges. Again, this is based on your feedback. We've delivered a more blended approach. You can now apply payments to automated pledges and update cards on file. This gives teams more flexibility without losing those automation benefits. There's still more to do here, things like handling overfunding where you could apply a gift to a pledge where that gift is over the amount of the pledge. And that work is fully planned on a road map before we consider this complete. And finally, matching gifts are up next. Work has not started here yet, but they're very much on deck as we continue building out all of the gift type support from end to end. Entering gifts is just really the first step, but real life doesn't stop there. Gifts change, adjustments happen, and updates are sometimes needed after a gift is already in the system. So our goal is to make sure that all gifts can be edited and adjusted when necessary without any workarounds. And just as important, we're capturing that history for you so you can easily see what changed, when it changed, and why directly from the gift record in a new adjustments tile that you'll see show up. Today, gift communications each follow their own workflow, and that creates some unnecessary complexity. Our goal is to change that by standardizing communication processes across all features and tools. So matter what type of communication you're sending, the experience feels familiar and consistent. This means bringing reminders, acknowledgments, receipts, and statements together in a single consistent workflow, one that supports the full process end to end. From there, you can take action however it makes sense for your team. Send the communication by mail, send a email, send a PDF for manual mailing, process one at a time or in bulk. And when you want it, there's gonna be optional AI capabilities there to help, and these will be fully in your control and used where they add value, not friction. Instead of learning four different ways to do the same thing, we're bringing gift communications together in one consistent experience, one that is flexible enough to work the way that you do. So that's gonna do it for gift management, gift processing today, and I'm gonna hand it over to Daisy. Thank you. Thank you, Anthony. Now I want to share an important expansion to online data review that many of you have been asking for. Event registrations now flow through online data review. Until now, online data review focused on donation forms. For those of you not familiar with online data review yet, it lets you review incoming online transactions and match them to the right constituent record before they move into your database. This helps you prevent duplicate records and keep data clean from the start. With this recent release, transactions from online event registration forms will now go through the same online data review experience. You'll use the same settings and the same permissions you have already set up in online data review today, so nothing new to configure, nothing new to learn. We added a filter to view specific transaction types, such as either only donation form submissions or event registrations, making it easier for you to focus on what you want to review. And for events specifically, you can now review all incoming hosts and named guests with at least one piece of contact information, such as email, phone, and or address, and link them to existing constituents before anything new is written to your database. This helps you ensure the right constituent record is linked correctly from the start. This is just another step in expanding online data review into a consistent, trusted checkpoint, not just for donations, but for all the ways supporter data enters your database. And that includes the new constituent forms and membership forms. We are continuing the same expansion of online data review to cover even more entry points into your database. These two new forms will also flow through online data review before records are created, letting you review the incoming constituent data and match them to the right record in your database. This means things like email sign up forms and online membership sign ups will all use the same online data review experience with the same settings and the same permissions you are already using today. And those constituent forms and membership forms from the online giving team are just two of the many features and updates that are happening in online giving right now. We're continuing to expand support across many things, from direct debit support in The UK and Australia, to portal enhancements, additional hidden fields, abandoned donation reminders, and so much more. For organizations using Online Express or Blackbaud NetCommunity, now is the moment to start learning all about Blackbaud online giving and planning for your future transition and what that looks like for your organization. So I urge you to go join the online giving product update briefing to learn about all the updates that will help you plan your migration. Stay current and flexible in your fundraising strategy. And most importantly, make it easier to connect giving experiences across your organization and help you raise more and engage more with your supporters. And if you're looking for even more ways to reach donors, get better visibility into corporate giving, and get donations faster, that's where Blackbaud verified network comes in. It's a free portal that connects your organization to corporate giving and volunteering programs through your cause, giving you access to over 500 companies and millions of employees. Once you claim and optimize your profile, it's easy to get discovered in employee giving experiences. You'll be able to track donations and confirm verification requests all in one place, enabling a faster electronic disbursement. And we're continuing to tighten the connection between our corporate and nonprofit tools to speed up digital disbursements. Coming soon, you will be able