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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

(1-2 of 2)
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Richard House | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
DonorPerfect is currently our donor management database. We store all of our donor information as well as financial support.
  • Donor information database.
  • Financial information management.
  • Reporting.
  • Donor cash batch input. This is a very tedious and manpower intensive task that could be easily resolved. Most of the faith based competitors as well as Quickbooks have what is called a memorized gift. DonorPerfect does not have it nor will they provide one. They continue to ignore the many requests for improvement.
I believe DonorPerfect is well suited for 1 to 10 million revenue organizations. They have a fairly decent credit card processing system. It is not suited for strictly cash based organizations.
  • DonorPerfect provides a reliable, functional and versatile out of the box application. That is all any organization can ask for.
Donor.com - antiquated and unreliable. DonorPerfect has recently moved all operations to a more reliable hosted environment. And they release new versions of their software quarterly. Salesforce.com - really strong Fortune 500 org that gives their software to non-profits. The cost to modify, improve and support the application far exceeds their generous donation. DonorPerfect has almost all the functionality needed for our org out of the box. Included in the relatively low cost of ownership is a support team that can fix most basic functionality and train in small cases. Denari - weak support and very few updates. It does have a more superior cash batch input.
10
Financial, donor management, CMS intergration and donor development.
4
Minimal. I was able to design and implement the business processes within Donorperfects functionality. Training was completed with each person in a mater of a few hours.
  • Credit card processing. They have a very nice recurring credit card processing interface complete with very useful reports.
  • Cash batch processing. DonorPerfect does provide a nice basic batch process however it doesn't support a very good recurring cash batch process. I was able to develop a usable system however it is very time consuming and labor intensive. I have given them some very good alternatives and practices that competitors use but they are very comfortable in ignoring mine and many other very thoughtful suggestions in this area.
  • Report: they have a very good basic report system. The more expensive has been released but not ready for prime time in my opinion.
  • None
  • it's hard for me to imagine. DonorPerfect for the most part provides a very quality product in the non-profit space.
DonorPerfect is the best solution for our needs.
Yes
Denari: this product has a very poor support team. They can help you but their turnaround time is not efficient for our organization. The web interface is what really killed them. I've been in IT for nearly 30 years and needed all that experience to create a recurring donation. There is no way to determine how much partnership and revenue we have lost due to this very poor interface. DonorPerfect has a two alternatives to help in this area. DonorPages which works well for many organizations and DonorShops which is an excellent partner and choice for anybody that uses product based or sponsor based donations.
  • Price
  • Product Features
  • Product Usability
  • Analyst Reports
The web interface and support: as stated earlier DonorShops is an excellent partner for our needs. Their platform is actually a fully customizable CMS. However if you're like us you can use it to seamlessly integrate right into your existing CMS.
I wouldn't change a thing.
  • Implemented in-house
Yes
security for credit cards is a manual process, because of PCI compliance we phased cash donors and new web donors first. Then after many phone calls were able to migrate credit and ACH donors. This is part of the process and unavoidable.
Change management was minimal
  • None this was the best implementation that this organization has had.
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.
  • Online training
  • In-person training
  • Self-taught
I was able to utilize the support team to train me in areas where I could not figure out how to use the application.
Very thoughtful, thorough and informative.
The product is very intuitive and for anybody with a image capturing software like Snagit you can easy write and train your team.
DonorPefect fits our needs very well.
No they have a good overall interface to support most of our needs.
Some - we have done small customizations to the interface
very easy to change fields displayed and how they respond to use.
No - we have not done any custom code
No
basic support is good for now.
The support team is excellent. But once it goes to development that is when almost all issues go into a black hole.
Yes
the only resolve bugs in releases. But I've had a few that were not resolved in a timely or satisfactory way.
During my migration period this support team not only answered but even developed solutions to aid me in my goals.
  • Credit card. Great interface and very informative reports
  • Reporting- to use for someone with fairly strong SQL knowledge. They have a very nice way to set filters and share the same report displaying different data based on the filter.
  • Donor management - very robust and customizable.
  • Cash batch input. The templates are tricky and sometimes even disables the functionality. This is random and when it is fixed most of the time it is fixed with no explanation as to how! The interface is very cumbersome and counter intuitive. Repeated suggestions die on the vine. I even talked to the 5 top executives at the last conference and feel no more confident that they really care or will even investigate my request.
Yes
It's new. This will require some time to mature. It does have a really nice CC interface with a swipe device.
Poor cash batch interface. Almost half of our receipts are generated by cash and this interface does not support our needs very well.
[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.
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.
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.
  • DonorShops
  • Constant Contact
DonorShops and Constant Contact were a requirement, and integrate seamlessly and perfectly.
  • None
All of my vendors (aka partners) seem to happy with their integration partnership.
  • File import/export
It just worked.
Stay with as much out of the box functionality as possible. As an organization we do not support what I refer to as "shadow IT groups". This is people that want to build applications that are not connected to store data in a single database. Most just want to be programmers or programmers that were hired for the wrong reasons. They will always create conflict within the business.
They provided me with a usable demo application. They gave me the ability to make a wise decision. BTW they are a Partner NOT a vendor. They are as much a part of our team as I am.
They are not very willing to help me with our outstanding challenge. Which is cash batch input.
They have a very flat cash outlay for the product.
Be flexible. You might not be able to understand all of your needs until you implement.
Yes
seamless
  • So far bug fixes and credit card processing.
  • There are always visible ways to see what they are working on but timing it is never communicated. DEV will release when they do.
No
It fit our needs.
No
it fits our needs.
Brooke Seigle | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use of DonorPerfect is departmental. It serves a as a database for Upper Room and World Services.
  • Simple. Easy to learn. Easy to teach. Accessible. Cost effective.
  • We have two divisions using one software. I can't set up credit card swipes for both.
DonorPerfect is a great program for the cost associated.
  • Employee efficiency and stewardship of donors.
Great product for money the associated.
2
Development for both people.
2
Customer service, friendly, smart with reports.
  • Donor stewardship
  • Reporting
  • Moves Management
  • We use DonorPerfect for two different divisions housed in one one database.
  • Mobile DonorPerfect is awesome and very useful on the road.
We like DonorPerfect and will continue to use it in the future.
Not Sure
  • Price
  • Product Features
  • Product Usability
  • Third-party Reviews
We wouldn't.
  • Implemented in-house
  • Don't know
  • I am not sure, was not here at the time.
Seamless from start to finish since I have been using the software.
  • Self-taught
It moved too fast.
It was decent.
I would not recommend this approach to others.
We have been trying to configure for use in two different divisions.
Keep a clean database.
Yes - we have customized the interface extensively
Giving pages on our website.
No - we have not done any custom code
It is working well on the website's giving pages.
No
We do not see they need for it.
Every issue is seen thru to the end.
No
A report was needed last minute and the support tech helped create and produce a great report.
  • Data entry.
  • Reporting
  • Filters
Yes
It is wonderful.
DonorPerfect is a great product for the money.
It's a great midsize product.
Always there when I need it.
Always quick and efficient.
  • We have not.
Not difficult.
  • There are not.
Not sure.
  • File import/export
You got them all.
It works really well.
Take your time and have fun.
Everyone there is knowledgeable and nice.
Great customer support.
I am not sure about this one.
Always be nice.
No
  • It moved faster.
  • Moves management
  • Faster
  • Better reporting
No
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