Name: See More, Predict More, Raise More: Intelligent Advancement from Blackbaud
Uploaded: 2026-04-15T18:31:09.283Z
Duration: 1 h 12 s
Description: See More, Predict More, Raise More: Intelligent Advancement from Blackbaud

Transcript for "See More, Predict More, Raise More: Intelligent Advancement from Blackbaud": Hello. Hello. Welcome, everybody. We've got a couple of people still trickling in here. I'm going to wait just a few more seconds, but thank you so much for being with us today. Alright. It looks like a lot of people are joining now. Hey, everybody. Welcome. Thanks for being here with us today. We'll get started in just a second. Alright. Got almost 60 folks here. So I think we'll go ahead and get started. My name is Ashley Clark. I'm a higher ed marketing manager here at Blackbaud, and I'm so glad you're joining us today for See More, Predict More, Raise More, Intelligent Advancement from Blackbaud. Today's session was built specifically for advancement teams who are just kind of evaluating where to go next, and that could be two things. Maybe you're on a legacy CRM currently, and you're evaluating whether RE NXT could be your next advancement solution, or maybe you already own RE NXT and you're kind of just exploring how it could help you grow more high value giving by finding those right prospects and building a stronger major gifts pipeline. So wherever you land between those two, we know the pressure is the same for higher ed advancement teams, and that's to find new new prospects, to prioritize the right opportunities, and to make faster, smarter decisions with your data. So if you have a team that's working really hard, harder than ever, but you could still improve on how you can get a clear picture of who to prioritize or where your best opportunities are, this hour is definitely for you. So before we dive into the agenda, I just wanted to give a couple of quick housekeeping reminders. You will receive a link to this webinar recording in your email within about twenty four hours. Next, the chat is open. Feel please feel free to say, like, who you are, where you're from, what your role is. We would love to hear from you. The docs section next to the chat in that blue box over to your right, has some helpful resources. So I would really encourage you to click through and take a look at those resources. Today's slide deck copy is also in there. Let's see. What else? The Q and A box next to the docs section, please put your questions there. Our presenters today, Lee and Marty, are going to save some time at the end of this webinar to answer questions live. And if we can't get to your question live, we'll make sure to follow-up with you after the webinar. Alright. I think that's probably it from me. I will turn things over to our speakers for today, Lee Porter and Mari Singleton. Take it away, guys. Introduce yourselves. Alright. Thanks, Ashley. Thanks. Marty, I'll go first if you don't mind since my name's. on top. Yep. So my name is Lee Porter. I am a solutions consultant with our data intelligence division here at Blackbaud. Been with the company for, little over eighteen years now. Actually, eighteen years and one month. And I primarily work with our higher education institutions across The US and Canada, based here in Charleston, South Carolina. So, Alright. Thanks, Lee. I'm a consultant here at Blackbaud as well. Not quite the tenure that Lee has. I'm in my seventh? year with the company, and I focus exclusively on higher education, current, clients and prospective clients. I cover many of our software solutions here at Blackbaud, including Raiser's Edge that we're gonna be talking about today. And, like Lee, I cover The United States, Canada, and also some of our, partners over in Australia. Prior to working for Blackbaud, I actually, was in higher education. So I worked at a business office as a director of finance and accounting. I partner with Blackbaud on one of our solutions, Financial Edge NXT. After I came to work for Blackbaud, I went back to that college. I showed them Raiser's Edge. They've now implemented Raiser's Edge, so they have several of our solutions. In that role, I work very closely with our director of institutional advancement, our director of alumni development, and our director of financial aid on all things donor related, scholarships, events, endowed funds. So really familiar with a lot of the workflows and processes, that we face in higher education and that we also struggle with. And I know for many of you out there, it's similar to my role. You were always under resourced, always had a lot of extra pressure and stress, goals, and things like that. And what I wanted to do was work smarter and not harder, and software allowed me to do that. And so once I brought Financial Edge NXT into our tech stack in my college, it was actually like hiring staff people. So I'm always excited to share our solutions with, anyone willing to to watch a demonstration and consider it, adding it to their tech stack. So with that, we're gonna jump into a slide deck. We've got a number of slides to go over for you as we prepare to actually go into the solution. So Lee's gonna be the primary presenter, but I'm gonna offer some color commentary as we go throughout this. So, any any questions that you have, as Ashley said, please feel free to put those in the q and a, and we will answer those. And then if you'd like to just throw things in the chat as we go, feel free to do that as well. So, Lee? Alright. Thanks, Marty. So we've got an agenda here for you today. So let's, talk about what we'll cover. First, we're going to talk about the case for intelligent advancement. So why smarter data and AI matter more than ever for your fundraising operation. Then we'll walk through Raiser's Edge NXT and what makes it a modern fundraising CRM built specifically for teams like yours. From there, we'll dive into Prospect Insights Pro, so how it helps you find the right prospects, build a healthier pipeline. An example here would be using Prospect Insights Pro for, like, event attendees. We'll also talk about or look at how AI turns insights into actions. So not just surfacing data, but also helping you do something with it. And then the fun part, a live product tour that Marty will lead, so you can see all of this in action. And then, finally, we'll wrap it up with some q and a. So keep your questions coming in that q and a widget as we go, and we'll get to as many as we can. Alright. So let's, take a look at the full picture of what Razer's Edge NXT brings to your advancement team. So at its core, this is everything your fundraising operation needs. It's all in one place. So you're not stitching together separate tools for gift processing or prospect research or donor engagement and reporting. It's all here working together. So on the fundraising side, you've got full support for major giving, annual giving, and gift operations, you know, from moves management and portfolio tracking, all the way through high speed batch entry and integrated payment processing. Whether it's a $50 online gift or a complex plan gift, it's all captured with the same level