to connect Blackbaud integrated payments as a digital disbursement method within the Blackbaud verified network. And soon, you'll be able to access your Blackbaud verified network portal right from the top left solution menu in the omnibar alongside the rest of your Blackbaud solutions. So go check out the docs tab to learn more about the network and how to sign up. Now I will hand it over to David to go over data management and analysis. Thanks, Daisy. So in this section, I'll be talking about data management and analysis. So these are our features for power users, database admins, and basically those features that keep everything else running smoothly downstream. We've made a lot of progress since our last update. Available now, we are currently in early adoption for the API of both WebView export and import. We have also released a number of smaller features. A couple I call out here are the alumni class analysis standard report and our first batch of export only fields in the query. When we look at what is coming next, we are working toward the UI early adoption for web view export and import as well as release coming up pretty soon. For import here, we're talking about both adding constituents and updating them, getting into the subrecords and contact information as well as import into Gift Batch. We are also working on our constituent tab to redesign, which I'll show in just a minute here. And then looking ahead, we're going to be expanding import into additional import types like campaigns, funds and appeals, events, and then the bulk actions, global changes, global deletes, that sort of thing. We are also going to be extending our constituent fields in the web view and then moving to support required fields in web view and finally extending WebView permissions so that they encompass all of our n x t. So that's the overview. That's the big picture. Now let's get into some specifics, starting with constituents. So we've gotten feedback over the years that users wanted to see the tabbed view of or tabbed, design of constituents in web view as well as database view. And as we have added functionality and as we've added data to those constituent records, the web view design of a vertical record with tiles going down makes less and less sense. So we're taking this opportunity to redesign and make some improvements at the same time. There are a number of benefits to this, first of which is improved performance. Right? We'll only be loading that active tab, so we'll see improved performance from that. We are also taking this opportunity to streamline editing of common areas, which I'll show in just a minute here. And then this will also help users stay organized with the clear separation of information. So if I know that custom fields live on the biographical tab, I don't ever need to hunt through the the page to find them. I go to biographical straight away. And then finally, it will help users stay on track because these tabs are actually going to be sticky, which means when I'm working in the giving tile tab of one record and I go to the next record in a query or list, for example, I'm on the giving tab of that next record as well. So that is why and what. Now let's take a look at a demo of it. So this is our redesigned tabbed constituent record. Here we're looking at the summary along top, which will be static regardless of which tab you're on. And then the tab we're on right now is the overview tab. And the goal here is to give you some core information that you will frequently need, and that's what this personal information tile does. It also in the tab also includes giving snapshot, timeline, and prospect insights as areas that customers, refer to frequently. But as we know, my most important data is not necessarily the same as your most important data, so we wanna make sure that this personal information tile is customizable. So you'll be able to select what information shows up here based on what you need to see most often. Beyond the overview tab, we have the biographical tab, which will be those biographical details that help you understand a constituent on the whole, a lot of your consent, education, custom fields, constituent codes, and contact information. It's worth noting while we're here, contact information is one of those processes one of those areas that we're speeding up editing up. So in WebView today, when you click edit, you then have to select which details you want to edit. We are updating that to be one model where you'll edit everything from. You can select which address, or you can edit all of your phones and emails at the same time if you want to and then click save once. So just removing some clicks for users there. Then we have the giving tab, which is another area where we're streamlining. We still have some of this specialty information along the top here, but we have moved to a single gift list view, so no more clicking through to work with gifts. Prospect management is where any of your prospect information is gonna live, so prospect insights, management, wealth ratings, and opportunities all live there. And then participation describes the ways that this constituent interacts with your organization. So this is going to be events, recognition, memberships, and volunteering. Communications is just what it sounds like, so email history and appeals. Actions, notes, and attachments, much like giving, we have streamlined this to just be the list of the records you wanna work with. No need to click through. You can see everything here, decide which ones you want to open or edit as needed. And, again, that's the same for notes and attachments both. And then finally, the add ins tab is where anything that's not out of the box functionality is going to live, so partner integrations, that sort of thing, though we will also support partners building their own tabs if they want to. So that is the constituent redesign. We are planning to move into early adoption pretty soon here, toward the '2, and