OCTOBER 2025
Welcome to the November edition of Bonterra News!
Read on to learn more about what's new and what's next for our Impact Management customers.
New Insights on Navigating Federal Funding Uncertainty
Federal funding cuts are reshaping the nonprofit sector. With rising demand and decreasing resources, nonprofits and funders are responding with innovation, strategy, and collaboration.
We connected with over 2,500 nonprofit professionals and over 100 funders to bring you our “Meet the moment” report, showcasing insights into how to adapt, what’s at risk, and how you can continue to drive impact.
Accelerate Your Impact:
View our 2H 2025 Case Management Product Roadmap
Want to learn what's ahead for Apricot this year? In the event that you didn’t get the chance to join us for the live session last month, here is our Case Management Product Roadmap for the second half of 2025. We’re focused on streamlining your workflows to unlock more time for measurable change. We’re honored to be part of your journey.
Here’s a preview of what we have in the works for Apricot:
Get answers instantly with smarter data
Capture case notes on the go with voice or text
Simplify intake with AI
Collaborate like never before
What's New
Apricot Re-Certification Exam is Now Live!
As a part of our revamped Administrator Certification program, we are now offering a biannual check-in to help you stay up to date on all the latest releases. Don’t worry, it’s only 5-10 questions and gives you the chance to show off your continued expertise!
An updated re-certification exam will be available to all Certified Administrators twice per year to maintain the badge. If you haven’t explored certification yet, we’d love to tell you more. Stop by one of our prep courses to see if you have what it takes!
Events & Training
Bring Your Results Reporting Questions - We Have Answers
Wednesday, October 22nd at 1:30pm CT
Join us for an interactive Ask the Experts session, where you’ll have direct access to a rotating panel of Bonterra pros ready to answer your Results Reporting questions.
Each session features a mix of experts from teams like Digital Learning, Training, Product, Support, and Client Success - so you’ll always get helpful insights from the folks who know Apricot best.
Tell It Well: Story Techniques for Apricot Users
Wednesday, October 29th at 1:30pm CT
Learn simple, repeatable ways to turn your work into stories that connect - no copywriting background required!
In this coaching session, we’ll cover approachable techniques for shaping and sharing impact stories—paired with light-touch tips for using Apricot to support your narrative.
You’ll walk away with:
Easy frameworks to structure a clear, compelling story
Tips for turning program details and outcomes into plain-language story beats
Guidance on short vs. long formats (captions, blurbs, one-pagers)
Ideas for sharing stories across email, reports, and presentations
Note: This session focuses on crafting and sharing stories. Ethical sourcing of participants' stories will be covered in a separate session.
Apricot: Product Updates
Wednesday, November 5th at 1:30pm CT
This expert-led product release event will provide an updated look at what has changed in Apricot during the past month.
In this session, you will:
Dive deep into new product releases
Experience a demo of the applicable changes
Get your questions answered during an extended Q&A session
The presentation and demonstration portion of our session will last around 20-30 minutes, leaving ample time for you to ask questions and get clarification on any product enhancements we cover. We want to make sure you have the opportunity to have your questions addressed and gain a thorough understanding of these new and exciting features.
Other Announcements
Action Required:
State Sales Tax Exemption certificates needed!
If your organization is exempt from state sales tax - Bonterra needs a copy of your State Sales Tax Exemption certificate as soon as possible, in order to honor that exemption.
Now is the time to ensure that your exemption is on record with us to avoid any unnecessary charges. Keep an eye out for an email from us, with further details on how you can submit these certificates to us.
Important Dates
Upcoming Office Closures
Tuesday, November 11th: Remembrance Day (CA)
Monthly Maintenance
Australia
Friday, Oct. 3rd 9am - 1pm ET
Friday, Nov. 7th 9am - 1pm ET
Friday, Dec. 5th 9am - 1pm ET
North America
Saturday, Oct. 4th 9pm - Sunday, Oct. 5th, 1am ET
Saturday, Nov. 1st 9pm - Sunday, Nov. 2nd, 1am ET
Saturday, Dec. 6th 9pm - Sunday, Dec. 7th, 1am ET
During this time users may encounter intermittent errors. Users are encouraged to try their operation again or wait until the completion of the maintenance window.
Please visit the Bonterra Status Page to view all upcoming scheduled maintenance windows.
