Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.
Note: Print and read all of the following instructions before running the plug-in. In addition, please review Planned Gifts Migration Tool (PDF).
- Log in to the workstation as a local administrator.
- Download the appropriate plug-in for your version of The Raiser's Edge:
- Save the EXE file to the local hard drive of any workstation with The Raiser's Edge installed.
- Double-click the EXE file.
- When prompted, unzip the files onto the desktop.
- Have all other users exit and sign out of The Raiser's Edge.
- Double-click the unzipped EXE file and follow the prompts.
Note: To purchase the Planned Gift tracker, contact your Account Manager.