If you support fundraising at a small or midsize nonprofit, you probably wear every hat: writing grants, building donation forms, drafting thank-you emails, and compiling board reports. Most small teams piece it all together across spreadsheets and manual workarounds, struggling to optimize even one of these functions.
When resources are tight, the instinct is to shop for another affordable tool: a better form builder, a cheaper payment processor, a new email platform. But new tools don’t fix the underlying problem of running a fundraising operation without a well-defined system.
This guide shows you how to build that system with three concrete workflows — funder research, donor outreach, and combined pipeline management — each powered by the intelligence inside the Bonterra Nonprofit Hub, with free access to AI-powered coaching and grant intelligence.
Inside, you’ll learn how to:
- Score grants for fit before you write a word, using GrantMatch across 1,000+ grantmaking programs that award $500B+ annually
- Segment your donors by giving behavior and generate outreach tailored to each group with Bonterra Que
- Run grantseeking and individual giving from one platform, with AI-generated forms and emails that cut campaign setup from days to minutes
- Follow a realistic 30-day plan that sequences all three workflows so they build on each other instead of competing for the same afternoon
- Draw on the Bonterra Network — 216,000+ nonprofits and 400+ institutional funders — so your benchmarks and matches get sharper over time
Ready to stop guessing and start winning more grants and donor gifts?
