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.