Agenda Builder

VPM is Virginia’s home for public media connecting nearly 2 million people with insightful programming in news, education, arts, and culture across its television, radio and digital channels. With such a large audience to manage, the organization is focused on streamlining fundraising and engagement operations so teams can work confidently and independently while still ensuring alignment on key processes and objectives. 

In this session, Blackbaud Strategic Consultant Marleen Lucas and VPM’s Director of Membership Jennifer Whiteside share how VPM uses tools and processes both inside and outside of Raiser’s Edge NXT and various predictive analytics scores to optimize their channel engagement strategy, automate engagement actions, refine major giving qualification and more.

In this session we will demonstrate how VPM has dramatically improved internal communications across fundraising to eliminate duplicative work, increase productivity and provide consistent stewardship and solicitation paths to improve the supporter experience and drive revenue growth. 

If you've ever struggled with which kinds of lists to use for different queries or communications, or how to get that particular field or filter for Admissions in Advanced lists, please join us for some hands-on list building that you will be able to take away with you. Explained by a non-techy person for non-techy people.

Join us for this informative session as we walk through the Resource tile design posting and organization. In tile design, we’ll show the different content and elements and how they work for designing a comprehensive tile, from both links documents and plain text. We will also discuss different ways to use Resource board tiles.

Explore ways to take engagement to the next level in CSRconnect! In this session, YourCause product experts will walk you through powerful features like Engagement Elements, Splash Modals, Message Banners, and Questionnaires/Surveys  that help bring your programs to life. You’ll also hear firsthand from a client who’s successfully using CSRconnect to create meaningful connections and drive program success. Whether you’re looking for new ideas or practical tips, this session is all about equipping you with actionable strategies to better engage your employees.

Have you ever wondered if your organization is using all your Blackbaud Award Management (BBAM) tools and features in the most optimal way? Have you experienced turnover and are unsure of how your system is running and what process or configuration issues may be causing you more work than you realize? Or do you simply want an audit of your BBAM system to understand how well it is being used and would like analytical data to support it? If any of these things resonate with you, then a Process and Solution Assessment (PSA) may work wonders for your organization! The PSA is a comprehensive audit of your BBAM system, where a BBAM subject matter expert (SME) combs through your BBAM system using a 75-point checklist and provides you with a summary of what you’re doing well, current usage of features, and suggestions on improvements for you to implement as you see fit. The final product will be a number of analytic reports and a summary report document between 15–25 pages of content about your BBAM system, including recommendations to make improvements in a number of areas!

YourCause's Global by Design approach helps organizations craft meaningful and locally relevant experiences for employees and communities around the world. In this session, we'll dive into our global functionality and processing model, as well as share actionable insights on supporting diverse programs across different regions. You'll also hear from a client who’s leveraging YourCause to bring their worldwide initiatives to life. Join the conversation for an insightful discussion about making a difference on a worldwide scale.

Were your tuition and accounting systems developed with independent schools in mind? Or does it seem like they were built by software engineers with no input from people with real-world school accounting experience?  Your school's long-term financial sustainability relies on your business office, admissions, and IT operations. When poorly designed software or unreliable integrations disrupt workflows and the flow of information, your bottom line suffers. Join us in this session to discover how a fully-functioning general ledger and tuition subledger can streamline processes, empower your staff, and protect your school.

In an ever-evolving fundraising and technology landscape, staying ahead means embracing innovative data strategies. Join us for a deep dive into how data mesh principles can reshape your organization’s approach to data, driving smarter decision-making and improved fundraising results.

We will discuss Blackbaud’s strategic approach to data innovation, which can assist your organization in understanding and maximizing the lifetime value of your supporters, even with limited data. Discover practical techniques for adopting a data mesh framework and gain strategic insights that will help secure your fundraising efforts for the future.

We’ll also look at how shifting to managing data like a product lays the foundation for the next generation of fundraising tools—especially those driven by artificial intelligence. By treating data as a valuable asset with defined purpose and ownership, organizations can better use AI in influential, mission-driven ways.

Whether you are an experienced Raiser's Edge NXT user or seeking to improve your technical skills, this session will equip you with the knowledge and tools to navigate the future with confidence.

Learn how YourCause GrantsConnect can simplify and strengthen your grant management process in this engaging session. Our product experts are here to guide you through exciting features like enhanced workflow automation and the AI-powered Form Intelligence tool. You’ll also gain insight from a customer who shares their experience using GrantsConnect to optimize programs and achieve meaningful results. If your goal is to make processes smoother and maximize results, this session is designed to spark ideas and give you the tools to succeed.

Join us for a laid-back, insightful session where we’ll walk you through a student’s journey at ASHLEY HALL—starting with that first inquiry form submitted by parents when their child is just two years old, all the way through to her senior year and graduation. In Enrollment Management, we’ll cover how the parent checklist, school visits, tours, application, contracts and student billing are all managed, setting the foundation for her academic experience. Once enrolled, we’ll dive into how her class pages, schedules, and parent conferences are organized throughout her journey. But it doesn’t stop there. As she grows, we’ll show you how Blackbaud keeps up, tracking her report cards, official notes, transcripts, course registration and community group involvement, ensuring every milestone is captured. We’ll also dive into the Student Information System (SIS) side of the tool, covering important administrative features like parent forms, custom publishable fields, User/Student lists, custom roles, and how advanced lists have become essential for organizing and managing data efficiently. I'm excited to co-present with a Blackbaud representative, who’ll be on hand to explain how the platform is designed to serve and support schools like yours. Plus, we’ll highlight key integrations (think Tuition Management, Magnus, BrightArrow, CampBrain, PickAtime) that boost efficiency in our processes. Whether you’re new to Blackbaud or juggling multiple roles at your school, this presentation will offer practical tips and an easygoing conversation about how to make the most out of the tools available. Perfect for anyone looking to streamline and lighten the load!

