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Powering CSR for banks and financial management institutions

Save time, scale your programs, and capture the exact data you need with our flexible, CRA-compliant software.

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Bespoke CSR software to manage community development

Whether you need Community Reinvestment Act (CRA) compliance, automated matching, or custom workflows, our flexible data capture tools are tailored to meet your needs.
Screenshot of a matching gift form in Bonterra’s CSR software for financial institutions

Activate employees with giving and volunteering.

Run multiple CSR programs that engage employees, nonprofits, and stakeholders without the administrative burdens. Simplify workplace giving requests and approvals with automation.
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Selection screen showing options for one-time and recurring payroll deductions along with credit card giving

Effortlessly scale your CSR programs.

Go beyond matching gifts by implementing new CSR programs with ease. Offer payroll giving, charitable spending accounts (CSAs), volunteerism, and more.
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Community Impact dashboard from Bonterra Strategic Philanthropy

Track CRA-qualifying activities.

Leverage highly flexible data capture and reporting capabilities to meet your bank’s CRA requirements. Make compliance easy with self-service dashboard builders and real-time workflow automation.
Learn more
Screenshot of a matching gift form in Bonterra’s CSR software for financial institutions
Selection screen showing options for one-time and recurring payroll deductions along with credit card giving
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.

Speed up CRA data validation.

The Community Reinvestment Act requires highly specific data points. Bonterra’s flexible CRA software simplifies your job with pre-built, configurable reports and dashboards.

Demonstrate impact on LMI communities.

Quickly visualize how your CRA-qualifying activities influence low- to moderate-income (LMI) communities with Insights and 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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