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DonorPerfect

DonorPerfect

Overview

What is DonorPerfect?

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…

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Recent Reviews

TrustRadius Insights

DonorPerfect is a versatile donor management database widely used across organizations for various purposes. Users rely on DonorPerfect to …
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Best tool for donations

10 out of 10
November 23, 2021
Waukesha Free Clinic uses Donor Perfect to manage and report our donations. Using codes makes it easy to organize the donations we are …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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CORE

$99.00

Cloud
per month

PLUS

$199

Cloud
per month

PRO

$649

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.donorperfect.com/fundraisin…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $99 per month
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Product Details

What is DonorPerfect?

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 information into the donor database, and it can accept and process recurring donations through digital wallets, including PayPal and Venmo.

DonorPerfect Features

Donor Database Features

  • Supported: Constituent database
  • Supported: Constituent interaction tracking
  • Supported: Automated workflows

Communications and Marketing Features

  • Supported: Constituent engagement and marketing

Reporting and Analytics Features

  • Supported: Reporting and data visualization
  • Supported: Wealth screening

Fundraising and Events Features

  • Supported: Online donation options
  • Supported: Event registration and ticketing
  • Supported: Text and phone donations

Security and Platform Features

  • Supported: Role-based user permissions
  • Supported: Mobile access
  • Supported: Integrations

DonorPerfect Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesCanada, United States

Frequently Asked Questions

DonorPerfect starts at $99.

Blackbaud eTapestry, Bloomerang, and Bonterra Guided Fundraising are common alternatives for DonorPerfect.

Reviewers rate Usability highest, with a score of 8.3.

The most common users of DonorPerfect are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(167)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

DonorPerfect is a versatile donor management database widely used across organizations for various purposes. Users rely on DonorPerfect to track donors, donations, and donor stewardship, as well as committee membership and board member terms. The software allows for customization by adding new fields and enables users to search through reports for valuable insights. Integration with Constant Contact is highly valued, as it allows for easy segmentation of donor lists for targeted email communications. Additionally, the form builder tool facilitates the creation of web forms to collect donor information.

One of the key benefits of DonorPerfect is its ability to centralize all donor and donation records, eliminating the need for multiple databases or spreadsheets. This feature ensures that all data is saved and encrypted off-site, meeting state requirements for data security. Users praise DonorPerfect's support team for their prompt assistance and guidance, which further enhances the user experience. The comprehensive overview of donors and their donations provided by DonorPerfect aids organizations in achieving their fundraising goals. Many organizations consider DonorPerfect a cost-effective alternative to other software packages like Raiser's Edge and Compass 360. Furthermore, DonorPerfect's integration with tools such as ReadySetAuction and Constant Contact proves beneficial for efficient donor management, fundraising campaigns, and effective communication strategies.

In practical use cases, DonorPerfect plays a crucial role in tracking donations received through various channels such as mail and fundraising events. It allows nonprofit organizations to maintain accurate records of giving history, manage donations effectively, and streamline gift entering processes. The software also assists in generating thank you letters and receipts while managing contact information for program participants. DonorPerfect is utilized to track not only donors but also volunteers, gifts, and event attendance across multiple departments within organizations.

Furthermore, DonorPerfect helps organizations stay organized by providing a centralized platform for membership management, development operations, event planning, volunteer coordination, and more. Its reporting capabilities enable organizations to track fundraising event revenues, donor giving at each donation bracket, and generate monthly financial reports and annual reports for auditors. Users appreciate the user-friendly interface and variety of options that cater specifically to the needs of nonprofits.

DonorPerfect is used by a wide range of organizations—from small nonprofits to educational institutions—looking to address their specific needs in donor management, fundraising, and contact management. For instance, a private elementary school uses DonorPerfect to record and track donations for fundraising campaigns and events. Integration with ReadySetAuction and QuickBooks further enhances their financial tracking processes.