of structure and visibility. On the intelligence side, and this is where it gets kinda interesting. So analytics and AI are embedded throughout. So I'll repeat that. They are embedded throughout. So prospect research with wealth screening and predictive modeling, reporting dashboards with segmentation and benchmarks, even your marketing tools have generative AI built in. So you're not just buying a separate analytics platform. It's native to how you work every day. For your IT team, we've got open APIs, single sign on, low code connectors, partner apps, full security and compliance. So this fits into your existing infrastructure, not against it. Now the piece I want to highlight on the left, it isn't just a software. So you get a full support ecosystem, you know, dedicated customer success management, Blackbaud University training, a robust user community, our award winning support team. So we've invested, into your success long, long after the implementation of the actual software. So the bottom line, we've built this for advancement teams like yours. So we understand that while enrollment drives tuition revenue, your office is the one creating the fundraising revenue that sustains the institution. So through every enroll through every enrollment dip, every shift in federal funding, and and Raiser's Edge NXT, it's designed to really help you do exactly that. So more strategically and with better intelligence than ever. Marty, is there anything that you'd like to highlight on this slide or any any additional thoughts? Yeah. Yep. Thanks, Lee. So, great summary there. I just wanna emphasize for all of you that are attending the webinar today that maybe do not have razor's edge or considering razor's edge. You might have some other CRM. Unfortunately, you might be in Excel or something like that. So for those of you already using Razor's Edge, some of this might be information you already know. But just understand that we're covering this for everyone. So we have this wide open to higher education, anyone that wants to sign up for this. And I do wanna emphasize what Lee already covered. This is a single source of truth. So in a lot of cases, if you have a CRM that's not fully equipped like Razer's Edge, you're gonna have an external software for your events or an external software for your email or an external software for your wealth screening, your analytics. I would name a couple of competitors out there, but I'm not gonna do that. But, again, what we're gonna show you today is everything you need is all within one one solution, and that's pretty powerful when you're working on a day to day activity to be able to do that well screen, to be able to surface the ones that you need to be working with, working on campaigns with, appeals with, engagement, cultivating those relationships. If I'm emailing, all that is captured in the constituent records. If I'm records. So I don't have to leave the software to send an email. It's gonna be comprehended right within our software. One offs, 5,000 at a time, alumni newsletter. Think about stewarding donors too. It's not just a transaction. We wanna continue to have touch points and cultivation with those donors and steward them. Well, how do you do that? Well, with a lot of CRMs, it it requires a lot of manual segmenting of list. With our software, you can get very granular on your list. So I can have a specific stewardship, series of emails, for example, for sustainers, for major donor prospects, for major donors. In my previous role, I'm I'm not gonna say what my college was. You can go out to my LinkedIn, but, essentially, our president would send out a one size fits all appeal. It didn't matter if you give the school 50,000. It didn't matter if you give the school $500. You all got the same appeal letter. You got all the same touch points, whether you've given a gift or not. And so with Raiser's Edge, you're gonna have that ability to be very, specific and very purposeful on how you go about doing your business. So with that, Lee, I'll throw it back over to you. Alright. So let's talk about why organizations choose razor's edge NXT over everything else out there. So it comes down to a few things. First, you've got structured data that actually works for you. We've built a structure that's deep and broad. It's designed around how fun fundraising actually operates. So all of your engagement data, all of your giving data, again, it's all in one place. There's one unified view of relationships and performance across your entire organization. So that means when you need to pull a report or run a segmentation or make a decision, the data's already structured to support it. So there's no workarounds or there's no custom builds, in addition. Secondly, gift operations and moves management are native to the system. So whether you're, managing a complex major gift cultivation strategy or processing a high volume of annual fund checks and online gifts, it all lives in the same system with the same visibility. So you're not just you're not toggling between tools. You're you're tracking the full donor journey, from first engagement to transformational gift, again, all in one place. And third, this is a big one. So analytics and a r and AI are built in. They are not bolted on. So you don't need a separate platform to access, like, data insights. They're embedded right into the workflows your fundraisers are already using every day, which means that analysis actually drives your action. So it's not sitting in a dashboard that nobody opens. If you don't want to connect to a third party tool, or if you excuse me. If you do want to connect to a third party tool, we've got robust APIs. We've got prebuilt integrations that can support that as well. And so here's why this matters. So the difference between a tactical CRM and a strategic one is whether it just stores your data or whether it helps you understand your operation and know what to do next. And that's exactly what razor's edge NXT is built to do. Marty, any color you'd like to add to that? Yeah. Definitely. So as you think about this and how it could work for your organization, know that we have unlimited user licenses in Raiser's Edge. So whether you're a fundraiser, a major gift officer, or doing gift entry, if you're responsible for receiving gifts, acknowledging gifts, if you're a a stakeholder, maybe you're a board member, a VP of development, you can come into our software and look at those dashboards that Lee has referenced. So at your level of knowledge at the information you need to consume, it provides that. If you're down in the weeds and you're getting in there and you're doing the segmentation and you're communicating and you got the engagement strategies, that's available for you too. So whoever the users are, whatever your needs are, everyone could come into one single source of truth, and you can trim credentials. So you can give credentials to anyone that you want, and you could limit access to any area that you want. So it truly is going to be available for all of the stakeholders that need to be involved in the fundraising and stewarding donors, all of that