TrustRadius Insights
DonorPerfect is a versatile donor management database widely used across organizations for various purposes. Users rely on DonorPerfect to …
Starting at $99 per month
View PricingOverview
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…
Recent Reviews
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
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
Compare with
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
(51-75 of 94)Companies can't remove reviews or game the system. Here's why
August 17, 2018
Good for some organizations, but lacking in many areas
DonorPerfect is used throughout our organization in both the U.S. and Canada, primarily by our Donor Relations team. It is our primary system for tracking donors, creating campaigns and appeals, and related donor tasks. It is connected to several of our other systems and used for reporting and exporting to other report tools.
- DonorPerfect is completely based in the cloud so there is no need to maintain servers or worry about downtime
- DonorPerfect's interface is web-based and fairly intuitive to learn and navigate
- DonorPerfect is quite customizable so it can be customized to fit your organization's unique workflows.
- DonorPerfect lacks good reporting functionality. Our staff often have to export data to CSV or use other reporting tools so we end up with a lot of data outside
- DonorPerfect doesn't really do a good job of tracking the full donor relationship. It needs to have better CRM functionality. Our donor relations staff often resort to third party tools to track these things.
- DonorPerfect has an API for integrations but it is very poorly implemented and slow.
- We have a lot of security concerns about DonorPerfect. These stem from our experiences using their API and observing how it is implemented, but also through our conversations directly with the company. They refused to provide security compliance details during a routine vendor risk audit from a reputable security audit vendor that we engaged to evaluate all of our vendors.
We manage DonorPerfect web forms for a nonprofit client. It helps us create forms that easily feed into the DonorPerfect database for ease of donor management. The forms include membership forms, donation forms, sponsorship forms, and combinations thereof for more complex installations to get donors and members more active in the nonprofit.
- Easy-to-use forms
- Google Analytics
- Database
- Needs Google Tag Manager
- Confusing to add non-template categories
- Doesn't easily explain what things mean - you have to guess.
July 20, 2018
Donor Perfect is all you'll need
DonorPerfect is the database used to manage the donors for our private school. It is used primarily by the development and business departments. We keep track of donor's contact information, donations, solicitors, how they are connected to our organization, the relationships between other donors, etc.
- The database is flexible and easy to modify. We have modified the basic set up to accommodate our needs in multiple areas. For example, we created a new field to use on reports that have different information (i.e. Jones, Mr. John & Mrs. Sally (Smith) instead of Mr. & Mrs. John Jones.) It is easy to do and easy to use.
- Tech Support is a pleasure. The staff is highly trained, explains things very well, and is very responsive.
- Reporting is almost always a pleasure. When I need a particularly complex filter, I have no issue in working with tech support to accomplish my goals.
- The contact management system is clunky.
July 20, 2018
Using Donor Perfect
Currently, only the Community Engagement Department consisting of 2 people use DonorPerfect. DonorPerfect is used as a customer management tool and as a reporting tool.
- DonorPerfect is useful for tracking contacts with donors and potential donors.
- DonorPerfect can tailor reports to your specific needs.
- Like most complex programs, DonorPerfect requires significant training to make full use of its functionality.
- DonorPerfect is not very intuitive when navigating or updating.
We use DonorPerfect as our in-house donor database, with mailing software to produce campaigns and appeals, to generate fundraising reports, to track relationships and plan our annual fund development plan. We further use DonorPerfect for our reporting and analysis of giving trends, to initiate new campaigns, and to inform our board and leadership team.
- Integration of donation receipts, acknowledgements and campaigns. No more entering things multiple times in multiple spreadsheets or documents!
- With careful input of data, streamlines the customer relations aspects of fundraising, building a comprehensive history of each donor and their gifts.
- Can be used with swipers to do on the spot donations at events, with transactions recorded instantly and instant donor acknowledgement.
- Has a variety of built in reports that enable us to interface with our internal accounting system, to retrieve multiple years of data, etc. Has the AFP Fundraising Effectiveness Report which tracks retention of donors, years of giving, new donors, etc.
- Very little lag time for questions or concerns with the vendor, they have excellent training and support services.
- Relatively cost effective, you don't pay for things you will not use on a consistent basis.
