1. Beta Program for The Raiser’s Edge 7.86 PA DSS version Anne McDonell & Bucky Wall Corporate Readiness

2. Anne McDonell & Bucky Wall| Page #2 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta Agenda PCI/PA DSS overview Visa mandated deadlines Impact of regulations The Raiser’s Edge 7.86 Demo  Interaction the Blackbaud Payment Services The Raiser’s Edge Beta Program Q & A

3. Anne McDonell & Bucky Wall| Page #3 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta PCI DSS & PA DSS Payment Card Industry Data Security Standard (PCI DSS)  Set of requirements developed by the major credit card companies to enhance credit card data security  All organizations that process, store, or transmit payment card data must be PCI DSS compliant or risk losing their ability to process credit card payments Payment Application Data Security Standard (PA-DSS)  Designed to help software vendors develop secure payment applications that do not store prohibited data  Ensure payment applications support compliance with the PCI DSS  Payment applications that are sold, distributed or licensed to third parties are subject to the PA-DSS requirements  Formerly under the supervision of the Visa Inc. program known as the Payment Application Best Practices (PABP)

4. Anne McDonell & Bucky Wall| Page #4 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta Visa Mandated Deadlines October, 1 2008:  Newly boarded Level 3 and 4 merchants must be PCI DSS compliant or use PABP- compliant applications.  Merchants must be PCI DSS complaint or use PA DSS validated applications to obtain a NEW merchant ID number Level 3: Any merchant processing 20,000 to 1,000,000 Visa e-commerce transactions per year. Level 4: Any merchant processing fewer than 20,000 Visa e-commerce transactions per year, and all other merchants-regardless of acceptance channel-processing up to 1,000,000 Visa transactions per year. October, 1 2009:  VisaNet Processors (VNPs) and agents must decertify all vulnerable payment applications.  Systems that have been subject to a security breech July 1, 2010:  Acquirers must ensure their merchants, VNPs and agents use only PABP-compliant applications  Applies to all organizations that process credit cards

5. Anne McDonell & Bucky Wall| Page #5 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta Impact of Regulations on Blackbaud customers You can continue as normal until July 1, 2010 if:  You have an existing merchant ID  Your processor or acquiring bank doesn’t require immediate compliance  And you are not using known vulnerable applications  Contact your processor or acquiring bank now to determine their compliance requirements You should  Strive to become PCI compliant as soon as possible to: Protect your donor data Remove liability from your organization Compliancy will change your business practices  You are responsible for becoming PCI compliant  Review self-assessment at the PCI Security Council Organizations website

6. Anne McDonell & Bucky Wall| Page #6 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta Impact of Regulations on Blackbaud We need to remove credit card data from our applications to make them PA-DSS compliant We need to develop and implement process changes that will allow our hosting facilities and our development, support and services environments to achieve PCI-DSS compliance

7. Anne McDonell & Bucky Wall| Page #7 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta The Raiser’s Edge 7.86 & The Blackbaud Payment Service All credit card data will be removed from your database at install  Credit card numbers will be replaced with a reference token  Products will call the web service when making a transaction  The token will refer to the stored credit card number to be used in the transaction  All current Raiser’s Edge processes remain the same  Payment service will be redundant across ATL and Vancouver hosting facilities

8. Anne McDonell & Bucky Wall| Page #8 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta Raiser’s Edge 7.86 DEMO

9. Anne McDonell & Bucky Wall| Page #9 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta The Raiser’s Edge 7.86 Beta Program Benefits  Be among the first to implement this new version of that will help your organization become compliant with PCI DSS standards  Earn $500 in beta buck$ for your organization by signing up and installing  Use beta buck$ toward future BB products, services, or maintenance  Individuals are also eligible to win prizes for completing tasks, surveys, etc.  Receive proactive weekly calls from a beta buddy  Contribute to our development process by providing feedback on the software to help ensure the release of a quality product When  RE only clients - early November through mid-December  RE/BBNC clients - late January through early March  RE/NetSolutions clients - mid-February through early March

10. Anne McDonell & Bucky Wall| Page #10 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta The Raiser’s Edge 7.86 Beta Program Qualifications  You process and store credit card information in The Raiser’s Edge  You meet our beta profile How to Apply  Beta Application Survey Beta Application Survey  Deadline: Friday, October 17 Contact Information  Anne McDonell (anne.mcdonell@blackbaud.com)anne.mcdonell@blackbaud.com

11. Anne McDonell & Bucky Wall| Page #11 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta Helpful links PCI Overall information  http://www.pcisecuritystandards.org/index.shtml http://www.pcisecuritystandards.org/index.shtml  Self-Assessment Questionnaire: https://www.pcisecuritystandards.org/saq/index.shtml https://www.pcisecuritystandards.org/saq/index.shtml  Find a QSA: http://www.pcisecuritystandards.org/qsa_asv/find_one.shtmlhttp://www.pcisecuritystandards.org/qsa_asv/find_one.shtml Blackbaud sites:  PCI Landing page: http://www.blackbaud.com/pcihttp://www.blackbaud.com/pci  PCI Blog: http://forums.blackbaud.com/blogs/pci/default.aspxhttp://forums.blackbaud.com/blogs/pci/default.aspx Sign up for the PCI Compliance blog RSS feed at blogs.blackbaud.comblogs.blackbaud.com

12. Anne McDonell & Bucky Wall| Page #12 © 2008 Blackbaud The Raiser’s Edge 7.86 Beta Questions