activity. Lee? Okay. So, the Razer's Edge NXT complete, it is our premium package. This is where the advanced prediction, the automation, strategic insight capabilities live. It's packaged for teams that want to go beyond just, like, tactical fundraising and really start to kinda shape their future. So there's three pillars here. The first is grow major giving. So Prospect Insights Pro, which we'll get into here shortly. It helps you build a stronger major gift portfolio, and it keeps your pipeline healthy for the long haul. So again, that's built directly into razor's edge NXT complete. Secondly, save valuable time. So intelligent assistant, automates routine workflows. So anywhere from cultivation to stewardship to digital fundraising so your team can focus on the more strategic work. And thirdly, plan for success. So built in business intelligence gives you that enhanced and recommended next steps to keep your revenue strategy on track. So all three of these capabilities, which were launched, in, I believe, in February. And if you want the full deep dive, we'd encourage you also to go and register to a upcoming product update briefing. And there's actually a slide towards the end of this that gives you some more information on that and how you can sign up for it. Marty? Yeah. I just wanted to add really quickly on this. You've got expertise in your development team or your foundation. You've probably hired for them. Some people have been there ten, twenty, thirty years. They've got all this in their head. But think about attrition. Think about your legacy, what you're gonna leave behind. When you leave that or that expert leaves that team, it would be really nice to have all of this information in a software solution. So a lot of the work that you're doing and that other stakeholders are doing in your team are gonna be captured in Raiser's Edge. Just like Lee articulated here in this slide, it's always going to be here, and we're gonna surface and make recommendations and suggestions as you'll see when we get to Prospect Insights Pro. You don't have to be that guru who's been at your organization for twenty or thirty years to be an expert. Certainly, you're valuable, but you're gonna have new people, and we're gonna provide tools to help them get up to speed and be effective in their roles. Lee? Alright. So let's talk about how actually or how you grow high value giving. And this is really where Prospect Insights Pro comes in. So Prospect Insights Pro, PI Pro, it's a dedicated AI powered workspace built directly into Razer's Edge NXT. So it's where you go for that in-depth prospect identification, review, and assignment. You know, it's all in one place. There's no separate tools or vendor relationships that you need to manage. Here's one key insight. So wealth alone doesn't make someone a great major gift prospect. Wealth will not change from, you know, whether you're one organization is screening this individual or the next is screening it. Your wealth stays the same across the board. But they also need the propensity to support your cause. So Prospect Insights Pro, it combines wealth screening along with predictive modeling, so you're not just guessing. You know, you're making that you're making decisions based on real data about who can give and who's likely to give. So what can you actually do with it? A few things. You can understand your current major gift prospects. So who they are, what they're capable of, and whether you're asking the right for the right amount. You know, are you asking someone for 10,000 when they could give you a 100,000? So these prescriptive ask amounts help you maximize every conversation. You can also spot under giving donors, so people already in your database who have more capacity than their giving history suggests. These are going to be some of those quicker wins. You can also identify emerging prospects. So these are supporters who may not be ready for a major gift today, but they should that you should identify them and you should start cultivating them now for those mid level or or or leadership giving, you know, building that pipeline for the future. You can also, you can service planned and blended gift opportunities. So incorporating major gift opportunities with also planned gifts. You can you can incorporate these scores and insights into custom prospect lists that you can build directly from within razor's edge NXT. So again, you don't have to go outside of your database to build these lists and incorporate these scores and ratings from Prospect Insights Pro. You do it all directly from within Raiser's Edge. And finally, you can keep your portfolios healthy. So churning out low likelihood prospects and replacing them with higher potential donors so your fundraisers are spending more time or spending time on the right people. So again, the bottom line is, you know, instead of just waiting for donors to raise their hand or just going at prospecting blind, You're actually getting out ahead of it. You're identifying, you're qualifying, and assigning the prospects, you know, with with the the confidence that you need. Marty, anything you'd like to add? I just wanna yeah. On the panel on the right, remember that screenshot in your mind because that's exactly where we're gonna start when we get into the software itself. So if you're wanting more information, more details about that slide that that Lee has up there, particularly that right panel, how it works, how you can interact with that, that's exactly where we're gonna be starting. So just want to give you a little preview there of what's coming. Alright. So I think there is a poll question coming up. Yep. So I'll read it to you, everyone. So which area of your fundraising workflow would benefit most from improvement? And I'll give you all a few seconds to, respond to this and and pull that. You should be seeing a poll pop up on your screen. Give you just a couple of here in a minute. And Lee and I had to talk you haven't looked at it yet, please focus on your screen. Click the things that matter most to you. We'd really love to get your feedback. We'd like to get as much data in here as we can so we can get a true reflection of, you know, who's in our audience today and what you're experiencing. So I'm not sure, look, Ashley, if you physically close that poll, but let's go ahead and close it in five, four, three, two, one. Let's get all those answers in there. Alright. Looks pretty good. I love the all of the above. It's kinda the catchall. So it's it's pretty even across the board there, Lee. 16% at, prospect identification and 13 at donor engagement, 17 at portfolio management. Probably the biggest number there, the individual answer is that reporting and analytics. So that's good because that's why we're all here today. But it looks like, for the most part, a lot of people said all of the above. So 31% of you said all of the above, which is a good response. What are your thoughts. there, Lee? And that's oh, sorry. I think I'm moving the slides here. Yeah. I mean, this is what I really expected. This is what you know, I'm on conversations every day with clients, and