Add Native Support for Multi‑Year Opportunities (Installments, Fiscal‑Year Allocation)

Raiser’s Edge NXT currently treats opportunities as single‑year, single‑amount records with no way to model multi‑year commitments. There is no native functionality for installment schedules, fiscal‑year allocations within opportunities. As a result, fundraisers and analytics teams cannot accurately represent multi‑year major gift conversations within NXT’s pipeline. This is a critical gap for fundraising programs. Many major and principal gifts are pledged or expected across multiple years, and organizations need to track:

  • Total multi‑year commitment amount

  • Expected amount by fiscal year

  • Progress toward closing multi‑year commitments

  • Accurate multi‑year pipeline forecasting

  • Gift officer portfolio accountability

    Please add one (or more) of the following native features:

  • Multi‑Year Opportunity Schedules

    • Ability to enter multiple expected amounts with corresponding dates or fiscal years

    • Automatic roll‑up to a total multi‑year commitment

    • Each installment reportable within Lists, Work Center, and Insights

  • Fiscal‑Year Allocation Fields within a Single Opportunity

    • FY-based forecast fields that can be reported and aggregated

    • Compatible with Insights Designer and standard opportunity reporting

This would allow accurate pipeline forecasting, clearer gift officer accountability, and better long‑term revenue planning, aligning NXT with standard major‑gifts fundraising needs. Impact:
Provides accurate multi‑year projections, reduces manual workarounds, and strengthens NXT as a major‑gifts CRM tool.

  • Guest
  • Jan 15 2026
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