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Bonterra Que: Best Practices & Prompt Guide for Fundraising Coaching

  • October 9, 2025
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Happie Pingol
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Bonterra Que is your always-on fundraising coach, built directly into the EveryAction dashboard. Powered by 10+ years of AI experience and insights from 180,000+ nonprofits, Que helps you make strategic fundraising decisions faster, without digging through dashboards or reports.

With the Fundraising Coaching skill, Que provides proactive, personalized guidance based on your organization’s donor data, fundraising performance, and sector benchmarks. Whether you’re working to improve retention, grow your sustainer base, or prioritize fundraising goals, Que surfaces the highest-impact opportunities and shows you what to do next.

From Development Directors to Digital Fundraising Managers, Que equips teams with the insight to plan smarter and act faster.

 

Getting Started with Fundraising Coaching in Bonterra Que

Step 1: Open Que

From your EveryAction homepage, click the 'Ask Que' button.

 

Step 2: Ask a Strategic Question or Select a Suggested Prompt

Try prompts like:

  • "What’s our donor retention rate compared to last year?”
  • “Which donors are most likely to upgrade this year?”
  • “What should I prioritize for fundraising this quarter?”

 

Step 3: Review the Recommendation

Que will review your historical fundraising performance, identify patterns or gaps, and offer tailored advice based on:

  • Your donor and giving history
  • Performance benchmarking insights from the Bonterra Network
  • Sector-wide best practices

 

Example Use Cases for Fundraising Coaching

 

Scenario How Que Helps Example Prompts
Year-end Performance Review Analyzes giving patterns and flags opportunities for retention or re-engagement.

“How did our year-end giving compare to last year?”

“Where did we see the most donor activity in Q4?”

Donor Retention Troubleshooting Surfaces segments with declining engagement and recommends follow-up actions.

“What’s our retention rate this year?”

“Who are my lapsed donors who are likely to give again?”

Sustainer Program Growth Highlights recurring giving potential and suggests how to approach it.

“Who is most likely to become a monthly donor?”

“How can I grow our sustainer program?”

Fundraising Prioritization Helps you identify areas to focus limited time and resources.

“Which part of our fundraising needs the most attention?”

“Where are we underperforming compared to peers?”

Goal Setting Offers realistic KPIs based on historical trends and sector benchmarks.

“What’s a good Q4 revenue goal for us?”

“How much could we raise next quarter based on our past 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 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. 

Want to learn more about Email Creation in Bonterra Que? Read more about Email Creation here.

Want to learn more about Formbuilder in Bonterra Que? Read more about Formbuilder here. 

Not what you are looking for? Return to Understanding Bonterra Que here.