then we will support an opt in period so you can get used to the functionality. When performance and feedback is where we want it to be, we will move to a wider release. Once we finish up with our constituent redesign, we're going to move on to additional constituent fields. We're normally focused on workflows, but, obviously, if you're missing a field that you reference and that you need to add data to, that interrupts your workflow as well. So these are fields that have come up in feedback, and they fall into a few categories. For relationships, we're going to enable viewing all relationships and viewing reciprocal relationships from WebView, also custom fields in organization, industry, and profession. For address, we'll have custom fields, county, info source, and region. For opportunities, a slew of new fields, which you can see here, as well as the ability to delete opportunities. And then for phone and email, comments and date last changed. We also have a couple changes that don't fit smoothly into one of those categories, constituent conversion between the individual and organization, and then constituent pronouns, which are not a database view field but come up a lot in feedback, so we wanted to add those as well. And now moving on from constituents, I'd like to talk a bit about my other child whom I love equally, Query. So as you may remember from previous updates, our redesign of export actually brings export functionality into query as a result layout for query because, ultimately, that's what export is. You're taking the results of a query, that grouping, and then formatting the layout of the results into a more useful layout. So what you think of as query today will be the multi row layout, and what you think of it of as export will be single row layout, but you will use both of those within query. So there are a few benefits to this approach. We it will be more efficient because you're doing everything in a single workflow. You are, instead of creating one query and one export and then working with both of those, you're creating one, and it gives you everything you need. There will be a consistent experience for users, so new users will not need to learn query and then separately learn a different tool that works differently. It will also give you greater flexibility because a single row query is ultimately a query. So you can take it's as if you could take an export today and then plug it into a report or a mailing or whatever else you would want to do with it. And then finally, enhanced performance. So export is a bulk function, that is very complex, and so it takes it's one of the longer running processes in database view. And so using web views generally faster processing and asynchronous running and downloading allows us to remove that pain point for users. So we are in early adoption for the API right now, and we plan to expand that to UI early adoption soon. And and then release in q three. So what's next for query and export? The comprehensive export functionality is first. So your field level filtering and sorting, your deduplication of result rows, and multiple instances of fields with different criteria for each. We are also looking to migrate existing exports from database view because nobody wants to recreate those. We've also gotten a lot of feedback about MDB and AccessDB formats, so we are looking into what modernizing those for the web view looks like. And then scheduling queries and exports is in the plan as well, so this will help update queue workflows. And then finally, web view only fields, we will need to include at some point as well. So attachments, participant options, recognition, basically anything that you can add in web view, you will want to be able to query on as well. So that is part of the plan as well. I've been talking a lot about my features. I could yammer on about this stuff all day, but I've been told that's not why we're here. So I will pass it on to Danielle to tell us about import. Thanks, David. At a high level, our goal for import in WebView is to make imports faster, simpler, and more reliable. We're moving towards a single, scalable import experience that works for everyday users and high volume data operations. With import and web view, you'll be able to insert and update records using a single file without having to choose an import type upfront. Behind the scenes, we'll read the file headers and use the data in your file to determine what should be created and what should be updated so that one file can handle updates and inserts across multiple record types. This means less initial setup and less rework for you. To support this functionality, we'll be introducing a modernized import user interface built for clarity, scale, and ease of use. The UI will be designed to support everything from one time jobs to recurring imports. As we expand import capabilities, you'll be able to import all supported record types directly through the import API as well as the import UI as those capabilities become available. From an efficiency standpoint, imports will run asynchronously in the background. This means you can continue working in Razer's Edge NXT while those jobs process with no work stoppages. Import and WebView is also being built with improved reliability and performance, especially for those large and long running jobs. We've also made improvements to validation and error handling, so you'll get clearer, more actionable feedback on errors, what succeeded, what didn't, and where targeted fixes are needed in your imports, making it easier to identify issues and fix what needs attention. For gifts, you'll be able to import directly into Gift Batch and then review, edit, and manage gifts in bulk from the Gift Batch grid. This creates a centralized workflow for mass gift entry and aligns with upcoming gift batch bulk update functionality, so those capabilities will be available to you together. All of this is powered by the import API, which is where our work