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DonorPerfect is a versatile donor management database widely used across organizations for various purposes. Users rely on DonorPerfect to …
Starting at $99 per month
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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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Pricing
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
Product Details
- About
- Competitors
- Tech Details
- FAQs
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 Competitors
DonorPerfect Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Canada, 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).
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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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
(26-50 of 94)Companies can't remove reviews or game the system. Here's why
January 30, 2020
Perfect fit for our non-profit!
Our organization uses DonorPerfect to manage gifts and fundraising within the Development Department. It helps us maintain our donor database and communicate with donors.
- Easy to use and navigate
- Reports are detailed
- Volunteer management
- Email capabilities
January 30, 2020
DonorPerfect fits the bill!
It is used to maintain our donor database and to extract mailing lists. It addresses our need for knowing who are donors are, and their particular interests and histories. DonorPerfect is used by our Development Director, Database Manager, Executive Director, and Finance Director on a regular basis.
- It maintains a complete profile.
- It allows for notes and tracking of interactions with donors.
- Pulling reports are confusing because of the way filters have to be input.
- It is not compatible with all search engines.
January 24, 2020
DonorPerfect is a Perfect Match.
[This] software is used by the entire company for both donor tracking and grants management. It allows us to see a much more accurate picture than simple accounting software alone and is also our portal for online and monthly giving. DonorPerfect includes all the tools for a successful constituent management system and grows with the organization for success.
- Ease of Use
- Scalability
- Can be confusing at first glance by a new user.
- Reports can be hard to find at first
January 24, 2020
Helpful. Easy. Awesome.
DonorPerfect is used only by our development department. It is where we keep records of all of our donors, prospective donors and giving.
The staff at DonorPerfect have always been wonderful in helping me understand the system, as well as, talking me through how to get the information I need in the easiest way possible. The software is easy to use. I like that it is intuitive and we can customize it for our organization.
The staff at DonorPerfect have always been wonderful in helping me understand the system, as well as, talking me through how to get the information I need in the easiest way possible. The software is easy to use. I like that it is intuitive and we can customize it for our organization.
- Support is always helpful and is immediately available.
- Their conferences are very informative and worthwhile.
- It is very user friendly.
- Their events management portion needs work. It is not easy to use or integrate well within the records.
January 24, 2020
DonorPerfect is a Wise Investment
DonorPerfect is used by the Mission Advancement Department. It is used by 4 users; one of the users is an elderly retired Sister volunteer. It is easy to learn and very straightforward to use. We maintain our donor database, enter gifts, run reports, build lists for mailings. We have the phone support option and when I need assistance with a problem or help setting up a report the tech support is very good. It made our gift entering and receipting (thank-yous) streamlined. I would recommend DonorPerfect to another non profit.
- Generating thank-yous for gifts.
- Maintaining a database of donors and prospects.
- No middle name of donor in their stock thank-you using their receipting.
- Exporting tributes so they are in alpha order by last name.
January 24, 2020
You won't regret getting DonorPerfect!
In my opinion, DonorPerfect is the best value for money. My assistant and I use it every day today to record gifts to our donor records. I purchased this program 3 different times - at 3 different organizations - that I worked for. I love how user-friendly it is. You can almost start using the program without any training. This donor management program does exactly what it is supposed to do. An added bonus is that Constant Contact is included free with the program.
- It holds all of your donor information including gifts.
- It allows you to send an email directly from your donor's page.
- It could have a couple more canned reports that fundraisers use on an annual basis.
- It could design a way for you to run reports to only the spouses.
The Development department is the sole user for DonorPerfect. The current use for the product are in donation page creations, tracking constituents and organizing our annual appeal to the correct target markets. DonorPerfect is currently being used to address redundant constituents in our database, through its use as a duplicate tracker. We have been thoroughly impressed by the pieces of training offered to be able to continue to best use the software at hand.
- Donation pages
- Constituent management
- Cost
- Creating mailing lists
December 31, 2019
The Perfect Database For Our Small Nonprofit
I currently use and have used DonorPerfect in two past previous positions with small nonprofits. All offices have been a staff size of one or two users. I believe in the product though because at each new position I recommend to the Foundation board to make the investment in this product. I have also referred to two other organizations as well. It is a great product with a variety of options and uses for nonprofits big and small.
- Reporting functioning.
- Export of reports.