This course will explore innovative methods of leveraging the Education Management Calendar (specifically within the Blackbaud Education platform) for effective facility reservation and management. Participants will learn how to utilize the calendar's features to centralize facility-related tasks. This course will cover setup, best practices, and creative solutions for managing facility resources, maintenance, events, and other facility needs all within the EMS integrated calendar. Discover how to maximize the potential of your existing calendar tool to improve communication, organization, and efficiency in facility management.

There is no shortage of external influences impacting our companies, employees, and communities. Yet despite some of the challenges and complexities, corporate social impact practitioners and the programs they run are charting a course toward more inclusive engagement, increasingly collaborative and trust-based partnerships, the implementation of innovative new solutions, and increasing overall community impact. Join us for this session where we will explore various data and research elements from YourCause from Blackbaud, Association for Corporate Citizenship Professionals (ACCP), and Chief Executives for Corporate Purpose (CECP) that illustrate the incredible work being undertaken across the CSR sector. 

Refresh and optimize your Blackbaud Raiser’s Edge NXT® Database. This session is focused on how to prioritize, plan, and implement data cleanup tasks. Utilizing ROI analysis of areas of cleanup and impact to everyday database usage, we can prioritize efforts in areas that will have the biggest impact to data integrity and analysis. We will also learn strategies to stay on top of incorrect data entry processes to prevent bulk cleanups in the future.

Selecting the right donor management system can feel overwhelming, especially for small teams with limited resources. In this session, I’ll share how our two-person nonprofit navigated the transition to Raiser’s Edge, the key factors behind our decision, and the customizations that helped us maximize efficiency. From evaluating options to executing a smooth migration, I’ll outline our process and highlight the immediate impact on donor engagement and membership growth. Attendees will leave with a roadmap for assessing their own system needs and ways to leverage automation to streamline operations.

In this dynamic session, discover how to maximize your small team's impact and create output that rivals organizations twice your size. We'll explore practical strategies for prioritization, workflow optimization, and leveraging the right tools to amplify your team's capabilities. Learn how nimbleness can be your superpower and walk away with actionable techniques to create the perception—and reality—of a much larger operation. Join us to transform your small but mighty team from a well-kept secret into a force that can't be ignored.

The arrival of the Total Web Solution for Blackbaud Raiser's Edge NXT is coming soon, while the end of the Database View lies ahead. How should database managers prepare themselves and their teams for this big transition after all the changes this year and those still coming? This session will recommend which users on your team should be using which Web View functions (present and anticipated), and how to train and support your users in that transition. While the presenter is a huge proponent of the Web View, this won’t be a marketing pitch; it will be an honest presentation about the tools in both views that organizations are using successfully and how he, as a long-term full-time Raiser's Edge consultant having worked with dozens of organizations, has seen happy customers. This session will be specific ,practical, realistic, and honest. Specific areas to be addressed include gift entry, constituent updates, mailings, reporting, direct marketing (mailings and emailing), major gifts, and leadership with training and support guidance for these users. We’ll also discuss how DBMs can realistically stay on top of these and future changes.

In today’s data-driven world knowing where to put your data is just as important as collecting it. In this session you will learn how to choose the right fields in Raisers Edge that are best suited for your data.  Whether you are managing a small database or handling large volumes of data we will cover the best practices for selecting organizing and inputting your data and the potential pitfalls of “dumping data”. By the end you will be equipped to make informed decisions for adding your data based on the data type accessibility needs and security requirements.

Adopting Blackbaud Raiser’s Edge NXT Web View is more than just a system upgrade—it is a necessary transition as Blackbaud moves RENXT to a fully web-based solution. In this session Hallie Guiseppe shares Alvernia’s journey of adopting Web View from overcoming initial challenges to unlocking long-term benefits. She will discuss strategies for a smooth transition optimizing system adoption and leveraging automation tools like Power Automate to increase efficiency. Whether you're already making the switch or feeling overwhelmed by the change this session offers insights and lessons learned to help you navigate the shift and maximize your Blackbaud RENXT investment.

Switching from a legacy option to Blackbaud Raiser's Edge NXT donation forms has had huge effects for the University of Ottawa Heart Institute Foundation. Through a streamlined approach, teamwork, and strategic media buys, UOHIF raised almost $200K more in December 2024 than in 2023, and $330K more year-over-year. Learn from their approach, and find out how you can implement this at your organization. 

Get ready for a thrilling 45-minute session that will revolutionize the way your finance and development teams work together! We'll dive into the world of Blackbaud Merchant Services, a powerful tool designed to streamline reconciliation processes and boost collaboration. Discover how to tackle common challenges, unlock the amazing features of Blackbaud Merchant Services, and implement practical strategies that will take your team's efficiency to the next level. Don't miss out on this exciting opportunity to transform your workflow and achieve seamless teamwork!

One of the goals of building out our Blackbaud CRM environment (CITRUS) has been to make it easy for end users to access tools and reports they need in a self-serve, on-demand way. Over these past few years, we have made great gains in doing so. Implementation of a centralized area to access common tools, integration of complementary systems, and our continued commitment to training and support have allowed us to continue to see successes in our installation that empower our users.

Unlock the secrets behind donor behavior with our session, "Donor Actions Decoded: A/B Testing Insights for Better Donation Forms." Dive into the world of A/B testing and discover how small changes can lead to significant improvements in donation form performance. This session will present real-world examples and data-driven insights from recent A/B tests, highlighting what works and what doesn't when it comes to engaging donors and maximizing contributions.  Learn how to design effective A/B tests, interpret results, and apply findings to optimize your donation forms. Whether you're a seasoned fundraiser or new to the field, this session will equip you with practical strategies to enhance donor experience and boost your fundraising efforts. Join us to decode donor actions and transform your donation forms into powerful tools for success.