is currently focused today. The import API gives us a single scalable engine for submitting, validating, and processing large volumes of data with that consistent validation and structured error handling that I just mentioned. This foundation is also what's enabling the import UI, background processing, and everything else that you're seeing here. Today, the ability to insert constituents and contact information, so addresses, phone numbers, and emails, Via the import API is live in a partner early adopter program, and we'll soon be expanding that to include some API using customers as well. This foundation also allows us to continue expanding available import types beyond constituent and gift, including campaigns, funds, appeals, events, and more. And it's also setting up for additional capabilities like global change. If you're interested in a deeper dive on import, we recently hosted an import inside track session, and there's also a published blog post in the community that you can check out. When it comes to data health, it's the foundation of everything that you do because strong constituent relationships start with accurate trusted data. With that in mind, Address Accelerator is coming to WebView. Address Accelerator helps automatically correct and standardize addresses in your database so mail reaches the right recipients, saving you money and allowing you to spend less time on returned or undeliverable mail. Soon, you'll be able to access Address Accelerator directly in WebView through a new tile on the data health page. This tile is going to include two key actions, updated address report, which will generate a report to help you identify issues that may prevent address updates, and validate addresses, which will allow users to initiate the address update process for constituents. Along with bringing Address Accelerator to WebView, we're also evolving how we think about data health overall. Based on your feedback, the current data health scorecard, which is that letter grade at the top of the data health page, is going to be going away. That score rolls up multiple data quality metrics into a single grade, but it doesn't always provide an accurate picture of the true health of your data. With this, what's not changing though are the individual data health tools that you rely on today. Tiles on the data health page like possible duplicates, address finder for The US, and add ons such as deceased finder will continue to be available and work just as they do today. As an alternative to this scorecard, we'll be introducing the data health agent. The data health agent will help automate data health management by running tools like AddressFinder, EmailFinder, and PhoneFinder on your behalf, which is going to help reduce manual effort and help keeping your data accurate over time. If you're interested in learning more about the data health agent, it's going to be covered in more detail during the agents for good product update briefing, which is being held on Tuesday, May 5 at 3PM eastern. And with that, I'm going to pass it back over to David to talk about permissions. Thanks, Danielle. So our goal for permissions in WebView is pretty straightforward. We want to migrate database view permissions to WebView and modernize those in the process. We want to do this without any disruption to users, so we wanna make sure this is an uninterrupted transition. And then we will be introducing security group management to the web view. So taking that concept of security groups from database view and incorporating that into the web view's approach of user roles and user permissions. So we're still in early planning phases, but wanted to let folks know that that is coming as well. And that is all we have for admin and data management. So I will pass it on to Trit to tell us about engagement and fundraising. Drive engagement and raise more is all about giving you dynamic donor cultivation and stewardship features that strengthen supporter connections and grow fundraising with AI innovation woven throughout. You'll see on this road map that we're already delivering foundational AI capabilities today, including a global opt in for AI, an AI prompt library, and intelligent tags that will help surface insights right where you work, and we're just getting started. Looking ahead, this is where it gets exciting. We're investing in AI powered research profiles that do the heavy lifting of prospect research for you, lifetime giving prediction models to help you prioritize the right relationships and goal recommendations that take the guesswork out of setting targets. We're also bringing organization level brand and tone settings so that every AI generated communication sounds like your organization. Alongside AI, we're continuing to strengthen core fundraising workflows from goal configuration and package analysis coming next to gift reporting enhancements further out. So let's walk through a couple of these highlights. At their core, goals are how nonprofits turn strategy into action. That's why we're bringing them into the product. First, we will support four goal types that that reflect how fundraisers actually operate. Raising money, recruiting donors, advancing opportunities, and driving specific actions. That structure lets us power consistent prioritization, dashboards, and reporting across the organization. Second, goals are precisely defined, not approximated. Using rules or queries, customers can specify exactly what counts towards progress, whether that's specific gift types, donor segments, or actions. So performance tracking is trusted and defensible. And finally, goals can be scoped at the right level. Organization wide or signed to individual fundraisers. That gives leaders flexibility to align teams, drive accountability, and clearly connect effort to outcomes. And as a reminder, ProspectInsight is your dedicated workspace for a major gift prospect identification and qualification. It's a tool that uses data intelligence to