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Create a seamless supporter experience

Fundraising and Engagement Pricing

Discover the best fundraising technology for your organization with Bonterra’s portfolio of Fundraising and Engagement offerings.

Fundraising software for every nonprofit

Whether you’re starting small or scaling big, Bonterra fundraising technology can help you attract donors, increase engagement, and empower your supporters. Choose from three product tiers based on your nonprofit’s unique fundraising needs.

Essentials

Easy-to-use, all-in-one fundraising technology designed for smaller nonprofits

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Pro

A unified suite of fundraising and engagement tools perfect for growing organizations

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Enterprise

Our enterprise-grade, AI-powered platform built to maximize results and revenue

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Fundraising and Engagement Features

Essentials
Pro
Enterprise

Engagement

Supporter Groups

Organize your supporters into the right groups to drive more effective messaging, campaigns, events and more.

Checkmark Icon Supporter Groups is included in Essentials
Checkmark Icon Supporter Groups is included in Pro
Checkmark Icon Supporter Groups is included in Enterprise

Organize your supporters into the right groups to drive more effective messaging, campaigns, events and more.

Dedicated Tollfree Number

Offer direct, accessible support to supporters with a dedicated toll-free number.



Checkmark Icon Dedicated Tollfree Number is included in Essentials
Checkmark Icon Dedicated Tollfree Number is included in Pro
Checkmark Icon Dedicated Tollfree Number is included in Enterprise

Offer direct, accessible support to supporters with a dedicated toll-free number.



SMS (text messages)

Augment your existing communications to reach supporters instantly and maximize engagement with SMS. Our Mobile Messaging product is integrated with the rest of the platform, allowing your organization to create, track, and analyze campaigns all in one place.


Checkmark Icon SMS (text messages) is included in Essentials
Checkmark Icon SMS (text messages) is included in Pro
Checkmark Icon SMS (text messages) is included in Enterprise

Augment your existing communications to reach supporters instantly and maximize engagement with SMS. Our Mobile Messaging product is integrated with the rest of the platform, allowing your organization to create, track, and analyze campaigns all in one place.


MMS (Pictures, Video, Audio)

Incorporate images, gifs, videos, contact cards, etc. into your mobile messaging.


Checkmark Icon MMS (Pictures, Video, Audio) is included in Essentials
Checkmark Icon MMS (Pictures, Video, Audio) is included in Pro
Checkmark Icon MMS (Pictures, Video, Audio) is included in Enterprise

Incorporate images, gifs, videos, contact cards, etc. into your mobile messaging.


Keywords

Create custom keywords to engage with supporters and grow your opt-in list. Use keywords to automate responding with links to your forms, for text to donate, or to text to sign up.



Checkmark Icon Keywords is included in Essentials
Checkmark Icon Keywords is included in Pro
Checkmark Icon Keywords is included in Enterprise

Create custom keywords to engage with supporters and grow your opt-in list. Use keywords to automate responding with links to your forms, for text to donate, or to text to sign up.



Scheduling

Streamline processes with scheduling. Plan your communication strategy effectively with tools designed for convenience and impact.



Checkmark Icon Scheduling is included in Essentials
Checkmark Icon Scheduling is included in Pro
Checkmark Icon Scheduling is included in Enterprise

Streamline processes with scheduling. Plan your communication strategy effectively with tools designed for convenience and impact.



Advocacy Tools

Create an advocacy form and configure the advocacy step to ask supporters to contact their elected officials and custom targets in support of a particular cause, policy or bill.

Advocacy Tools is not included in Essentials
Checkmark Icon Advocacy Tools is included in Pro
Checkmark Icon Advocacy Tools is included in Enterprise

Create an advocacy form and configure the advocacy step to ask supporters to contact their elected officials and custom targets in support of a particular cause, policy or bill.

1:1 Communication

Manage an inbox and facilitate direct, personalized communication to your supporter base. Engage in meaningful conversations and build stronger relationships with your community.

Checkmark Icon 1:1 Communication is included in Essentials
Checkmark Icon 1:1 Communication is included in Pro
Checkmark Icon 1:1 Communication is included in Enterprise

Manage an inbox and facilitate direct, personalized communication to your supporter base. Engage in meaningful conversations and build stronger relationships with your community.