- They recently developed a crowdfundraising template, which is a useful addition to their suite of templates.
Our Finance team uses DonorPerfect to store donor contact information and track donor contacts. We enter donations into DonorPerfect and use that information to issue receipts and year-end statements.
- DonorPerfect makes it easy to send receipts and statements to donors.
- DonorPerfect has really great tutorials, forums, and customer support. Whenever I'm learning to use a new function, I use webinars and guides in the forums to learn what to do.
- You have to click through a lot of screens to add a new gift. It seems like this could be streamlined some.
January 10, 2018
DonorPerfect - great product, great team
We have been using Donor Perfect for four years now. We have everything integrated – constant contact, website pages, donation processing, and event registration.
- Seamless integration of third-party tools
- Customer support - always top notch and helpful.
- Ease of setting up web pages.
- Don't really have areas for improvement - it is a solid product
December 20, 2017
Perfecting the Art of Fundraising
DP is primarily our fundraising database but we are sharing it with other departments who are using it to track contacts, compare reports and consolidate information.
- Tracking donations.
- Built-in reports are very useful and can give you data you didn't know you wanted.
- Customer support is excellent.
- The annual conference is fun and informative.
- We tried the Moves Management module but it needs some development to be truly useful.
- It's a good idea to designate someone as the in-house DP expert and let them design the more advanced queries. Not all of us are savvy in the language of filters and Boolean logic and you can waste a lot of time trying to figure it out.
December 19, 2017
Don't waste your time with other databases.
I use DonorPerfect to record and receipt gifts and manage donor relationships. It is our CRM software for our non-profit organization.
- Their reporting features are excellent, particularly the flexibility in creating reports. Before using DPO, I struggled to get the information our direct mail agency needed but now I have no problems getting them timely and accurate reports at the drop of a hat.
- I love that I can sync DonorPerfect with Constant Contact to send targeted e-mails to different groups of donors. This feature is great for our communications since we manage our e-mail marketing in-house.
- DonorPerfect is very user-friendly and easy to learn, and the tech support is very helpful when I run into issues.
- It has the ability to grow with our donor-base, unlike our previous database provider.
- I'd like to have a better functioning volunteer management tool. We currently use Volgistics since DonorPerfect doesn't meet our needs in this area, but I'd like to be able to sync these databases.
- I'd also like a more user-friendly grant management tool in DonorPerfect.
- The receipting templates are a little complicated and took me a while to figure out.
Score 9 out of 10
Vetted Review
Verified User
DonorPerfect is being used across the whole organization. It allows each department to individually customize the processing of donor data.
For those departments which have people who are comfortable with SQL or are adept at using the filter design tools, Donorperfect provides often design shared filters which the other departments can easily access and use. The advantages of online access to shared information is most advantageous and benefits the whole organization.
For those departments which have people who are comfortable with SQL or are adept at using the filter design tools, Donorperfect provides often design shared filters which the other departments can easily access and use. The advantages of online access to shared information is most advantageous and benefits the whole organization.
- DonorPerfect has responded to bugs in the online software with patches which makes software use easier.
- DonorPerfect permits data filter sharing among different departments in the same organization which not only benefits each department but the whole organization.
- DonorPerfect easily allows data analysis. This is most beneficial in better targeting of donors.
- The only area of which I am aware that DonorPefect has room for improvement is in its handling of data that includes extended ASCII characters necessary for the Spanish language and Hispanic names. When accents (á, é, í, ó, ú), tildes (ñ, Ñ) and special punctuation characters (¡, ¿) are used in the database, there are consequences. Since the majority of the departments in our organization deal exclusively with Hispanics, this becomes an issue.
Score 10 out of 10
Vetted Review
Verified User
DonorPerfect is the best donor management software in the industry. The customer support is second to none and the partnerships they have with other providers allows for seamless integration. The software allows for easy management of donations and donors. With add-ons like DonorSearch you will not be disappointed.
- Customer Service is only a phone call away. They will walk you through a problem resolution then send you notes on how to do it again in the future.
- Add-on options for other common services give you options to fully manage your entire workload.
- We are a high school and unfortunately since it is a donor management software there are times where we are still in need of alumni management functions.
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.
November 10, 2015
DonorPerfect-why I wouldn't recommend it
We use DonorPerfect as our database for donations and donor information.
