Donor Note Creation Overview
Que's Donor Note Creation skill helps fundraisers effortlessly log donor interactions directly from the Que chat interface in Network for Good, no more navigating to a donor profile just to add a note. Simply describe your interaction in natural language, or speak it aloud using your phone's voice feature, and Que will generate and save a structured note straight to the donor's profile. Prompts like "Add a note for Sarah Johnson that she's interested in our annual gala" or "Log a note from my call with Michael about his planned gift" get the job done in seconds, without ever leaving the conversation. If multiple donors share a name, Que will ask you to clarify before saving, and once the note is logged, you can pin it to the top of the donor's record for easy visibility.
Keeping donor notes up to date does more than save time, it powers smarter fundraising. When your records are rich with context, Que can surface that information when you need it most: identifying potential volunteers, suggesting the right segments for an appeal, or recommending timely outreach. The more consistently you log interactions, the smarter Que becomes, so much so that you can ask, "Who have I talked to recently that's interested in volunteering?" and get a real answer. This is what transforms Que from a helpful chat tool into a genuinely strategic fundraising partner.
What Can Donor Note Creation with Que Do for You?
Que's Donor Note Creation skill helps Marcus, a Major Gifts Officer at a regional food bank, capture donor interactions without missing a beat. After a lunch meeting with a longtime supporter, Marcus pulls out his phone, opens Que, and uses his voice to say: "Add a note for Tom Rivera. We met today. He mentioned he's interested in our capital campaign and wants to be recognized in naming opportunities. Follow up in 30 days."
Que confirms the donor, generates a clean, structured note, and saves it directly to Tom's profile in Network for Good. Marcus chooses to pin the note so it appears at the top of Tom's record, visible the moment anyone opens his profile. Later that week, when Marcus asks Que, "Who have I talked to recently that's interested in major gifts?" Que surfaces Tom's name along with the context from the note, making follow-up easy and informed.
Key Features at a Glance
| Feature | Description | Prompts to Use with Que |
|---|---|---|
| Donor Note Creation | Log donor interactions quickly by describing them to Que in natural language. Notes are saved directly to the donor's profile in Network for Good. |
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| Voice-to-Note Logging | Use your phone's voice input to speak donor notes into Que after a meeting or call — no typing required. |
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| Smart Donor Matching | If multiple donors share a name, Que asks you to clarify which donor you mean before saving the note, keeping your records accurate. | Que prompts you automatically. |
| Pin to Donor Profile | Choose to pin a note to the top of a donor's profile so it appears first when the record is opened. | Que prompts you automatically. |
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?
Bonterra Que: Best Practices & Prompt Guide for Donor Note Creation
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 add donor notes in Network for Good? | Can Bonterra Que log donor interaction notes? | How do I save meeting notes to a donor profile? | How do I use voice to log donor notes in Que? | How does Que use donor notes for segmentation and outreach? | How do I pin a note to a donor record in Network for Good? | Why should I add notes to donor profiles in Network for Good?