These examples illustrate just a few of the many ways organizations leverage DonorPerfect's features and functionality to streamline donor management processes, increase fundraising efforts, and maintain strong donor relationships. With its wide range of capabilities and integrations with other tools, DonorPerfect offers a comprehensive solution for tracking donors, managing donations, generating reports, and facilitating effective communication strategies.

User-Friendly Interface: Many users have stated that the software's user interface is intuitive and easy to navigate. They have mentioned that it is a breeze to use and has made their tasks less burdensome. The presence of 'help' buttons and drop-down lists next to each section of the software has been appreciated by users as it provides explanations and makes it easy to select options.

Seamless Integration with Constant Contact: Several users have praised the software for its integration with Constant Contact, which allows for easy integration with their existing email marketing system. This feature has been found valuable by users as it streamlines their communication efforts with donors.

Comprehensive Donor Profile Management: Users have highlighted the software's ability to maintain a complete profile of donors, including the option to add notes and track interactions. This feature has been particularly useful for keeping track of donor information and managing relationships effectively.

Confusing User Interface: Many users have expressed frustration with the confusing and difficult-to-navigate user interface of DonorPerfect, stating that it makes tasks cumbersome and time-consuming. They find it challenging to locate specific features or perform actions efficiently.

Lack of Customization Options in Reporting: Some users find the lack of customization options in reporting to be a drawback. They mention that they struggle to generate the specific reports they need for their organizations. The limited flexibility in customizing report parameters hinders their ability to analyze data effectively.

Tricky Navigation of Customs Forms: Users mention finding the customs forms in DonorPerfect tricky to navigate initially. They highlight the importance of support service in helping them understand and complete these forms accurately. The complex navigation process can lead to errors and delays when managing donor information through customs forms.

Based on user feedback, there are three common recommendations for DonorPerfect. Firstly, users suggest utilizing the self-hosted version of the software for cost-effective tracking of fundraising data and managing donor information. Secondly, they recommend requesting a demo and seeking feedback from other organizations to better understand the software's features and benefits. Additionally, users appreciate the excellent phone support provided by DonorPerfect and find the screens easy to read. However, they also suggest implementing customer feedback to improve customization options for fields and streamline the reporting feature. Overall, users highly recommend DonorPerfect for fundraising purposes.

Attribute Ratings

Reviews

(1-25 of 95)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use DonorPerfect to keep track of all the money that comes into the organization - individual and corporate donors, grant funds, etc. We also use it to send thank you letters, pull mailing lists, and other reports. It's so helpful to have up-to-date data on our donors, the money coming in, and know we can pull data to compare year to year amounts!
  • Thank you letters
  • Easy to read donor information
  • Variety of reports
  • Customer service
  • Intuitive report building
  • Donation forms that are more customizable
  • Training webinars
DonorPerfect is perfect for tracking donations, sending thank you letters, and pulling reports. However, sometimes those reports aren't super intuitive. I wish the donation forms were more customizable for our needs!
Michael Liimatta | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
DonorPefect has been the perfect solution for our nonprofit drug/alcohol rehabilitation facility. We have several significant contributors, along with a direct mail fundraising program. The application has allowed us to maintain comprehensive records for all of our donors, both large and small. It allows us to keep track of all the ways we connect with them and it records their entire giving history. It has allowed us to manage fundraising events such as our annual golf tournament In just two years, with this extra "horsepower" available to our development team, our donated income has more than doubled.
  • Donor records
  • Donor histories
  • Event management
  • Fund raising campaigns
  • Integration with Quickbooks
  • Online donations
  • I would like more flexibility in the design of online giving forms.
It has been a good approach for online donations. It integrates well with our accounting application, Quickbooks. We have created QR codes that link directly to customized donation pages based on specific campaigns.
Score 7 out of 10
Vetted Review
Verified User
DonorPerfect allows us to personalize our communications with donors through tailored emails, videos, and invitations. The program lets us track donor communications via the contacts section and set filters that allow us to run reports to see who showed interest or offered support for a particular project or program, and easily identify those we need to circle back to.
  • track donations
  • personalize donor communications
  • generate segmentation reports
  • manage events
  • only allows you to upload one small photo per donor profile
  • reports can be very complicated to run with multiple steps
  • support from the company only covers rudimentary features of the program
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use DonorPerfect for all donation management. Tracking and processing donations, managing donor information, thanking donors, syncing with QuickBooks, etc. It's very nice to have all those processes managed in one software.
  • Customer service is awesome
  • They help streamline tax receipting
  • We can keep donor information private for each chapter
  • Reporting is complicated
  • User management is complicated
  • Training is a bit intense
We use DonorPerfect every day for our non-profit. I can't see it as useful outside of the non-profit sector.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I can't say enough good things about DonorPerfect's Customer Support and Training. I learned a lot from the webinars available, and whenever I call support, the staff is always knowledgeable, professional, and patient. I've used other fundraising database software programs, and this is the best.
  • They patiently walk me through the steps needed to resolve my problem.
  • They are very patient and answer all of my questions.
  • I rarely wait more than 2 minutes to speak to someone in Customer Support.
  • I wish there was another download instead of CSV. My computer doesn't like to save documents in CSV, so it always takes time to either save them or change the format.
  • I wish the Moves Management more closely followed the format developed by the Veritus Group.
I wish it had more options to create a Moves Management like the one recommended by the Veritus Group.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
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!
December 10, 2021