provide prioritized recommendations backed by predictive models with wealth screening data. A big thing we're focused on is making predictions easier to understand and easier to act on. We've added clearer analysis and recommendations to explain each prospect's model scores in context. We're also automatically rescreening constituents on a weekly basis to check for new giving activity that could impact model scores. And the review experience is now smoother. There are clear finish options, better explanation of what each choice means, and the ability to capture a reason when a prospect is disqualified. Finally, a more recent enhancement I wanna highlight is filtering. When looking at a recommendation queue in prospect insights, you now have the ability to filter which prospects you see based on constituent code, model score, and how recently they were added. This means greater flexibility for you to set recommendations you're most interested in right now. And chat for Blackbaud AI, so exciting. Let's let's you talk with your database to quickly surface insights, generate content, and apply fundraising best practices. Instead of hopping between screens or waiting on reports, teams can ask questions and get instant actionable insights when they're making decisions, and it's designed for trust. Your data stays within your system governed by your existing permissions with no external model training. And we recently launched the prompt library, a curated set of prompts mapped to real fundraising workflows tested against real r n x t data patterns, not generic AI prompts. Prompts that know what a last donor looks like in your system, what a campaign giving breakdown means, how to measure fundraising success in the language you already use. The key message here is simple. Don't start with a blank chat. Start with the library. Find a prompt that's close to what you need, customize it to your constituent, and go from there. That's how you get useful results immediately without having to figure out how to ask the right question. You can find the new prompt library in your help files. We're also going to be incorporating it directly into chat. And another key workflow we're bringing to WebView is the ability to define engagement strategies via action tracks. Action tracks are engagement strategies for stewarding donors. This example focuses on legacy donors. There's a default action plan laid out by day, configurable at every step. This example runs from a welcome email on day one all the way out to an anniversary follow-up at day 400. We're also building an average engagement likelihood chart so that you can see whether your touch points are actually moving the needle over time across the constituents on that strategy. And the AI powered find relative constituents button will help you proactively identify who else in your database belongs on the strategy but isn't on it yet. Now I'll turn it over to Daisy to share more ways we are helping to engage donors. Thanks, Tripp. Last time we met, we introduced recognition programs as a more intentional way to manage giving societies and give you the ability to focus on connecting with your donors, not just reporting on them. Today, I'm excited to share that legacy recognition programs are now rolling out for organizations using the planned giving module. Legacy programs are designed specifically for planned giving societies. They help you honor donors who have made a future commitment to your organization, whether that's a bequest or another type of planned gift. Recognition programs give you control over who belongs in these societies while automating the work behind the scenes so you can focus more on stewardship and donor relationships. The goal here is to replace static lists and manual maintenance with a reliable automated way to identify and manage qualified donors. Setting up a program is easy. You can define levels, configure constituent and gift rules, and validate those rules using live data before you activate the program. And when you're ready to go live, you choose how donors are approved, either automatically or manually. From there, programs are refreshed daily based on giving changes in your database, so qualification stays current without added effort. This gives you confidence, consistency, and control in managing planned giving recognition with automation handling the complexity for you. And legacy programs are just the starting point. We plan to support a total of four different types of programs in recognition, legacy, lifetime, loyalty, and annual. We are currently in development for the next program type, lifetime. Lifetime programs are for your cumulative giving societies, recognizing donors who have reached a lifetime giving milestone. Looking ahead, we'll build loyalty and annual programs next. Loyalty programs will identify and recognize donors based on their long term commitment, not just their gift size. So these are useful when you want to honor donors who have given consistently over multiple years and celebrate their sustained loyalty to your organization. Annual programs will help you identify and recognize donors based on their year over year giving, such as annual or recurring societies. Annual programs help ensure donors are recognized based on their current year engagement without needing to reset or rebuild a list every year. Across all of these program types, the goal is the same, reduce manual effort, keep recognition accurate and up to date, and support more intentional stewardship with your most valued supporters. Now I want to update you on volunteer management. We took an API first approach, and we have now completed our initial set of Sky API endpoints for volunteer information. These endpoints make it easier to integrate partner solutions. And for those of you that are power automate users, these endpoints will allow you to connect and update volunteer constituent data. Our focus is now shifting fully to research and discovery for a modern