Discover how Blackbaud MobilePay Terminals can elevate your fundraising. Learn about the new Tap to Pay feature, enabling nonprofits to accept contactless payments directly on your device. Secure, contactless donations with just a tap! Don't miss this chance to learn how Blackbaud MobilePay Terminals, now with Tap to Pay, can streamline your fundraising and enhance supporter experiences.

If you're sick of outdated reports, last minute report-pull requests, and pivot-tabling in Excel, join this session to learn how to get the most out of Blackbaud Raiser's Edge NXT or Power BI. The Total Web Solution has easy-to-use dashboards that you can customize to meet your organization's reporting and data visualization needs, and customizations with Insights Designer that can take your dashboards to the next level. But if these aren’t enough, Power BI may be the answer for you!

Join me J.D. Trueblood as I unveil the transformative journey of the Turtle Creek Association from a struggling nonprofit with an annual revenue of $280000 to a thriving entity surpassing $1 million all within five years. With only a two-person team at the helm we harnessed the power of technology to achieve exponential growth. This session will dive deep into how we leveraged Blackbaud's eTapestry to master our donor engagement through sophisticated reporting and data analytics. I'll share insights into developing a holistic marketing campaign that integrates our website social media platforms and a monthly newsletter to keep our mission visible and engaging. Moreover learn how we simplified the donation process by embracing various payment technologies like Google Pay Apple Pay and Text to Pay making it easier for supporters to contribute to our cause. Whether you're looking to boost your nonprofit’s financial health enhance donor relationships or streamline operations this talk will provide valuable strategies that you can implement to elevate your organization's impact. Get ready to be inspired by a story of resilience innovation and success that's not just about surviving but thriving in the digital age.

Portal is available to all Blackbaud Raiser's Edge NXT customers at no extra cost. Portal reduces your workload and builds connections with your donors by empowering them to update their own profile and giving. So, why haven’t you used it? This session will unpack the mystique of Portal roll-out and arm you with a plan to start using this powerful tool with your donors.

Being a "database manager" is a different role with different responsibilities than being the fundraising team’s chief power user, writing queries, creating reports, and making mailing lists. It’s long been different than that, with responsibilities for security, system configuration, policy and procedure, development documentation, training user support, external and internal teams’ liaison, and more. This session will discuss what it means to be a “database manager” in 2025 and beyond—both what has stayed the same since moving from Raiser’s Edge 7 and database view to the full web view of Blackbaud Raiser’s Edge NXT, and what has changed to make the role more knowledgeable, engaged, and technically capable. Come hear what our presenter, an experienced Raiser’s Edge consultant, thinks and get a chance to ask questions and share your own insights!

Breaking down operational silos is the key to unlocking fundraising efficiency, collaboration, and long-term success—but how do you turn cross-departmental barriers into bridges that foster ongoing growth? Join this engaging panel discussion with the 2024 Blackbaud Silo Buster Award winner as they share their real-world strategies for building and sustaining a culture of collaboration across legal, marketing, IT, and finance to drive fundraising success. Discover how leading with data became their secret weapon for instant buy-in, and how their strategic pillars allowed them to scale philanthropy, improve communication, and integrate fundraising across the organization. From MarCom transformation (moving from siloed messaging to full collaboration) to IT and finance partnerships this session will highlight how one year of intentional change created lasting operational alignment and fundraising growth. Whether you're just beginning to break down silos or looking for next-level integration strategies, you’ll leave with actionable insights on building cross-functional partnerships, overcoming growing pains, and sustaining collaboration for long-term success.

Discussion and demonstration of all new functionality released to Tuition Management this year.

The Prospects module is one of the most underutilized resources in Blackbaud Altru. Its comprehensive functionality and the unique needs shaped by each organization can make it a challenge. The experts of Skirball Cultural Center share their experience and expertise on how they approached and executed a prospect management operation through Altru. Attendees will get a tour of how the team identified priorities and designed a combination of business processes and database configuration to deliver true value for the organization.

Have you heard about values-based management in Canada's non-profit sector? Do you know its likely to be the future of management? As millennials and Gen Z increasingly dominate the workforce, understanding their unique deterrents and motivators is paramount to organizational success. Join Laura Champion, Senior Manager, Donor Response Marketing and Megan Spurrell, Specialist Donor Response and Digital Marketing as they delve into the evolving nature of work for millennials and Gen Z, highlighting their vales, aspirations, and expectations from their employers. Drawing upon research and real-world examples, we uncover how these cohorts define success for themselves and for organizations beyond traditional metrics. They will spotlight the challenges and opportunities faced by leaders from privileged groups in fostering inclusive and progressive workplaces without falling into the traps of patronizing attitudes, saviourism, and tokenism. By examining strategies for genuine allyship and cultural humility, we aim to empower leaders to create environments where historically marginalized voices are not merely heard, they are listened to. Central to the discussion is the concept of intersectionality and its practical application to breakdown systemic barriers and drive measurable change. Through case studies and actionable insights, participants learn to make diversity not just a buzzword, but an imperative for positive transformation.