DonorPerfect Review

Joseph Cuozzo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is used by the Development Department to track donations, donors and interactions with donors. It address raising money for an organization and methods to track the raising of money. We use it for both cash and in-kind donations as well as moves management with donors and prospects.
  • DonorPerfect is easy to use. I have trained volunteers and employees in under an hour on the basics of tracking name and address information. For a small organization, it is a good stable platform that will get any Development Department to speed quickly.
  • It also does a good job of letting an individual track movements with a prospect or donor. From meeting or phone call notes to next steps, it does a pretty good right within the system, so you don't need extra reports.
  • Their support team is really good about staying on top of issues and answering questions quickly whether it's through the Chat feature or telephone support. Their webinar trainings are another way for new users to get up to speed quickly.
  • Some of the ways they handle online donations could be improved. One section requires a tribute or memorial fields in the donation and not every donation is like that so I believe it confuses the donor. They have yet to find a remedy to that in my knowledge.
  • Some of their reports or structures within the reports cause some issues. For donations that are split between different programs, the donations do not appear in some reports which can be confusing
  • Would like to see their duplicate maintenance system improved. Sometimes it does not catch all the duplicates within the system if one runs the report on just name and address.
I think DonorPerfect is suited for all development operations, but I think small to mid-size organizations is where it shines. It is easy to use and one can get started on the most important aspects of fundraising - thanking donors and tracking donations. This can happen very quickly with DonorPerfect. A Development Department can then build relationships from there using the contact tab. There are a very of reports that team members can use as well.
November 23, 2021

Best tool for donations

Ronaldo Moran | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Waukesha Free Clinic uses Donor Perfect to manage and report our donations. Using codes makes it easy to organize the donations we are receiving. For example, every year we have a gala, and with that gala, we require multiple different codes to organize and manage our donations. Donations through games, in-kind, auction. There are so many aspects of our gala, and donor perfect makes it easier for us to manage.
  • User-Friendly.
  • Building Reports.
  • Organization.
  • Reports can be confusing.
  • Organization can be very intuitive, there are a lot of codes that are available. Making navigating very difficult.
DonorPerfect is the perfect donor managing website that allows users to easily track certain donations. However, it takes an organized user to take advantage of the software. If a user is not organized, then the donations can be a mess for certain people. Thankfully, that is not the case at my organization.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We utilize DonorPerfect for donation and constituent management as well as staff management and volunteer information.
  • User friendly
  • Detailed donation tracking
  • Online forms
  • Integration with more credit card readers
  • Donor Search included
DonorPerfect has been great in tracking our donations and constituents. It has been less useful for directly taking payments at events and tracking volunteer hours.
August 20, 2021

Review of DonorPerfect

Terri Watson Medina | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
DonorPerfect is being used at my nonprofit organization as the primary system we use to collect donations from our supporters. My small team uses it from entering donations manually and from online forms, creating events, running reports and as our integration with Constant Contact email system.

