This is where we code the "founder" or "contact" for the fund. (Ex. If a fund is created in a loved one's memory, we link the surviving family member as a relationship, so that we can send impact reports to the correct person/people.)

It's frustrating that components are being released that are not fully completed. Why release Funds without the fund relationships. At the very least you could tell us when they will be released or if they ever will be.

On the database view, if a constituent is a contact for an endowed fund, we add the fund to the relationship tab and link it to that fund so we can easily navigate to the record. That fund is not showing up on the web view. The only relationships we can show are individual and organization. Once everything migrates over, will we be able to see that link? Also, we have several business rules set up from database view that produce an annotation (such as this is a trustee, or this constituent has a seasonal address). Those annotations are not showing up on the web view. Will they eventually?

As a community foundation, we rely on knowing exactly which fund is owned or represented by a constituent. not knowing this info prevents us from using NXT.

Just a follow up to my earlier post:
Why is BB dropping code table management in database view while not yet creating a fund management feature? We've received a notice that features from Configuration are dropping in DB view on January 11th (today as I post).

As other have posted, this feature would be useful for staff that are supposed to primarily work in NXT. This seems pretty core to how donor databases run and is not currently available to the web side. It appears this suggestion has been up since 2016.

Our organization also uses Fund relationships to link the scholarship representatives to their managed funds. I am unable to utilize NXT view since this is not available. It would be much easier if we could have a "Fund" list option and pull the constituent information in to create our mailing lists versus using database view.

Hi, Blackaud - Is there any update on this? This is THE number one reason our staff are not using Web View. We will never begin using Web View until the fund relationships are present. As of today, 10/12/2023, there are 442 votes on this idea. Additionally, you can see that it's been popular because there are six other ideas that have been merged into this one, and there's actually one more that needs to be merged as well which has over 20 votes on it. Please provide some kind of update on whether or not this is actively being worked on or not and what kind of timeline we can expect for this to be released (another quarter, another year, five years from now??).

Need to see fund relationships from the constiutent record and then also when reviewing fund records - our integration with ScholarshipManager rely's on this being available.

Yes, please! This would be helpful.

Yes please! This is VERY important!

Hi, Blackbaud... can someone please give us an update on this? We desperately need this feature parity! We will never be able to really use NXT without it. Can we at least get a timeline of when this might be released?

1. Endowment and Impact reporting is a major area within Education, Environmental, Medical, and probably thousands of other Nonprofit Organizations.

2. As Blackbaud has planned, Fundraisers themselves (Major Gift Officers, Grant writers, Board Members, Campaign Managers) are adapting to and preferring NXT.

3. In the data backbone of NXT - Raiser's Edge - an NPO can set up Funds as Endowments, Campaign fund, Board Designated funds, and any number of key funds that must be reported to Constituents.

Therefore: The lack of a visible and filterable relationship between a Fund and its Constituent, and by extension the Constituent's related actions, contact info and attributes, at best confuses to our Fundraisers, and at worst leaves a big information hole about key Fundraising reporting in one of the world's top Fundraising Applications. Hoping NXT will continue to integrate more with RE data over time, instead of exclude RE data.

Has anyone heard anything from Blackbaud about this?

Can you merge

• RENXT-I-5433 to this one?

This. A thousand times yes. Crazy how a "relational" database doesn't allow work with relationships. Our end users (relationship managers) use NXT Web View and it is so detrimental that we cannot show their prospects' relationships to funds in Web View. If I could vote for this 100 times, I would. :)

Also in favour of seeing relationships between orgs/individual records and funds - we use this for tracking which award/fund/project a donor is the contact for, we search this information very frequently. Would love to see it in web view! :)

Our school use Fund relationships to show donor(s) that have given substantial donations to create a scholarship. Gift Officers need to see this information on the constituent record in NXT. It's available in database view but not in NXT. When can this be added?

Any update? Our schools use these fund relationships a lot to update/encourage scholarship donors. We can see other types of relationships... why not this one? We are trying to have our solicitors cut ties with the database view entirely, but this kind of "missing functionality" makes that difficult without hampering their efforts or adding to the workload for back office staff.

Any update on this request? This seems like basic functionality and is a huge hinderance for our fundraising team. Please implement this now!