Join us for an enlightening session focused on creating unique partnerships that engage a corporation's multi-stakeholder audience to advance nonprofit missions. This session will feature a detailed case study from Bread Financial and Ruling Our eXperiences, Inc. (ROX), showcasing their successful holistic engagement strategy that has been able to help ROX grow their presence from 24 to 36 of the United States. Bread Financial and ROX have cultivated a multifaceted partnership that serves as a model for others. This collaboration includes significant funding, active board membership, and strategic visibility for ROX within Bread Financial’s ecosystem. Their efforts encompass a comprehensive cause marketing campaign, sponsorship of signature events, and educational presentations, ensuring ROX’s mission resonates with Bread Financial’s associates, clients, customers, and board members. The partnership has become engrained into the company culture and is commonly known amongst the 6,500 associates worldwide. In 2024 Bread Financial introduced ROX to their customer base through a cause marketing campaign raising $500,000 to support ROX’s mission. By examining the collaboration between Bread Financial and ROX, participants will understand how to leverage corporate resources and networks to amplify their nonprofit’s mission, create sustainable impact, and foster long-term relationships. This session promises valuable takeaways for both nonprofit staff and corporate social responsibility professionals aiming to forge impactful partnerships.

We will review the process to prepare Tuition Management and Enrollment management for the upcoming school year. This will include payment plan setup, fee and discount review. We will also review setting updates, and contract build out in Enrollment management.

Join Bruce Baughman - Senior P2P Administrator at Susan G. Komen talk about BBMS and payment processing.  Learn how Komen is staying up to date with latest changes in payments, how they have adopted these changes and lessons they have learned along the way. 

In today's data-driven environment, maintaining clean, accurate, and well-governed CRM data is crucial for organizations to drive engagement, enhance decision-making, and ensure compliance. This session explores how external tools—such as data integration platforms, ETL solutions, and automation software—can enhance CRM data management and governance.

No one can predict the future, but what if your fund accounting software could help keep you on the front foot when unpredictable things happen? Come get a glimpse at some of the often-overlooked tools for effective and flexible budget management available in Financial Edge NXT.

I will share all of the mistakes that I made connecting Education Management Advanced Lists through SKY API to Google Sheets. I will share limitations of the process and suggestions on how to successfully manage the connection of Education Management Advanced Lists through SKY API to Google Sheets.

The Learning Center was introduced at the end of 2024 and continues to receive regular enhancements. We will explore the new Learning Center analytics dashboard features (including graph fly outs), the new Learning Profile capabilities (including file attachments), and new workflows to streamline your processes.

As we are entering our fourth year of streamlining the Continuous Enrollment process using Blackbaud’s Education Management and Blackbaud Tuition Management, we’d like to share how we have refined the process.

Discover how embracing the latest payment technologies such as AI and automation can transform your organization. This keynote will cover emerging trends like AI, digital currencies, and contactless payments, showing their potential to boost your operations. Equip yourself with strategic insights and practical tips to effectively utilize Blackbaud Integrated Payments for greater impact.

Are you the administrator for Education Management, Raiser’s Edge NXT, Financial Edge NXT, Billing Management, Blackbaud Merchant Services, all of the above and more? Then this session is for you! We’ll each share our story as Organization Administrators, and give you a roadmap for navigating the Blackbaud.com Admin area, with best practices for managing your Roles and Users. This session is applicable to anyone with Organization Admin responsibilities.

This session will provide an overview of the Blackbaud Financial Aid Management product roadmap, along with a variety of product updates and demonstrations.

Managing daily operations can be challenging, and staying updated with new features in Enrollment Management can be overwhelming. In this fast-paced session, we'll dive into the latest releases and functionality updates that streamline your processes, enabling you to focus on attracting top candidates to your school. Committee Review, Online Decisions, Online Records Release, Admissions Scheduling updates, and more - don't miss this opportunity to enhance your admissions workflow and discover how Blackbaud's Enrollment Management can make your job easier and more efficient.

Blackbaud NetCommunity and Online Express have been driving growth in online giving for more than 20 years now. Is now the right time to upgrade your digital fundraising tools? Join this informative webinar to learn how SJ Consulting has helped many organizations make their successful transition to Online Giving forms within Raiser's Edge NXT.

Join us for an insightful session where we delve into how our organization leveraged OData integration with Blackbaud Altru to overcome significant data tracking challenges. This customer case study will highlight our journey, showcasing the collaboration with our education team to enhance data accuracy and accessibility. Discover practical tips and tricks that can help you optimize your own data management processes. Whether you're looking to improve data tracking, streamline reporting, or simply gain a deeper understanding of OData's capabilities, this session offers valuable insights and actionable strategies.

Now entering our eighth year of using Blackbaud Award Management, UW-Madison has grown and exceeded expectations in many ways since our first days implementing the system. We have graduated from the initial rollout across campus to more advanced impactful ways to support our administrative users and connect students with scholarship opportunities. Join us for a discussion on how we've stretched Award Management to find new efficiencies, create new best practices, and expand our reach for UW-Madison scholarships. We will also present case studies for some of our most innovative Award Management users from across the institution.

Discover how we're transforming the giving experience to make it easier for everyone involved—program administrators, employee donors, and nonprofit recipients. Join this session to hear directly from YourCause product experts about the latest updates and features, designed with your needs in mind. Plus, get inspired by a client spotlight showcasing how they’ve used CSRconnect to strengthen their programs and create meaningful outcomes. 

Blackbaud is honored to welcome Marcie Maxwell, Executive Director of the Peer-to-Peer Professional Forum, to bbcon! In this forward-looking session, Marcie will share the latest trends in peer-to-peer fundraising and how organizations can embrace change while preparing for the 2026 event season.  With over two decades of experience in P2P fundraising strategy and campaign innovation, Marcie will explore the shifts shaping supporter behavior, event formats, and engagement models. You'll learn how to adapt your approach, refresh your strategy, and drive greater participation and revenue in your P2P programs using tools like Blackbaud Luminate Online and Blackbaud TeamRaiser.  Whether you're managing walks, rides, virtual challenges, or DIY campaigns, this session will equip you with insights and actionable tips to stay ahead in a rapidly evolving landscape.  