I personally have been using DonorPerfect two years after using another fundraising software program. The program is very easy to use, and if I need additional help, customer services is only a phone call away. It’s convenient to have the online forms available so you set them up and don’t have to worry about them and it’s easy for our donors to make one-time gifts, monthly gifts, sign-up for events and we even use them for our volunteer hours.

  • Online forms for one-time donations, monthly donations and event management.
  • Running reports on specific fundraising needs including monthly reports to finance and generating automated reports to send to the fundraising team is important to do.
  • We are able to request new and improved ways to speed up what we do, however it is slow getting these changes and a number of individuals need to also want them.
If you are searching for a mid-range program for your fundraising needs, DonorPerfect is a great tool to use. I’ve been using DonorPerfect two years after using another fundraising software program. The program is very easy to use, and if I need additional help, customer services is only a phone call away. It’s convenient to have the online forms available so you set them up and don’t have to worry about them and it’s easy for our donors to make one-time gifts, monthly gifts, sign-up for events and we even use them for our volunteer hours.

Roxanne Jacobs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
DonorPerfect is being used to keep tract of all of our donors and their donations. It is being used by myself and my assistant on a daily basis. The program enables us to provide our Board of Director with a list of all the donors and their donation so that they can thank them and know how we are doing towards our fundraising goals.
  • It is very used friendly and can be implemented and used almost immediately
  • It includes Constant Contact FREE with the program
  • It provides training programs on everything
  • Their Customer Services is awesome
  • 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
DonorPerfect is well suited to any non-profit who needs to keep tract of all of their donors and their donations without spending a fortune on a data management program. It is very user friendly so you don't need a lot of training to be able to use the system. They are also very good at converting your current information into their system without breaking the bank.


Joy Cox | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our agency uses Donor Perfect to maintain our donor database, send thank you letters for donations, and to compile lists for mailings. We also use the reports feature for monthly financial reports, annual reports for our auditors, and to track how many donors give at each donation bracket. All of these things have helped our processes run smoothly.
  • the BEST customer service
  • easy to use for data entry
  • intuitive reporting
  • None!
Donor Perfect is not a flashy program. It's great for easily keep track of donors and financial information. There are lots of applications within the software the we do not utilize.
Ruth Schmidt | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use DonorPerfect for donation tracking as well as our main mailing list for all mailings. We do regular monthly mailings to some constituents, targeted mailings to people have attended various events, as well as fundraising letters of various types. These are in addition to daily donation receipt letters that are generated through the donor system.
  • Reporting donations.
  • Targeted mailing lists.
  • I'd personally love a few more shortcut keys.
  • Some of the selection filters for creating reports or lists could be a little easier to navigate.
It's extremely user friendly. We've had quite a bit of turnover in our fundraising department in the past few years since we started using it, and no one seems to have great difficulty learning how to navigate the program. I definitely could not say the same about our previous software. I was the only one that could really create accurate reports and mailing lists in that one.
Lauren Sikkema | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We use DonorPerfect as our donor database. I work in the fundraising department, and we use the program to track donors, donations, donor stewardship, committee membership, and board member terms. We do not use the program outside of our fundraising department.

