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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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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
(1-25 of 42)Companies can't remove reviews or game the system. Here's why
June 11, 2022
DonorPerfect is a one-stop shop
We use DonorPerfect for all donation management. Tracking and processing donations, managing donor information, thanking donors, syncing with QuickBooks, etc. It's very nice to have all those processes managed in one software.
- Customer service is awesome
- They help streamline tax receipting
- We can keep donor information private for each chapter
- Reporting is complicated
- User management is complicated
- Training is a bit intense
March 18, 2022
A valuable tool for nonprofits
Donor Perfect continually makes updates to allow us to improve our donor retention through better donor communications and records.
- Show attrition rates.
- Help point out strengths and weaknesses in the organization's fundraising.
- Enable quick and tailored email thank-you's.
- Helps identify donors with uploaded photo to donor record
- Allows personalized video thank you's
- Some desired reports can prove complicated to perform and require outside consultants for an extra expense.
- Email thank-you's will not allow installation of a widget to directly access forms, only links to a webpage.
- The program closes too soon during inactivity prompting the user to login multiple times daily.
December 10, 2021
DonorPerfect Review
It is used by the Development Department to track donations, donors and interactions with donors. It address raising money for an organization and methods to track the raising of money. We use it for both cash and in-kind donations as well as moves management with donors and prospects.
- DonorPerfect is easy to use. I have trained volunteers and employees in under an hour on the basics of tracking name and address information. For a small organization, it is a good stable platform that will get any Development Department to speed quickly.
- It also does a good job of letting an individual track movements with a prospect or donor. From meeting or phone call notes to next steps, it does a pretty good right within the system, so you don't need extra reports.
- Their support team is really good about staying on top of issues and answering questions quickly whether it's through the Chat feature or telephone support. Their webinar trainings are another way for new users to get up to speed quickly.
- Some of the ways they handle online donations could be improved. One section requires a tribute or memorial fields in the donation and not every donation is like that so I believe it confuses the donor. They have yet to find a remedy to that in my knowledge.
- Some of their reports or structures within the reports cause some issues. For donations that are split between different programs, the donations do not appear in some reports which can be confusing
- Would like to see their duplicate maintenance system improved. Sometimes it does not catch all the duplicates within the system if one runs the report on just name and address.
August 20, 2021
Review of DonorPerfect
DonorPerfect is being used at my nonprofit organization as the primary system we use to collect donations from our supporters. My small team uses it from entering donations manually and from online forms, creating events, running reports and as our integration with Constant Contact email system.
I personally have been using DonorPerfect two years after using another fundraising software program. The program is very easy to use, and if I need additional help, customer services is only a phone call away. It’s convenient to have the online forms available so you set them up and don’t have to worry about them and it’s easy for our donors to make one-time gifts, monthly gifts, sign-up for events and we even use them for our volunteer hours.
- Online forms for one-time donations, monthly donations and event management.
- Running reports on specific fundraising needs including monthly reports to finance and generating automated reports to send to the fundraising team is important to do.
- We are able to request new and improved ways to speed up what we do, however it is slow getting these changes and a number of individuals need to also want them.
DonorPerfect is being used to keep tract of all of our donors and their donations. It is being used by myself and my assistant on a daily basis. The program enables us to provide our Board of Director with a list of all the donors and their donation so that they can thank them and know how we are doing towards our fundraising goals.
- It is very used friendly and can be implemented and used almost immediately
- It includes Constant Contact FREE with the program
- It provides training programs on everything
- Their Customer Services is awesome
- It could provide some of the standard reports fundraisers need as canned reports
- It could provide optional salutations so you could mail to only one person - not both
- It could enable us to set up monthly giving categories without using their donation program
We use DonorPerfect for donation tracking as well as our main mailing list for all mailings. We do regular monthly mailings to some constituents, targeted mailings to people have attended various events, as well as fundraising letters of various types. These are in addition to daily donation receipt letters that are generated through the donor system.
- Reporting donations.
- Targeted mailing lists.
- I'd personally love a few more shortcut keys.
- Some of the selection filters for creating reports or lists could be a little easier to navigate.
August 28, 2020
DonorPerfect is very good!
We use DonorPerfect to record gifts and track Donor data. By using this data we can manage our way forward. Otherwise, we'd be flying blind.
- DP Tech support is great. They are always available and they go the extra mile.
- They are very interactive with their users, take suggestions and often implement them. Once they pushed forward an "upgrade" that nobody liked, and they immediately owned it and pulled it down.
- It is very intuitive.
- This sounds a little crazy but I wish they had a way of saying, "that's a bad idea." We've spent a lot of time doing data clean up of our predecessors (and a few of ours) bad decisions.
- The knowledge base is, very knowledgeable, but the bites of information are too small. We follow, and don't need that much of a small step by small step.
- We appreciate the webinars but assume some previous knowledge and talk a little faster.
March 03, 2020
DonorPerfect...the PERFECT fundraising software solution
Score 10 out of 10
Vetted Review
Verified User
DonorPerfect is used by the development office at my organization. Users include myself and one colleague. We use DonorPerfect as a donor database and management tool. It has been of great help to us in terms of staying organized and keeping all our data succinct and in one location. It is also our one go-to for reporting and data analysis on a regular basis.