Three Things Attendees Will Take Away from This Session:  
-Key peer-to-peer fundraising trends and what they mean for your 2026 planning 
-Creative engagement strategies to evolve your campaigns
-Tips for leveraging Luminate Online and TeamRaiser to drive stronger outcomes

Joanna Gaines once said “The key to making a house feel like a home is to fill it with things you love and that tell your story.” That’s exactly what we did when we relaunched Defeat ALS Your Way on LO/TeamRaiser. We didn’t just create a DIY fundraising platform—we built a true home for supporters where their passion and ALS stories could live and thrive.

In this session we’ll take you through our 18-month journey of reimagining DIY fundraising from designing an intuitive UX and developing the right technology to crafting a strategy that truly connects with fundraisers. Learn how the right mix of UX development and storytelling can transform engagement empower participants and drive real results in the fight against ALS.

When disasters strike, understanding how to effectively contribute with limited resources can feel daunting. Join our session where expert panelists from Cencora Impact Foundation and HCA will share compassionate and practical strategies for disaster response, including how to approach the work utilizing a decision-making framework and leveraging innovative solutions that go beyond traditional philanthropic funding to include employee engagement, emergency assistance relief, and product donations. Discover how to approach this critically important work holistically and with empathy with a view beyond immediate relief towards disaster preparedness, mitigation, and long-term recovery. 

Unlock the possibilities of reporting with YourCause solutions in this engaging session. We’ll spend time exploring Impact Edge, our new reporting tool designed to make YourCause data more actionable and meaningful for you and your team. Plus, hear from customers who are using Impact Edge and integrating generative AI into their workflows to drive innovation and impact. Whether you're just getting started or looking for fresh ideas, this session will leave you inspired and ready to take your reporting to the next level.

For years, accepting Donor Advised Fund (DAF) gifts in peer-to-peer campaigns was out of reach. Nonprofits couldn’t capture donor details in real time or credit gifts to the right fundraiser or event—leaving significant revenue untapped in one of the most dynamic fundraising channels.
That’s now changing. With the integration of DAFpay—Chariot’s DAF payment option—TeamRaiser customers are enabling seamless DAF contributions directly through their donation forms. Donors get a frictionless giving experience, and organizations gain the ability to properly attribute, acknowledge, and steward these gifts.
Join Mitch Stein from Chariot along with special guest TeamRaiser organizations as they share how they’ve unlocked this new revenue stream, the results they’re seeing, and how they’re evolving their peer-to-peer strategies to take full advantage of DAF giving.

When the world around us is shifting, it can create fear and confusion for us as funders and our communities. The changes can also prompt us to make sure that the knowledge work we are doing is relevant, addressing our primary mission and values, and contributing to our best strategies both internally and externally. Today’s knowledge work in grantmaking involves many activities, roles, and titles. Whether your job description includes learning and evaluation, grant reporting, organizational change, grantee network building, information sharing, or any other knowledge term, there are important ways that we can turn challenge and fear into meaningful change. This session encourages participants to creatively address four key components of knowledge work – data, questions, analysis and technology partnership. Participants will engage with four important actions: 1. Shifting from data to datamaking harnesses our sense of urgency and agency to better focus our data systems on our strategic priorities. 2. Examining our knowledge work questions with an eye toward the opportunities that they open up. 3. Embracing analysis as a multi-dimensional process to be shared internally with our stakeholders and externally with our community. 4. Tapping into technology partnerships for learning, communication, transparency, and amplification. Taking these actions helps us uncover hidden opportunities and tap into our knowledge work to ensure our data and data systems are relevant to the times and effective at helping to move us into our desired future. Participants will leave with resources that deepen the practice of each of these actions.

Presto chango! With the click of a mouse (or a flick of a wand), learn how to generate defined field groupings, queries, and reports to track key fundraising initatives like membership, major giving, moves management, and more. While not quite magic, this session will show you how you can work smarter and not harder when tracking a new fundraising initative.

Join us for this customer panel discussion as we review Blackbaud Award Management and Blackbaud Stewardship Management best practices in a variety of areas, including reviews cycle management, admin experience, and more.

The laws governing your use and development of AI are complex—and more are being added to the global regulatory landscape by the day. Join Blackbaud’s Chief Privacy Officer as we untangle these laws and their requirements to support your use of these innovative tools with confidence. In addition to demystifying global AI laws, we will explore best practices for AI risk management, helping your AI initiatives to be both innovative and legally sound. We will also provide real-world examples to illustrate how these practices can be effectively implemented in your organization.

Learn about all the ways Blackbaud Billing Management connects to other Blackbaud solutions including FENXT, Blackbaud Enrollment Management, Blackbaud Student information and Blackbaud Merchant Services

Join us as we discuss recent releases and upcoming new features for Blackbaud Billing Management!

In this session, we will explore the automated tools that Nick and Matt are using to feed data from RENXT, FENXT, and Education Management to Microsoft's PowerBI data visualization software. We will demonstrate the ways we can build queries in RENXT and schedule hourly exports to Google Sheets, and we will look at the process for automating the feeds of Advanced List data from the Education Management suite to Google Sheets. We will then demonstrate the ways we can feed this data to Microsoft's PowerBI suite to build reporting dashboards that leverage data from RE, FE, and Education Management via the SKY API. Finally, we will review the ways we can publish these auto-refreshing reporting tools to the online PowerBI portal for distribution to members of our school community.

Back for a 4th year by popular demand, we invite you to engage with an all-star cast of your peers for an interactive panel discussion on all things Raiser’s Edge NXT. From leveraging SKY API updates to Raiser's Edge database view best practices, this group will seek to answer any question you throw at them. Bring your questions about fundraising and Raiser's Edge NXT the table—this session promises to be lively, engaging, and full of laughs!