  • DonorPerfect has provided our organization a cost-effective, user-friendly option for donor databases. It is intuitive and even someone without experience in databases can use it for the basics.
  • They also provide lots of paid and free webinars that help dig deeper into the functionality.
  • While there are some areas that need improvement, they are quick to respond to suggestions and are constantly upgrading. Overall I'm pleased with DonorPerfect.
  • Their contact management tracking is cumbersome.
  • Event management tracking is cumbersome and no easy way to see in a donor's record what events they have attended.
  • There is not much room for customization in the reporting.
  • Cost-effective, so good for a smaller organization or one with a low budget.
  • Intuitive and user-friendly. Good for an organization that has a wide range of experience with databases.
  • Somewhat limited with the customization of reporting. If you don't need reports outside of what is already provided, this isn't a problem.
Linda Hitch | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use DonorPerfect to record gifts and track Donor data. By using this data we can manage our way forward. Otherwise, we'd be flying blind.
  • DP Tech support is great. They are always available and they go the extra mile.
  • They are very interactive with their users, take suggestions and often implement them. Once they pushed forward an "upgrade" that nobody liked, and they immediately owned it and pulled it down.
  • It is very intuitive.
  • This sounds a little crazy but I wish they had a way of saying, "that's a bad idea." We've spent a lot of time doing data clean up of our predecessors (and a few of ours) bad decisions.
  • The knowledge base is, very knowledgeable, but the bites of information are too small. We follow, and don't need that much of a small step by small step.
  • We appreciate the webinars but assume some previous knowledge and talk a little faster.
It's hard for me to say as it is the only donor database software I've used.
May 07, 2020

So Easy

Hope Marstin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Donor Perfect is used by our whole organization. We are a non profit so it is very important to be able to track our visitors, donors, staff, and volunteers. We also use the reporting features to analyze our donor base and donations. We track all monies, whether it is a donation, dues, or in kind gifts.
  • The support team is readily available and extremely helpful.
  • The training features made reporting easy.
  • The gift processing is seamless.
  • I would like the gift information to appear on the search list of names.
  • I would like to be able to click from screen to screen under a particular name without having to click save, to be able to save all screens at once.
There has never been an issue where I could not get the help I needed to accomplish my goal. Customer support is the best I have experienced. The webinar training is easy to follow and implement. Reporting is made easy with lots of features and options. The staff is well trained and knowledgeable.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
DonorPerfect has been great for our small nonprofit. We use it to track donors, run reports, streamline online donations. We use it across the whole organization. It has been a huge improvement over our previous donor management software. The ability to track donors and see donor trends as a whole has been a great benefit.
  • Donor management
  • Ease of running a variety of reports
  • Great customer support
  • Some reports are difficult to run, but easier with customer support
DonorPerfect is great for a small nonprofit. I would imagine it is good for a medium to large nonprofit as well.
Score 10 out of 10
Vetted Review
Verified User
DonorPerfect is used by the development office at my organization. Users include myself and one colleague. We use DonorPerfect as a donor database and management tool. It has been of great help to us in terms of staying organized and keeping all our data succinct and in one location. It is also our one go-to for reporting and data analysis on a regular basis.
  • 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.
  • I would like to see DonorPerfect host more educational webinars relevant to nonprofit fundraising. I participate in a lot of free webinars facilitated by competitor companies, but DonorPerfect doesn't offer nearly as many.
  • I think a better interface for interacting with other DonorPerfect users would be beneficial. Chatting with peers in a discussion board-type forum could be very beneficial in many ways.
I would categorize my organization as mid-sized, but I can see it working just as well if we were smaller or larger. It is a fantastic means by which to manage your donor records and record as much data about each one as you can or would like.

DonorPerfect is great for reporting, which would positively impact any nonprofit organization. All NPOs are required to do a certain amount of reporting, but it is so important to share data with stakeholders, donors, management, boards, etc., and DonorPerfect is so versatile and all-encompassing when it comes to formulating data with which to do so.
Emily Westergaard | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Our small nonprofit implemented using DonorPerfect nearly five years ago to better track our donors, organize our solicitation process, and help us steward donors more consistently. DonorPerfect has been a great tool to have and we've grown our fundraising over the past five years by nearly 300%.

