DonorPerfect....almost perfect!
September 03, 2019
DonorPerfect....almost perfect!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with DonorPerfect
It's being used by our Development (Fundraising) department, which encompasses 5 users. DonorPerfect keeps track of donor and prospect data, such as donations and personal information to make it easier to analyze so we can better improve our outreach and asks for future gifts.
- DonorPerfect has very comprehensive fields for gift entry, as the ability to split gifts, select an acknowledgment template, and multiple coding fields, which some other databases don't have.
- One convenient feature is Instant Merge, which allows you to quickly generate a merged acknowledgment letter from a gift entry.
- It integrates with other 3rd-party platforms, such as Constant Contact.
- Detailed modules for generating receipts and event management.
- The ability to change certain global settings, such as the ability to receive all online donations via Weblink instead of manually adding your email address to each form.
- The ability to merge duplicate codes like solicitation, general ledger, flags, etc.
- I would like to see a main profile field called “status,” with “Active” set to default and a drop-down list that includes Inactive and Deceased. Right now, all our deceased doors show as “Lapsed,” and the only field for us to mark it is the “Do Not Mail Reason.”
- The ability to edit default DP reports, since sometimes the default formatting is often not usable to us.
- I don't have exact figures, but obtaining more accurate and in-depth reporting has allowed us to reach more current and prospective donors.
- The default gift settings allow you to enter a large batch of donations at once, saving both time and ensuring accuracy.
- Integration with platforms such as Constant Contact saves time on double data entry and manipulation.
DonorPerfect has more comprehensive features and modules than Bloomerang, which I used at a former organization, but I wasn't involved in the decision to implement DonorPerfect at my current organization.