Learn how advancement services at the University of Manitoba became the catalyst for a data-driven transformation and a hub of innovation using RE NXT as a foundational cornerstone. This journey began with a bold statement: "to become a data-driven organization." By implementing direct changes, advancement services evolved from a small service unit into a dynamic solutions provider. This transformation rapidly expanded to adjacent business units and, within just four years, reached central departments and faculties. Discover the best practices and strategies that fueled this rapid evolution, and learn how to apply these principles to foster innovation and data-driven decision-making in your own organization. Join us for an inspiring session filled with actionable insights and proven success stories.

Altru provides a wealth of data about your patrons. But how best to get at it? Learn the difference between reports and queries, explore functionality in Altru that can enhance your queries, and discover some tips and tricks along the way.

Are you transitioning to Blackbaud Raiser's Edge NXT web view and hesitant to leave the comfort of database view? Are you reluctant to use the database at all?

Join us for an enlightening session that will showcase the user-friendly side of web view and its unique capabilities that are not available in database view. In this session, we will highlight our favorite ""wow"" factors that make web view an indispensable tool for modern fundraising and donor management. From intuitive dashboards with real-time analytics to data management capabilities, web view offers a range of features designed to enhance your efficiency and effectiveness.

Discover how web view's user-friendly interface can simplify your team’s tasks, improve data accessibility, and provide deeper insights into your donor base. Whether you're a seasoned user or new to Raiser's Edge NXT, this session will equip you with the knowledge and confidence to leverage many of web view's capabilities. Don't miss this opportunity to see firsthand how web view can ease your workflow and elevate your organization's fundraising efforts. Join us and take the first step toward a more impactful use of Raiser's Edge NXT.

The North Carolina Coastal Federation has been a GivBee client since 2020. In 2025, GivBee released a direct integration with Checkout that changed the text to donate landscape for good. Learn about this effortless integration, and extra details about NXT records.

Identification – Qualification – Cultivation – Solicitation – Stewardship. You are likely familiar with the five stages of moves management, but does your organization have clearly defined processes associated with each one?

In this session, we will flesh out the core underlying tenets of effective moves management and outline a clear key policy framework that can be applied by any fundraising shop. Attendees will leave feeling empowered to ensure consistent movement of fundraising prospects along the continuum.

With more than $84 trillion expected to change hands through 2045 as part of the so-called “greatest wealth transfer in history,” the topic of planned and asset-based giving is coming up more and more in discussions of long-term fundraising growth. Planned giving already accounts for roughly 7%-10% of total charitable giving in the United States, and there’s evidence that we’ve been missing out on significant untapped potential for some time. 

If you don’t yet have an intentional plan of action with explicit goals for planned giving, now is the time to craft one. This session will lay out the “101” of planned giving with key terms you must know, best practices and data-driven strategies to help fundraising teams of any size capitalize on this opportunity and grow their planned giving revenue. 

Interested in customizing your instance of Blackbaud’s Raiser’s Edge NXT? This session will highlight the SKY Add-in options available, discuss their use cases, and show them in action!A SKY Add-in is a custom tile or button that appears directly within your Raiser's Edge NXT interface, allowing you to extend functionality beyond what comes standard with the platform. These add-ins integrate seamlessly with your existing database, enhancing your team's efficiency without requiring users to leave the familiar Raiser's Edge environment. This session will show three types of Add-Ins, from basic to advanced. First, a public form add-in which allows you to easily include a 3rd party form, like Google or Microsoft, that you already use and make it easily accessible from the home page of Raiser's Edge NXT. Second, a Power BI add-in which allows you to embed your Power BI reports right in Raiser's Edge NXT. Finally, Adaptive Card add-ins allow you to build your own tiles. The example to be shown is a student status update card which both speeds up the changes while reducing the chances for human error when making student status updates (think withdrawals, re-entry, and leave of absence) in Bennington College's Raiser's Edge NXT.

Successful fundraising starts with knowing your supporters, but scattered data and outdated tools can slow you down. Learn how Avon Old Farms School accelerated donor research and outreach by using technology to bring student, alumni, and donor data together. You'll leave with practical tips to scale and streamline the way you manage data, identify top prospects more easily, and connect with donors in a more meaningful way—without adding extra work for your team. In this session, you’ll learn about: • Navigating the Evolving Tech Landscape: Understand how emerging technologies are reshaping fundraising and why schools must adapt to stay ahead. • Leveraging Unified Data for Smarter Fundraising: Learn how integrating data across systems can maximize the value of your tech stack, uncover top prospects, and enhance engagement strategies. • Actionable Strategies for Scalability & Impact: Discover practical ways to identify top donors, streamline outreach, and reduce manual work—so your team can focus on building meaningful connections.

Independent schools have unique advancement database challenges—tracking multi-generational donors, managing multiple fundraising streams, and ensuring accurate event and donor engagement data. Having worked at three independent schools, I’ve seen firsthand what works, what doesn’t, and what every advancement database manager should prioritize. This session will provide practical, real-world strategies for making your database more efficient and valuable to your advancement team.

Attendees will learn how to:

• Run key Raiser’s Edge queries to track donor retention, event participation, and giving trends.
• Clean and standardize records to eliminate duplicates and improve reporting accuracy.
• Work with the communications team to create reports that support appeals and engagement efforts. With lessons drawn from different independent school environments, this session will help you streamline data processes, improve collaboration, and make your database a true fundraising tool—not just a record-keeping system.

You know how Groups work in your Education Management system. Now see them again for the first time as we demonstrate how to use ‘background’ groups for things like granting granular access to student records, taking attendance for special events and creating emergency alerts for a limited audience. We will review how each group type works and explain how you can extend your system’s functionality by thoughtfully using groups in new, creative ways.

Chat with the Product Managers of Blackbauds Learning Management System and the Blackbaud Student Information System in a joint meeting. Learn about the vision of how the two products will work toward building a more integrated solution to better enable admin, faculty, and students alike.

