Donor Stewardship with Que
Donor Stewardship in Bonterra Que enhances the powerful relationship management capabilities of EveryAction by making it faster and easier to act on your donor data. Simply ask Que questions like, “How should I prioritize outreach for this donor?” or “What are my next stewardship steps?” and it generates a structured donor summary that combines CRM engagement history and predictive insights into a concise, two-sentence snapshot, complete with a clear recommended next step. With everything in one easy-to-review view, fundraisers can quickly understand context, prepare for meetings, prioritize outreach, and confidently strengthen donor relationships.
This saves time, reduces guesswork, and helps fundraisers focus their attention where it matters most. By turning donor context into clear guidance, Donor Stewardship makes it easier to prepare for meaningful, well-timed engagement and build stronger donor relationships over time.
What can Donor Stewardship with Que do for you?
Bonterra Que’s Donor Stewardship skill helps Jordan, the Development Director at a regional nonprofit, understand donor relationships and prepare for the right next step, without digging through multiple records or reports. As year-end approaches, Jordan is preparing for a series of donor stewardship calls. Instead of opening each contact record and piecing together context, Jordan opens Que and asks, “Tell me more about this donor and what I should do next.”
Que responds with a concise summary of the donor’s relationship, highlighting key giving and engagement context along with a clear recommended next step. For one donor, Que suggests preparing for a personal follow-up based on recent engagement. For another, it recommends prioritizing outreach due to changes in giving behavior. Each response brings the most relevant information into a single, structured view, making it easy for Jordan to prepare with confidence.
By turning donor data into clear guidance, Donor Stewardship helps fundraisers spend less time reviewing records and more time focusing on thoughtful, well-timed engagement, all within their existing EveryAction workflows.
Key Features at a Glance
| Feature | Description | Suggested Prompts |
| Donor Relationship Summary | View a concise, two-sentence snapshot of a donor’s relationship with your organization, designed for fast review and meeting prep, along with an accessible summary of key relationship details. Que brings together householding relationships, engagement history, activist and source codes, contact methods and preferences, and other critical context into one easy-to-scan view, so you can quickly understand the full picture. |
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| Next-Best Action Guidance | Receive a clear recommended next step, such as follow-up outreach or meeting preparation, based on donor engagement, relationship signals, and predictive insights surfaced alongside the donor’s full contextual summary. |
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| Predictive Context | Recommendations are informed by a decade of deep industry expertise, the same intelligence that informs EveryAction features. |
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What else 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.
Ready to dive into Donor Stewardship now? Access these ‘How do I’ articles:
Want to learn more about Personalized Coaching in Bonterra Que? Read more about Personalized Coaching here.
Want to learn more about Donor Segmentation in Bonterra Que? Read more about Donor Segmentation here.
Want to learn more about Formbuilder in Bonterra Que? Read more about Formbuilder here.
Want to learn more about Email Creation in Bonterra Que? Read more about Email Creation here.
Not what you are looking for? Return to Understanding Bonterra Que here.
How do I get a quick summary of a donor in EveryAction? | How can I see donor engagement and giving history together? | How do I know what my next stewardship step should be? | Can Que tell me which donors to prioritize? | How do I prepare for donor outreach using Bonterra Que? | Why should I use Donor Stewardship instead of running reports? | How does EveryAction suggest next best actions for donors?