- Help function is hard to navigate.
December 20, 2019
The best donor management platform around!
DonorPerfect is constantly improving its platform to be the best it can be for its customers. Their service has been top-notch and continues to improve. Overall, I couldn't do my job successfully without DonorPerfect and its support. It has been a huge game-changer for donor management and cultivation. We have seen huge success using this platform.
- Customer service & support
- Free webinars
- Pricing for add-ons could be more public and less expensive.
December 05, 2019
Good, but would be better if it was leaner....
DonorPerfect is our fundraising tool. It's used by a small team of 2/3 people. It allows us to process donations, manage donor information and set up recurring donations which save a lot of time. DonorPerfect is an online platform, this is a benefit to our team which works remotely.
- Good customer service
- Ability to set Recurring Donations
- The ease of creating online donation forms
- Make the system leaner, build the key aspects for customers and cut the rest.
- Auto update between processing gateway and DonorPerfect, i.e for refunds done in processing gateway
- Better integration with 3rd party apps
November 16, 2019
Happy Camper!
Used every day by our entire organization, including global affiliate offices. DonorPerfect helps us coordinate, communicate, and track our ministry partners. We use it in our fundraising, communications, and partner relations and development. It is the one go-to tool. It meets our needs...and then some.
- Segments our partners regarding their interests and giving ability.
- Helps us record personal details (birthdays, family, etc.) to create a more personal interaction.
- Provides excellent reports for our CEO to make good decisions.
- No issues for us. Support is great. User friendliness is superb. Seamless transfer of information when development team is "on the go" is priceless.
November 07, 2019
We love DonorPerfect.
Score 10 out of 10
Vetted Review
Verified User
Prior to using DonorPerfect, I had used two other software packages - Raiser's Edge and Compass 360. I didn't think I would find another product that I liked as well as Raiser's Edge, but that program was not in our budget. I am so glad that we looked at DonorPerfect. It is the best software on the market. The integration with Constant Contact and ReadySetAuction is really helpful. We use this across the organization for donor management, fundraising, communication with donors, and a CRM.
- Tracking donations
- Integration with QuickBooks
- Integration with Constant Contact
- Integration with ReadySetAuction
- Getting a 360 view of the donor
- ReadySetAuction can be a but clunky - but we are doing better with it now that we are on our second auction.
September 10, 2019
DonorPerfect is the way to go
Score 10 out of 10
Vetted Review
Verified User
To track donations, donors, and events management.
- Tracking Donations
- Tracking Donors
- Event Management
- Many different pieces to buy to get the full effectiveness of the product.
- So much to learn, you need a full-time database manager if you'd like to use it at its full capacity.
September 03, 2019
DonorPerfect....almost perfect!
It's being used by our Development (Fundraising) department, which encompasses 5 users. DonorPerfect keeps track of donor and prospect data, such as donations and personal information to make it easier to analyze so we can better improve our outreach and asks for future gifts.
- DonorPerfect has very comprehensive fields for gift entry, as the ability to split gifts, select an acknowledgment template, and multiple coding fields, which some other databases don't have.
- One convenient feature is Instant Merge, which allows you to quickly generate a merged acknowledgment letter from a gift entry.
- It integrates with other 3rd-party platforms, such as Constant Contact.
- Detailed modules for generating receipts and event management.
- The ability to change certain global settings, such as the ability to receive all online donations via Weblink instead of manually adding your email address to each form.
- The ability to merge duplicate codes like solicitation, general ledger, flags, etc.
- I would like to see a main profile field called “status,” with “Active” set to default and a drop-down list that includes Inactive and Deceased. Right now, all our deceased doors show as “Lapsed,” and the only field for us to mark it is the “Do Not Mail Reason.”
- The ability to edit default DP reports, since sometimes the default formatting is often not usable to us.
July 21, 2019
DonorPerfect provides easy reporting!
DonorPerfect is our donor management system. We use DonorPerfect to track all donations that come into Keystone Opportunity Center, and use DonorPerfect when doing mailings to donors. We also tie in with Constant Contact to show what donors open emails in their donor record.
- Reporting.
- DPMobile phone application.
- Ease of updating information.
- Quick access to information on other screens outside of the main screen.
- Provide a favorites list of tools used, and allows us to hide tools we don't use.
- There's occasional crashing of the site, which is either an issue of DonorPerfect or our internet, we're not sure which.