these are really some of the these are the topics that come up the most. So this is no surprise here with this. Alright. So let's jumping ahead. Too many slides here. So let's talk about some of these challenges that we solve. So we'll start with difficulty identifying major gift prospects. So let's say, like, your your teams are struggling to find and qualify donors with true major giving potential. You know, you're often relying on on guesswork or incomplete data. You know, wealth alone doesn't make someone a good prospect. So or your organizations just lack tools to combine all of these things to to for accurate targeting. So what if you had all of the these capabilities within Raiser's Edge NXT to automatically identify your most capable prospects and speed up qualifying and assigning and cultivating these high value donors. And this is exactly what Prospect Insights Pro can can help with because it combines the the best of wealth screening as well as predictive modeling. Underutilized donor base. So, you know, many of our donors are under giving compared to their capacity, but the organization can't easily spot or cultivate these opportunities. It results in missed chances, to upgrade these annual gift donors to for major gift opportunities. Maybe your organization lacks methods to identify emerging prospects. So would you like to be sure you're not overlooking these the potential in your database for all these major gift, major gift opportunities today or in the future. And again, Prospect Insights Pro. You can make the right ask today based on all of this modeled and all of these models and historical data. You can identify these emerging prospects to help you build a pipeline of mid and major gift donors for the future. Missed opportunities for strategic giving. So difficulty identifying donors with potential for planned or blended gifts. You know, maybe your organization just lacks these tools to surface all these strategic opportunities, for a commitment. So again, with Prospect Insights Pro, you can expand these capabilities to identify the likely strategic major and planned gift prospects, again, without ever leaving razor's edge NXT. So you can understand the donors with capacity as well as likelihood to make gifts of up to a million dollars, along with planned giving potential. And and this will help you build a robust strategic giving pipeline. Inefficient portfolio management. So fundraisers are spending too much time manually researching or qualifying or assigning prospects. We've got limited staff. So portfolios become unbalanced. There's too many low likelihood prospects, not enough high potential donors. So stop spending time cultivating these wrong prospects, and focus more of your valuable time on those with higher capacity and likelihood to give. So again, with Prospect Insights Pro, you get prescriptive recommendations that allow you to be proactive, not reactive about qualifying these donors for cultivation. And this will help keep your portfolio, healthy today as well as down the road. Marty, anything else? Yeah. I just wanted to add a couple of thoughts here. Again, in my previous role, it was kinda sad. Our budget was really small. It was a small school. 80% of our revenue was tuition, and that's not a good ratio. So only 20% came in from our donors. Ideally, it would have all gone into unrestricted operations, so we could have spent the money the way we wanted. It wasn't always the case. We usually had some donor restrictions there. We wanna tilt the scale, though. Whatever your ratios are at your college, we wanna increase the amount of dollars that are coming in through donations and from your donors, and this tool is gonna enable you to do that. And if we just think about it, Lee mentioned it a moment ago, ROI. So can you afford Raizer's Edge? Can you afford Prospect Insights Pro? I would say you cannot not afford it because the ROI is going to be there. You might be leaving a lot of dollars uncultivated, not coming into your organization because you don't have these tools. So the ROI is going to be there for you Once you start leveraging Raiser's Edge to its fullest, Prospect Insights Pro to its fullest, you will see, your donor revenue increasing. So I think we got another poll coming up. We do. So what is your biggest challenge in building and strengthening your donor pipeline? Again, you'll see your options there on the screen. We'll leave it open for about thirty seconds, so be quick quick to click on your mouse. Go ahead and answer for us. Is your challenge around finding new prospects, prioritizing wins or excuse me, who to engage, personalizing outreach, limited staff capacity, or actionable insights? It's neck and neck there, finding new prospects, limited staff. I'm definitely not surprised at that, Lee, limited. staff. Yeah. Not one bet. And then finding new prospects for sure. I thought that would be, near the top as well. Again, Yep. it's one of the the biggest things. We know who we know, but we've got thousands upon thousands of records in our database, and we need to know who, you know, who else we need to be targeting. I'm surprised that the personalizing outreach at scale. If you have limited staff, I would think you're gonna struggle in that area as well, but maybe you're really good at generating emails and communications. You know, maybe it's a one size fits all, so you just send out newsletters or appeals, you know, at scale. So interesting. So let's go ahead and close that poll, Ashley. Great responses there, and we're gonna be speaking to this. Finding the new prospects, that number one, and then the limited staff capacity. If you leverage, the Prospect Insights Pro, that's really going to allow you to focus in on the strategic areas with the staff that you do have and let our AI do a lot of the heavy lifting for you. Sure you're happy. I keep jumping ahead two slides. So, again, some challenges that we can solve or help solve. Manual time consuming workflows. So, again, too much time spent on repetitive tasks. There's, you know, list building and reporting. There's not enough automation to free up staff time. So let some of this AI that's built into Razor's Edge handle some of this repetitive workflow, so you can actually focus on the more strategic work. So ARIA, Raiser's Edge NXT complete premium features, assist with all this creation of major gift opportunities, cultivation plans. It helps you prepare you for these key donor conversations by creating, action strategies. And now let's move to difficulty segmenting for strategic outreach. You know, especially for emerging major donors and untapped sustainers, you know, your inability to personalize these cultivation strategies at scale. So adding enhanced analytics capabilities, that help you identify and segment your most capable current and future major gift prospects, as soon as they enter in your database, this will then allow you to add them to unique cultivation streams. It enables you to add engagement workflows for both current major gift prospects and future or those emerging prospects that we talked about, major gift prospects for special