Automation

Streamline processes with automated actions. Plan your communication strategy effectively with tools designed for convenience and impact.

Automation is not included in Essentials
Checkmark Icon Automation is included in Pro
Checkmark Icon Automation is included in Enterprise

Streamline processes with automated actions. Plan your communication strategy effectively with tools designed for convenience and impact.

Targeted Email

Run a smarter, integrated email program using our easy-to-use visual editor, powerful A/B multivariate testing tool, one-click donations, and advocacy actions.

Targeted Email is not included in Essentials
Checkmark Icon Targeted Email is included in Pro
Checkmark Icon Targeted Email is included in Enterprise

Run a smarter, integrated email program using our easy-to-use visual editor, powerful A/B multivariate testing tool, one-click donations, and advocacy actions.

Online Action Forms

Enable monetary and non-monetary contributions, fostering volunteerism, financial support and advocacy seamlessly. Leverage a variety of form types (Recurring donations, tribute donations, one-time donations, advocacy, peer-to-peer, story collection and more). Track form performance (Views, Conversion Rates, Submission Rates and more).

Online Action Forms is not included in Essentials
Checkmark Icon Online Action Forms is included in Pro
Checkmark Icon Online Action Forms is included in Enterprise

Enable monetary and non-monetary contributions, fostering volunteerism, financial support and advocacy seamlessly. Leverage a variety of form types (Recurring donations, tribute donations, one-time donations, advocacy, peer-to-peer, story collection and more). Track form performance (Views, Conversion Rates, Submission Rates and more).

FastAction

Enable supporters to save their profile and payment information for faster giving, volunteering and advocacy actions later. Additionally, experience higher conversion rates when any one of Bonterra’s 20M+ profiled supporters engages with you.

FastAction is not included in Essentials
Checkmark Icon FastAction is included in Pro
Checkmark Icon FastAction is included in Enterprise

Enable supporters to save their profile and payment information for faster giving, volunteering and advocacy actions later. Additionally, experience higher conversion rates when any one of Bonterra’s 20M+ profiled supporters engages with you.

Full API Access

Harness the full potential of the platform through API integration capabilities. Connect and synchronize with other systems to expand your outreach and streamline your workflows.

Full API Access is not included in Essentials
Checkmark Icon Full API Access is included in Pro
Checkmark Icon Full API Access is included in Enterprise

Harness the full potential of the platform through API integration capabilities. Connect and synchronize with other systems to expand your outreach and streamline your workflows.

VPB Connect

Leverage an “autodialer” tool that allows volunteers/staff to make calls, record information, and attempt to connect a caller to the next person automatically. Note: customer subscriptions will include usage limits and usage fees related to VPB Connect. The details of those limits and fees will appear in customer contracts.

VPB Connect is not included in Essentials
Checkmark Icon VPB Connect is included in Pro
Checkmark Icon VPB Connect is included in Enterprise

Leverage an “autodialer” tool that allows volunteers/staff to make calls, record information, and attempt to connect a caller to the next person automatically. Note: customer subscriptions will include usage limits and usage fees related to VPB Connect. The details of those limits and fees will appear in customer contracts.

Canvassing

Leverage a Mobile app that staff/volunteers can use to manage walk lists (lists of households/people), talk to potential supporters/donors/members at their home or workplace, and record the results of those conversations.

Canvassing is not included in Essentials
Checkmark Icon Canvassing is included in Pro
Checkmark Icon Canvassing is included in Enterprise

Leverage a Mobile app that staff/volunteers can use to manage walk lists (lists of households/people), talk to potential supporters/donors/members at their home or workplace, and record the results of those conversations.

Canvasser Tracking and Reports

View and track progress of canvassers on a map, get stats of contact and contributions collected, and download a report with more granular daily-canvasser data.

Canvasser Tracking and Reports is not included in Essentials
Checkmark Icon Canvasser Tracking and Reports is included in Pro
Checkmark Icon Canvasser Tracking and Reports is included in Enterprise

View and track progress of canvassers on a map, get stats of contact and contributions collected, and download a report with more granular daily-canvasser data.

RoboSurveys RoboCalls

Use automated phone messages to make calls or conduct surveys without caller capacity, streamlining your outreach efforts and data collection.

