Using the Blackbaud connector in Claude
Connect Claude to Raiser's Edge NXT to access donor records, gift history, events, and draft personalized communications.
- CategoryNonprofits
- ProductClaude.ai
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The Blackbaud connector gives Claude secure access to your Raiser's Edge NXT fundraising data. Look up donor profiles, review gift history, search events, and draft personalized communications through natural language.
The Blackbaud integration relies on Claude's ability to use remote connectors.
What this connector provides
- Constituent profiles: Access detailed donor records including contact information, affiliations, and giving history
- Constituent search: Search donors by full or partial name across your database
- Event discovery: Search fundraising events by name or keyword and retrieve details like dates, locations, and funds raised
- Gift records: View donation amounts, dates, donors, and associated campaigns
- Communications: Draft personalized thank-you notes and donor outreach referencing specific gifts
- Real-time data: Fetch current information directly from Raiser's Edge NXT
Setting up the connector
For Blackbaud marketplace admins
- Navigate to the Claude for Blackbaud app in the Blackbaud Marketplace
- Connect to your Blackbaud environment
- Approve scopes for constituent and event data access
For organization owners
- Go to Claude.ai Settings
- Select Connectors or Integrations
- Choose
Add serverorBrowse connectors - Search for and select Blackbaud
- Select
Add to your team - Confirm authorization
For individual users
- Log in to Claude with your enterprise account
- Access Settings > Connectors
- Select the Blackbaud connector and authorize
- Sign in with your Blackbaud ID and grant permissions
- Your account displays as "Linked" when complete
Common use cases
Donor lookup
Show me the profile for Jane Smith, including her contact information and recent donations.
When to use: Preparing for donor meetings, reviewing relationships, verifying contact details.
Gift history analysis
What are the details of John Doe's donations over the past year? Include amounts, dates, and campaigns.
When to use: Reviewing engagement, preparing acknowledgments, analyzing patterns. Works well with 1–3 year timeframes.
Event research
Find any events titled 'Annual Gala' and show details including attendance and funds raised.
When to use: Planning future events, comparing performance, researching past activities.
Thank-you letter drafting
Draft a personalized thank-you email to Sarah Johnson for her recent $500 donation to the Building Fund campaign.
When to use: Following up on donations, acknowledging major gifts. Claude retrieves donor info and gift details for personalized communications.
Constituent search
Find all constituents named Williams in our database.
When to use: Locating donors with partial names, finding family members.
Tips for using the connector
- Use full donor names for accurate constituent lookups
- Specify time periods in gift history requests
- Ask naturally, as if asking a colleague
- Combine multiple requests when helpful
- Review AI-generated communications before sending, especially with sensitive donor data
- Claude only accesses data your Blackbaud account authorizes