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).

  1. Log in to the workstation as a local administrator.
  2. Download the appropriate plug-in for your version of The Raiser's Edge:
  3. Save the EXE file to the local hard drive of any workstation with The Raiser's Edge installed.
  4. Double-click the EXE file.
  5. When prompted, unzip the files onto the desktop.
  6. Have all other users exit and sign out of The Raiser's Edge.
  7. Double-click the unzipped EXE file and follow the prompts.

Note: To purchase the Planned Gift tracker, contact your Account Manager.