RoboSurveys RoboCalls is not included in Essentials
Checkmark Icon RoboSurveys RoboCalls is included in Pro
Checkmark Icon RoboSurveys RoboCalls is included in Enterprise

Use automated phone messages to make calls or conduct surveys without caller capacity, streamlining your outreach efforts and data collection.

Optimized Ask AI Model

Activate a recommendation model that creates supporter-specific donation recommendations that dramatically increase revenue per donor.

Optimized Ask AI Model is not included in Essentials
Checkmark Icon Optimized Ask AI Model is included in Pro
Checkmark Icon Optimized Ask AI Model is included in Enterprise

Activate a recommendation model that creates supporter-specific donation recommendations that dramatically increase revenue per donor.

Advanced Organizing

Manage teams, volunteers and staging locations for your advanced organizing efforts.

Advanced Organizing is not included in Essentials
Advanced Organizing is not included in Pro
Checkmark Icon Advanced Organizing is included in Enterprise

Manage teams, volunteers and staging locations for your advanced organizing efforts.

Use-case Specific AI Models

Activate a growing number of use-case specific AI models, including those designed to retain supporters, reactivate lapsed supporters, target upgrades, identify planned givers, and uncover potential sustainers.

Use-case Specific AI Models is not included in Essentials
Use-case Specific AI Models is not included in Pro
Checkmark Icon Use-case Specific AI Models is included in Enterprise

Activate a growing number of use-case specific AI models, including those designed to retain supporters, reactivate lapsed supporters, target upgrades, identify planned givers, and uncover potential sustainers.

Volunteer Management

In-person and virtual event management

Recruit volunteers, manage check-in and track attendance for in-person and virtual events efficiently.


Checkmark Icon In-person and virtual event management is included in Essentials
Checkmark Icon In-person and virtual event management is included in Pro
Checkmark Icon In-person and virtual event management is included in Enterprise

Recruit volunteers, manage check-in and track attendance for in-person and virtual events efficiently.


Real-time event data

React in real-time using live data that tracks how your event is progressing, allowing for swift decision-making and improvements.

Checkmark Icon Real-time event data is included in Essentials
Checkmark Icon Real-time event data is included in Pro
Checkmark Icon Real-time event data is included in Enterprise

React in real-time using live data that tracks how your event is progressing, allowing for swift decision-making and improvements.

Post-event feedback

Use email or text surveys to continually learn how you can optimize the volunteer experience and enhance future events.


Checkmark Icon Post-event feedback is included in Essentials
Checkmark Icon Post-event feedback is included in Pro
Checkmark Icon Post-event feedback is included in Enterprise

Use email or text surveys to continually learn how you can optimize the volunteer experience and enhance future events.


Email and mobile messaging

Create a personalized and engaging volunteer experience before, during, and after volunteer events with targeted email and mobile messaging.


Email and mobile messaging is not included in Essentials
Checkmark Icon Email and mobile messaging is included in Pro
Checkmark Icon Email and mobile messaging is included in Enterprise

Create a personalized and engaging volunteer experience before, during, and after volunteer events with targeted email and mobile messaging.


Supporter-created Events

Empower your supporters to create events that advance your cause, all with straightforward approval processes and permission levels.

Checkmark Icon Supporter-created Events is included in Essentials
Checkmark Icon Supporter-created Events is included in Pro
Checkmark Icon Supporter-created Events is included in Enterprise

Empower your supporters to create events that advance your cause, all with straightforward approval processes and permission levels.

Social Sharing Capabilities

Enable your supporters to engage their network through social sharing, amplifying your reach and impact across social platforms.

Checkmark Icon Social Sharing Capabilities is included in Essentials
Checkmark Icon Social Sharing Capabilities is included in Pro
Checkmark Icon Social Sharing Capabilities is included in Enterprise

Enable your supporters to engage their network through social sharing, amplifying your reach and impact across social platforms.

Feed, Newsletter, and Suggestions

Help existing supporters find the best next action to take with a curated feed, regular newsletters, and personalized suggestions.

Checkmark Icon Feed, Newsletter, and Suggestions is included in Essentials
Checkmark Icon Feed, Newsletter, and Suggestions is included in Pro
Checkmark Icon Feed, Newsletter, and Suggestions is included in Enterprise

Help existing supporters find the best next action to take with a curated feed, regular newsletters, and personalized suggestions.