July 05, 2019
Love DonorPerfect!
It is easy to use, donor information is kept in a simple format. Receipting is also really easy with the option to set up automatic receipts. I love when I get an email that someone has donated and been receipted and I didn't even know! We use it to keep track of all our donors, our campaigns and our events.
- Receipting
- Donor information
- Reports
- I think I just need to learn more, it has been great so far.
We use DonorPerfect in our fundraising efforts. The users are primarily the members of our fundraising team, but others in reception and our senior staff are able to use it to ensure that our donor records are accurate and updated, including our contact with donors. DonorPerfect enables us to keep our donor and donation records in one consolidated place, with a wealth of information on each donor profile. We are able to track our donations as well as other metrics like donor retention and the dollars raised by each campaign type, all of which makes us more efficient fundraisers. There are many more helpful features that DonorPerfect offers, and as our team is able to take on more and learn more of its functions, we may well be able to streamline our processes even more.
- User-friendly interface with the most important metrics found on your dashboard.
- Ability to run detailed reports that provide donor listings, based on any set of parameters you choose.
- Additional information on fundraising and DonorPerfect's functions is always available, in the form of the community knowledge center, free webinars, and how-to downloads that are easy to understand.
- The Constant Contact syncing function leaves much to be desired. While nice in theory, it has resulted in hundreds of duplicate donor records in our database.
- The reports are so powerful, they are difficult to use without training. Setting your parameters correctly is nearly impossible to do on the first try.
June 06, 2019
Excellent!!!
DonorPerfect is used across the whole organization whether I pull a report or they look it up themselves. DonorPerfect is used to target sponsors and volunteers for events. The financial reports are used to reconcile financials. Other reports are used to help with projections for the future and trends from the past.
- Customer Support.
- Updating software to make more user-friendly.
- Asks for suggestions and implements from users more frequently.
- Sometimes when I chose not to call for help reports don't work.
- Sometimes reports just can't be done due to the intricate details my board needs.
We use DonorPerfect in our Development department, which is run by 2 employees, to track all donations that are made to our organization. We reconcile these donations at the end of each month to match our Accounting department. DonorPerfect addresses the issues of donor retention and makes it easy to see which donors we need to reach out to more and which donors give on a regular basis.
- The cloud interface allows updates to the software overnight and when you get back to work the next morning there are new and improved features.
- The amount of information you can pull for reports is incredible. Anything you enter into DP can be pulled in some report.
- There is a DonorPerfect community where you can go to ask other users questions and get helpful tips and tricks for running reports, using DP Mobile, and much more. If you can’t find what you need within the community pages, then you can always call DP customer support to speak to trained tech support.
- Customer support answers quickly and will email you a summary of your call when you are finished. You can keep the instructions to refer back to in the future. A newer feature is Chat Support that is also helpful for quick questions.
- There are a bunch of reports that can run, but it isn't always easy to know which report you should use. You may need to create a calculated field and it's not always clear when that is needed or how to do it.
- When a tribute/memorial gift is made online and the donor lists the recipient's name differently than how it appears in DP, DonorPerfect will create a whole new tribute instead of allowing the user to select the already existing tribute. When this occurs, you end up with multiple tributes for the same person, the only difference is maybe one shows the middle name and the other does not.
- DonorPerfect could improve its search engine within the software. Sometimes when looking up an existing donor, the software will say they do not exist in the database, but they do and if another user doesn't know that then a duplicate donor account will be made on accident.
Our staff and our board members use DonorPerfect for fundraising reporting, tracking donors and donations, and direct mail appeals. It was a cost-effective solution for us to update and modernize our donor tracking software. It helped us have more accurate reporting, and be much more specific in our targeting of fundraising appeals. As a result, the amount of funds we raise has increased. We have saved tons of time, and avoided many headaches that we used to experience with our old system.
- Customer Service.
- Easy to Use.
- Superb reporting.
- There are so many features, it takes a while to learn everything it is possible to do.
February 28, 2019
Awesome Customer Service
DonorPerfect is used primarily in our Development Department to manage fundraising efforts. Staff in other departments have access to view DonorPerfect for specific needs such as specific reports. We input all donations to the organization, including In Kind gifts. The system has the ability to link donors to each other so that we can see if there is a relationship.
