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We recently migrated to bonterra payments, it seems like the amount of time we spend reconciling EveryAction donations has doubled. The payment gateway we previously used charged one lump sum for processing fees monthly.  Bonterra payments charge fees on each individual donation. However, there is no single report that can pull donation data that includes: source code, financial batch, donation amount, settlement batch info and processing fees.  So far we’re having to:download a report filtered by payment gateway in EA reports that includes source code, general ledger code, donation amount, covered costs, financial batch, settlement date - sort by settlement date go to bonterra payment gateway download batch info one by one for each payout date that includes processing fees, net payout  (arduous due to inability to open batches in new browser tab, and filters reset each time you navigate away from filtered results) then match, copy, past processing fees, net payout to original donation

Hi, I’d like to give my accountant access to the Bonterra Gateway area of the website so they can look at payment gateway payout details without having to go through me.Is that possible? How do you deal with this?Thanks for feedback

Hi, I need to remove some images from the content library but seem to only be able to edit the images themselves, adding filters, etc. I need to DELETE them or RENAME them “do not use.”Thanks for your brains,Jacki

I’ve been synching zoom webinars to EA events & online forms but have not figured out how to set up a form that honors a “no” rsvp. I want to be able to exclude no replies from further outreach so I had include “no” as an option on the EA form, but anyone who responds at all gets pushed to zoom and receives an email from zoom with the join info… which is confusing for people who have just said they can’t make it. I’ve since only allowed an “rsvp-yes” option to avoid that confusion, but then I can’t track who has seen the invite email and can’t make it (unless they respond to me directly). Am I missing something? Please help 😊 Thanks!

What questions do you have for EveryAction Office Hours on Thursday April 30th, at 11am ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

Hi everyone,I just joined this community and wanted to say hello! I’m exploring different tech and community platforms and came across Bonterra. It looks like a great space focused on social impact, collaboration, and meaningful projects.I’m interested in learning how people here use the platform in real-world scenarios and how it helps improve workflows or community engagement.Looking forward to connecting, learning, and contributing where I can!Thanks

OverviewCustom cancellation reasons help you track and analyze why donors end their recurring commitments, providing valuable data for improving your sustainer program.  Step 1: Access cancellation reasons list  Search for "Cancellation Reasons" in the Sidebar  This will open the list page showing default reasons  Step 2: Add new cancellation reasons  From the top of the list page, click "Add New Cancellation Reason"  Enter a descriptive name for the reason  Save the new reason  Step 3: Use custom reasons when ending commitments  When manually ending a commitment, you'll see your custom reasons in the dropdown list  Select the appropriate reason that matches the donor's feedback  This categorizes the cancellation for later reporting  Step 4: Add reasons to your reports  Open your recurring commitment reports  Add the "Cancellation Reason" column to view this data  This allows you to analyze patterns in why donors are ending their commitments   What else do you need help with? Un

What questions do you have for EveryAction Office Hours on Wednesday April 22nd, at 12:30pm ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

I use the activist codes type Email Interest to run several email lists.  On our unsubscribe page we allow people to edit their email preferences and they can add or opt-out of them email list. I want to create a list to see how many people have done that. There seems to be no one to search in “Build a list” of  people who have taken off an activist code. Does anyone know how to do this? 

September 29, 2025: FrontDoor full migration to Bonterra Nonprofit HubWe’re excited to announce a major milestone—we’ve fully migrated nonprofit organizations and their users from FrontDoor to the Bonterra Nonprofit Hub.This migration marks a meaningful shift in how nonprofits access and manage their FrontDoor-related workflows. Nonprofits now start in the Bonterra Nonprofit Hub, where they can manage their organization profile, including payment preferences and user access, then seamlessly continue into FrontDoor to complete gift confirmations, access funder portals, and handle grant-related tasks. All legacy FrontDoor features remain intact and are accessible via secure single sign-on (SSO) links once the user is logged into the Nonprofit Hub. Access to FrontDoor from the Nonprofit Hub: Access to the Nonprofit Hub from FrontDoor: New nonprofit experienceNonprofits that previously used FrontDoor now:Log in through the Bonterra Nonprofit Hub at https://connect.bonterra.network using th

You can easily view donations, fees, and donors (if they are not anonymous) associated with each monthly disbursement from the For Good Donor by logging in to Network for Good’s Giving System (formerly known as DonateNow Lite).1) First-time usersIf your nonprofit has never signed up to use Network for Good's Giving System, you can register using the fields under the heading 'I Need to Register'. 2) Existing usersIf you already have a password associated with your EIN, you can log in here to access your donation tracking report.  Why is this a separate log-in from my 'Fundraising Pages' or 'Donor Management' account?All information for donations made through For Good from all sources and donation partners is found in the Giving System (also known as DonateNow Lite). This includes donations made through any of our corporate partners, our consumer giving site, and your Bonterra donation page. The Giving System grants all nonprofits access to all available donation information included in

Feature Overview: Filtering and Reporting Creating a filter is the easiest way to easily view a group or segment of your donors or transactions within 'Donor Management' – without the need to search through each record for the information you need. Filters can help you view all donations from a particular campaign or create a list of contacts who gave to your organization in 2023 – but not in 2024. It can even help you determine which contacts live in a specific region (identifying those close to one of your upcoming events) or which donors regularly give over a certain amount. Check out the articles below for help deciding which filters to use, how to create and save filters, how to build more complex filters for various uses, and how to filter and report on a specific set of transactions. Feature Availability This feature is available for all users with access to the Fundraising Essentials package with 'Staff'- level administrative access or higher within 'Donor Management'.Some feat

It would be nice if NFG had an archive feature that could archive donors/contacts.  Currently, we just remove addresses so they never show up in any mailings,. but if would be great to have some kind of an ‘inactive’ feature.  How do others deal with this?

