A valuable tool for nonprofits
Updated March 18, 2022

A valuable tool for nonprofits

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with DonorPerfect

Donor Perfect continually makes updates to allow us to improve our donor retention through better donor communications and records.
  • Show attrition rates.
  • Help point out strengths and weaknesses in the organization's fundraising.
  • Enable quick and tailored email thank-you's.
  • Helps identify donors with uploaded photo to donor record
  • Allows personalized video thank you's
  • Some desired reports can prove complicated to perform and require outside consultants for an extra expense.
  • Email thank-you's will not allow installation of a widget to directly access forms, only links to a webpage.
  • The program closes too soon during inactivity prompting the user to login multiple times daily.
  • Reports
  • Search Feature
  • Donor Communications personalization
  • Campaign tracking
  • We have increased our overall donations.
  • We have increased individual donation amounts
  • We have increased our ability to tailor our fundraising campaigns to donor interests and capacity for giving.
  • We have increased our number of donors
Donor Perfect is a much more comprehensive software package and fit our needs completely, whereas EGrabber would have necessitated we purchase and learn additional applications. Donor Search also allows us to import wealth capacity findings to better segment our support base and determine if we can afford to launch a capital campaign.

Do you think DonorPerfect delivers good value for the price?

Not sure

Are you happy with DonorPerfect's feature set?

Yes

Did DonorPerfect live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of DonorPerfect go as expected?

I wasn't involved with the implementation phase

Would you buy DonorPerfect again?

Yes

I love that we can upload a photo of our donors to their record! Along with the ability to breakdown contacts for a particular campaign by steps taken with each meeting ( for example: presented campaign materials in virtual meeting, showed campaign video, etc) along with corresponding notes as to what materials they were sent, what suggestions they had, their photo ensures that we'll be easily able to remember them when they next visit our facility!

Using DonorPerfect

4 - Our Treasurer oversees the financial side and I as part of our development team oversee input on donor information; our adminitration team has input access.
We employ an outside expert for support, which works out well as it saves time and money in the end for our team and allows us to maximize the benefits from this software.
  • Donor Segmentation
  • Key Donor Metrics
  • Prompt thanks to our supporters
  • Can quickly see the top donors for each week
  • Ability to input personalized details into donor records
  • We have used it to input donor wealth capacity ratings from Donorsearch
  • We run reports weekly to be able to quickly respond to top donors with personal thanks
  • We will use in in our capital campaign to personalize proposals
This software has become an indispensable tool in increasing our donor retention rate.

Evaluating DonorPerfect and Competitors

  • Price
  • Product Features
  • Product Usability
  • Product Reputation
No, we are completely satisfied with Donor Perfect and plan to continue renewing.

DonorPerfect Implementation

It pays to hire an outside expert.
  • Third-party professional services
Detasensai
Change management was a small part of the implementation and was well-handled
  • Learning how to input codes to get desired report results

DonorPerfect Support

They aren't able to address questions on how to set up different reports nor do they offer free training in this area.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Not Available
We employ
Yes - Yes, the program would not open but their care team responded promptly and let me know the minute the issue was resolved.
When their site was down for over an hour their team checked back with me during that timespan to assure me they were working on it and notified me promptly when it was resolved.

Using DonorPerfect

For serveral reports we need to turn to an outside contractor to ensure the results are as desired because of the complex choices involved in the process.
ProsCons
Like to use
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Unnecessarily complex
Difficult to use
Lots to learn
  • Running general reports
  • Entering donor transactions with detail
  • Running new reports for a particular segmenation