Strategic Philanthropy Pricing

Enable grants managers to configure and set up new grant programs with specific parameters and guidelines.

Provide tools to create, manage, and monitor budgets allocated for grant programs, including tracking committed, unallocated, and allocated funds.

Configure grant application forms and requirements to capture relevant data from applicants.

Administer user roles and permissions to control access to grant management tools and ensure data security and confidentiality.

Manage the generation, distribution, and tracking of invitation codes for grant application access, ensuring controlled and secure application submissions.

Manage lists of products eligible for grants, facilitating the distribution of non-monetary gifts to recipients.

Configure flexible approval workflows tailored to each grant program’s requirements, streamlining the review and approval process.

Automatically assign request owners based on grant proposal types, ensuring accountability and efficient application handling.

Automate repetitive tasks and actions within grant management processes to improve efficiency and reduce manual effort.

Manage and streamline email communication related to grant applications, approvals, and updates, ensuring effective and timely correspondence.

Access our centralized, rigorously vetted and searchable database of nonprofits. These FrontDoor records include critical information like banking details, cause overviews, or org status.

Administer and customize the NPO portal, providing non-profit organizations with a user-friendly platform to interact with grant programs.

Automate the calculation of non-profit organization eligibility based on criteria such as tax status and geographical location.

Implement tools to screen grant applications, including eligibility quizzes and watchlist scanning, to ensure compliance and mitigate risk.

Integrate with eSignature tools such as DocuSign and Adobe e-Sign to capture legally binding signatures on grant-related documents.

Quickly fund partners and minimize the burden of managing payments with our weekly Bonterra Disbursements Service.

Provide tools for clients to manage grant payments internally, including the creation and tracking of payment batches.

Capture and store point-in-time data for individual grant applications, facilitating audit trails and analysis.

Track and maintain an audit log of activities and changes within the grant management system for accountability and compliance.

Integrate with the relevant third-party charity databases in your region to verify the eligibility of non-profit organizations and ensure compliance with regulatory requirements.

Provide pre-built templates for impact reports and other grant-related documents, ensuring consistency and adherence to industry best practices.

Automate the process of requesting impact reports from grant recipients, ensuring timely submission and comprehensive reporting.

Enable recipients to submit impact reports detailing how grants were utilized and the outcomes achieved, facilitating accountability and transparency.

Automate the generation and distribution of key performance indicator reports to stakeholders, providing insights into grant program effectiveness.

Increase grant workflow efficiency through insights about the time taken for requests to go through the approval process, highlighting steps that might cause delays or bottlenecks.

Understand and optimize approval process efficiency with metrics such as the total count of requests in each status, average days for approval, and identifying bottlenecks in the workflow.

Enjoy a comprehensive view of submitted grant applications, enabling administrators to track metrics such as the total count of requests, status/disposition distribution, and average processing times.

Integrate external data sources such as geocoding and census data to enrich grant-related insights, allowing for deeper analysis and informed decision-making in grant management.

Customize the employee-facing portal page and content widgets, enhancing employee engagement and program visibility.

Manage employee eligibility criteria for engagement programs, ensuring efficient participation and accurate tracking.

Determine eligibility criteria for non-profit organizations to participate in engagement programs, ensuring alignment with organization goals and values.

Evaluate, approve, and manage employee nonprofit nomination requests for applicable giving and volunteerism programs.

Automatically calculate eligibility of NPOs based on criteria set by the organization, facilitating efficient management and decision-making.

Create and manage employee teams to foster collaboration and competition among employees.

Leverage automated workflows and statuses to track, review, and approve volunteer events, donations, and matches.

Access pre-built templates to streamline program setup and execution, saving time and ensuring consistency.

Coordinate communications with employees and nonprofits, enhancing engagement and program visibility.

Receive automated alerts when your employees give or volunteer through forms hosted by one of Bonterra’s Fundraising and Engagement solutions.

Manage employee access to engagement programs and content, ensuring data security and compliance.

Import and export data from third-party sources, enabling seamless integration with existing systems and processes.

