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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).
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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
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- 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
(76-94 of 94)Companies can't remove reviews or game the system. Here's why
November 04, 2015
Great option for integrating donor and volunteer records
Our nonprofit dental clinic uses DonorPerfect to track donors and volunteers, including gifts, communications, and event attendance. We're pretty small and have about 500 constituents total, and DonorPerfect makes it very easy to keep track of all the ways we're connecting with donors, volunteers, and supporters.
- Easy to export and import data. There will always be things that are easier to do in other programs, so getting information in and out of a database is key. It's very straightfoward to set up filters, export templates, etc, so that I'm getting exactly the information I need in the format that's most useful.
- Can track both donors and volunteers. As a volunteer-based dental clinic, it's important to us to make sure our volunteer licenses are up to date, track volunteer hours, and see which donors are also volunteers. Although DonorPerfect doesn't have separate volunteer tracking options, it does make it very easy to integrate donor and volunteer information.
- Customer support has been very responsive every time I've used them, by phone or online chat.
- No options for scheduling volunteers. This would improve functionality immensely for us.
- Tracking donations from multiple household members could be simpler. If donations are recorded under multiple household members, there's no way to set that the whole household gets a thank you letter. Whenever I do a large mailing, I have to go through manually and merge multiple household members.
November 04, 2015
DonorPerfect Online has helped me keep my donors perfectly in line.
Donor Perfect is used by our Development Department (both Individual and Corporate Support) to raise funds, track campaigns, manage contacts and moves management, and documenting donor relations in general. We have also used DPO to track Board and Committee information as well as volunteer projects and hours. Some work has begun to use the grants tracking tool as well. We are a fairly small organization, but incredibly busy managing thousands of relationships. Tracking those interactions in DPO has been a huge help, since it centralizes all information pertinent to our donors. It's also helped with analyzing campaigns/tactics and reporting out quickly and accurately to our board or donors.
- Tracking Campaigns - the built in reporting makes it very easy to analyze ROI with the click of a button.
- Moves Management - the ability to use existing info fields and create new ones specific to our organization makes it easy to track donor advancement up the giving ladder. This makes it so much easier to know when they are ready for an ask and how much to ask for.
- Analyzing revenue trends over multiple years - the built in reports are great for easy comparisons, but the ability to build custom reports and save them is such a time saver.
- Better reporting on volunteer projects - more built in reports.
- Tracking Membership renewal rates year over year and month to month, based on a July to June fiscal year.
- DPO tracks whether or not people have opened an email in Constant Contact - knowing if they then clicked a link to our website and resulted in a donation would be very valuable for tracking e-campaign success.
November 04, 2015
Thanks for being close to perfect!
We use DonorPerfect to track our donors' involvement with the organization, their giving history, and make plans for communication strategies. We only use it in the Development Department and it helps us stay organized and strategically interact with our members and donors.
- Customer support.
- Thank you letters.
- Giving history.
- Interface.
- Alerts - too many in some places, and not enough in others.
- Smart action editing is hard.
November 04, 2015
Contact Management and Contributions Database
There are various uses that the organization I currently work with uses DonorPerfect; primary to track down donors and their contributions. However, I use it for contact management, tracking down new candidates to the vocations department, and updating personal information for each inquirer.
- It loads fast.
- It's customizable.
- User friendly.
- Reports - I would like to customize them better.
November 04, 2015
DonorPerfect is nearly perfect.
We use DonorPerfect mostly in the Development Department to track donor giving.
- User friendly.
- Good customer support.
- Open to customer input when making updates to the system.
- Running reports and setting up filters can sometimes be tricky.
- I have had experiences of the system logging me out when I am in the middle of something.
November 04, 2015
Reliable DonorPerfect
DonorPerfect is our donor accounting platform being used by our development department. We currently manage several thousand accounts and conduct our marketing and communication utilizing the active data on the platform. A team of four are responsible for the processing and maintenance of these accounts, while other colleagues have access to the donor data via the mobile version of the software.