Full API Access

Harness the full potential of the platform through API integration capabilities. Connect and synchronize with other systems to expand your outreach and streamline your workflows.

Full API Access is not included in Essentials
Checkmark Icon Full API Access is included in Pro
Checkmark Icon Full API Access is included in Enterprise

Harness the full potential of the platform through API integration capabilities. Connect and synchronize with other systems to expand your outreach and streamline your workflows.

Volunteer Management Dashboard

Visualize the important metrics and glean the insights you need to advance your volunteer management program.

Volunteer Management Dashboard is not included in Essentials
Checkmark Icon Volunteer Management Dashboard is included in Pro
Checkmark Icon Volunteer Management Dashboard is included in Enterprise

Visualize the important metrics and glean the insights you need to advance your volunteer management program.

Integrated with Nonprofit CRM

Deliver one unified experience for donors and volunteers by using the same backend between your volunteer efforts and fundraising efforts.

Integrated with Nonprofit CRM is not included in Essentials
Checkmark Icon Integrated with Nonprofit CRM is included in Pro
Checkmark Icon Integrated with Nonprofit CRM is included in Enterprise

Deliver one unified experience for donors and volunteers by using the same backend between your volunteer efforts and fundraising efforts.

SQL Mirroring

Get deep access to the data you need for enterprise-grade reporting and analytics with SQL mirroring.

SQL Mirroring is not included in Essentials
SQL Mirroring is not included in Pro
Checkmark Icon SQL Mirroring is included in Enterprise

Get deep access to the data you need for enterprise-grade reporting and analytics with SQL mirroring.

Giving Days

Leaderboards

Foster competition and motivation among your participating groups and fundraisers with dynamic leaderboards.


Leaderboards is not included in Essentials
Checkmark Icon Leaderboards is included in Pro
Checkmark Icon Leaderboards is included in Enterprise

Foster competition and motivation among your participating groups and fundraisers with dynamic leaderboards.


Campaign Tiles

Show off participating groups on your main landing page with branded tiles showcasing the total dollars raised and unique donors or total gifts.


Campaign Tiles is not included in Essentials
Checkmark Icon Campaign Tiles is included in Pro
Checkmark Icon Campaign Tiles is included in Enterprise

Show off participating groups on your main landing page with branded tiles showcasing the total dollars raised and unique donors or total gifts.


Gift Heat Map

Include a gift heat map on your homepage to show everyone how far-reaching your supporters are.


Gift Heat Map is not included in Essentials
Checkmark Icon Gift Heat Map is included in Pro
Checkmark Icon Gift Heat Map is included in Enterprise

Include a gift heat map on your homepage to show everyone how far-reaching your supporters are.


Livestream

Host a virtual party on YouTube Live and embed it right on your homepage to engage with your community in real time.


Livestream is not included in Essentials
Checkmark Icon Livestream is included in Pro
Checkmark Icon Livestream is included in Enterprise

Host a virtual party on YouTube Live and embed it right on your homepage to engage with your community in real time.


Text-to-Give

Enable easy donation through text messages, allowing supporters to contribute with convenience and simplicity.

Text-to-Give is not included in Essentials
Checkmark Icon Text-to-Give is included in Pro
Checkmark Icon Text-to-Give is included in Enterprise

Enable easy donation through text messages, allowing supporters to contribute with convenience and simplicity.

Results Reporting

Leverage advanced reporting capabilities that are far more powerful and customizable than native reporting to generate in-depth analysis and evaluation of program impact.

Results Reporting is not included in Essentials
Checkmark Icon Results Reporting is included in Pro
Checkmark Icon Results Reporting is included in Enterprise

Leverage advanced reporting capabilities that are far more powerful and customizable than native reporting to generate in-depth analysis and evaluation of program impact.

Peer-To-Peer Fundraising

Empower supporters to fundraise on your behalf, expanding your reach and impact through community-driven efforts.

Peer-To-Peer Fundraising is not included in Essentials
Checkmark Icon Peer-To-Peer Fundraising is included in Pro
Checkmark Icon Peer-To-Peer Fundraising is included in Enterprise

Empower supporters to fundraise on your behalf, expanding your reach and impact through community-driven efforts.