cultivation. And this can be done with that Prospect Insights Pro segmentation capability that's built in. So moving forward down or moving down to reporting hassles, limit strategic planning. So, you know, our organization lacks actionable analytics and benchmarks to help guide our fundraising strategy or measure performance. There's difficulty planning campaigns and setting, you know, realistic data driven goals. So let's get more immediate decision making insights with these performance benchmarks. They're tied to these actionable strategy recommendations. So premium AI strategy assistance benchmarks your performance compared to, you you know, a very focused group of similar organizations, and it also offers fresh insights on improving strategy and optimizing your fundraising. Data silos and incomplete information. So there's fragmented data. It makes it hard to get a full picture of doing a relationships and giving potential. We've got challenges integrating wealth, engagement, or predictive analytics in one workspace. So, you know, if you're are you are you using a separate system for prospect analysis, and research? You know, if you had in-depth analysis and major gift portfolio management right in Raiser's Edge NXT, How would that help? You know, so again, with Prospect Insights Pro, you've got a dedicated AI workspace for prospect identification, review, and assignment. Marty? I would just say that we're gonna show you all of this and how we're gonna solve all of these challenges for you coming up very soon. Alright. So, throughout today's demo that Marty will lead, you'll see AI embedded across workflows, navigation, communications, and reporting. Some of those features like prospect insights and AI chat will feel familiar. You know, this slide here shows the full spectrum of our AI focus here at Blackbaud from insight to execution. So it starts with enriched workflows where AI surfaces what matters without manual analysis, so less time building queries, reviewing reports, or interpreting signals, and more time acting on what's important. Next is content generation. So AI helps turn donor and constituent information into clear summaries and first drafts. So briefings, histories, outreach drafts, and this will help your team or allow your teams to show up prepared, so you can communicate more consistently. And then we'll move or then we move into intelligent assistance. So AI working alongside the user inside the workflow. So recommending actions, completing steps, adapting as things change. And this is where we start converting that insight into momentum, so without adding another tool to learn. And then other AI, like our agentic team members that we call agents for good, that can really help execute end to end workflows with minimal human involvement. But the idea here is simple. You know, we're building AI into the workflows that our customers already rely on, so it drives outcomes and it doesn't add any extra work. Marty, anything you'd like to add? Yeah. I just wanna highlight the first three panels there on your screen are included in your software out of the box, no additional cost. For those of you that answered in the last poll that you are short staffed, And if you have the capacity, you can add to your subscription. Today, it's, in early adopters, it's called a development agent. And that's gonna, be an addition to your subscription cost, but this agent is going to actually do a lot of development activities automatically, engaging, you know, maybe the 80% of your donors that you can never have time to engage with, sending emails, sending text. You set up the parameters, the guardrails. You monitor the agent, but it's completely automated. And And we've actually got really good results in our early adopters program. I believe we're up to 45 or 50 of our partners now. It's going over really well. Once the early adopters program is, done, then it's gonna be rolled out to all of our partners. So if that's something of interest to you, feel free to reach out out to your account executive. They'll actually do a a full deep dive demonstration for you and how that the development agent will work. Alright. So let's put, a kind of a a virtual bow on everything that we talked about, and kind of see what this actually means in real world results. Colleges and universities using razor's edge are raising significantly more money. It's not just one metric, it's across the board. So on average, they're seeing 35% growth in the number of donors. And that's not just more gifts. That's a wider base of support for your institution. 48% growth in the number of donations. So more touch points, more engagement, more opportunities to deepen those relationships. A 10% increase in retained donors. You know, we all know that retention is is where sustainable fundraising lives, and that number means more donors are coming back year after year. And a 15% increase in average gift size. So that means when donors do give, they're given more, because you're making the right ask at the right time with the right intelligence behind it. And these aren't these aren't projections. This is a this this is five year performance data, from our US based institutions already on the platform. And this is why this matters. So greater fundraising results give you more flexibility to fund your institutional, needs most or to to fund what your institution needs most. So deeper scholarship funding to recruit and retain students, you know, more discretionary dollars to apply where the need is greatest and and really greater confidence that you can sustain operations even when enrollment dips or federal funding shifts. And that's really the the real impact of having a strategic platform, behind your advancement team. Marty, anything you'd like to add before we jump into the product tour? That just that this shows the ROI. If you engage with Blackbaud, with Razor's Edge, with Prospect Insights Pro, and you fully leverage, the tools there and the functionality, you're going to see that return on your investment. Let me go ahead and share my screen, and we're gonna finally dive into the software and show you what we've been talking about. Again, for those of you not familiar with razor's edge, you might be new just coming in to see what it's all about. This would be your landing page. It's out of the scope of this demonstration to get into a lot of details here, but one thing I wanna highlight is your ability to customize your landing page with your login credentials. You simply select a box to the left, and it's going to show up as a tile on your landing page. And the reason I'm bringing this up is because there is indeed a prospect insights tile. So everything that we're about to talk about will be summarized here for you, and there's a hot link to jump right to prospect insights pro. I'm also gonna navigate to that over here on the left hand menu and just go to prospect insights. Now as we look at this, prospect insights is going to look at every current constituent in your database. Any new constituent that you add to your database within twenty four hours, it's going to do the wealth screening, and