Getting Started with Fundraising & Engagement Coaching
Thank you for joining the Bonterra community - a group of thousands of nonprofit organizations from across the country, spanning countless locations and myriad mission areas, sharing one common goal: to increase their fundraising and the impact they are having to make the world a better place. We're happy you're here!
Our Fundraising and Engagement Coaching Program matches customers with seasoned fundraising professionals who meet one-on-one to provide support and best-practices for writing appeals, analyzing donor data, campaign strategy and execution, and much more. They can help you dream bigger and develop a personalized plan to reach your goals.
Our expert coaches have developed practical, easy-to-use guides and tools on essential aspects of fundraising to support your work. The library is designed so you can start on whatever topic you most need now. But we invite you to come back over time and explore all of the materials. They offer ideas, tips and tools you’re bound to make a part of your own fundraising toolkit.
The Getting Started with Fundraising & Engagement Coaching section includes welcome guides for new coaching customers as well as for participants in Bonterra’s Jumpstart Program.
*If you are interested in learning more about Fundraising and Engagement Coaching, please contact our Global Support Team through your software’s in-app support. If you are unable to submit a ticket via your new software, you can email Global Support: http://mailto:success@networkforgood.com
Fundraising Essentials Coaching Welcome Guide
Welcome to the Jumpstart Program
Donor Cultivation
Guide to Donor Cultivation: Acquisition, Retention, Re-engagement
New Donor Acquisition Checklist (downloadable PDF)
How to: Host a Peer-to-Peer or Crowdsourcing Campaign
Peer-to-Peer Fundraising Checklist (downloadable PDF)
Monthly Giving Campaign Checklist (downloadable PDF)
Creating a Major Gift Prospect Profile Checklist (downloadable PDF)
Fundraising Planning and Campaigns
Coaches’ Guide to Fundraising Campaigns
Preparing an Effective Fundraising Plan
Preparing Your Fundraising Campaigns
Multi-Channel Donor Engagement Templates
Year-End Fundraising Guide
Communication Templates for a Year-End Campaign
Events and Auctions
Special Events Guide
Special Event Planning Checklist (downloadable PDF)
Board Engagement
Manage and Inspire Your Nonprofit’s Board
Board Meetings: Timeline for Keeping Board on Track and Engaged
Planned Giving
Planned Giving 101: A Guide to Legacy Giving
Planned Giving 101: Sample Documents
Planned Giving 101: Engagement Templates
Alternative Assets
Success Guide: Fundraising with Alternative Assets
Additional Resources
Useful Resources for Fundraising and Engagement
Charity Watchdog Groups
Does Your GuideStar Profile Matter?
Is Your Fundraising Legal?
Glossary of Fundraising Terms