Events and Auctions

Event Configuration

Manage all the details of your event, including registration, ticketing, RSVPs, check-in functionality, promo codes, and discount codes.


Checkmark Icon Event Configuration is included in Essentials
Checkmark Icon Event Configuration is included in Pro
Checkmark Icon Event Configuration is included in Enterprise

Manage all the details of your event, including registration, ticketing, RSVPs, check-in functionality, promo codes, and discount codes.


Event Livestream Video & Attendee Chat

Engage attendees through live video and chat interactions during events, enhancing the experience and fostering community.

Checkmark Icon Event Livestream Video & Attendee Chat is included in Essentials
Checkmark Icon Event Livestream Video & Attendee Chat is included in Pro
Checkmark Icon Event Livestream Video & Attendee Chat is included in Enterprise

Engage attendees through live video and chat interactions during events, enhancing the experience and fostering community.

Event Sponsorships

Expand your reach with sponsor solicitation and management. Attract and engage sponsors for your events to extend your capabilities and enhance attendee experiences.


Checkmark Icon Event Sponsorships is included in Essentials
Checkmark Icon Event Sponsorships is included in Pro
Checkmark Icon Event Sponsorships is included in Enterprise

Expand your reach with sponsor solicitation and management. Attract and engage sponsors for your events to extend your capabilities and enhance attendee experiences.


Multiple Auction Types

Run a silent, live, or fixed price auction depending on the needs of your organization. Choose the format that best suits your goals and resources.

Multiple Auction Types is not included in Essentials
Checkmark Icon Multiple Auction Types is included in Pro
Checkmark Icon Multiple Auction Types is included in Enterprise

Run a silent, live, or fixed price auction depending on the needs of your organization. Choose the format that best suits your goals and resources.

Auction Configuration

Manage all the details of your auction including start and end times, item images, starting bid amounts, minimum bid increments, buy it now prices, and more.

Auction Configuration is not included in Essentials
Auction Configuration is not included in Pro
Checkmark Icon Auction Configuration is included in Enterprise

Manage all the details of your auction including start and end times, item images, starting bid amounts, minimum bid increments, buy it now prices, and more.

Auction Communication Management

Set automatic email notifications to indicate when auctions have started and ended, as well as to follow up with attendees who made commitments to pay.

Checkmark Icon Auction Communication Management is included in Essentials
Checkmark Icon Auction Communication Management is included in Pro
Checkmark Icon Auction Communication Management is included in Enterprise

Set automatic email notifications to indicate when auctions have started and ended, as well as to follow up with attendees who made commitments to pay.

Full API Access

Integrate event and auction functionalities seamlessly with other systems using the full potential of the platform’s API integration capabilities.

Full API Access is not included in Essentials
Checkmark Icon Full API Access is included in Pro
Checkmark Icon Full API Access is included in Enterprise

Integrate event and auction functionalities seamlessly with other systems using the full potential of the platform’s API integration capabilities.

Nonprofit CRM

Duplicate Management

Search for possible duplicates, view two possible duplicates side-by-side to confirm, merge two duplicate records. Receive a Duplicate Analysis Report (DAR) and bulk merge duplicates that you confirm.

Checkmark Icon Duplicate Management is included in Essentials
Checkmark Icon Duplicate Management is included in Pro
Checkmark Icon Duplicate Management is included in Enterprise

Search for possible duplicates, view two possible duplicates side-by-side to confirm, merge two duplicate records. Receive a Duplicate Analysis Report (DAR) and bulk merge duplicates that you confirm.

Monetary Online Actions

Access to Contribution forms for accepting donations (Recurring/Tribute/One-time), enabling email confirmation, and creating a sharing option.


Checkmark Icon Monetary Online Actions is included in Essentials
Checkmark Icon Monetary Online Actions is included in Pro
Checkmark Icon Monetary Online Actions is included in Enterprise

Access to Contribution forms for accepting donations (Recurring/Tribute/One-time), enabling email confirmation, and creating a sharing option.


Biographies

Log and manage the details of your supporters’ biographic and demographic information to improve personalization and engagement strategies.

Checkmark Icon Biographies is included in Essentials
Checkmark Icon Biographies is included in Pro
Checkmark Icon Biographies is included in Enterprise

Log and manage the details of your supporters’ biographic and demographic information to improve personalization and engagement strategies.

