Using the Blackbaud Connector in Claude (original) (raw)

The Blackbaud Connector provides Claude with secure access to Raiser’s Edge NXT fundraising data, enabling nonprofit professionals to retrieve donor records, gifts, events, and generate communications using natural language. This article explains how to set up and use the Blackbaud Connector for your fundraising workflows.

The Blackbaud Connector relies upon Claude’s ability to use remote connectors.

What This Integration Provides

Capabilities

The Blackbaud Connector enables Claude to access and interact with your fundraising data from Raiser’s Edge NXT.

How Claude Uses Blackbaud Data

Claude applies your Blackbaud fundraising data to support nonprofit workflows.

Setting Up the Blackbaud Connector

For Blackbaud Marketplace Admins

Your Marketplace admin needs to connect the Claude for Blackbaud application:

For Organization Owners

For Individual Users

After admin setup is complete:

Common Use Cases

Donor Lookup

Example prompt:

When to use: Preparing for donor meetings, reviewing constituent relationships, or verifying contact details.

Tip: Include the donor’s full name for more accurate results.

Gift History Analysis

Example prompt:

When to use: Reviewing donor engagement, preparing acknowledgment letters, or analyzing giving patterns.

Works well with: Requests spanning 1-3 years to identify trends without overwhelming detail.

Event Research

Example prompt:

When to use: Planning future events, comparing year-over-year performance, or researching past fundraising activities.

Note: Use specific keywords that match your event naming conventions for best results.

Thank-You Letter Drafting

Example prompt:

When to use: Following up on donations, acknowledging major gifts, or sending timely appreciation messages.

Key benefit: Claude retrieves the donor’s information and gift details to create personalized, accurate communications.

Constituent Search

Example prompt:

When to use: Locating donors when you have partial name information or searching for related family members.

Tip: Start with partial searches and narrow down results based on additional identifying information.

Tips for Using the Blackbaud Connector

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