Bonterra Guided Fundraising offers a nonprofit fundraising suite of applications, with donor management features like intelligent tracking of donor readiness and targeted messaging.
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WealthEngine
Score 8.6 out of 10
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WealthEngine in Bethesda offers their nonprofit fundraising platform supporting donor research with prospect location and screening, donor pattern analysis, and location of contact data.
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Pricing
Bonterra Guided Fundraising
WealthEngine
Editions & Modules
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No answers on this topic
Offerings
Pricing Offerings
Bonterra Guided Fundraising
WealthEngine
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
Pricing is based on how many contacts are imported into the Donor Management System. All packages have unlimited users, unlimited campaigns, unlimited peer-to-peer pages, unlimited emails and communications, and optional events and auctions. They all also include full support and complete data migration.
Specifically, the customer service is one of the best of any online service we have used. The staff is respectful and speedy, and I have never had any occasion to be disappointed in their help. The silent auction tool we have used for the past two online silent auctions has been excellent. We are about to use the new service. I've been working on setting it up, and so far, so good. We would really like to track our volunteers in Network for Good somehow. Not to do recruitment or volunteer forms, as we don't use public recruitment of volunteers for our use. However, volunteer hours are very important as we do fundraising and grantwriting, as they show our excellent relationship with the community. I'd like to be able to track the volunteer hours... especially if they are also donors. I sure would appreciate a REAL text-to-give, where it's not 10 numbers to text-to-give but just 6 or so. We have tried using this and the feedback we have gotten is "This isn't so easy." To be able to say: "Text MITTENS to 123456" is a lot cleaner than "Text MITTENS to 888-888-8888." Granted this is a small thing, but this is what people ask about.
WealthEngine is an excellent prospect research tool. P2G scoring and other ratings are easy to understand. This allows for easy segmentation of prospects and prioritization of work for gift officers. We utilize this data for researching first-time donors, grateful patient prospects, and major gift prospects as well. All of our team are very satisfied with this tool.
Individual contact listing being required before the company or business causes some business to be dropped if the individual leaves the business
when you have a donor who donated both as a business and as an individual sometimes one or the other does not come up in the listing when you search for an amount for the year
FaceBook donations being identified by at least who did the fundraiser, not the donors. I do a birthday fundraiser every year for Caring Carroll and there is no indication that it came from me. The money comes in but we do not know where it came from who held the fundraiser.
The fact that the FaceBook donations go into our Network for Good database before we even have the money is confusing.
We are still learning and rebuilding our nonprofit using this platform, so this year is a trial run to see how we can increase our network and our donations. So long as we are able to see a significant return on investment in terms of donations received through the platform, we will renew for next year.
Bonterra customer service is slow and terrible. They take forever to address the actual issue, constantly making incorrect assumptions about the issue. I have spent more than 45 minutes on hold, just to speak with a customer service representative when the chat function was unable to provide assistance with my issue.
The online help databases and tutorials are helpful, and I have been able to find the help and solutions I need from those sources. I have not had to use other forms of support from WealthEngine. I like being able to find the help I need through a simple search.
For us, Bonterra Guided Fundraising offered the best overall bang for the buck. There were cheaper options that didn't over the features we needed and more expensive options that we felt didn't offer features as good as the ones we were seeing at Bonterra. For an overall option that did more of what we wanted to do, Bonterra was the best choice for us.
We signed up with Network for Good in the fall of 2022 & had a last minute end of year giving campaign using videos we made in Network for Good & emailing them. We also used giving pages & listed a variety of giving amounts that a donor could select.
We experienced at least a 20% increase in giving.
Increase in our communication with donors because there are tools in Network for Good that make it easy.
Our organization looks more professional with the giving pages & it accommodates ways to give.
