Fund Relationships available in NXT

We use Relationships to track Fund Representatives and Recipients (we create a relationship between the Fund record and the Constituent record). As far as I can tell, that does not exist in NXT. Sure would be helpful. Thanks!

  • Susanne Larsen
  • Jul 6 2016
  • Planned
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  • Allison Dickerson commented
    19 Dec 18:08

    Why aren't ALL FIELDS available in Funds in DB view available in NXT. Matter of fact, just copy EVERYTHING that was available in DB view over to NXT. Please don't roll over and publish everything until you have EVERYTHING moved. It's such a waste of my time when I'm working in NXT and trying to use a function only to get halted because of one missing thing, and then have to start over in DB view. I know I'm not alone in this!


  • Shelby Anderson commented
    29 Sep 17:12

    This is great news. We were trying to figure out how we could recreate "Fund Relationships" in dashboard view using other fields. Cannot tell you what a relief this is. We rely on Fund Relationships for many reasons. Thank you.

  • Andrew Jupp commented
    25 Sep 17:33

    Please also add fund award recipients from BBAM! This feature is already available via Red Arc.

  • Devan Bessinger commented
    19 Sep 20:29

    So glad this has moved to a "Planned" status finally after all these years!!! Our office cannot use the web view because this is missing (we can't work without it). This is the one and only thing holding up our transition to web view. Can anyone at Blackbaud provide a ballpark estimate on when this will be released?

  • Jill Forehand commented
    12 Sep 15:45

    I am amazed that years later, this is finally a planned project. Way to listen to your people (finally!)

  • Guest commented
    12 Sep 15:24

    I totally agree with this!! We have a very complex system of funds and scholarships and we MUST be able to maintain these relationships!!

  • Michelle Norfleet commented
    10 Sep 13:37

    Having the ability to view fund relationships is essential to our operations from endowment reporting to scholarship processing. We use this feature to maintain points of contact, endowment owners, etc. to know who should receive annual statements as well as when a point of contact changes and it allows us to track relationship history. Tracking relationships in funds also minimizes data entry mistakes allowing for cleaner data and prevents the need for additional attributes/custom fields.

  • Joni Miller commented
    28 Aug 12:27

    Our department will be at a real loss if fund relationships aren't made available in NXT. It's one of the main reasons we still use database view and haven't been able to fully transition to NXT. This feature is VITAL to doing business. Please make it a priority!

  • Mara Decker commented
    27 Aug 19:13

    Accessing fund relationships is very important to both our endowment reporting and scholarship profile processes. Being able to see these relationships in the fund record is essential to accurately identifying which constituents should receive reports and how they should be acknowledged (as a donor, organization contact, etc..)

  • Karen Rhodovi commented
    27 Aug 18:48

    Fund relationships are essential to our scholarship and endowment reporting processes, two of the largest projects my team manages each year. Without fund relationships, NXT is not usable for the reporting requirements we must fulfill to ensure transparency and accountability in fund stewardship.

  • Anonymous commented
    25 Aug 20:00

    One of the factors cited in the data breach Blackbaud had several years ago, was organizations storing data in non-standard locations within their databases. Continuing to make us find workarounds to satisfy our web-view-only users (e.g. Development officers) encourages storage of info in non-standard fields and formats and also tends to lead to the unnecessary duplication of data which often leads to errors and confusion.

    People have been asking for Fund Relationships for over 9 years. It is Aug 2025 and there are over 650 votes for this idea. Please make these standard fields available in web view. Thank you.

  • Guest commented
    15 Aug 15:57

    Raiser's Edge becomes irrelevant to our organization without the ability to have fund relationships in NXT with database view going away. The fact that it is only available in database view so far has been a major hindrance and inefficiency for us. Please add this functionality to NXT or provide a feasible alternative.

  • Tracey Osborne commented
    13 Aug 14:34

    We use fund relationships to track the fund contacts for our endowment funds. We have had to use a workaround creating a "constituent fund record" in order to have the "fund" show up in webview on the contacts record which is not ideal. Would really like to see fund relationships in webview as in database view.


  • Kate Thomas-Tielke commented
    29 Jul 15:20

    This is essential for our recording of gifts.

  • Shelby Anderson commented
    24 Jul 18:39

    I feel having Fund Relationships in Webview is imperative. Since 2010, we have linked donors (constituent records) to Funds, not only to identify who established the endowment/scholarship fund, but also to link the scholarship recipients to the Fund and the Donor. The name of the endowment/scholarship is also added as an Attribute to easily pull a list for inclusion in our Annual Report. Fund relationships are critical for stewardship, data management, reporting and general fundraising. Please add Fund Relationships in RENXT webview.

  • Miranda DIakiw commented
    02 Jun 17:48

    This is critical (as others have mentioned) to track fund originators, report recipients, and to facilitate various stewardship list pulls. With almost 600 votes surely this could move out of "voting open" now into "Planned".

  • Melody Penner commented
    29 May 13:53

    Essential for our stewardship of donors. Need to be in web view please

  • Laura Furtado commented
    20 May 15:44

    This feature is critical to our stewardship work. As we are tracking benefactors of funds in RE. This needs to be available in webview.

  • Hadi Farzin commented
    06 May 20:34

    From stewardship perspectives, it's very essential for us to track fund recipients and fund report recipients, so implementing this feature asap is much appreciated. Very HIGH priority!

  • Kelly Hogan commented
    06 May 19:27

    This is a CRITICAL feature if you want us to be totally in the "unified" view.

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