Description

Monthly giving programs don’t fail because of bad messaging. They fail because of weak infrastructure. In this session, you’ll learn how to build a modern monthly giving program in Blackbaud Raiser’s Edge NXT® that is strategically designed, technically structured, and fully measurable. We’ll walk through a real-world implementation that covers: * Launching (or formalizing) a monthly giving program * Designing a clean data structure that supports automation * Building status logic for donor journey implementation * Automating donor journeys using Power Automate * Capturing and structuring recurring gift data for reporting in Power BI *Creating dashboards that surface risk, retention, and upgrade opportunity You’ll leave with practical frameworks—not theory—including naming conventions, custom field schemas, automation triggers, and reporting models you can replicate in your own environment.

Name
Build It Once, Scale It Forever: A Data-Driven Monthly Giving Framework
Date & Time
Tuesday, June 2, 2026, 2:35 PM - 3:25 PM
Nicole Holt Aline Lilwall
Day
June 2
Session Type
Panel/Expert Session
Solution
Raiser’s Edge NXT
Competencies and Skills
Low-code, Business Intelligence, Automation, Power Platform