it's going to surface what I'm about to show you. So think about inviting, people to events. They're not in your database. Current constituents will bring a guest to an event. If you bring them into, Raiser's Edge, it's going to run this through Prospect Insights Pro, and it's going to create for you this tile that you're seeing up here at the top. So it's a needs, attentions tile. And, again, this is, from AI, so there's no lift for your staff. You'll notice a few categories. Assign 11 initially qualified prospects. So regardless of the source, maybe they gave a gift online and, Raiser's Edge created a new constituent record for them. So they're not qualified necessarily. So if I click into this link, you're gonna see a queue over on the left hand side that contains all 11 of those. For everyone that we surface in Prospect Insights Pro for you, in the right panel, you're going to see that screenshot that Lee showed earlier in the slide deck, certainly their name. And then you'll notice down here at the bottom, there's several tabs we're gonna step through. So you're gonna see the prospect insight models that Lee talked about, target gift range. You're gonna see, giving likelihood. You're gonna see potential gift range and then whether they're a good prospect for plan giving likelihood. We're gonna give you an analysis. Again, this is all generated by AI. And then not only that, we're gonna give a recommendation on what you need to do next or suggestion. We're also going to include any biographical information that's available, prospect inform management data, current giving. So if they are in your database, and then also if we have data where they've given to other organizations. So if they're in your database, it's gonna capture lifetime giving. It's gonna show their first gift, the funds that they've given to, their latest gift, years giving totals, things like that. So all this information is right here at your fingertips. If they've given to other organizations, that will surface here. So you can see what affinity they have to give. And then finally, the last tab here is their wealth. So, again, this is brought in automatically for you. So estimated wealth, net worth, annual income, discretionary spending. One thing that we like to talk about is if they have a lot of real estate but not a lot of cash, then they're probably not gonna have a lot of, liquid cash to make donations. So this is available for you, and then you'll notice the tabs up here at the top. So from this information, I can see that this prospect or this constituent has not even been assigned to a fundraiser yet. So right where I'm at, I can click this. I can assign it to a specific fundraiser that we have on staff. I can also add an action. So we're gonna be talking about this. If you think about moves management, this is going to bring up a template for you. Again, for those that are already using, Razor's Edge, you're aware of this. For potential new users, this template allows you to create an action. So think about contact reports, precontact, during contact, post contact. What is the category of the action? Meeting, phone call, email, text, task, that kind of thing, type. So this is a table. It's a pick list that you get to create at your organization. You can always update it. You don't need IT support. You don't need a blackboard ticket. If you have credentialed access, you can update these tables in about thirty seconds. Prioritize it. Date, start time, end time, a summary of the action, any notes about the action, and then where is it going to take place. Is it gonna be on campus? Are we gonna meet them at a restaurant? Where is it going to be? And then we can download this as an appointment, in our calendar, and we support both, Outlook and Google. Now most importantly, what is the status? So I can have an action, and I can just have various different statuses so I don't have to create a new action every time something changes. Again, I can assign it to anyone. One example I like to give is instead of your receptionist at the college, putting it on sticky notes or an email, give access to your receptionist, create an action, assign it to the respective fundraiser. This is going to show up in their work center that we're gonna be covering here in just a few moments. As we scroll on down, we can tie actions to specific opportunities. So in our software, an opportunity is synonymous with a solicitation or a proposal. We just call it an opportunity. So if I've already built out an opportunity, I can attach it to that. I can certainly attach it to a campaign and then a specific fund. Another thing I like to highlight around actions is the copy functionality. Let's say that you're talking to an organization and you're talking to five contacts. You've got them all around, a lunch meeting. And when I come back to my desk, I wanna create an action to reach out to those five. So what I can do is create one action and copy it to all five of the constituents in our database at that organization. You can link them together, with relationships. Save that, and now I'm not having to go in there, manually and put five different actions in five different constituent records. You'll also notice the add opportunity button. So, again, let's talk about moves management. So we are approaching based on the recommendation from Prospect Insights Pro, the AI. Hey. You should reach out to this constituent. You should develop and cultivate a relationship. You should have an engagement strategy around maybe a major donor giving prospect, things like that. What's the purpose of the opportunity? Maybe we're going to approach them and ask them to contribute to an endowed scholarship. You can name the opportunity and then the status, and you're gonna recognize these in higher education. These are pretty typical. Identification, cultivation, solicitation, negotiation, stewardship. Again, you can have the same opportunity and move it through these various different statuses. And then we allow you to articulate the funding. Ask amount, expected amount, funded amount, ask date, expected date, funded date. Again, I can assign it to a fundraiser. I can attach it to a campaign, to a specific targeted fund. What gift type am I asking for? In this case, it might be cash. It might even be a planned gift. And then what's the likelihood? In this drop down, again, you get to define these pick lists. We've just got sample percentages that they're gonna respond, 25, fifty, seventy five. You get to, define what these are for your college and then save that. So remember the ad action, the ad opportunity, we're gonna come back to that in just a moment. Now before I leave prospect insights, I wanna cover a couple more areas. So, again, in this needs attention tile, we're going to also have the opportunity to review 327 under giving major giving prospects. So our AI has identified these as just sustainers or something like that, But we want to use our AI and leverage this to say, you know what? These are undergiving. We need to put some focus on this. Again, let's talk about that return on investment. So the same information is