DonorPerfect works so well for us because we can completely customize it. We can add new fields as they become relevant, and we can search those fields through reports. We also like the integration with Constant Contact, allowing us to keep all of our lists segmented easily so we can send targeted email communications to different groups. Whenever anyone changes their email or opts out, the Constant Contact > DonorPerfect connection automatically updates for us, so we don't have to manually make the changes. DonorPerfect also has a great form builder tool, to allow us to create web forms easily and quickly. And what we probably like best of all - their incredible support team. I can email them a question if I'm having trouble getting a report to run the way I want, or I can call and almost always get a person on the first ring. Their support team will walk us through an issue, or help us think through how to add new fields or make changes that will work for us.
  • Personalization to the organization is incredible. The ability to customize takes some learning, but it's not overly complex and is a really powerful way to make sure you can track information relevant to your organization.
  • Their support team is exceptional. Phone support is almost always immediately available, and they can walk me through a task or screen share with me and take a look at something if I'm having an issue.
  • DonorPerfect integrates well with our website and with our accounting software, making it easy to track donations and ensure proper acknowledgment.
  • The customs forms are a bit tricky to navigate at first, but that's where the support service becomes so important.
  • I'd like to be able to integrate it with more of our online tools, such as Mail Chimp or Classy.
  • Finding duplicate accounts requires regular maintenance. If someone makes a gift online and they enter their information slightly differently than we have it on file, the system will create a new record. Every month, we go through and clean up those duplicates by merging the records. The processes are simple, but it takes time.
DonorPerfect works well for our small team of 6 staff members. We have about 3000 records (donors) in the system, and DonorPerfect makes it possible for us to keep better track of gifts received view trends in giving, identify donors that have lapsed or that might be prospects for a larger donation and all the ways we communicate with a donor.

As with any donor/contact management system though, the most crucial step is making sure staff members understand how to use the system and ensuring that everyone uses it consistently. To make DonorPerfect really work for your organization, you need to be committed to ongoing training and learning so that everyone who should be using it is using it, and they're all using it in the same way.
February 19, 2020

A+ for DonorPerfect!

Linda Osborn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We primarily use DP for tracking and thanking all donations that come through the organization, for mail merges of all newsletters, annual reports, and appeal letters that go out, and for all sorts of reports that are generated to use at board meetings, etc.
  • Their support services team is the best I have ever encountered.
  • They continue to add new reports and new technology, always improving the software.
DP is wonderful for keeping track of all donations and thanking donors directly through the system.
In addition, the reports we are able to generate are excellent.
Kathryn Juarez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use DonorPerfect at Boley Centers as my database management platform. Since we are a not-for-profit and thinly staffed, I am the sole user within the agency. The platform helps me to manage my 9,000+ constituents and helps me to track all of my activities with them throughout the year.
  • DonorPerfect has seamless integration with Constant Contact which is a huge benefit!
  • DonorPerfect has an intuitive and logical flow which makes it easy to learn as a new user.
  • I truly don't have any areas where I think DonorPerfect could improve. Like anything else, nothing is 100% perfect, but from the platform I used before to now using DonorPerfect, the difference is day and night!
I think DonorPerfect is well-suited to someone who is new to using a CRM, just as much it is suited to well a skilled user. It has bells and whistles if you need them, but is intuitive enough for someone who is new or doesn't have the luxury to spend hours each day within the constituent records.
Score 10 out of 10
Vetted Review
Verified User
We've been using DonorPerfect for 10+ years to manage our donor database of 370M records. I strongly recommend it. It's flexible, fast, powerful, and ready to go out of the box while still being extraordinarily customizable, easy to use, relatively inexpensive, and expandable to sync with P2P platforms. The times we've reached out to customer support, their reps have been quick and helpful with an impressive depth of knowledge of their product. Reporting and exports are straightforward enough that my new users are comfortable with the process, and here in operations, we're able to create custom calculated fields and more complicated data exports. It works well for my whole team.
  • Entry screen customization - You can expand the defaults to make the product work for you.
  • Price - It's cheaper that much of the competition.
  • Duplicate management - Removing duplicates is never fun, and DP could use a better duplicate removal tool.
DonorPerfect is a great fit for any organization that would benefit from a cloud-based donor database solution that can be customized to suit the organization's needs. If you're looking for strict accounting software that will link directly to general ledger software on the finance side of things, DonorPerfect's gift tracking may or may not meet your needs.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
DonorPerfect Online is mainly used by members of the Philanthropy Department, as well as some colleagues in other departments. We use it to track financial gifts and pledges, as well as volunteers. We manage the grant tracking process, produce lists for physical mailings and emails, manage relationships with financial supporters, volunteers, foundations, companies, cities, counties, and the State of Washington.
  • DonorPerfect listens to its clients and updates the package in part based on our input.
  • DonorPerfect continues to improve its customer support, increasing the hours and improving response time. When they do not have the answer I need, they quickly escalate it to someone who will be able to help.
  • I would like more consistency. Certain things work on certain tables or fields, but not on others. They have listened and improved on this, but there is still room for improvement.
  • We manage our events in DPO, but not using their event management tool, due to the inability to import old events and create reports with data from the events and other tables. This was the case when we migrated, but it may have changed by now.
It provides an easy way to track gifts, grants, volunteering, contacts (phone calls, emails, site visits, letters, etc.). It allows users to create fields to quantify any type of interaction (gifts, volunteer hours, etc.) over time. Users can also set up automated emails or record updates based on changes to a constituent record, such as a certain number of gifts, gift size, total volunteer hours, etc.
January 31, 2020