volunteer management tool in Razer's Edge NXT. We have kicked off research this quarter, and we are focusing on understanding your volunteer workflows today. We want to understand how you are recruiting volunteers, tracking engagement, and managing those volunteers. Our goal is to design a future experience that is grounded in real needs, not assumptions, for a modern volunteer manager. More to come here, but we are intentionally learning first and building the right thing. Next, I want to talk about memberships. We have made progress bringing membership into the web view. You can now go in and view and manage membership details that previously required going back to database view. On the membership details page, we've added six new tiles so you can now manage fundraiser credits, members and cards, benefits, custom fields, gift and membership, linked gifts, and all of the information on the membership record, all within WebView. What this means for you is that you will be able to create and publish an online membership form, have patrons sign up online, review incoming members and online data review, and view full membership record details without leaving the unified view. Looking ahead, we'll continue bringing over critical membership actions to the web view. That includes all the transactional actions like renewing or rejoining a membership as well as membership administration, such as setting up program categories and subcategories. Our goal is to fully support membership management in the unified view. And speaking of the unified view, as we continue to evolve and bring it to life, we want you to have a consistent experience when it comes to benefits and how benefits are managed across different records in the web. As we bring benefit management to gifts and appeals and Raiser's Edge NXT, we're carrying out that same experience and behavior over to event fees and memberships. For event fees, we're adding benefit management directly to the event fee. As participants purchase event fees, those benefits will carry down to the participant fees and then to the linked payments, matching the same workflow that exists today in database view. Similarly, we're bringing the same benefits experience into membership records. So when a membership record is created, the default benefits from the membership category will copy down to the membership record, and they will copy down to the linked gifts as well. Overall, this work standardizes how benefits are managed and applied across the web view, so the same logic and behavior applies regardless of where the benefit originated. And finally, I want to share where we're headed with event management. Looking ahead, we're planning a set of targeted enhancements focused on some of the most frequently requested items we hear from you when you are running events in Raiser's Edge NXT. These include copying an event and reducing repetitive setup year over year, managing custom fields on participant records in WebView, and viewing those custom fields on the participant list to give you more insight to your attendees' preferences and attributes without having to leave the event and setting up event level capacity to help you manage registration volume and attendance across all of your fees. These enhancements are focused on making events easier to set up and easier to manage. And with that, I'm going to hand it back over to Tritt to wrap us up. And we are back with another after party like we did in November. This time, we've teamed up with Bill Connors, one of our long time razor's edge consultants to host a live q and a on Friday. We're looking forward to continuing the conversation. And while we try to answer all your questions today, I'm sure there are still many that you're looking for additional insight, and that's what this forum is intended to provide. So make sure to send some questions over to Bill as he prepares for this call. And I'm really excited that we have more product update briefings for you. We have one on our agents for good. So we haven't heard about the development agent and autonomous fundraiser for your organization that focuses on those mid level donors you can't engage. Also, they'll be talking about the data health agent that Danielle mentioned. Online giving, there's so much great things we heard today about the constituent forms. There's a lot of innovation happening with the donation forms. You should go check that out. And I already mentioned the new Raiser's Edge Fundraising and AI. I truly hope all of you register and go attend that. It's quite an innovative product update briefing. And finally, payment services is at the core of how you manage your credit card transactions and your direct debit transactions that are now available. So I highly recommend that one as well. And our approach to the future of razors edge and XT is intentional. We want you to move when it's ready, so make sure you're making that plan now. You can join us for the monthly road map updates led by our product management team. They'll help you stay up to date on the latest releases, what's coming next. We've already already done deep dives on gift processing and export and, import, and we have many more planned ahead. They'll provide guidance to navigate the transition, and it's another opportunity for you to get your questions answered. And don't forget to explore our education courses. We have a lot of content around unified view training. We you can access a sample database. So if you just wanna play around with some of the new functionality before it hits your production environments, that's available. And we're always creating new micro learnings so that when we're releasing all of this new greatness, you can explore that through the training. So I just wanna say thank you all for attending today. We appreciate you. We appreciate your questions. Keep them coming, and we're so excited about the future of Raisers at Genexy. We're just getting started on the innovation. Thank you very much.