Contribution Acknowledgement

Generate and send contribution acknowledgement using new custom templates or pre-existing saved templates. Display a ‘thank you message’ page with donation details upon form submission with prompt for user to download.


Checkmark Icon Contribution Acknowledgement is included in Essentials
Checkmark Icon Contribution Acknowledgement is included in Pro
Checkmark Icon Contribution Acknowledgement is included in Enterprise

Generate and send contribution acknowledgement using new custom templates or pre-existing saved templates. Display a ‘thank you message’ page with donation details upon form submission with prompt for user to download.


Custom Contribution Fields

Create a custom field group to associate related fields together. Create a custom field and assign a data type of text, long text/note, lookup field, date, numeric.


Checkmark Icon Custom Contribution Fields is included in Essentials
Checkmark Icon Custom Contribution Fields is included in Pro
Checkmark Icon Custom Contribution Fields is included in Enterprise

Create a custom field group to associate related fields together. Create a custom field and assign a data type of text, long text/note, lookup field, date, numeric.


CRM Reporting

Access a variety of different reports such as contribution, contact history, survey response, engagement points, and more to understand and optimize your strategies.


Checkmark Icon CRM Reporting is included in Essentials
Checkmark Icon CRM Reporting is included in Pro
Checkmark Icon CRM Reporting is included in Enterprise

Access a variety of different reports such as contribution, contact history, survey response, engagement points, and more to understand and optimize your strategies.


Email to Notes

Push the text of your Outlook, Gmail, or other email communications with your supporter automatically into their F&E contact record, ensuring seamless record-keeping.


Checkmark Icon Email to Notes is included in Essentials
Checkmark Icon Email to Notes is included in Pro
Checkmark Icon Email to Notes is included in Enterprise

Push the text of your Outlook, Gmail, or other email communications with your supporter automatically into their F&E contact record, ensuring seamless record-keeping.


Financial Batch

Group contributions together and assign them to a batch for reconciling banking statements and ensure that information is not changed once checks have been deposited.



Checkmark Icon Financial Batch is included in Essentials
Checkmark Icon Financial Batch is included in Pro
Checkmark Icon Financial Batch is included in Enterprise

Group contributions together and assign them to a batch for reconciling banking statements and ensure that information is not changed once checks have been deposited.



Financial Households

Let users create custom households to account for individual donors who contribute money together, ensuring accurate financial tracking and relationship management.


Checkmark Icon Financial Households is included in Essentials
Checkmark Icon Financial Households is included in Pro
Checkmark Icon Financial Households is included in Enterprise

Let users create custom households to account for individual donors who contribute money together, ensuring accurate financial tracking and relationship management.


Giving History

See the whole picture of your contact’s data and track their giving journey to understand their commitment and tailor future interactions.


Checkmark Icon Giving History is included in Essentials
Checkmark Icon Giving History is included in Pro
Checkmark Icon Giving History is included in Enterprise

See the whole picture of your contact’s data and track their giving journey to understand their commitment and tailor future interactions.


Mail Merge

With an integrated Mail Merge tool, you can easily create a mail merge template within F&E and generate thank-you letters using any report columns as merge fields.


Checkmark Icon Mail Merge is included in Essentials
Checkmark Icon Mail Merge is included in Pro
Checkmark Icon Mail Merge is included in Enterprise

With an integrated Mail Merge tool, you can easily create a mail merge template within F&E and generate thank-you letters using any report columns as merge fields.


Pledges

Track pledges, document pledge agreements, establish timelines, and monitor your pledge fulfillment rate year over year.

Checkmark Icon Pledges is included in Essentials
Checkmark Icon Pledges is included in Pro
Checkmark Icon Pledges is included in Enterprise

Track pledges, document pledge agreements, establish timelines, and monitor your pledge fulfillment rate year over year.

Revenue Streams

Track all different sources of revenue so that inbound contributions can be attributed to a revenue stream when posted to the general ledger.

Checkmark Icon Revenue Streams is included in Essentials
Checkmark Icon Revenue Streams is included in Pro
Checkmark Icon Revenue Streams is included in Enterprise

Track all different sources of revenue so that inbound contributions can be attributed to a revenue stream when posted to the general ledger.

