Raiser’s Edge NXT Data Migration Toolkit

Let’s plan your migration to Raiser’s Edge NXT

Raiser’s Edge 7 support is ending in 2027. If you’re planning to migrate to Raiser’s Edge NXT, this video walks you through Blackbaud’s migration process, key considerations for your organization, and strategic questions to ask before you begin.

Learn about timeline expectations, what gets preserved, and the extra planning steps that ensure a smooth transition, especially if you have integrations, custom reports, or data quality concerns.

Blackbaud’s migration service handles the technical side. But most nonprofits also need help with security planning, data quality assessment, integration testing, and strategic optimization. That’s where we come in.

Consider this toolkit if:

  • Your organization has used Raiser’s Edge 7 for 10+ years
  • Your system has custom configurations
  • You use additional tools for email, online giving, or wealth screening tools
  • You want to improve data governance during the transition—not just move problems to a new platform
  • Your team is already stretched thin managing daily operations
  • You need expert guidance beyond Blackbaud’s technical data transfer services

Blackbaud will handle the technical data transfer of moving your data from Raiser’s Edge 7 to NXT. Their standard process typically takes 4-8 weeks and includes project management, test environment setup, and access to training resources.

But most organizations need additional support to supplement the technical transfer:

  • Identifying data quality issues before they multiply in your new system
  • Planning security roles for NXT’s different permission structure
  • Testing integrations with email platforms, online giving tools, and wealth screening services
  • Creating a cutover plan that minimizes disruption to your fundraising operations
  • Training staff on new features like Lists, Sky reporting, and updated query functionality
  • Optimizing workflows for gift entry, record management, and prospect tracking in the new environment

Our toolkit fills the gaps between Blackbaud’s technical migration and your organization’s successful adoption of RE NXT.

  • Custom project plan integrated with Blackbaud’s timeline
  • Data quality issues log to track and resolve problems before migration
  • Security matrix for organizing user roles and permissions
  • Work product inventory template to assess reporting needs
  • Sample cutover plan with task assignments and communication protocols
  • User acceptance testing cases to validate system functionality
  • Three guided working sessions during your testing phase
  • Coaching on data quality, security planning, and reporting strategy
  • Post-launch Q&A support to ensure smooth adoption

Our toolkit ensures you maximize your Raiser’s Edge investment while minimizing risk.

Need More Comprehensive Support?

If your migration requires additional assistance, we also offer:

  • Data assessment and cleansing services to resolve quality issues before migration
  • Integration configuration for email platforms, online giving, wealth screening, and other third-party tools
  • Process review and optimization to redesign workflows for RE NXT’s capabilities
  • Temporary staffing support to supplement your team during the transition

We’ll discuss these options during your consultation, if they’re relevant to your needs.

Schedule a free consultation to discuss your migration timeline and needs.

No obligation. We’ll help you understand if the toolkit is right for you.

Your Raiser's Edge Migration Doesn't Have to Be Stressful.

Turn this technical transition into a strategic opportunity for growth. Our toolkit is here to guide you through every step, from data quality to go-live success.