- Strong accounting and tracking of individual donor activity.
- Strong detailed report capabilities.
- Strong mobile capabilities for portability during development activities.
- The reporting requires many filters and the ability to save those filters for repetitive reporting is difficult.
- The integration with CRM platforms is not as dynamic as we had hoped it would be.
- The integration with social media platforms is not as strong as it was described to be.
November 04, 2015
DonorPerfect
DonorPerfect is used by all the employees of our foundation, but not by the employees of the school with which we are associated.
- Flexibility of adapting the contents of the screen pages to suit the organization's specific needs.
- You are forced to save changes when toggling from tab to tab, which is a great way of ensuring that you don't lose data along the way.
- Being cloud-based makes it easy to access the database.
- The data contained in each of the tabs is not always intuitive.
- Organization records come listed with a Spouse field. This can be customized out, but cannot be done by the client.
- The Links tab, which should link the record to other records, always links the record to itself - this is confusing.
November 04, 2015
It's like having a full time development assistant
We use DonorPerfect across our organization. It allows us to not only track incoming donations and in-kind donations, but it helps keep track of finances, our volunteers, events, and more. We also use it to create end of month, YTD, and end of year reports.
- The stock reports programmed into DonorPerfect are great. They think of everything...and a few things you didn't think about.
- The custom report creator is nice because we can create reports that fit our needs.
- The mobile access is excellent and allows our development team to look up information in real time.
- The migration process isn't very smooth. We had seven years of data from a File Maker Pro system and they weren't able to integrate it cleanly.
- The base license is very restrictive. Only allowing one user at a time is a real problem when you have a handful of people needing simultaneous access. Non-profits are on tight budgets and having to add more licenses is a pain.
- The mobile app can be buggy at times,
November 04, 2015
Reports - only as good as your filters
DonorPerfect is used to track donor contacts, dollars, volunteers, and budgets for events. It used by other departments. It addresses consistency to a certain degree.
- Up to date information, once items are keyed in they populate.
- Offers various output options.
- Seems to hold ALOT of data,
- Reports - There needs to be a better way to create reports when it comes to filters. There are so many filters you don't know what to do. It is very confusing if you want a specific report (multi year trend analysis). Your filters need to be precise or your reports will be skewed. There should be a catalog or example of reports with a brief summary. QuickBooks Online for example, has this kind of feature where it tells you the name of the report, then a description of what that report will tell you and a preview of what you will see once you launch the report. I think even a high level report that you can then drill down would be helpful. This is my biggest issue with DonorPerfect. Perhaps send a user survey and ask for what reports are the most popular ?
November 04, 2015
Perfect for a small non-profit!
My organization uses DonorPerfect to track both donors and volunteers. It was tough for us to find a program that encompasses both resources and we are extremely thankful to be able to configure the program to meet our needs.
- Track volunteer hours.
- Track donations and donor information.
- Ability to create and export reports that meet our needs.
- Responds extremely well to customer service inquiries!
- The ability to create reports using multiple pages, rather than only one option.
November 04, 2015
DonorPerfect Excellent Choice
DonorPerfect is used by Volunteers in Medicine to track all incoming funds. Our donors and vendors are managed in one location.
- Reports are excellent, especially when you can effectively utilize filters.
- Works well with accounting software, email, and online donations.
- Easy to update.
- Custom reports are only available if you pay additional. I've managed a couple of workarounds, but need expanded capabilities to maximize usage included in my annual rates.
- I would prefer to see the new dashboard as my home page, as I nearly missed a deadline because I wasn't clicking to see the graphs and charts on a daily basis - but that's where Open Contacts are located now.
November 04, 2015
DonorPerfect Survey Results
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.
November 04, 2015
DonorPerfect is the perfect solution to your fundraising needs.
