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Welcome EveryAction, Network for Good, Nonprofit Hub & Apricot users!

10 months ago

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Help Center Overview
EveryAction
High Touch Fundraising

High Touch Fundraising

Manage major-gift relationships using portfolios, pipelines, and dashboards to guide donors toward deeper engagement.

High Touch Fundraising Basics

Planned Giving

Understanding Planned Giving Plans

Happie Pingol

How do I add a Planned Giving Plan?

Happie Pingol

How do I add a Planned Gift to an existing plan?

Happie Pingol

How do I manage key relationships for Planned Giving?

Happie Pingol

How do I manage follow-ups for Planned Gifts?

Happie Pingol

Moves Management

Understanding Moves Management Action Plans

Happie Pingol

How do I create a Moves Management action plan?

Happie Pingol

How do I search for Moves Management Action Plans?

Happie Pingol

How do I edit an existing action plan?

Happie Pingol

How do I add and track pledges in an action plan?

Happie Pingol

Grant Management

Understanding Grant Management

Happie Pingol

How do I create a grant plan?

Happie Pingol

How do I edit or copy a grant plan?

Happie Pingol

How do I add deliverables to a grant plan?

Happie Pingol

How do I link a pledge to a grant plan?

Happie Pingol

Donor Management & Engagement

Understanding Major Giving Portfolio

Happie Pingol

How do I manage Action Plans in the Major Giving Portfolio?

Happie Pingol

How do I use donor cards in the Major Giving Portfolio?

Happie Pingol

How do I use the Cultivate tab in Major Giving Portfolio?

Happie Pingol

How do I use the Prospect Queue in Major Giving Portfolio?

Codes and Effort Tracking

End-of-Year Giving & Tax Receipts

Event Management

Fundraising Strategy

Gift Management

High Touch Fundraising

High Touch Fundraising Basics

Planned Giving

Moves Management

Grant Management

Donor Management & Engagement

Integrations

Online Engagement

Payment Processing

Searching and Reporting

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Back to overview

High Touch Fundraising

High Touch Fundraising Basics

Understanding Donor Leveling

How do I setup Donor Leveling for my organization?

How do I create a donor leveling structure?

How do I view a contact's Donor Level?

How do I use Donor Levels in reporting?

Planned Giving

Understanding Planned Giving Plans

How do I add a Planned Giving Plan?

How do I add a Planned Gift to an existing plan?

How do I manage key relationships for Planned Giving?

How do I manage follow-ups for Planned Gifts?

Moves Management

Understanding Moves Management Action Plans

How do I create a Moves Management action plan?

How do I search for Moves Management Action Plans?

How do I edit an existing action plan?

How do I add and track pledges in an action plan?

Grant Management

Understanding Grant Management

How do I create a grant plan?

How do I edit or copy a grant plan?

How do I add deliverables to a grant plan?

How do I link a pledge to a grant plan?

Donor Management & Engagement

Understanding Major Giving Portfolio

How do I manage Action Plans in the Major Giving Portfolio?

How do I use donor cards in the Major Giving Portfolio?

How do I use the Cultivate tab in Major Giving Portfolio?

How do I use the Prospect Queue in Major Giving Portfolio?

Sign up

Login with your EveryAction email and password to access the community

Login to Bonterra Central

Login with your EveryAction email and password to access the community