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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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So Easy

9 out of 10
May 07, 2020
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, …
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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

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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 9.1.

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

(165)

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 94)
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Michael Liimatta | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
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 8 out of 10
Vetted Review
Verified User
Incentivized
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
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
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.
August 20, 2021

Review of DonorPerfect

Terri Watson Medina | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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 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.


Ruth Schmidt | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
  • 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.
May 07, 2020

So Easy

Hope Marstin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
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
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.
Kathryn Juarez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
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
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
For a small non-profit, this has been perfection. We use it daily and it helps us to assign tasks to people in the office to reach out to donors, etc. It is great for keeping track of donations. DP integrates with Constant Contact to make sending mass emails to donors a breeze.
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