Does anyone have advice on creating filters in NFG for segmenting contacts by level of engagement? For example, high engagement contacts having donated and opened emails recently, middle engagement within the last couple years, and low engagement not donating or opening emails in the last several years. We tried setting up the filters this way and NFG does not seem to be pulling records accurately; wondering if there is something we are missing.

Hi y’all,Does anyone have advice on how to note a stock/securities or DAF gift in the CRM? I don’t see it as an option in the Donation Payment Method field. Are folks just selecting "other” and then making a note in the “Payment Description” or “Donation Notes” fields?Thanks so much!

Hi everyone,I’ve been exploring ways to improve how our team manages donor data and campaign tracking inside Bonterra CRM, and I wanted to share a few thoughts and also get input from others in the community.Right now, we’re working with a fairly standard setup — contacts, donations, and basic segmentation — but as our campaigns grow, things are starting to feel a bit disconnected. For example, reporting across multiple fundraising channels takes more time than it should, and we’re trying to reduce manual cleanup work.A few ideas I’m currently testing:Automating donor tagging based on campaign source Cleaning up duplicate records more aggressively during imports Creating more consistent naming conventions for campaigns Exploring deeper integrations with email engagement toolsI’d love to know how others here are handling:Multi-channel donor tracking Automation inside Bonterra workflows Reporting efficiency for leadership dashboardsIf you’ve optimized your setup in a way that really impr

View monthly release notes with details on 2025's new features, enhancements, and tools for nonprofit success. Q3September 2025 Bonterra Nonprofit Hub Release NotesQ2April 2025 Bonterra Nonprofit Hub Release NotesQ1March 2025 Bonterra Nonprofit Hub Release NotesFebruary 2025 Bonterra Nonprofit Hub Release Notes

One of the most common challenges I see across EveryAction databases is data that's technically usable but quietly working against you. Duplicate records, inconsistent source codes, outdated constituent information—none of them are catastrophic on their own, but together it adds up to segmentation you can't fully trust, bloated databses, and campaigns that leave results on the table.The good news is that EveryAction has built-in tools to help you get ahead of it.A good starting point is running a duplicate check on your contact records. Even well-maintained databases accumulate duplicates over time—people give through different channels, staff enter records manually, or an import brings in names that already exist. EveryAction's merge tools let you identify and resolve these without losing essential data and cleaning them up now means your lists and reports reflect reality.On the source code side, one of the highest-value things you can do before a major campaign is audit what you have

We have an EA client who is asking for some functionality that we’re unsure is offered out-of-the-box. They would like their donation forms to be able to include a dropdown or selector for donors to choose a specific program or project to designate their gift for. The issue is that they need the contribution source code to dynamically change based on what the user selects in the dropdown.  Is this something other EA clients have enabled through custom theme code? Or is there a way to enable this type of functionality with existing Online Action form options? I have to assume other organizations have needed similar flexibility for donors to restrict gifts to certain projects. 

What questions do you have for EveryAction Office Hours on Monday April 20th, at 3pm ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

Hi all! I wanted to put out a call for virtual/remote volunteer opportunities at your nonprofits. In conversations with corporate funders, virtual and/or remote volunteering opportunities always come up as something they would like to know more about and be able to recommend to their home-based staff. I thought I would go straight to the source and start collecting opportunities that your nonprofits have that volunteers could do virtually or independently nationwide, not just as a larger office group. If you have virtual volunteering opportunities at your nonprofit please share them here (link to your website and a description of the opportunity) and I will pass them along. Thank you! 

Hi all! I wanted to put out a call for virtual/remote volunteer opportunities at your nonprofits. In conversations with corporate funders, virtual and/or remote volunteering opportunities always come up as something they would like to know more about and be able to recommend to their home-based staff. I thought I would go straight to the source and start collecting opportunities that your nonprofits have that volunteers could do virtually or independently nationwide, not just as a larger office group. If you have virtual volunteering opportunities at your nonprofit please share them here (link to your website and a description of the opportunity) and I will pass them along. Thank you! 

I am confused with the data entry template that is required in order for the data entry team to export the information into the Bonterra System. Does anyone have any tips or guidance to make this process smoother?

 'Create a List' is a search feature that identifies contact records based on certain criteria. The combined ability to search on specific data points and create multi-step searches - add contacts, remove contacts, narrow contacts - makes 'Create a List' a powerful tool.'Create a List' is used to create lists of volunteers, donors, action-takers, and other groups of people you and other users at your organization can call, e-mail, canvass, analyze, or otherwise reach out to.While you may create temporary groups of contacts that are only relevant for a specific task or effort, you can also use 'Create a List' to identify a group that you manage more long-term - like your active volunteers or active donors. By creating a list of these people, saving it, and sharing it with other users, you can establish a standard way of defining these groups within your organization.The search criteria available to each user depends on the security functions in their 'User Profile', which determines acc

I would love to hear what others do to keep thank you letters fresh for recurring donors, especially monthly donors?