Implement single sign-on (SSO) for easy and secure access to the platform, enhancing user experience and security.

Access our centralized, rigorously vetted and searchable database of nonprofits. These FrontDoor records include critical information like banking details, cause overviews, or org status.

Enable employees to donate funds conveniently via payroll deductions or credit card transactions, encouraging financial support for social good causes.

Give employees a no-strings-attached balance of funds to use and manage with our Charitable Spending Accounts.

Amplify the impact of employee volunteerism with volunteer grants supported by our Dollars-for-Doers functionality.

Empower employees to request matches for their donations, doubling the impact of their contributions and incentivizing giving.

Automatically match employee donations according to program guidelines, increasing the impact of employee contributions.

Scan employee donations and potential match recipients against watchlist databases and program guidelines, assisting with compliance with regulatory bodies and company policies.

Confidently vet organizations and minimize risk with our robust, searchable Charity Database Integrations.

Execute impactful and timely company-wide responses to natural disasters with our Rapid Deployment Disaster Relief Programs.

Facilitate the distribution of funds to recipients through the Bonterra Disbursement Service, ensuring timely and efficient payments.

Redirect funds to alternative NPOs when originally intended recipients are ineligible, maximizing the impact of employee donations.

Enable employees to share their giving activities on social media, promoting transparency and inspiring others to participate.

Display a feed of employee giving activities, fostering a sense of community and camaraderie among employees.

Provide employees with tax receipts for their tax-eligible donations, enhancing transparency and accountability.

Create and manage volunteer events, enabling employees to find and participate in opportunities aligned with their interests and skills.

Allow employees to create their own volunteer events, empowering them to contribute to causes they are passionate about.

Facilitate employee sign-ups for volunteer events and manage waitlists, ensuring efficient event coordination and maximizing participation.

Track volunteer hours logged by employees, providing insights into employee engagement and program impact.

Set and track employee volunteer goals, fostering a culture of giving back and recognizing employee contributions.

Provide access for community members to participate in volunteer activities, expanding the reach and impact of engagement programs.

Automatically generate key performance indicator (KPI) reports, facilitating program measurement and optimization.

Identify engagement trends related to giving and volunteering, offering metrics like total donation amount, total match amount, and employee participation rate by various factors such as location, tenure, and employee type.

Provide insights into giving trends, including metrics like gift amount, donor count, and organization count.

Deeply analyze employee participation trends with our Advanced Donor Analysis dashboard that provides segmented insight into things like gift size tiers, donor retention or days since last activity.

Evaluate the impact of volunteer programs on local communities, analyzing metrics such as total count of CSAs, MSAs, and tracts impacted, and approved grant amount by tract income level.

Easily view and drill down into your employee payroll giving activity with our Payroll Pledging Dashboard.

Offer real-time and retrospective views of Giving Tuesday campaigns, enabling administrators to make in-the-moment outreach decisions and analyze engagement trends over multiple years.

Analyze employee participation within CSR portals, identifying trends based on factors like location, tenure, and employee type to adjust outreach efforts and drive participation.

Enhance data analysis capabilities by incorporating external data sets such as geocoding and census data to provide deeper insights and operational efficiencies.

Provide comprehensive insights into total giving activity by combining Employee Engagement and Grantmaking data, offering a holistic view of corporate philanthropy efforts.

Extract your strategic philanthropy data into other systems for further analysis, utilizing nine different endpoints and the option to include custom fields.

Seamlessly share your data with a client’s Snowflake data warehouse, including standard and custom fields, with minimal development effort required.

Each of the solutions above comes with a pre-defined number of insight licenses. Customers can choose to purchase more insight analyst or viewer licenses.

The Grants Management solution comes with a pre-defined number of admin user licenses. Customers can choose to purchase more admin user licenses.

The Grants Management solution comes with a pre-defined number of limited user licenses. Customers can choose to purchase more limited user licenses.

Customers who purchase the Employee Engagement or Strategic Philanthropy Enterprise solution can choose to also purchase an integration that allows them to import events from VolunteerMatch to connect employees with non-corporate volunteering opportunities.