Tips, tricks, and how-tos for your donor database.
57 articles
Getting Started Checklist
Admin Accounts - FAQ
Setting Your Fiscal Year in Donor Management
Adding your Tasks to an External Calendar
Glossary of Filter Terms
Acknowledging Your Donors
Creating Communication Templates: Email Blasts, Direct Mail, & Acknowledgements
Syncing Donor Management and Fundraising Pages Data
Filtering 101
Best Practices - Managing Relationships Between Contact Records
Migrating Existing Recurring Donors to Your Bonterra Giving Pages
Adding a Contact Record
Finding and Managing Duplicate Contact Records
Creating a Group of Contacts
Best Practices for Managing Contact Records in Donor Management
Households - FAQ
Understanding and Calculating "Donor Retention Rate"
Importing a Guest List from an Events Page into Donor Management
Using Groups vs. Using Filters
How to Review Donation Information for Your Monthly Disbursement
Syncing Transactions to QuickBooks Online
Enabling Your Own "From" Email Address on Email Blasts
Tracking External Email Communication
Creating Complex Filters
Soft Credits 101
Enabling the QuickBooks Online Integration with Donor Management
Troubleshooting the QuickBooks Online Integration
Preparing for Your 2024 Looking Forward Campaign
Looking Forward in 2024: Engagement Plan - FAQ
Donor Engagement Plans - FAQ