Best Practices & Prompt Guide for Fundraising Analysis
Que is your AI fundraising assistant, built directly into EveryAction. Powered by 10+ years of fundraising AI and benchmarks from 180,000+ nonprofits, Que helps fundraising and development teams quickly understand their performance, identify what's driving results, and decide where to focus next, without manually pulling reports or building dashboards.
With a specific question, you can get a complete picture of your fundraising health: an overview of performance across campaigns and donor segments, an explanation of the factors behind your results, your highest-opportunity areas, a prioritized action plan, and a risk and upside analysis. Que pairs its findings with exportable charts so you can share insights with leadership or your board, and keeps the conversation going so you can explore as deep as you need to go.
Whether you're a Development Director preparing for a board meeting or a Digital Campaigns Manager trying to understand why a campaign underperformed, Que gives you the analytical clarity to make confident decisions and move faster.
Getting Started with Fundraising Analysis in Bonterra Que
For a step-by-step guide on how to use Que for Donation Form Creation, check out the article here.
Example Use Cases for Fundraising Analysis
Not sure where to start? Here are common scenarios where Que can help:
| Scenario | How Que Helps | Example Prompts |
|---|---|---|
| Quarterly Performance Review | Provides a plain-language summary of results across campaigns and donor segments, with an explanation of what's working and what isn't. |
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| Board or Leadership Presentation | Surfaces key performance highlights and generates exportable charts you can use in decks or reports. |
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| Campaign Post-Mortem | Explains why a campaign over- or underperformed by identifying the contributing factors and what they mean for future planning. |
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| Lapsed Donor Strategy | Analyzes the risk of continued lapsed donor inaction and the upside potential of a re-engagement push, with a recommended starting point. |
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| Year-End Planning | Identifies your highest-opportunity areas and recommends a clear priority for maximizing revenue before a key deadline. |
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| Segment-Level Analysis | Breaks down performance by donor segment — first-time, recurring, mid-level, major — so you can pinpoint where to focus acquisition or retention efforts. |
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Prompt Guide: How to Get the Most from Fundraising Analysis
Que delivers its best analysis when you give it clear context about what you're trying to understand or decide. You don't need to know the answer — just tell Que what you're looking at, what's changed, or what decision you're trying to make, and it will take it from there.
Try prompts like:
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Can you give me a full picture of our fundraising performance this year — what's working, what isn't, and where our biggest opportunities are?
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What's behind the drop in our email open rates over the last 60 days?
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Which campaigns have the best donor retention, and what do they have in common?
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What's the upside if we increase our monthly giving outreach by one additional touchpoint per quarter?
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We're trying to decide whether to invest in a mid-level donor program. Can you analyze the risk and potential return?
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Can you show me a trend chart for our average gift size over the last 12 months?
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Based on our current performance, what's the single highest-priority action we should take before year-end?
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We had strong acquisition this spring but retention dropped off. What do you think is going on and what should we do?
You can expect:
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A performance overview with plain-language explanation of your results
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Driver analysis identifying the factors behind your trends
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Opportunity identification surfacing where to focus for the greatest impact
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A prioritized action recommendation with clear rationale
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Risk and upside analysis to support decision-making
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Exportable charts relevant to the analysis
What Que Evaluates:
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Campaign Performance Data (results across email, donation, and outreach activity)
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Donor Segment Trends (acquisition, retention, lapse, and upgrade patterns)
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Historical Benchmarks (how your current performance compares to past cycles)
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Best Practice Fundraising Models (retention strategy, mid-level development, year-end planning)
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Conversational Context (the specific question, time frame, and decisions you describe)
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 dive into Formbuilder now? Access these ‘How do I’ articles:
Want to learn more about Que Skills? Check out the Que Skill Index here.
Not what you are looking for? Return to Understanding Bonterra Que here.
How do I analyze my fundraising performance in Bonterra Que? | What prompts should I use for Fundraising Analysis in Que? | How does Bonterra Que analyze campaign performance? | How do I get a fundraising performance overview in EveryAction? | How do I identify my highest-opportunity donors with Bonterra Que? | How do I export charts from Bonterra Que? | Best practices for fundraising analysis prompts in Bonterra Que?