Split Gifts

Allows for the attribution to be split by amount or percentage when more than one person is responsible for the contribution.

Split Gifts is not included in Essentials
Checkmark Icon Split Gifts is included in Pro
Checkmark Icon Split Gifts is included in Enterprise

Allows for the attribution to be split by amount or percentage when more than one person is responsible for the contribution.

Compliance

Easily generate state disclosure or compliance reports to ensure your organization meets regulatory requirements.

Compliance is not included in Essentials
Checkmark Icon Compliance is included in Pro
Checkmark Icon Compliance is included in Enterprise

Easily generate state disclosure or compliance reports to ensure your organization meets regulatory requirements.

General Ledger

Organize all your financial transactions in a structured manner with a general ledger, essential for accurate financial management and reporting.

General Ledger is not included in Essentials
Checkmark Icon General Ledger is included in Pro
Checkmark Icon General Ledger is included in Enterprise

Organize all your financial transactions in a structured manner with a general ledger, essential for accurate financial management and reporting.

Engagement Points

Create a currency of engagement by assigning points to activities participated in so that the work a supporter does on behalf of an organization can be measured quantitatively.

Engagement Points is not included in Essentials
Checkmark Icon Engagement Points is included in Pro
Checkmark Icon Engagement Points is included in Enterprise

Create a currency of engagement by assigning points to activities participated in so that the work a supporter does on behalf of an organization can be measured quantitatively.

Workflow Automation

Create and edit workflow automations such as automatically enrolling contacts, assigning staff, scheduling follow ups, analyzing contacts, applying Activist Codes to tag and track contact attributes, and send contacts down customized communication journeys.

Workflow Automation is not included in Essentials
Checkmark Icon Workflow Automation is included in Pro
Checkmark Icon Workflow Automation is included in Enterprise

Create and edit workflow automations such as automatically enrolling contacts, assigning staff, scheduling follow ups, analyzing contacts, applying Activist Codes to tag and track contact attributes, and send contacts down customized communication journeys.

Assigned Staff

Assign staff action steps to ensure timely communication with every funder, enhancing accountability and funder satisfaction.

Assigned Staff is not included in Essentials
Checkmark Icon Assigned Staff is included in Pro
Checkmark Icon Assigned Staff is included in Enterprise

Assign staff action steps to ensure timely communication with every funder, enhancing accountability and funder satisfaction.

Grants

Utilize modern, state-of-the-art workflows to identify and research prospective funders and track deadlines and documents throughout the grant lifecycle.

Grants is not included in Essentials
Checkmark Icon Grants is included in Pro
Checkmark Icon Grants is included in Enterprise

Utilize modern, state-of-the-art workflows to identify and research prospective funders and track deadlines and documents throughout the grant lifecycle.

Membership

Effectively manage your unique member program with customizable membership levels, terms, and hierarchies. Set rules to easily identify member opportunities and track upgrades. Automate communications to welcome, renew, and recapture members at the right time, every time.

Membership is not included in Essentials
Checkmark Icon Membership is included in Pro
Checkmark Icon Membership is included in Enterprise

Effectively manage your unique member program with customizable membership levels, terms, and hierarchies. Set rules to easily identify member opportunities and track upgrades. Automate communications to welcome, renew, and recapture members at the right time, every time.

Moves Management & Planned Giving

Plan, track, and analyze the process of cultivating major donors. Identify prospective donors, segment based on their potential value and donor profile, automate best practices for nurturing prospects and analyze results.

Moves Management & Planned Giving is not included in Essentials
Checkmark Icon Moves Management & Planned Giving is included in Pro
Checkmark Icon Moves Management & Planned Giving is included in Enterprise

Plan, track, and analyze the process of cultivating major donors. Identify prospective donors, segment based on their potential value and donor profile, automate best practices for nurturing prospects and analyze results.

Targets

Dynamically segment your audience into mutually exclusive groups to better target fundraising, advocacy, and communication efforts.

Targets is not included in Essentials
Checkmark Icon Targets is included in Pro
Checkmark Icon Targets is included in Enterprise

Dynamically segment your audience into mutually exclusive groups to better target fundraising, advocacy, and communication efforts.

Custom Calculated Fields

Custom data field that allows you to enter or calculate data for your specific need, adding versatility and precision to your data management.