- Can create your own user fields.
- Data Entry.
- Pledge Billing - I have to do it manually because what comes out of their system is incorrect.
- Tributes - reporting and set up is not acceptable.
- Pledge Receivables - no retroactive reporting. Report is unacceptable.
- Email addresses - allows multiple addresses but doesn't allow for reporting via Sync function in Constant Contact.
- Pledge Billing - doesn't allow for Word Mail Merge letters.
November 09, 2015
DonorPerfect is DonorPerfection
DonorPerfect is used across the Little Sisters of the Poor organization. Each home in all the states use the system to track donations and donors. We all also use the system to pull mailing lists for various events, invitations, and mailings. As a whole the organization relies on donations in regards to money and supplies. DonorPerfect is our way to keep track so others can view the giving history of each home.
- DonorPerfect is very user friendly. The layout is simple and pretty self explanatory for new users.
- DonorPerfect holds very helpful webinars to address processes and procedures of its features. Each discussion is broken down and given monthly to help address any questions.
- DonorPerfect has been very good about improving the website and its features. Whenever updates are added it is announced and seems to transition smoothly for users.
- One of the best things about DonorPerfect is the fact that you can personalize the system to your own needs. Even though all homes in our organization use the system, each home uses the system differently depending on what has worked best for each of them.
- I wish that the reports were easier to use. Some of the report listings seem to work great, but others have given me quite a hard time figuring out what I need from the donor system. For example finding all donors that have given a total of $5000 or more in gifts.
- There have been a few small glitches that I have experienced in using reports. If I want to reload the report after making changes, the system will randomly log me off and I have to go back in to re-run the report entirely. This could be a network issue, but something I thought was worth mentioning.
- When you link an account, it is not seen on both accounts that they are linked. So if I link donor A to donor B. I can only see that donor B is linked to donor A from donor A's profile.
November 06, 2015
DonorPerfect -- A great value for the money!
We are a small non-profit that works with children and youth who have severe behavioral and emotional disorders. DonorPerfect Online is the database we use to track donor giving and create fund raising appeals. Our entire development department (4 staff members) plus our CEO and myself use DonorPerfect Online to research our donors, track donations, keep contact information, and keep up with contacts with our donors.
- My impression of DonorPerfect has grown over the years because they continue to address any issues that come up as well as expand and improve their product. DonorPerfect is truly a cost effective solution for donor tracking/accounting, contact tracking, and general database keeping.
- We use WebLink to provide our donors an online way to make a donation. The page is easy to set up and works like a charm!
- I love that I can create and change the "thank you" that the donor gets whether it is through WebLink, EFT, or manual entry.
- It is so helpful to be able to access it anywhere we have an internet connection and that we can share information through the database.
- It is great that I can create custom fields that are useful for my agency and what our development team wants to see. And I have the ability to hide what they don't want to see or what they don't need.
- Recently there seems to have been a change in how Screen Designer works. Now I don't have the different requirements: plus, hidden or show, like on fields that I used to. I reported this and was directed to Smart Screens. I spent a lot of time getting Main and Bio screens like I wanted them and now I have to figure out something different. I don't really have time to fix this. Upgrade or changes usually don't happen like this, but once every few years it does.
- When adding a link (soft credit, etc.) to a gift, it would be nice if we could search directly from the field that appears instead of having to hit Lookup for another screen.
- Year end recalculations are handled in a very odd manner. Any gift entered after midnight on the last day of the fiscal year automatically recalculates totals for that donor moving what you thought you were entering for what is now Last Year to the New Year. This is very confusing in that the database asks you if you want to recalculate. Until 2 years ago, I thought I was in control of this. For most non-profits, I am willing to bet that end of the year gifts -- especially if end of year is December 31 -- are not all entered in the database before midnight on December 31. The DonorPerfect administrator truly needs to be in control of this function so that they can be assured that the reports they run reflect the data they think it does.
- On the Bio Tab, it would be great if it were by default set up to handle occupation, education, etc. of both spouses.
November 06, 2015
Why DonorPerfect? Here is why....
We use it for all of our gift processing and also weblink and donor pages. We are pleased with the software and are satisfied.
- Ease of entry/Online version.