Whether you are new to automatically processing recurring gifts, you've been automatically processing for a while, or you just want to know more before you get started, this is the session for you. Join Sr Manager, Product Management, John Humphreys and one of your peers for an in-depth session on automated recurring gifts to better understand the advantages and capabilities of automated tasks. They will discuss features that align with recurring gifts, including donation forms, back-office administration, and how to use Blackbaud Integrated Payments to maximize it all. Let's dive deep and make your day-to-day tasks simpler.

Organizations today want the flexibility to innovate with point solutions that fit their unique needs. Blackbaud Integrated Payments offers that flexibility without compromising on dependability, back-office simplicity, or donor experience. Now, customers will benefit from Blackbaud’s industry-leading payments capabilities, like an optimized checkout experience, automated credit card updating, superior fraud detection, recurring gift retention, simplified reconciliation, and centralized transaction reporting while using partner solutions for everything from auctions to text-to-give, face-to-face canvassing to telemarketing, event ticketing to merchandise sales, school fees to alumni engagement, and more. Learn how to simplify your payments process with Blackbaud Integrated Payments.

Unlock the full potential of your online fundraising with Blackbaud Donation Forms! Designed for Blackbaud Raiser's Edge NXT®, Blackbaud CRM™, and Blackbaud Altru® users, this session offers an engaging walkthrough of Blackbaud's donation form solutions. See these tools in action with a live demonstration and discover how smartly crafted forms can boost donor engagement and increase the funds you raise. From enhancing donor experiences to driving conversions, you'll gain actionable insights and practical tips to build donation forms that work for you. By the end of this session, you'll feel empowered and ready to take your fundraising strategy to the next level. Join us to learn how Blackbaud Donation Forms can make a real difference for your mission!

This session will be a case study on how Gonzaga College High School was able to increase their Matching Gifts by over 300% from 2023 to 2024 and continues the momentum. By using RE NXT, DoubleTheDonation, dedicated personnel, and organized processes Gonzaga is able to maximize donors' ability to execute Matching Gifts year over year.

Donor Advised Funds continue to play a growing role in charitable giving — but how are they truly shaping nonprofit fundraising outcomes? This session will present key findings from the second annual DAF Fundraising Report, the most comprehensive analysis of nonprofit DAF gift data. Building on last year's findings — like the fact that when a donor switches to giving via DAF, their gift amount to the same organization increases by 96% on average, and that DAF revenue is growing 214x faster than non-DAF revenue in the sample group — the 2025 report offers fresh insights into how DAF giving patterns are evolving. The session will explore how DAF donors give compared to other donor types, including gift size, frequency, and repeat giving behavior, as well as how nonprofits are integrating DAFs into their fundraising strategies and where the greatest opportunities lie to harness this growing source of support.

Mid-level donor prospects are an often poorly defined ignored transitional donor prospect group. With ever-expanding donor prospect databases, these donors appear to be giving lower than the threshold to justify warm personalized human interaction but are giving more than the masses we target for lukewarm, generalized content in direct mail. And yet, based on their giving levels they are better prospects for future major giving than our direct mail group. How do we identify the most promising prospects of this large group? How do we achieve that "balance" of personalized communication without taxing our limited human resources? We'll guide you through segmenting these donor prospects using predictive modeling scores, review what resources may already be in your budget that could be mobilized and discuss strategies for pipeline development. 

Unlock the power of peer-to-peer fundraising with expert insights from Susan G. Komen and Cathexis Partners! In this session, we’ll explore how to maximize fundraising success using TeamRaiser, a leading platform for engaging supporters and driving donations. Learn best practices for recruiting and motivating fundraisers, optimizing your event pages, and leveraging built-in tools to enhance donor engagement. Our speakers will share real-world success stories, practical strategies, and lesser-known tips to help you elevate your fundraising campaigns. Whether you’re new to TeamRaiser or looking to refine your approach, this session will provide actionable takeaways to boost participation, increase donor retention, and maximize revenue. Don’t miss this opportunity to learn from the experts and take your peer-to-peer fundraising to the next level!

Come engage with your Luminate Online & TeamRaiser Product Advisory Group and the Product Team to brainstorm and talk about areas that you would like to see on the roadmap in future years. Come prepared to be active and have your voice heard!

Successful implementation of predictive analytics hinges on clearly identifying the key outcome that you’re driving for and identifying the specific predictions and applications that align to that outcome. This is why Blackbaud typically provides customers with several discrete predictive datapoints to leverage for their fundraising. ProspectPoint models, Affluence Insight and WealthPoint are just some of the terms you may have heard—what does each datapoint mean? How do they differ? How do you determine when and how to use a specific datapoint? These are the questions this session will help you answer.

Strategic consultants Marleen Lucas and Ashley Oates will define commonly used analytics solutions, examine their varying intended outcomes and applications, and provide a framework for applying them in tandem to improve portfolios. We’ll also address  common customer questions about how to leverage these solutions together with Prospect Insights and Prospect Insights Pro for Raiser’s Edge NXT customers. Finally, we’ll share real-world examples of how customers are using this combined approach to get the most out of all of their tools. 

Join us for a case study in implementing new technology to drive fundraising efficiencies without adding layers of unnecessary activity. Development Manager Cortney Moore will share the details of Fort Collins Habitat for Humanity’s unique goal-setting process which taps into feedback from a wide network. We will explain how this process helped them successfully improve major and mid-level donor prospecting with Prospect Insights Pro in Raiser’s Edge NXT, with an emphasis on delivering personalized donor experiences that effectively communicate the impact of their giving.

This session will offer practical tips for implementing new technology to ensure it fits seamlessly with your organization’s goals and engagement plans. We’ll also demonstrate how to measure key outcomes by identifying and analyzing leading and lagging indicators. Attendees will leave with actionable takeaways to help improve goal-setting at their organization and drive improved fundraising performance.

