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Powering CSR for banks and financial institutions

Save time and money with software built to manage, track, and report CRA-compliant programs effortlessly.

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Unify your community development activities

When all your philanthropic programs — from grantmaking to employee giving — are housed in one place, it’s easier to see opportunities for CRA service credits.
Screenshot of a matching gift form in Bonterra’s CSR software for financial institutions

Activate employee giving and volunteering

Inspire your team to give back with an easy-to-use portal for donations and volunteer event sign-ups.
See for yourself
Community Impact dashboard from Bonterra Strategic Philanthropy

Track CRA-qualifying activities

Our reporting tool merges census and demographic data to help you align program spending with activities that support low- and middle-income (LMI) regions.
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Screenshot of a matching gift form in Bonterra’s CSR software for financial institutions
Community Impact dashboard from Bonterra Strategic Philanthropy

Bonterra products that serve financial institutions

Find the tailored CSR solution that’s right for you.

Employee Engagement

Launch, streamline, and report on workplace giving programs like matching gifts, CSAs, credit card giving, and employee volunteering in a single platform.

Explore Employee Engagement

Grants Management

Disburse corporate and/or foundation funds and manage all your grants from one place. Unlock complete visibility into your grantmaking programs.

Explore Grants Management

Strategic Philanthropy Enterprise

Unify all of your CSR efforts and generate robust reports with our comprehensive, end-to-end enterprise platform built on CyberGrants.

Explore Strategic Philanthropy
685
nonprofit organizations received support
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The Insights functionality is really helpful in ensuring our monthly reports are up-to-date and mitigates the need to backtrack.
Terri Sears
Community Relations Specialist, BOK
Read Case Study

Addressing CSR challenges for banks and financial institutions

Solve core challenges with Bonterra Strategic Philanthropy.

CRA data validation, simplified

Get CRA reporting done faster with pre-built dashboards and data visualizations that put the right info at your fingertips.

Demonstrate impact on LMI communities

Quickly visualize how your CRA-qualifying activities influence LMI communities with our Community Impact Dashboards.

Increase bandwidth for CSR programs

You can’t scale your CSR efforts if you’re spending hours on administrative work. Bonterra helps you automate processes, increase efficiency, and launch new programs.

FAQs about our software for financial institutions

Bonterra’s CSR software is a highly configurable, bespoke solution. As part of the implementation process, our team of technical experts tailors the system to suit your exact needs and goals.

Scale your CSR programs with Bonterra

Accelerate your impact

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