Is DonorPerfect For You?

Score 6 out of 10
Vetted Review
Verified User
Incentivized
DonorPerfect is being used in the development office of a private elementary school for fundraising purposes. We use it for campaigns and events to record and track donations. We use it in connection with ReadySetAuction for events and QuickBooks for financial purposes.
  • It has a great support staff.
  • It is easy to use.
  • It should have a feature that automatically backs up/saves the record you are in. In a busy office, we are constantly interrupted and we often leave our desks/computers and forget to click save. When we come back DP has timed out and not saved the data and it all has to be entered again. Very frustrating.
  • Since DP owns ReadySetAuction it should interact better.
It's fine for donations and tracking. It's not great to manage events. It's not perfectly aligned with ReadySetAuction.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use DonorPerfect primarily for our donor database and tracking fundraising event revenues. Currently, it is only used by the Development office, but we will be adding a membership program soon and that may broaden the list of users. The two strongest issues that DonorPerfect addresses for our organization is general donor data storage, cultivation and reporting. Adding online giving in 2014 for the first time was seamless with DonorPerfect. We recently added Text to Give and I would like to take advantage of the integration with Constant Contact, although we currently use Mailchimp for our email marketing. I would like to start using the moves management program as we embark on a capital campaign. We are a very small organization and the support from DonorPerfect is crucial to our success.
  • Support. With phone support, I am able to communicate my unique needs and the representative are always willing to spend the time to figure out the best solutions with me.
  • Ease of reporting. I know reporting in other databases can be complex and I appreciate the ease of use DonorPerfect offers for a small organization like ours. I juggle my varied development duties along with other areas of responsibility and don't use DonorPerfect every day. I really rely on the common sense approach to reporting.
  • Broader search mode. Names must be spelled exactly instead of offering suggestions.
  • How about an email feature within the donor's account?
It is very suitable for capturing our donor information and reporting on monthly and year-end activity and revenues. I like the comparison reports that are standard. It is difficult to use for events, especially remote events, and merchandising. I would like to see a stronger integration across other revenue streams. We do not integrate with Constant Contact because our marketing director prefers Mailchimp, so a better email system within the framework of DonorPerfect would be great.
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