gonna be surfaced for you, the prospect insight models. Look at this target gift range for this particular prospect. If you didn't have Prospect Insights Pro or some type of wealth screening tool outside of Raiser's Edge or your CRM, you're not gonna know how much they could potentially give. You're gonna probably put them in a standard appeal letter asking for $500 when you should be asking for a lot more. Giving likelihood, potential gift range, very good. So all this data will be surfaced for you. You can scroll through this queue over here on the left hand side working through this entire list. As I check each one of these, it's gonna surface all that same content for me just specifically to that constituent. And then reassign 30 major giving prospects assigned to nonactive fundraisers. Do you have attrition? For whatever reason, you've changed fundraisers or didn't assign this constituent. Maybe it's somebody who came in through an event, and they don't have a fundraiser yet. So, again, we're gonna surface that in a queue over here on the left hand side. You get to review each and every one of these. You're gonna look at the recommendation, and then you would go ahead and manage your fundraisers on that. In this area, you also have tiles that is going to talk about your quality and building pools. Again, think about this strategically. So prospects to qualify, 1,270. Thousand emerging thousand emerging, and we can drill into this, and it will surface that queue for us right from our landing page. This is running twenty four seven in the background in your razor's edge instance. No lift on your part. You're just gonna come in and work with this data. So then we can also come down to the tile for curating our portfolio. Do we need to do some, cleaning up and making room for new prospects? So, again, these are low likelihood prospects. Maybe not one of spend a lot of time on these smaller predicted gift prospects. So maybe you have a new fundraiser that just came on staff. Assign them things like this, to get them up to speed and learn how to use the tool and learn how to engage prospects. And for all of these, we are offering best practices. So I wanted to highlight all of this while I'm in Prospect Insights Pro. For any constituent that I have over here in the queue, I can come right up here to my sparkle, and I can add AI functionality. So we looked at that last slide, the second to the last slide that, Lee had up in the deck. If I click that sparkle, it's going to give me a summary of that particular prospect. So this is the one that we were in when I created this, and this is a prompt right out of the box. So based on this summary and based on the recommendation, what I did is I put in a prompt right here, create engagement strategy for Antonio. And what AI came back with is multiple steps. So objective and positioning, and it spells it all out. Prework in razor's edge. Again, before the outreach, you need to be gathering and log their profile and history, affinity, data hygiene. Here's the output you're gonna get. Then the overall engagement timeline. So it's given me a timeline for the next twelve months of what I might wanna consider doing. Phase one, so we haven't been in contact with them, reconnect. Phase two, follow-up call. Phase two, relevance and value. You can see how this is all laid out for you with our AI, and this is specific to this constituent based on engagement, based on your contact history with them, based on their potential to give. So this does so much of the heavy lifting for you. Not only does it surface the information, but it gives you these recommendations just from a prompt for our AI. There's a lot here. Phase four, deepen and steward. Ninety day micro plan for reengagement instead of twelve months. So based on this, engagement strategy it's provided for me, I came back with a second prompt. I said, based on this strategy, generate a draft email to Antonio for my first contact. And so it just whipped out a draft email to Antonio, subject, hi, Antonio. So these are recommended email. You could always come in and edit this. So what I can do is copy this email. I can go out to my Outlook or my Gmail, and I can, drop that in, or I can navigate right to Antonio's constituent record. And if I go into his contact information tile, which is gonna surface here in just a moment, you can email right out of razor's edge. So contact information, if there's an email address listed here, I'll click on that, and it's actually going to bring up, my Outlook or my Gmail. And so I could drop that copied content here from the email, edit it, and go ahead and send that out right from the solution. Now as Lee talked about in the slide deck, we've got all of this information. Is it actionable? Yeah. I just went through this one by one, but I wanna manage a bulk list. I wanna manage a lot of constituents at the same time. So we're gonna navigate over here to our constituent lists. And as this renders on our screen, for those of you not familiar with razor's edge, this is a very powerful way to manage your constituents. Whether I'm creating a list for appeals, a newsletter, maybe an invitation to an upcoming event, I can easily come in here with filters at the top of these lists. I can filter by constituent code, for example. All all my alumni, I wanna do a newsletter. And even within alumni, I can come in if I've got another filter set up with education, for example. I can get very granular. Is it gonna just be a generic one size fits all email out to my alumni, or am I gonna send it out by specific class year or their specific major or minor? So I can be very granular and create all of these custom lists. Now on the topic specifically about Prospect Insights Pro, you'll notice the ability to come in here and select filters. If I go to all filters, there's a lot of different filters that I can segment my data on, but I'm just gonna go prospect, And it's gonna give me a Prospect Insights pro filter, and then I'm gonna be able to use that right here in the middle of our screen to segment based on my Prospect Insights Pro screening. So likelihood to give, target gift range, potential gift range, minimum target gift range, plan giving likelihood. Let's just select one. So let's go max target gift range. We're going to apply this, and the category value, we could put in any dollar amounts that we want here. But we're just gonna leave that blank so we get maximum results. We're going to say done. We're going to apply. Now notice in the background, I have a small demonstration database of 12,000. I'm going to apply that, and it's gonna segment my entire database based on Prospect Insights Pro, maximum potential to give here. And as soon as that renders, you're gonna see a list of how many they are, and that's gonna allow me to focus in on those specific constituents in my database based on the ProspectInsight Pros, results. Again, this gave me a lot, but I can come in here and stack these filters as well. So let's just go in here and say, minimum potential gift range and apply that one. You'll see how this works, and it'll change our numbers over here when