Create the best supporter experience

Track and manage donor, supporter, and volunteer records in one place, eliminating the need for spreadsheets or disconnected systems.

Track and report on online and offline donations from a single platform, with compliance and security built in.

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

Group supporters into households or organizations to better understand relationships, simplify reporting, and personalize outreach.

Create custom fields and field groups to track the data most important to your organization.

Identify and track volunteers, report on total volunteer impact, and manage volunteer opportunities without adding new platforms.

Access detailed reports on donations, donor history, pledges, volunteer activity, campaigns, and more to understand and optimize your strategy.

Send unlimited branded email campaigns with access to 90,000+ peer-tested templates. Track open, click, and revenue results all within the platform.

Reach supporters instantly with unlimited SMS/MMS. Send mass texts, text-to-give/pledge, and multimedia campaigns, all integrated with your CRM.

Quickly build targeted donor lists with filters based on giving history, engagement, and demographics.

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

Send personalized video thank-yous or appeals that cut through inbox clutter and drive higher engagement and retention.

Track and log direct mail communications alongside digital outreach for a full picture of supporter engagement.

Build branded, customizable forms for surveys, volunteer signups, event registrations, and more.

Create branded, mobile-optimized donation pages in minutes, with real-time tracking of results.

Grow sustainable revenue with recurring donations that make giving automatic and easy for your supporters.

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

Offer donors flexible giving options including PayPal, Venmo, Google Pay, Apple Pay, and credit/debit cards.

Plan and manage event logistics, sell tickets, and track attendance with built-in reporting.

Host auctions with mobile-friendly bidding, automated notifications, self-checkout, and built-in reporting.

Empower supporters to raise funds on your behalf with customizable campaign pages, social sharing, and real-time progress tracking.

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

Automate employer match discovery and follow-up with integrations to leading matching gift databases.

Access an AI-powered fundraising assistant trained on decades of Bonterra’s coaching experience, peer benchmarks, and best practices.

Get tailored fundraising strategies and next-best actions based on your donor data, past campaigns, and organizational mission.

Instantly generate supporter segments with natural language input, based on giving behavior, engagement, and interests.

Receive stewardship prompts and insights to strengthen donor relationships and improve retention.

Generate on-brand, personalized fundraising emails that align with best practices and your organization’s voice.

Build optimized, branded donation pages in minutes, guided by AI intelligence and your donor data.

Build highly personalized campaigns with dynamic segmentation, ensuring the right message reaches the right supporters to drive fundraising, advocacy, and engagement results.

Save time and deepen engagement with automated supporter journeys. From welcome series to upgrade campaigns, workflows streamline outreach and keep your audience connected without manual effort.

Reach supporters instantly with integrated SMS/MMS. Send personalized messages, track performance, and include media like images, videos, or GIFs to boost conversions.

Target donors with precision using filters based on giving history, engagement, demographics, or predictive AI models — empowering more relevant outreach.

Understand supporter loyalty with AI-driven scoring that identifies who’s most engaged, at risk of lapsing, or ready to upgrade.

Coordinate direct mail campaigns alongside digital outreach within EveryAction. Track donor interactions across channels and manage fulfillment for a cohesive, multichannel strategy.

Modern, mobile-optimized forms built for conversion. With embedded best practices, recurring prompts, and cart abandonment nudges, you’ll raise more with less setup.

Grow sustainable revenue with built-in recurring donation options, nudges that prompt upgrades, and easy self-service management for donors.

Enable donors to give in honor or memory of someone special, with customizable recognition and tracking in the CRM.

Boost sustainer revenue with intelligent prompts that encourage one-time donors to convert to monthly gifts.

Recover lost revenue with automated reminders that bring donors back when they leave a form incomplete.

Place donation popups directly on your website, keeping supporters in-brand and making it seamless to give.

Simplify giving with one-click donations. Returning supporters — and Bonterra’s 20M+ profiled supporters — can save payment details for faster actions and higher conversion.

Tailor donation requests based on each donor’s history and behaviors, increasing average gift size and conversion.

Surface the donors most likely to upgrade, lapse, or engage — with ready-to-use segments linked directly to campaigns.

Offer donors modern payment options, including Apple Pay, Google Pay, PayPal, Venmo, and ACH.

Integrate with top matching-gift providers to automatically identify matches and trigger follow-up communications.

Maintain a complete view of every supporter, including giving history, event participation, advocacy actions, and engagement.

Track all giving — online, offline, major, and recurring — in one system.

Manage pledges, timelines, and fulfillment, with year-over-year reporting.

Group donors by household or organization to streamline outreach and manage relationships more effectively.

Capture the data unique to your mission with customizable fields that fit your reporting and segmentation needs.

Attribute contributions across multiple donors, designations, or percentages to ensure accurate recognition.

Sync donations directly with accounting systems through a structured general ledger integration.

Automatically archive supporter emails from Outlook or Gmail directly into their EveryAction contact record.

Track and manage the full donor cultivation journey — from identification through stewardship.

Plan, track, and analyze bequests and other planned gifts, with automation and segmentation.

Assign, track, and complete team tasks directly within the CRM to improve collaboration.

Track applications, deadlines, documents, and reporting requirements across the grant lifecycle.