We switched over to DonorPerfect (DP) 12 years ago and haven't looked back! We use DP on a regular basis for all our fundraising, donor tracking and contacting needs. DP can be used "right off the shelf" as is and it can also be customized to the organization using it. It works with so many of the tools we use for fundraising including QuickBooks, Constant Contact and Mailers Plus not to mention Word, Excel, e-mail etc. We are able to get so many useful reports that help us with our day to day operations as well as special reports for our board of directors. It helps us with analyzing our approaches to fundraising for our organization. DP has helped us grow our organization to better need the needs of those we serve.
- It can be customized to meet some pretty specific needs.
- Emailing donors using Constant Contact is a breeze and works well with DonorPerfect
- Their support is the best! I've never been disappointed with the support I receive from the tech staff at DonorPerfect. They are very knowledgeable and go out of their way to help with designing reports, filters and anything else I need help with.
- They are open to suggestions...they have regular two way conversations with their users and are willing to implement changes when necessary.
- There have been a few times when I've called support and they've just said that "We can't do that" but for the most part I've been very satisfied.
November 04, 2015
DonorPerfect is great!
DonorPerfect is mainly used only by our Development Department at the Savannah Music Festival. Occasionally, other departments in our organization will ask for information that we store in DonorPerfect, such as donation and contact history. For the most part the database is maintained and updated by me and two other individuals at the organization.
- Maintain contact information, gift and pledge history, and event management.
- Very easy to use and navigate.
- The reports are very useful and easy to customize using filters.
- More functionality could be added for event management.
- Custom reporting could be more user-friendly.
November 04, 2015
Great customer service
We use DonorPerfect to manage our donor database.
- DonorPerfect's customer service is great!
- They are constantly upgrading and improving the features of their software.
- It is simple to pull reports and manage data.
- If you don't remember to keep saving as you input data, you can lose your work if you lose [your] internet connection.
- Lots of add-on fees for different features. It's especially difficult to track all the charges and fees from the weblink.
- It's not simple to pull reports with multiple email addresses, even though contacting our donors via ALL their available email addresses is a big priority.
November 03, 2015
Non-Profit Review
The Development Department uses DonorPerfet program for donor management, mailing lists, constant contact and other services.
- Donor identification management.
- Gift management.
- Dashboard.
- Thank you letters are complicated to do.
November 03, 2015
From Excel to Excellent - Our journey to database bliss
DonorPerfect is being used as an integrated database for membership, development and events. We are using it in conjunction with our commerce system, accesso. DonorPerfect allows us to keep multiple addresses, emails and more details on donors and offers excellent reporting, using user defined criteria and filters.
- Reporting - offering the ability to custom build an export based on the fields and criteria needed that moment versus having to wait for a developer to design a report.
- User defined content - the ability to add additional fields as needed to support your organization's needs.
- User defined screen fields - the ability to design each tab with desired fields in the positions most efficient for internal data entry use.
- Duplicate removal can be time consuming when dealing with large batches, the Possible Dups report does not allow you to select the ones you definitely want to combine [one by one process].
- Would love to see Global Update or "replace" available for some additional fields such as MAILING TYPE or FLAG to help clean up lists, for example when an acquisition list needs to be pared from 5,000 to 1,000 without manually updating each record.
- In order to overwrite existing data during imports we have to enter a symbol [in our case a period] into all blank fields on the spreadsheet. Otherwise a renewal may fail to eliminate Janet's former husband from her member record.
November 03, 2015
In a school setting
DonorPerfect is used primarily as a donation tracking database.
- Maintains current and historical records of giving.
- Calculates fields based on fiscal year.
- Does not integrate with the needs of tracking school admissions.
- Does not integrate with student record keeping (grade, teacher, etc).
November 03, 2015
Excellent for non-profits
DonorPerfect is used in our development and PR department. We mainly use it to track donors and potential donors, but also for event management and financial reporting of our donations to our accounting department.
- Flags such as relationships or donor types (linking residents of our retirement community to their children or grandchildren).
- Linking donors to other donors or to businesses (such as linking a donor to the company he works for or owns).
- Tracking memorial donations.
- Event Management! It is very very basic and could definitely be expanded and improved.