it's segments. Now there's 1,900, or depending on what you get there. So lots of ways we can use that data and segment it and then start targeting and using our limited resources because everyone said in the poll, 37% were understaffed. Now with that, I wanna transition into a constituent record and just talk a little bit more about the actions and opportunities. And I know we're running short on time, but there's some very powerful information that I still wanna cover here today. So in a constituent record, you have lots of tiles. Again, for those of you familiar with razor's edge, this is not new. For those of you seeing it for the first time, lots of good data in our tiles. But I wanna highlight the fact that in a constituent record, you actually have a tile called prospect insights. So everything that we just looked at for each of those prospects in the queue will be captured in their own respective tile in their constituent record. So it's gonna give me a summary of those gift ranges, potential gift, planned gift, analysis, recommendation, and then notice the hot link down here at the very bottom. I can click into this and jump right back to the full summary in prospect insights. So not only do we have a area in the software where you can manage all of your prospect insights, it's gonna put it in all of your constituent records for you automatically. Now when we were in prospect insights, I spent a few moments talking about actions. If I did create an action, here's where it's going to live on the constituent record. Also, I showed you how we're gonna create opportunities, our ask, our solicitations, our proposals for these constituents based on our prospect insights results. This is where that opportunity is going to live. So I'm managing this at an individual constituent level. But let's step back, and let's look at this at our whole portfolio. So I'm gonna come in, and I'm gonna go to the work center. Now I love this because we have more embedded AI here for you. So today, in your CRM, you might have to run reports or queries to figure out what's going on in your portfolio. But in razor's edge, you have a work center, and you can have portfolios for all of your gift officers, or you can look at all of them combined up here at the top. But they all work the same, and the first thing we're gonna do in these white tiles is surface for you tags. So each of these tags, we're gonna look at 25 analytics, and we're gonna tag your constituents with up to 16 tags. And notice the types. Overdue pledge here, no contact. Higher giving potential for, Elizabeth. For Alexis, again, higher giving potential. And as I page through here, I'm gonna see things like no contact. I'm gonna see birthdays and things like that. Based on these AI tags, we're gonna give you a recommendation on what to do about the tags. And then for your convenience, we have a add action button right here. So we're gonna pull up that same template we saw before in prospect insights. We're gonna be able to add actions. In here, there's some additional information, prospect insight summaries in this tile, my action summary, my gifts, my portfolio. Most importantly is our revenue pipeline. These are our opportunities. And if we open up this tile, we can click on any of these. It'll take me to that tab here in my work center, and it will segment all of my opportunities to that that I selected. I wanna see everything in the solicitation phase. So if you think about this, I can use prospect insights to create the actions, to create the opportunities, and then I can come into my work center to manage all those at a global level for my entire portfolio. Very powerful, very convenient, all in one concise location. So you can see how that data is flowing from the well screening all the way into managing those actions and opportunities. Now let's talk about this from a global level from your stakeholders, your, VPs, your board members, things like that that wanna see what's going on. We have out of the box dashboards. So we're gonna focus in on three because we've been talking about actions and we've been talking about opportunities, I can come right in here to my dashboards, and I can see all of the actions that I have. And I can segment with these filters at the top by category, by type, if they've been completed or not, by status and date, and that will populate the interactive tiles below. I can see a total number of actions, upcoming, completed, actions broken down by fundraiser, by action type, high value actions, actions by category, and status. We also have dashboards out of the box on your opportunities. Again, this is my revenue pipeline. I can identify it. I can start solicitations and opportunities, but here's where I can monitor it. So these are the total number, my ask expected funded. These are all my opportunities that I filtered for above, and then I can look at them by status. And if I click in, for example, I wanna see everything in the negotiation status. The side panel opens up. It shows me all of my opportunities currently in that status, and I can certainly drill into those and look at the details. Opportunities by purpose, by projection accuracy, by average difference, average time, by campaign, by fund, by prospect status, by fundraiser. And the last one I'm gonna look at really quickly is campaigns. So, again, out of the box dashboards, easy to use, configure with our filters. I can hover over my goal amount. If I drill on actual to date, drill on that, opens up a side panel. I can see all of those who have contributed to this campaign, to date. As this renders, I can also click to the left to the actual campaign. It'll open up a panel and give me all the details about that campaign. But most importantly, as I scroll down, progress to goals, campaigns by fund, by appeal. I love this functionality. If I hover over a cover a color, it's my July annual. This is my November annual, so it breaks it down, and then I can drill on that. It shows me the contributions and the donors for those specific, appeals. And then campaigns by constituent codes, by giving level, and by age group. For all of these dashboards, I can come right up here to the top and export them, print them, export them, print them, or email them out to my stakeholders automatically. With that, I know we're about out of time. I'm going to stop sharing, and Ashley's gonna jump back on with us, and we are going to wrap this up. Hey, everybody. Hope you can hear me okay. We are right at time. Thank you so much for being with us today. There were lots of good questions that came in, Marty and Lee, so let's get together after the webinar, make sure we get everything answered for our audience today. Thank you for coming. Thank you for your participation. Please save the date for those product update briefings. For those of you who are already customers, the information is there. And then that link to register is in our docs section. And then very last, save the date for BBCon as well, September 29 in Columbus this year. Alright. Thank you so much, everybody. Have a great day. Thanks, Thanks, Marty. Thank. Yep. Thank you. You bet.