Contribution Management Overview
Contributions are the backbone of your fundraising efforts in Bonterra Development. Whether you're processing one-time gifts, recurring donations, or managing complex transactions, the system provides robust tools to track every aspect of your contribution workflow.
Getting Started
Access contribution management features through the left-hand sidebar under Reporting > Fundraising Management or by searching for specific contribution features in the search bar. Your permission level determines which contribution functions you can access, from basic data entry to advanced financial reconciliation tools.
Feature details
Contributions in EveryAction can be tracked in multiple ways - individually added to contact records, through bulk uploads, via online forms, or through financial batches. Each contribution includes details like payment method, designation, amount, date, and attribution information.
The system provides tools to manage the complete contribution lifecycle:
- Adding contributions through quick entry or financial batches
- Tracking settlement status to reconcile with your bank accounts
- Processing adjustments like refunds, chargebacks, or NSF returns
- Acknowledging donors with receipts and thank-you communications
Feature Navigation
- How do I add contributions to financial batches?
- How do I quickly add contributions?
- How do I view settlement status on contributions?
- How do I update settlement status manually?
- How do I make bulk settlement status updates?
- How do I troubleshoot settlement status issues?
- How do I use Financial Batch Manager?
- How do I edit a contribution?
- How do I delete a contribution?
- How do I process a contribution refund?
- How do I process a chargeback or NSF adjustment?
- How do I make bulk contribution adjustments?
- How do I understand contribution error messages?
Tracking your Success / Reporting
Track your contribution success through the Fundraising Management dashboard, which provides visual representations of funds raised and helps you manage day-to-day tasks. You can also use Contribution Reports and Contribution Aggregates to analyze giving patterns, measure fundraising performance, and identify opportunities for growth.