Reconcile gifts efficiently by grouping transactions into batches for review and accounting.

Manage federated, affiliate, or chapter structures with customizable roles, permissions, and reporting.

Access prebuilt and customizable reports across giving, engagement, advocacy, and events.

Mobilize supporters with petitions, surveys, and advocacy forms that sync seamlessly to donor records.

Quickly launch petitions that integrate with your database and convert engaged supporters into long-term donors.

Empower supporters to connect directly with legislators using automated click-to-call campaigns.

Enable distributed teams and volunteers to call supporters, log outcomes, and track impact in real time.

Organize grassroots efforts with a mobile app for door-to-door or field canvassing.

Coordinate outreach campaigns with volunteer and staff assignments, contact history tracking, and follow-ups.

Access and manage voter files to support political campaigns, advocacy initiatives, and voter activation efforts.

Plan and manage event details — registration, ticketing, RSVPs, promo codes, and check-in — all in one system.

Attract, track, and manage event sponsors to grow reach and revenue.

Sell and manage event tickets online, track sales and attendance, and integrate results with donor records.

Connect with leading fundraising and engagement platforms like DonorDrive and Mobilize.

Leverage EveryAction’s robust API for custom integrations that extend functionality.

Sync data between Salesforce and EveryAction to align fundraising, marketing, and CRM workflows.

Access AI-powered coaching built on Bonterra’s decades of expertise to guide your fundraising strategy.

Receive tailored recommendations based on your data, goals, and donor behavior for smarter campaign execution.

Generate supporter segments instantly using natural language input — no technical skills required.

Draft targeted, on-brand fundraising emails aligned to best practices and your donor segments.

Build optimized donation forms based on Bonterra-wide intelligence, your campaign, and supporter audience.

Harness your supporter networks to increase fundraising revenue whether you’re hosting a walk, run, bike, or virtual event.

Flexible setup for personal campaigns like birthdays, memorials, or challenges, with templates, social sharing, and easy tracking.

Configurable team and participant structures with captain features, recruitment tools, and team-specific fundraising pages.

A personalized dashboard where supporters can update their page, thank donors, and monitor progress in real time.

Automated prompts, tips, and encouragement that keep supporters motivated and turn registrants into active fundraisers.

Built-in messaging that delivers timely, relevant emails, texts, and social media posts to keep supporters engaged without extra staff effort.

Real-time leaderboards, achievement badges, and milestones that create friendly competition and inspire more fundraising activity.

A native iOS and Android app for registration, team management, donations, activity tracking, messaging, and check-in — all on the go.

Integrated livestream fundraising tools with branded overlays and donation modules to connect with audiences in real time.

Built-in sharing options that make it easy for supporters to share to Facebook, Instagram, and X.

Direct sync with Facebook Fundraisers so donations raised on social platforms automatically count toward campaign totals.

Custom activity challenges where participants log fitness or personal milestones with integrations to popular activity tracking platforms.

Provide corporate partners the opportunity to track teams and participants across multiple events.

Sponsor recognition within event pages and communications.

Registration and ticketing tools with customizable forms, multiple ticket types, and discount or promo code options.

Monthly and annual donation options to create steady, predictable support for your organization.

Donation options to give in honor or memory of someone special.

Pre-set giving levels that encourage donors to choose impactful amounts with options to configure images and descriptions.

Increase donations by offering for donors to cover processing fees as a fixed amount or percentage of their gift.

Prompts that encourage one-time donors to switch to recurring monthly gifts.

Automated follow-up messages to bring back donors who started but didn’t complete their donation.

Donation forms that embed directly into your website pages, letting donors give without leaving the page.

Mobile-friendly donation pages with background imagery and flexible branding.

Support for Apple Pay, PayPal, Venmo, ACH, and other modern payment methods.

Encourage donors to give through donor-advised funds in three clicks, without leaving your site.

Integrate with leading industry tools to make finding an employer match during the donation process simple and automate follow-up communications.

Master templates to build consistent content and settings across multiple events and campaigns for scalable program management.

Customization options for colors, logos, and layouts so every campaign reflects your brand.

Scale your programs by managing branding, content, and settings across multiple events and campaigns.

Make data-driven decisions with built-in reports and a powerful export engine that gives you full access to your data.

Seamlessly integrate with leading fundraising platforms including EveryAction.

Securely connect with other platforms, ensuring flexibility and scalability.

Seamless connects DonorDrive with Salesforce to deliver a unified view of participant, donor, and fundraising data.

Access to 6M+ volunteers and 3,000+ partners, driving 45% of signups directly from the network.

Reminders, post-event follow-ups, bring-a-friend prompts, and donation asks.

Volunteers can host and promote their own events, with 23% of events on the platform hosted by volunteers.

Email and SMS reminders, plus volunteer communications at scale.

Streamlined onboarding with multi-language support to expand inclusivity; prefilled forms reduce friction and boost conversions.

Easy, mobile-friendly attendance tracking for both pre-registered and walk-in volunteers via QR code scan.

Reporting dashboard to track volunteer engagement.

Seamlessly integration with EveryAction, Zapier, and Zoom.

Securely connect with other platforms, ensuring flexibility and scalability.