Strategic Philanthropy Support offerings

Strategic program coaching 

Get help designing and launching the most strategic and impactful programs for your business.

Annual strategic planning: Partner with your dedicated coach to build an annual strategy informed by end-user insights, data analysis, and best practices, and receive a customized execution plan with goals and key performance indicators (KPIs) to bring your plan to life (Premier only).

Strategic projects: Pick from a list of strategic projects, including program optimization, benchmarking, reporting overhauls, or staff training, and get expert help with planning, execution, and implementation. 

Regular impact summits: Work with your dedicated coach to regularly review your strategic plan and project outcomes throughout the year. 

Dedicated technical consultant 

No need to navigate the headache of managing a platform on your own. Partner with a dedicated, hands-on technical consultant to help you get the most value from your software investment. 

Bonterra’s experts will help you coordinate and execute a range of services, including: 

• Configuring software to meet your company’s needs, including customized site design.
• Providing comprehensive training on new and existing products. 
• Hosting informative end-user webinars to review system updates and gather new requirements. 
• Analyzing data to help you strategize and take action based on the information you have. 
• Identifying opportunities for program optimization based on platform best practices. 

Proactive extension design and maintenance 

Like any other business function, technology is critical for running a successful corporate giving program. Get help designing a Strategic Philanthropy platform that meets your company’s needs today and can scale with you as you grow.

Your expert consultant will coordinate with our technical services team to help you prioritize design and implement innovative software extensions, and maintenance including: 

• Adding core integrations like Accounts Payable (AP) feeds and eSignature capabilities.  
• Developing custom portlets.  
• Building donor and volunteer leaderboards.  
• Enhancing matching gift logic.  
• Applying single sign-on (SSO) capabilities.  
• Access to custom solution credits to cover annual maintenance and support (on existing customer platform customizations only). 

Advanced support 

Skip the line and save your team time with prioritized support to help you reach your giving goals faster and easier than ever before.

Here’s what you can expect:  

• Access priority email support if you and your team run into roadblocks.
• Improve employee and nonprofit service quality with live phone support. 
• Accelerate response times and gain access to off-business hour support coverage for critical events.