Que: Best Practices and Prompt Guide for Donor Note Creation
Que is your built-in AI fundraising assistant in Network for Good. With Donor Note Creation, Que helps you capture meaningful donor interactions quickly and accurately, so your records stay current, your follow-ups stay timely, and every conversation you have becomes context Que can use to support smarter fundraising.
Getting Started with Donor Note Creation in Bonterra Que
Step 1: Open Que
From your Network for Good dashboard, click the Ask Que button to launch the assistant.
Step 2: Use a Suggested Prompt or Type Your Own
Try prompts like:
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Add a note for Sarah Johnson that she's interested in volunteering at our annual gala.
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Log a note from my call with Michael today. He's planning a gift before year-end.
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Save a note for Tom Rivera: we met for lunch, he wants to be recognized in naming opportunities, follow up in 30 days.
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Add a note that Lisa expressed interest in joining our monthly giving program.
Step 3: Confirm the Donor and Review the Note
Que will identify the donor by name. If multiple contacts share the same name, Que will ask you to clarify, for example, by confirming their email or location, before saving. Once confirmed, Que generates a clean, structured note ready to save.
Step 4: Save and Pin
Save the note to the donor's profile in Network for Good. You'll have the option to pin it to the top of the record so it's immediately visible the next time anyone opens that profile. Pinned notes are especially useful for major donor conversations, urgent follow-ups, or key stewardship moments.
Example Use Cases for Donor Note Creation
| Scenario | How Que Helps | Example Prompts |
|---|---|---|
| Logging notes after a major donor meeting | Quickly captures conversation highlights, interests, and follow-up actions without navigating away from your current task | Add a note for James Carter — we met today, he's considering a $25,000 gift for the capital campaign, follow up next week. |
| Logging notes on the go after a call or event | Use voice input on your phone to speak notes into Que immediately after an interaction, before the details fade | Log a note for Maria Gonzalez — she attended our gala last night and asked about planned giving options. |
| Capturing lapsed donor reactivation conversations | Document reactivation touchpoints so Que can track engagement and inform future outreach | Save a note for David Park — I reached out today. He lapsed two years ago but seemed interested in reconnecting. Follow up in two weeks. |
| Building a richer donor profile ahead of a campaign | Add context about donor interests, motivations, or past conversations before a major ask | Add a note for Angela Brooks: she's passionate about youth education programs and prefers email outreach. |
Prompt Guide & Best Practices: Donor Note Creation
Good donor notes aren't just records, they're the foundation of personalized fundraising. The more context Que has, the better it can help you prioritize outreach, segment donors, and suggest next steps. Here's how to get the most out of every note you log.
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Include the Who, What, and When
The most useful notes are specific. Tell Que who you spoke with, what was discussed, and when it happened so the record is accurate and actionable.
Try prompts like:
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Add a note for Tom Rivera, we met for lunch today. He mentioned interest in the capital campaign.
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Log a note for Karen Liu from my call this morning. She's considering a legacy gift.
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Save a note dated today for James Carter about his interest in naming opportunities.
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Capture Donor Interests and Motivations
Notes that reflect what a donor cares about help Que make smarter suggestions over time, from segmentation to outreach recommendations.
Try prompts like:
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Add a note for Angela Brooks that she's passionate about youth education and prefers email communication.
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Log a note that David Park expressed interest in volunteering in addition to giving.
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Save a note that Maria Gonzalez mentioned she wants to give in honor of her late mother.
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Flag Follow-Up Actions
Use Que to document next steps alongside the note so nothing falls through the cracks.
Try prompts like:
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Add a note for Sarah Johnson. She's interested in our monthly giving program. Follow up in two weeks.
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Log a note for Michael Chen. He wants to schedule a site visit. Remind me to reach out next Monday.
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Save a note for Lisa Park. She asked about impact reporting. Send her our annual report.
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Use Voice Input for In-the-Moment Logging
After a meeting or event, pull out your phone and speak your notes directly into Que while the details are fresh. You don't have to wait until you're back at your desk.
Try prompts like:
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Add a note for James Carter. We just wrapped up a call. He's planning a gift before December 31.
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Log a note for the donor I just spoke with at the event, her name is Patricia Moore, and she wants to learn more about our endowment fund.
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Log Notes That Strengthen Segmentation
The richer your notes, the more accurately Que can help you group donors for targeted campaigns and appeals.
Try prompts like:
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Add a note that Robert Hill specifically asked to be excluded from event invitations but wants to stay on our newsletter list.
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Log a note for Dana Torres that she prefers end-of-year giving and responds best to impact-focused appeals.
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Save a note for Marcus Webb. He's a lapsed donor who expressed interest in re-engaging if we launch a new education program.
What Do You Want to Do Next?
Interested in learning how Bonterra keeps your data safe? Read more about Bonterra's AI Responsibility and Data Security Practices here.
Ready to start using Donor Note Creation now? Access these "How do I" articles:
How do I use Donor Note Creation in Bonterra Que?
Want to learn more about Que Skills in Network for Good? Check out the Que Skill Index here.
Not what you're looking for? Navigate to Understanding Que.
How do I log donor notes using Bonterra Que? | What are the best prompts for Donor Note Creation in Que? | How do I use voice to add donor notes in Network for Good? | How do I capture donor interests and follow-ups in Que? | How do I build better donor profiles using Que notes? | How do Que donor notes improve segmentation and outreach? | How do I save and pin notes to a donor record in Network for Good?