- Tech support is great.
- Reporting versatility is great.
- Import option works great.
- I do not fully understand the compound criteria for reporting.
- Continue tips would be helpful.
- DonorPages is still a bit clunky.
November 05, 2015
Very Helpful
I use DonorPerfect to record and receipt donations to our organization.
- It is easy to break down donations by category.
- Updating names, addresses and donation category is quick and easy.
- Receipting is quick and accurate.
- We are a small religious organization and do not need or use much of DonorPerfect's features.
November 05, 2015
Perfect of tracking Donors
We track all of our donors and funders and monitor how our development programs are working. We also track volunteers.
- DonorPerfect is a scaleable system that tracks and monitors giving activity, donor contacts and financial resources. The scalability makes it the perfect choice for any size organization.
- DonorPerfect is easy to learn.
- DonorPerfect brings financial data to the fingertips of all levels of management.
- Better volunteer management.
November 05, 2015
DonorPerfect Review
We are using DonorPerfect for our fundraising/development program.
- Track donor information.
- Great reporting capabilities.
- Donor research.
- I work part time and DonorPerfect is powerful tool, I sometimes have difficulty in being able to pull information that I need.
November 05, 2015
Loving DonorPerfect
We use DonorPerfect to track our donations from all of our donors. These donations come in from the mail and from fundraising events. We do not sell these names that are held in our database. So far, we have not had any problems, as a matter of fact, we recently went online with DonorPerfect and have found it much easier to use than the previous installed version.
- The tracking is more detailed. Which means that we are able to keep a much better record of our donors.
- We use uploaded templates for our thank you letters and every year we like to change it a bit so that the letters are not the same old story. By doing this we have multiple letters that are on file and cannot be removed from the template section. it would be VERY helpful to not have these letters mixed in with the updated versions.
- On the installed version I had "hot keys" S for Save, D for done etc. With the online version I do not have those and so my work has been slowed down quite considerably because now I rely on the mouse more.
- I also wish that those who are in our database that are listed "do not mail" would not be accountable in our pricing. They are entered due to sending in a one time donation but do not want any further mailings from us.
November 05, 2015
DonorPerfect Rocks!
We are an animal shelter in Green Bay, WI. We use DonorPerfect to log all of our donations and thereby we are able to run reports of various things we want to know about our donors. We also use that database to mail out direct mail donation requests.
- We are able to keep all information about our donors in one file. Name, address, pets owned, family information. So when we call them we know a little bit about them.
- Running reports is very easy once you learn how to set up a report. Sometimes for example, we need to know all donors who gave a total of $500 within a two year time period...it can be done with DonorPerfect.
- Logging donations received daily is very easy. Some of the fields can be preset like date, check, type of donation and that is a time saver.
- Sometimes learning HOW to set up reports is confusing.
- Knowledge base has so many questions I never can find what I'm looking for.
- I'd like to see instructions to do reports in a step by step basis with screen shots.
November 05, 2015
What a product!
DonorPerfect is used in my organization to track donations of all kinds - cash/check/in-kind/sponsorships. Also we use it to track who has attended our events or responded to our mailers. It is a great way to keep track of the information and pull reports within minutes!
- I often pull reports for our "Mailers/Newsletters," when I need to see who it was sent to I can easily pull a list within minutes by just selecting my flag. If I want to see how many donations came in just from one mailer, I can!! So we can see how much money has been used to send the mailer along with how much we have received from the mailer itself. Letting us know if we have had a successful mailer, or if that time of year is not working for our organization to send them out to! I love this feature, better than a paper and pencil trying to figure out expenses!
- I use DonorPerfect Online daily, we have a low cost spay/neuter clinic attached to our shelter. I track what services we have provided and am able to generate receipts for our clients. I can pull a report in minutes for just canine spays or feline neuters and see how many we have done this far! Or if I want to I can pull a full report of everything health clinic related and see where we are this year compared to last. It's a great way to track information! It sure beats the old way I used to do things, which was going through thousands of records and contracts to see what we have administered!
- Technical Support is by far amazing!!!! I truly love that there is ALWAYS someone there to help. Everyone is friendly, and if they don't understand what problem you're having they connect with your screen! Just amazing. I call their support team MANY times a month, and every time I am satisfied.
