DonorPerfect is a fundraising software solution, used by fundraisers to manage gifts, donor relationships, communications, receipting, and other initiatives from a single system. DonorPerfect supports monthly giving success. Dashboard analytics and reporting provide insight into what drives donations, and organizations can send personalized email communications through Constant Contact to donors and supporters. Integrated online forms automatically enter gift…
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Slate for Advancement
Score8.3 out of 10
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Slate for Advancement is a CRM built exclusively for higher ed advancement and alumni offices. A license to Slate for Advancement is unlimited -- no additional add-ons or costs. Slate enables users to create a personalized constituent experience at scale with custom giving forms, donor portals, video messages, phone calling, and directories. Users can automate processes at scale while having control and access at every level of the system. And the platform includes inbuilt reporting.
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Taskstream-Tk20 (discontinued)
Score6 out of 10
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Taskstream-Tk20 was software for higher education institutions, designed to help users manage institutional effectiveness. It has been discontinued.
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.
What features/functionality pushed your team to select Slate for Advancement? The main winning aspect from our perspective was that all touch points of the donors record would be managed, maintained, updated in one location. We would not be reliant on a third-party vendor for main aspect like e-mail or texting or calling or payment processing. Slate for Advancement has an approach to technology that is embracing of our modern world of technology that I have not seen in other vendors. What lessons learned can you share? Any migration for your CRM is a huge change management project. If you don't have a strong project manager onsite then consider bringing one in as a consultant. If you could make the decision again, would it be the same one? Absolutely What peripherals were you able to replace with the Slate solution (giving portal, events mgmt, etc)? Our institution was a little bit different where we had already built out custom solutions for our alumni portal our event management and our honor roll of giving. Being able to replace those with a platform that's supported by a vendor and has a large community of knowledge base that can be leaned on was huge and another main consideration in moving to slate. For us one of the main selling factors was the depth and willingness of the community to support the rest of us in the effort of making slate for advancement successful in our institutions. And this continues to be the case to this day.
TS is well suited as an eportfolio system when documents need to be archived for accreditation or long term assessment profiles. It would not be suited for routine classroom assessment or daily integration into a mobile or online platform. It is also not suited for non-technology oriented students, faculty, or staff. The user needs some level of confidence when using TS
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Students can be searched via department or program so that I can search for a specific student. I can scroll through all students and find the one I need to evaluate or I can choose the option to "show all work waiting evaluation" and it will bring up student submissions that I have waiting for me.
TaskStream easily links or embeds into online classroom portals. We use BlackBoard now and students have an ePortfolio link that takes them directly to their menu of student instructions etc.
TaskStream actually serves its purpose well of archiving portfolio assignments so they can be referenced for an individual reason or for accreditation or reporting. It accomplishes this important goal for educational institutions.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is a steep learning curve with TaskStream as the searching and even evaluating process is not intuitive. Although it is visual like a flowchart or grid--which I think is an asset--sometimes I can lock others out of the document or I have choices of "returning to student and deleting all instances of this submission" or "returning to student later" or "returning to student now and not deleting this submission" . . . I am unsure what these different options MEAN to the programmer. What I think they mean has not always proved to be correct. As a result, it creates confusion or frustration in the process.
The way TaskStream is used in the education department, multiple people may evaluate a capstone project in order to verify approval to progress to the next step--or next capstone activity. If a faculty or staff user inappropriately marks a document inside TaskStream, it can undo the submissions and make the process begin all over again. I have had this happen accidentally--a colleague returned a document the wrong way. The student then had to resubmit, two other colleagues had to approve indvidually, and then the 3rd party had to approve it the correct way. So although some aspects or tools/buttons in TS may not be intuitive, making errors in process can be time-consuming and create frustrations as they affect other people's work as well.
TaskStream does not work on a mobile device very efficiently. Because it has pop up windows, I often cannot get it to cooperate on a tablet, ipad, or mobile device. This is problematic when I am travelling and need to attend to a document in TS.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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
Slate's business model does not assign a person to service your instance of the application. To receive effective support, you MUST engage in the online forums involving the greater Slate community. Once you embrace that model, the support team meets or exceeds any service standards I've experienced over the last 20 years.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Slate for Advancement was more customizable, there is more community support, less expensive both overall and they don't overcharge you for phone calls and texts (if I remember correctly, they charge the customer what they are charged for each phone call or text). Overall, Slate for Advancement was the more innovative option. We switched from Banner to Slate for Advancement, with Banner we constantly had to create workarounds for what we wanted to do with the software, we no longer have to do that. If we dream it, Slate for Advancement can most likely do it.
TS is the only e-portfolio system I have used for students. I have used Kenobi as a wiki for holding data that was interactive with other faculty members. I found it to be simple but lacking in ability to be robust or host dynamic data. Kenobi does not have the ability to score or complete rubrics in the same fashion--there is a place for rubrics, but it is not as dynamic as TS
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
[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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Although I am not on the administrative side of my department, it has been and continues to be the e-portfolio management system of choice for Walden University. Walden is now a for-profit school that is trading on the market. With that in mind, they would not invest in a system that was not functioning to its expectations.
If you view TS from a faculty or user perspective, I have colleagues who are frustrated with TS and its not "intuitive" nature, and they have eventually quit working for Walden and TS and the multiple systems we have to use was cited as a reason.
it would be ideal if there was one overall system that could manage all the different data artifacts we have to collect as faculty in higher ed. Due to accreditation and liability standards, we have to maintain faculty quality, classroom quality, student-learning quality and many other aspects of the educational system. TS is ONE of the systems we use. In the perfect world, there would be just one or two that completed the job.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
