AD Consulting
  • Expert Help
  • Services
  • About Me
    • Colleagues
  • Clients
  • Resources
    • Privacy Law
    • White Paper
    • Raiser's Edge
    • Data Minimization
  • Hire Me
Resources: Privacy Law | Privacy Law White Paper | Raiser's Edge | Data Minimization

Resources - Raiser's Edge

This is the downloadables page for my resources on topics in The Raiser's Edge 7 and NXT that are related to good data protection practices, data minimization and compliance with privacy law. The resources are free to download and don't require giving me your email. They may be shared with colleagues with proper attribution to me. Distribution without permission, commercial copying and lending are prohibited. I am not affiliated with Blackbaud, Inc. Any questions on these topics or if you need my help, drop me a line.
 

Quick guides - Raiser's Edge

Document thumbnail
Updated! Consents in The Raiser’s Edge (PDF 180KB): Considerations and shortcomings of this feature. Updated April 2026.
Document thumbnail
Updated! Consents in The Raiser’s Edge (PDF 200KB): Sample setup of consents. Updated April 2026.
Document thumbnail
Updated! Raiser's Edge NXT Email: Pros and Cons of this feature (PDF 170KB). Some thoughts on web view email and considerations for privacy law compliance. Updated April 2026 (I will update again after the May product update briefings if there are any changes).
Document thumbnail
Updated! Info Source Options in The Raiser’s Edge (PDF 264KB): Places to track sources of information in RE to help compliance with privacy law. Updated April 2026.
Document thumbnail
New! Raiser's Edge NXT Idea Bank entries I'm following (PDF 241KB): topics that I'm following, with links for upvoting.
 
 

Useful links:

I'm not responsible for the security and content of these links.
  • Raiser's Edge Idea Bank: community.blackbaud.com/categories/blackbaud-raiser-s-edge-nxt-ideas
  • Bill Connors' free Raiser's Edge resources: billconnors.com/resources/
  • Terminology/field name guide for database view vs. web view: kb.blackbaud.com/knowledgebase/articles/Article/101288
  • Translations of database to web view meanings: webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-re7-nxt-translation.html
  • Database to web view refresh rates (as in "why is my list still not correct in web view?"): webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-web-database-view-sync.html
  • Blackbaud Privacy Resource Center: docs.blackbaud.com/privacy/docs/raisers-edge
  • Web view constituent giving summary calculations (the rationale behind the Giving tile on records): webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-constit-giving.html
 
Logo of AD Consulting
Expert Help
Services
Hire Me
The Raiser's Edge 7, NXT, eTapestry, NetCommunity and Online Express are trademarks of Blackbaud, Inc. Donorfy, Salesforce and HubSpot are trademarks of their respective companies. DonorPerfect is a trademark of SofterWare, Inc. Letter Box is a trademark of Red Arc. Importacular is a trademark of Zeidman Development.
© Amy Daultrey 2026
​​Privacy Policy
Cookies Statement
  • Expert Help
  • Services
  • About Me
    • Colleagues
  • Clients
  • Resources
    • Privacy Law
    • White Paper
    • Raiser's Edge
    • Data Minimization
  • Hire Me