- Screen Designer feature, I know it is in the works of being recreated! And I am VERY happy about that. It makes it hard to design a screen when you are not too sure on where the column will end up!
- I have been struggling to understand all the in's and out's of the Reports feature. As I use this a lot, I seem to have some issues when I want to pull a report for the first time. There are so many options (which isn't necessarily a bad thing) but I usually have to call support because I am pulling the report the wrong way, from what I pulled another report similar to it. Slightly confusing with all the options you have to pull reports. But options are nice on the other hand, so I am mid-water on this topic.
- Not enough free webinars. There are only a select few and I would love to take more of them as I have tried to attend all the webinars provided to me. I also wish there was more times/days they were offered. I mostly only have "free-time" to catch up or take webinars one day a week. And with the webinars only being on a certain day it makes it hard for me to take them as I cannot make the time in my schedule to attend only on one day for that webinar. Example: "Beginners Webinar" Friday 3rd 2:00 p.m Friday 10th 2:00 p.m Friday 17th 2:00 p.m. It would be nice to have a variety of days.
DonorPerfect is used by three primary users: the executive director, the fund development coordinator and the office administrator. It is used to manage our donor, grant, volunteer and board of director activities. It allows us to report on donations received by campaign or solicitations, different mailing lists, volunteer hours, grants and event planning. Having DonorPerfect allows us to maintain all these records in one central database, instead of having to manage several databases or spreadsheets. Also, having the online version allows our data to be saved and encrypted off site, which we are required by state to have.
- DonorPerfect is very user friendly, not complicated like other donor databases.
- DonorPerfect is customizable to what your organization's needs are, even after your initial setup with the company.
- The BEST support team I have ever worked with. I am in awe of the support team's knowledge of the product and their willingness and eagerness to help you and your organization to succeed.
- I would love to see DonorPerfet have a faster rate of fixing issues that might only affect some of their customers. I feel they concentrate (prioritize) on issues first that affect the customers system wide, then work on the smaller issues.
- Roll out apps for Android systems at the same time as the IOS systems.
November 04, 2015
A few thoughts from a reasonably sized ED of a small NPO
We use DonorPerfect to track donors, to thank donors and send receipts. We also use DonorPerfect as our contact management system for participants in our programming. We use MailMerge to generate our bulk mailing lists and we use the WebLink product to create donation forms and accept credit card donations through our various web sites.
- The best thing about DonorPerfect is their customer support. They are almost always available, you can reach them through multiple means: email form, web chat, or phone support. I hate talking to machines and with DonorPerfect I almost never have to. All the support I've received is knowledgable and able to resolve my issues (when it's possible).
- The system is almost never off-line. They do shut down for maintenance from time to time, but the timing has never effected our business.
- I like the ability to send thank-you receipts immediately upon receiving a donation.
- DonorPerfect can be better at communicating up-front the costs of the different products and fees. We were surprised at our first bill, even after speaking at length to a sales representative.
- In terms of the WebLink software, we purchased it to take the place of PayPal for processing recurring donations, but the system was not automatic and our staff needed to continue to manually charge credit cards monthly.
- The difference in WebLink and WebLink Pro products is another example of where I feel DonorPerfect does a little "nickel and diming" of their customers. If you wanted to use the WebLink product to create a certain form or event registration, you are limited in your choices UNLESS you upgrade. However, in sales, this is not adequately explained. (In fact, in the sales process, it was continually assured to me that we would be able to do all of the functions that we are currently doing with PayPal, which is just not the case. We are still using PayPal for a few key functions of our organization.
November 04, 2015
For small shop development offices
We are a small nonprofit that prevents child abuse in our local community. We have less than 1000 donors. It is our only donor database system. Currently we have two staff members who use the system. We use the integration with WebLink for our online giving and we use the events module to manage our fundraising events.
- Reporting is good and continues to improve. Most of my data is at my fingertips.
- DonorPerfect is great at listening to their customers and continually are improving the system.
- The tech support is top notch. They never make me feel dumb.
- The reporting is good, but needs to improve even more. I still struggle with getting exactly what I need when it is not a canned report.
- The WebLink integration for online giving is easy, but I would like to see more robust features in form design.