Custom Calculated Fields is not included in Essentials
Checkmark Icon Custom Calculated Fields is included in Pro
Checkmark Icon Custom Calculated Fields is included in Enterprise

Custom data field that allows you to enter or calculate data for your specific need, adding versatility and precision to your data management.

Data Pipeline

Get access to an in-house data replication solution to enable direct access to your raw data to run ad hoc SQL queries, connect with business intelligence software, or develop custom integrations.

Data Pipeline is not included in Essentials
Data Pipeline is not included in Pro
Checkmark Icon Data Pipeline is included in Enterprise

Get access to an in-house data replication solution to enable direct access to your raw data to run ad hoc SQL queries, connect with business intelligence software, or develop custom integrations.

SSO

Allows you to use your existing OAuth 2.0 Compatible IDP to manage the username and password for those logging into Bonterra F&E.

SSO is not included in Essentials
SSO is not included in Pro
Checkmark Icon SSO is included in Enterprise

Allows you to use your existing OAuth 2.0 Compatible IDP to manage the username and password for those logging into Bonterra F&E.

Direct Response Plans

Create direct response plans to elicit an immediate response from targets with the goal of quickly generating leads or donations. Capabilities include segmentation, package creation (sub-segmentation), cost estimation, reporting, source codes and campaigns for integration with other marketing channels.

Direct Response Plans is not included in Essentials
Direct Response Plans is not included in Pro
Checkmark Icon Direct Response Plans is included in Enterprise

Create direct response plans to elicit an immediate response from targets with the goal of quickly generating leads or donations. Capabilities include segmentation, package creation (sub-segmentation), cost estimation, reporting, source codes and campaigns for integration with other marketing channels.

Add-Ons

Dedicated Short-code SMS Setup (Random)

Use a randomly assigned 5- or 6-digit number designed for high-throughput SMS and MMS messaging
Prerequisite solutions: F&E Pro, F&E Enterprise or Engagement

Dedicated Short-code SMS Setup (Random) is not included in Essentials
Dedicated Short-code SMS Setup (Random) is not included in Pro
Dedicated Short-code SMS Setup (Random) is not included in Enterprise

Use a randomly assigned 5- or 6-digit number designed for high-throughput SMS and MMS messaging
Prerequisite solutions: F&E Pro, F&E Enterprise or Engagement

Dedicated Short-code SMS Setup (Vanity)

Use a customer-selected 5- or 6-digit number designed for high-throughput SMS and MMS messaging.
Prerequisite solutions: F&E Pro, F&E Enterprise or Engagement

Dedicated Short-code SMS Setup (Vanity) is not included in Essentials
Dedicated Short-code SMS Setup (Vanity) is not included in Pro
Dedicated Short-code SMS Setup (Vanity) is not included in Enterprise

Use a customer-selected 5- or 6-digit number designed for high-throughput SMS and MMS messaging.
Prerequisite solutions: F&E Pro, F&E Enterprise or Engagement

SmartVAN

Access the voter file to improve the targeting and results of organizing.
Prerequisite solutions: F&E Pro, F&E Enterprise

SmartVAN is not included in Essentials
SmartVAN is not included in Pro
SmartVAN is not included in Enterprise

Access the voter file to improve the targeting and results of organizing.
Prerequisite solutions: F&E Pro, F&E Enterprise

Importacular Sync

Leverage a bi-directional integration between Bonterra with Razors Edge CRM.
Prerequisite solutions: F&E Pro, F&E Enterprise, Engagement, Volunteer Management or Nonprofit CRM

Importacular Sync is not included in Essentials
Importacular Sync is not included in Pro
Importacular Sync is not included in Enterprise

Leverage a bi-directional integration between Bonterra with Razors Edge CRM.
Prerequisite solutions: F&E Pro, F&E Enterprise, Engagement, Volunteer Management or Nonprofit CRM

Trusted by the world’s leading nonprofits

Our donor engagement software has helped organizations like yours make a bigger impact

FAQs about Fundraising and Engagement pricing

Our standard pricing varies based on unique business needs, the size of your organization, and what features you would like to include. It’s always, however, in line with market standards for nonprofit fundraising software. Please reach out to get a pricing quote specific to your organization.

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