Tax Language Removed for $0 Transactions

For all $0 transactions, donors will no longer receive the standard tax language at the bottom of their receipts.

Now Accepting Discover Cards on Fundraising Pages

Donors who want to give using a Discover Card can now use their card to donate!

Credit Card Statements Now Show Non-Profit Name

Once a donor makes a donation or purchases an event ticket through your organization's Bonterra fundraising page, the first 18 characters of your nonprofit's name will be visible on their credit card statement.

Segment a list by donor’s largest gift
Now you can ask for an appropriately-sized gift in your next appeal when you use the Largest Donation Amount (Lifetime) filter to segment your list. You can now segment your appeal so you aren’t asking a donor who has given $10,000 for a $50 gift!
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​Review a group video message after it's sent
You can now watch a group video message and review the email text that was sent with it after you’ve successfully sent a group video. Navigate to Communications > Group Video and click on the title of the video to review a previously sent group video.

Filter tasks by assignee and add files to tasks

You now have the ability to filter tasks by the assignee so you can see your complete to-do list or a colleague's.

Tasks also now include the ability to attach a file (like a Word Doc, image, or spreadsheet) so you can include even more details under a task's advanced options and make collaborating with colleagues, volunteers and board members even easier.
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Remind donors that their pledge payment is due
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Reminder emails can now be easily customized and sent to donors who have a pledge record. The template email contains a summary of their pledge commitment, how much they have donated towards that pledge and the due date for the full pledge.

You can send the reminder email from any pledge record clicking the down arrow next to details to see the Send Reminder Email option. The default message already includes the needed merge fields!

Wow more than one donor at a time with group videos

You can now use the Group Video feature to send a personal video message to more than one supporter at a time. Learn more about the three types of personal video messages.
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Track peer-to-peer fundraiser success with soft credits added to donor records
We've heard feedback that you'd like to track a peer-to-peer fundraiser's success on their donor record in donor management. Now you can!

When a gift is donated through a fundraiser's peer-to-peer page a soft credit will automatically be added to that donor's profile in donor management so you can keep track of the donations that came in through that specific fundraiser's efforts.
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Send a personal video message to an individual contact

In addition to sending a personal video message to acknowledge a donation, you can now send a personal video message to a contact by clicking “Add New” under the Interactions drop-down menu on a contact’s profile.

You can use this video method to send happy birthday messages or just check in with donors to let them know you are thinking of them. Check out these sample videos from customers and scripts to inspire you.
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​Easily update ticket purchasers with a quick email
Need to update event ticket holders on a change in plans? Quickly send emails to those that have donated or bought a ticket on a specific Event page.
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In donor management under the Campaigns page, you can send an email to ticket holders by clicking the down arrow next to Edit and then selecting "Email # Supporters"
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Keep tabs on donor management tasks in your digital calendar

You don't have to leave the comfort of your calendar in order to view the upcoming tasks in your Donor Management System. Just click on the "Subscribe" button on the main Tasks screen and follow the steps to have the tasks show up in your calendar.
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​Find all our COVID-19 resources and past webinar recordings
Click on the COVID-19 resources button in the top right of your fundraising software to access COVID-19 related resources and webinar recordings.

Reuse a form you already created
Need to reuse a form? No problem! You can now duplicate a form instead of starting from scratch. You can also duplicate a form and make edits. You can see the duplicate option under the drop-down menu next to the Edit option on the Forms page inside donor management.
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​Record and send a personal video message from your desktop/laptop
We heard your feedback about only being able to record personal video messages on your phone: You can now use your computer’s built-in camera to record personal video messages on your desktop computer! Make sure you have pop-ups enabled and give your browser permission to access the camera when prompted.
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Easily access Bonterra invoices

Supervisor level admins can now access Bonterra invoices in the Billing Info section of Donor Management.

Know if a donor viewed your video acknowledgement

Want to know if a donor viewed your video thank you? You can now see this information in the recent activity feed on the dashboard as well as the individual donor record.
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​Peer-to-Peer main campaign page update

We heard your feedback! Home pages for your peer-to-peer campaigns now spotlight overall progress to goal as well as a more prominent donate button.

Never lose imported or exported data

In the settings menu you will now be able to access your full list of files imported into the system as well as exports from the system. Note: only user roles that have access to imports and exports will see these menu options.

Sync credit card processing fees into QuickBooks Online

You can now map credit card fees into your QuickBooks Online account through the integration with your Bonterra Donor Management System.

To sync the fees, edit your mapping settings in Donor Management.
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Want to learn more about the QuickBooks Online Integration? Read the FAQs.