DonorPerfect vs. Fundraising Report Card

I love that I can integrate with Donor Search to learn about a person's past giving history to learn more about their interests. DonorPerfect also lets us upload a photo of our donors so we can easily identify them when they visit us or Attend a function. I wish the photo upload offered a larger image and multiple images, some donors send me pics of their visits and pets and it would be great to also store those right in their DP account.

If you work in a Development/Fundraising Department and have EVER been asked what your donor retention rate is - this is for you.

Incentivized

• DonorPerfect is extremely customizable in every possible way. I love that you can customize what you see when you view a donor's record and how you see it. Fields can be active or hidden, and arranged in any way you choose. In addition, you can create custom fields and parameters, which can be used to enter text freely, as a drop-down box, or as selections with check boxes. The other awesome thing about the options for customization is that you can add, remove, or change fields at ANY time. My organization has used DonorPerfect for over 10 years, but just a few days ago, I added a field to the main screen in our donor records that is now relevant and helpful to my colleague and me as we work together. I feel like the possibilities are limitless in making it DonorPerfect your specific needs.
• DonorPerfect reports are extremely versatile, and can literally be created to produce any data set imaginable. You can create, name, rename, save, and delete any reports in your profile. You can run very broad, lengthy reports, (which generate surprisingly quickly!), or very specific, detailed reports. You can create and save filters for quick use, or start from scratch each time you run a report.

• It makes preparing fundraising reports super easy. I used to spend 6-8 hours preparing a board report and now it takes me 30 minutes... PLUS I can pull up the reports in real time during board meetings to allow board members to see the data presented in different ways or to answer questions on-the-spot.
• It has metrics that I've never even thought to prepare - including some that always felt too complicated to prepare. Lifetime Donor Value, Donor Retention Rates, Lapsed Donors, Acquired Donors, Reactivated Donors - all broken down by giving segments.
• I can customize Giving Segments. I work at a small non-profit - a major gift for us is different than a major gift for a larger organization. I can break up my data in the segments that make sense for my organization [and select colors that match our branding... you've never seen a happier Marketing Chair on your Board of Directors than when you give them a report that is properly branded for the organization. It's a small thing, but it doesn't take any extra work on my part.]

Incentivized

• It could provide some of the standard reports fundraisers need as canned reports
• It could provide optional salutations so you could mail to only one person - not both
• It could enable us to set up monthly giving categories without using their donation program

Incentivized

• The only difficulty I have with Fundraising Report Card is that the integration with our CRM [Kindful] doesn't keep track of the unique ID that is exported to Fundraising Report Card [to maintain confidentiality]. So it takes a bit more work to identify which donor[s] fall into a category. For example, Fundraising Report Card will tell me that 3 major donors lapsed in the previous quarter - and I can export the Donor ID's from Fundraising Report Card, but those ID's don't mean anything in my CRM, so I can't directly see who those donors are to follow up. This is an issue with the integration specifically with Kindful.

Incentivized

It is by far the most cost-effective

Incentivized

Poor cash batch interface. Almost half of our receipts are generated by cash and this interface does not support our needs very well.

Incentivized

It's always up when we need it. There are some errors that happen and are not reproducible and cannot be resolved. But [they are] very few and none that cause disruption for the organization.

Incentivized

DonorPerfect is as reliable as your internet connection. It is a cloud based application and therefore you cannot pinpoint where the bottleneck is should you have one. But for the most part the app runs quickly.

Incentivized

Support is so easy. We use chat most often - as we can get someone quickly. The support folks know the product and get answers quickly. If they need to escalate an issue, they do so quickly. The training is great and easily accessible. You can take classes over and over until you completely understand concepts

I was able to utilize the support team to train me in areas where I could not figure out how to use the application.

Incentivized

It was decent.

Incentivized

DonorPerfect provides an extremely easy to use importing tool and the support team was awesome. You don't have to do it in house; for a reasonable fee you can get it done by them.

Incentivized

I have only ever used DonorPerfect, but I have looked into two or three other options over time. I apologize that I cannot recall all their names at this time. What I found was that even though they typically brought more to the table at that time, the cost jump was huge and I couldn't justify the ROI to myself. But DonorPerfect has continued to add to what they offer and I was glad I never changed platforms.

Incentivized

[There have been] only two outages since we have started using it and they were extremely information proactive. This should scale easily based on your internet connection.

Incentivized

• Positive - using a standard Donor management system across a wide geographic area has reduced our infrastructure costs and training requirements
• Negative - We are not realizing the full potential of our donors because we are missing opportunities for engagement, and missing connections and opportunities because DonorPerfect's limitations.
• Negative - Limited/poorly implemented API has significantly increased our development costs as we struggle to implement DonorPerfect data with other internal systems.

Incentivized

• While I don't think I can entirely quantify the ROI for Fundraising Report Card, it made it possible for us to make better decisions and set better goals. Before we had this tool, we either spent way to much time analyzing data in spreadsheets [trying desperately not to make mistakes] OR more often, made strategic decisions without the facts to back us up. Our fundraising efforts are much smarter than before, and we KNOW where are areas of concern lie.
• We don't have to guess whether or not our strategies are working. We know.

Incentivized