Donor Stewarship with Bonterra Que is your built-in AI assistant in EveryAction, designed to help fundraisers quickly understand donor relationships and prepare for the right next step, without digging through multiple records or reports. Using your existing EveryAction data and proven predictive signals, Que brings clarity to donor context so you can focus your time where it matters most.
With just a prompt, Que summarizes a donor’s relationship and recommends a clear next-best action to guide preparation for outreach or meetings. Rather than automating tasks, Donor Stewardship supports human decision-making by reducing guesswork and surfacing the most relevant information at the right time.
Whether you’re a Development Director preparing for donor stewardship or a fundraiser managing a portfolio, Donor Stewardship helps you move into conversations with confidence and intention.
Getting Started with Donor Stewardship in Bonterra Que
Step 1: Open Que
From your EveryAction dashboard, open Bonterra Que.
Step 2: Ask About a Specific Donor
You can ask Que about a donor using supported contact fields:
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vanID (most precise match)
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First name
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Middle name
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Last name
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Nickname
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Email address
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Physical address
The more specific your search, the more exact the result. Searching by vanID will return the most precise match.
Try prompts like:
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Tell me about vanID 123456
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Tell me about Abigal Adams
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Tell me about Abigail Adams
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Tell me about abigail.adams@email.gov
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Summarize Abigail Adams’s relationship
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What should I do next with vanID 123456?
If multiple contacts match your search, Que will display potential matches and ask you to confirm which donor you meant before generating a summary.
You can also ask broader prioritization questions like:
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Who should I prioritize right now?
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Which donors may need follow-up soon?
Step 3: Review the Donor Insights
Que returns a structured donor summary that includes:
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A concise overview of the donor’s relationship
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Key giving and engagement context
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A clear recommended next step informed by predictive insights
This helps you quickly understand where the donor stands and how to prepare for thoughtful engagement.
Step 4: Apply the Guidance to Your Work
Use Que’s recommendation as preparation and decision support. Review the guidance, consider it alongside your strategy, and determine the best next step within your existing workflows.
Tip: Donor Stewardship is designed to support preparation and prioritization, not to replace your judgment or automate outreach.
Example Use Cases for Donor Stewardship
Not sure where to start? Use Que to bring clarity to common stewardship moments by summarizing donor context and recommending what to focus on next.
| Scenario | How Que Helps | Example Prompts |
|---|---|---|
| Preparing for Donor Outreach | Que summarizes the donor’s relationship and highlights what’s most relevant to know before reaching out. |
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| Major Donor Preparation | Que provides a concise overview of giving and engagement to support meeting prep. |
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| Year-End Planning | Que helps clarify where attention to specfic donors may be most impactful as deadlines approach. |
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Prompt Guide: How to Use Que for Donor Stewardship
Donor Stewardship in EveryAction helps you understand donor relationships and decide what to do next by turning donor data into clear, actionable guidance.
How Que Finds the Right Donor
Que searches your EveryAction database using supported fields:
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vanID (most precise)
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Name (full or partial)
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Nickname
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Email address
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Address
If more than one contact matches your search, Que will ask you to confirm the correct donor before continuing.
For best results, provide as much identifying detail as possible.
You can expect:
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Concise donor relationship summaries
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Clear recommended next steps for preparation
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Insights grounded in your EveryAction data and predictive models
What Que Evaluates:
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Donor giving history and recency
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Engagement patterns captured in EveryAction
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Recommendations informed by a decade of deep industry expertise
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Context from your organization’s existing donor data
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.
Curious about how you can access Bonterra Que? Read more about accessing Bonterra Que here.
Want to learn more about Donor Stewardship in Bonterra Que? Read more about Donor Stewardship here.
Ready to dive into Donor Stewardship now? Access these “How do I” articles:
Want to learn more about Fundraising Coaching in Bonterra Que? Read more about Fundraising Coaching here.
Want to learn more about Donor Segmentation in Bonterra Que? Read more about Donor Segmentation here.
Not what you’re looking for? Navigate to Understanding Bonterra Que.
What are the best prompts for donor stewardship in Bonterra Que? | How do I use Bonterra Que to prioritize donor outreach? | Can Bonterra Que identify donors most likely to upgrade? | How do I find lapsed donors to re-engage in Network for Good? | Can Bonterra Que help me prepare for a major donor meeting? | How do I know which donors to thank first? | How does Bonterra Que decide which donors are at risk of lapsing?