As Gen Z enters the giving pool, fundraisers need to find new and innovative ways to connect. More than 8 out of 10 support causes in some way—even if it isn’t monetary—and 1 in 3 expect to increase their giving in the coming years. The world in which they have come of age is radically different from previous generations, and connecting with them will require a willingness to evolve and adopt new communication strategies. 

Recent studies including the Blackbaud Institute’s Gen Z at the Table indicate significant fundraising opportunity among this audience, especially for organizations that invest in building trust during this crucial early stage of their development. The continuing “Great Wealth Transfer” which will see an estimated $84 trillion change hands through 2045 adds further long-term value for this audience. This session will focus on tools and strategies for diversifying messaging and communication channels to engage with younger donors

During this presentation we will discuss how the team at Sharp Healthcare Foundation customize their  processing and utilization of Blackbaud’s Grateful Patient Solution to fit their specific needs in conjunction with ResearchPoint and  Raiser’s Edge NXT. Senior Foundation Analyst Joe Martinez will share how the team has leaned on analytics to support an ongoing 10-year campaign that is the foundation’s largest to date. also share insights and perspectives on the foundation’s integration of their highly successful patient referral program into the fundraising process.

In this session, Emily will cover the process by which our small decentralized scholarship office at Indiana State University awards hundreds of donor-funded scholarships each academic year. Key points include interfacing with campus partners, our best practices for communication and organization, and tips for aligning stakeholders with your awarding mission.

Hear stories and gain tips and tricks from customers who have successfully implemented large projects with tight deadlines in the midst of much uncertainty. We will look back on some projects, such as the recent PCI mandated changes, to pull out some great lessons learned for all, regardless of the size of your organization.

Building new TeamRaiser events and managing year-over-year (YoY) transitions doesn’t have to be complex! Learn how an optimized TeamRaiser template can simplify event setup, improve efficiency, and ensure consistency across campaigns. This session will walk you through key customizations, automations, and real-world success stories that demonstrate how a well-structured template can save time and reduce reliance on developers.

Discover how integrating Blackbaud's Financial Edge NXT (FENXT) and Raiser's Edge NXT (RENXT) can streamline operations, improve data accuracy, and enhance organizational efficiency. This session is ideal for organizations that own either or both solutions but have not yet integrated them.

With so many different types of donation forms available, how do you fit them all into your website? In this session, we'll define donor personas for each type of form and prescribe the ideal website pathway for each scenario. Incorporating the principles of good Information Architecture and key design elements for each type of form, you’ll walk away with a multi-form strategy to meet your donors where they are most comfortable and most generous.

Join us for this session to learn more about Online Giving for Altru! Online Giving Donation Forms are now available to Altru customers. In this session, we will showcase the value these new forms can bring to your organization, share examples of successful donation forms from Altru customers, and explain how you can get started with Online Giving today!

Join the conversation! The relationship between grantmakers and non-profits plays a crucial role in driving meaningful change and requires attention and care to flourish. How can these two groups work together more efficiently to create a stronger impact in communities? Let’s discuss this deeply and brainstorm fresh approaches to strengthen their collaboration, ensuring they both succeed and thrive from a mutually beneficial partnership.

Discover how the RENXT Total Web Solution is revolutionizing fundraising with cutting-edge technology. Imagine leveraging generative AI to create personalized donor acknowledgments that not only save time but also deepen donor relationships. Plus, with advanced analytics and reporting capabilities, organizations can make data-driven decisions to supercharge their fundraising efforts. It's all about working smarter, not harder, to achieve your mission!

Still tracking events by hand? Or importing event registrations from spreadsheets? Streamline your events with Raiser's Edge NXT! In this session we will walk through the lifecycle of an event from creating and managing an invite list, to collecting registrations, to reminder emails and day of check-in. Oh, and don't forget about event reports to display all the hard work and fundraising success to your board and stakeholders!

Blackbaud Financial Edge NXT and Raiser's Edge NXT are powerful on their own, but when integrated, their impact is even greater. Yet, many clients are unaware of the full advantages this connection offers. Join a Blackbaud subject matter expert and a current client to explore the benefits of integrating your accounting and fundraising solutions. Discover how this integration simplifies reconciliation, enhances collaboration, and increases transparency between departments.

Discover the secrets to transforming your reports into powerful tools for decision-making with Financial Edge NXT! Learn essential tips and tricks to tailor your reports to meet the unique needs of various audiences and stakeholders. Whether you're working in a non-profit, healthcare, or K-12 organization, this session will equip you with the skills to create impactful and insightful reports. To achieve this, we will demonstrate the reporting tool and chart organizer tool, ensuring you have hands-on experience with these powerful features. Join us to enhance your reporting capabilities and drive better decision-making across your organization.

Being a Raiser’s Edge NXT database manager (DBM) is far more than just being the best, most knowledgeable Raiser’s Edge NXT user on the team. It’s more than writing queries, setting up reports, and producing mailing lists and export files. It’s not about being admin support and just doing what you’re told or asked. It is about taking proactive leadership of the database and the users. In this session led by Raiser's Edge consultant Bill Connors, we’ll talk about what the real roles and responsibilities are of a DBM and provide practical recommendations for how to get them done when we’re all already so busy. Topics will include data and Raiser’s Edge NXT security; change management with the move to the Raiser’s Edge NXT unified view; training; providing data leadership with management and users; documentation; liaison with Blackbaud, other vendors, and other internal departments; analytics and reporting; and more. While a long-term consultant, Bill is just finishing over two years as an “interim” database manager for a large organization and has had to “practice what he preaches.” He promises to make the session specific and practical with take-aways you can implement immediately after the conference.