We use the Online Donations feature, are looking at crowdfunding and, most recently, used the Event Management Feature for our largest annual fundraiser. This latter feature gave us information that we were not able to obtain in the past such as cost-per-person for the event as well as income-per-person.
We use the Online Donations feature, are looking at crowdfunding and, most recently, used the Event Management Feature for our largest annual fundraiser. This latter feature gave us information that we were not able to obtain in the past such as cost-per-person for the event as well as income-per-person.
- All aspects of customer support are outstanding, from the account manager to the technical support team. We have looked at using different features that DonorPerfect offers. Our account manager is very timely in giving us comprehensive information so that we can determine if the feature will work for us. In some instances we have purchased the add-on feature; other times we have pushed back to look at again in the future.
- Technical support is excellent. We have had to call when we have been stuck on a particular feature and the tech support team has, without exception, been able to resolve the problem expeditiously.
- Instant Merge on thank you letters is a breeze making the job of sending receipts less onerous.
- Creating Mail Merge files to send to our mail house is very easy. Creating filters for the mail merge files is easy as there are "help" buttons next to each section to explain it or to give the user a drop down list from which to select.
- Creating notification letters is cumbersome. We have become used to using the Instant Merge feature to create thank you letters but that feature is not available when creating a notification letter to send to a person when a donation has been made in their honor or in honor/memory of a loved one.
- Some functionality is limited when differentiating between an organization and an individual in the donor files. In the background, the software uses the Last Name field for the individual's last name or the organization's last name. That causes some issues when pulling that information into reports or letters.
February 27, 2019
Great Value and Platform
I use DonorPerfect in my department only (Development) for donor management, reporting, direct mailings, etc. It is used for fundraising and some marketing needs, with a focus on our private donors. We use it to track donations, collect donor information, pull listings, etc.
- Donor Management
- Reporting for fundraising efforts
- Direct mail campaigns
- Report building can be a little complicated at times
February 27, 2019
Great Database
Score 9 out of 10
Vetted Review
Verified User
We utilize DonorPerfect to manage all donors within the whole organization. We have been able to easily able to maintain donor relationships across the country. We are able to see where they contribute to on a local level as well as a national level.
- Simple Credit card processing
- Provides great reporting
- Provides a great overview of donors
- An better way to integrate an e-mailing system
- Better fundraising abilities, ie. Peer2peer, tickets, etc.
November 27, 2018
Best Product Out there
Score 10 out of 10
Vetted Review
Verified User
We use Donor Perfect currently to keep track of our constituents, donations, and events. It addresses all of our organizational issues and recurring donations. Our whole organization uses it. We absolutely love Donor Perfect, it keeps everything streamlined for us to find our information and keep track of our fundraising goals.
- Keeps Track of your Donors.
- Allows you to put donations into sub ledgers and categories.
- Answers questions and concerns for you.
- It can be very overwhelming at first, a lot to use.
November 19, 2018
DonorPerfect is pretty close to perfect.
DonorPerfect is used by the advancement department of Converse College. We manage the alumnae and donor information for the college. We use DonorPerfect to pull mailing lists for events, do gift entry, complete donor research (with DonorSearch), store critical information about our donors and alums, track any contacts we have with constituents, and much more.
- Reports are clean and fairly simple to pull, as long as you're trained in how to use the filters. Especially coming from experience using a database where we had to write codes to pull reports, Donor perfect's report system is incredibly simple.
- DonorPerfect is SO user-friendly and simple to find the information you need. I believe anyone can easily learn how to use it.
- It's so simple to customize your DonorPerfect system. Screen Designer is one of my favorite parts. I have no background in databases, but I can create fields, calculations, set alerts for our philanthropy officers when certain gifts come in, and customize how the screens look. You can make so many adjustments in your DonorPerfect system to meet the needs of your organization.
- The staff listen to your needs! The community allows you to make a suggestion for how DonorPerfect can be improved. If your idea gets enough votes, they make it happen. The support team is also probably the best I've ever seen. Each person is so knowledgeable, personable, and helpful.
- We recently started using DP online forms, so I'm fairly new with it. Our one day of giving brought in 500+ gifts and about 40-50% of those downloads created duplicate records. It'd be great if DP had additional options for the data verification so this wouldn't be such an issue.
- We unfortunately aren't able to use the tribute notification system to the fullest. If user-defined fields could be used within the notification module, it'd be very helpful.