- DonorPerfect is extremely customizable in every possible way. I love that you can customize what you see when you view a donor's record and how you see it. Fields can be active or hidden, and arranged in any way you choose. In addition, you can create custom fields and parameters, which can be used to enter text freely, as a drop-down box, or as selections with check boxes. The other awesome thing about the options for customization is that you can add, remove, or change fields at ANY time. My organization has used DonorPerfect for over 10 years, but just a few days ago, I added a field to the main screen in our donor records that is now relevant and helpful to my colleague and me as we work together. I feel like the possibilities are limitless in making it DonorPerfect your specific needs.
- DonorPerfect reports are extremely versatile, and can literally be created to produce any data set imaginable. You can create, name, rename, save, and delete any reports in your profile. You can run very broad, lengthy reports, (which generate surprisingly quickly!), or very specific, detailed reports. You can create and save filters for quick use, or start from scratch each time you run a report.
- I would like to see DonorPerfect host more educational webinars relevant to nonprofit fundraising. I participate in a lot of free webinars facilitated by competitor companies, but DonorPerfect doesn't offer nearly as many.
- I think a better interface for interacting with other DonorPerfect users would be beneficial. Chatting with peers in a discussion board-type forum could be very beneficial in many ways.
Our small nonprofit implemented using DonorPerfect nearly five years ago to better track our donors, organize our solicitation process, and help us steward donors more consistently. DonorPerfect has been a great tool to have and we've grown our fundraising over the past five years by nearly 300%.
DonorPerfect works so well for us because we can completely customize it. We can add new fields as they become relevant, and we can search those fields through reports. We also like the integration with Constant Contact, allowing us to keep all of our lists segmented easily so we can send targeted email communications to different groups. Whenever anyone changes their email or opts out, the Constant Contact > DonorPerfect connection automatically updates for us, so we don't have to manually make the changes. DonorPerfect also has a great form builder tool, to allow us to create web forms easily and quickly. And what we probably like best of all - their incredible support team. I can email them a question if I'm having trouble getting a report to run the way I want, or I can call and almost always get a person on the first ring. Their support team will walk us through an issue, or help us think through how to add new fields or make changes that will work for us.
DonorPerfect works so well for us because we can completely customize it. We can add new fields as they become relevant, and we can search those fields through reports. We also like the integration with Constant Contact, allowing us to keep all of our lists segmented easily so we can send targeted email communications to different groups. Whenever anyone changes their email or opts out, the Constant Contact > DonorPerfect connection automatically updates for us, so we don't have to manually make the changes. DonorPerfect also has a great form builder tool, to allow us to create web forms easily and quickly. And what we probably like best of all - their incredible support team. I can email them a question if I'm having trouble getting a report to run the way I want, or I can call and almost always get a person on the first ring. Their support team will walk us through an issue, or help us think through how to add new fields or make changes that will work for us.
- Personalization to the organization is incredible. The ability to customize takes some learning, but it's not overly complex and is a really powerful way to make sure you can track information relevant to your organization.
- Their support team is exceptional. Phone support is almost always immediately available, and they can walk me through a task or screen share with me and take a look at something if I'm having an issue.
- DonorPerfect integrates well with our website and with our accounting software, making it easy to track donations and ensure proper acknowledgment.
- The customs forms are a bit tricky to navigate at first, but that's where the support service becomes so important.
- I'd like to be able to integrate it with more of our online tools, such as Mail Chimp or Classy.
- Finding duplicate accounts requires regular maintenance. If someone makes a gift online and they enter their information slightly differently than we have it on file, the system will create a new record. Every month, we go through and clean up those duplicates by merging the records. The processes are simple, but it takes time.
February 12, 2020
DonorPerfect is a smart solution to database management!
I use DonorPerfect at Boley Centers as my database management platform. Since we are a not-for-profit and thinly staffed, I am the sole user within the agency. The platform helps me to manage my 9,000+ constituents and helps me to track all of my activities with them throughout the year.
- DonorPerfect has seamless integration with Constant Contact which is a huge benefit!
- DonorPerfect has an intuitive and logical flow which makes it easy to learn as a new user.
- I truly don't have any areas where I think DonorPerfect could improve. Like anything else, nothing is 100% perfect, but from the platform I used before to now using DonorPerfect, the difference is day and night!
DonorPerfect Online is mainly used by members of the Philanthropy Department, as well as some colleagues in other departments. We use it to track financial gifts and pledges, as well as volunteers. We manage the grant tracking process, produce lists for physical mailings and emails, manage relationships with financial supporters, volunteers, foundations, companies, cities, counties, and the State of Washington.
- DonorPerfect listens to its clients and updates the package in part based on our input.
- DonorPerfect continues to improve its customer support, increasing the hours and improving response time. When they do not have the answer I need, they quickly escalate it to someone who will be able to help.
- I would like more consistency. Certain things work on certain tables or fields, but not on others. They have listened and improved on this, but there is still room for improvement.
- We manage our events in DPO, but not using their event management tool, due to the inability to import old events and create reports with data from the events and other tables. This was the case when we migrated, but it may have changed by now.
January 31, 2020
Is DonorPerfect For You?
DonorPerfect is being used in the development office of a private elementary school for fundraising purposes. We use it for campaigns and events to record and track donations. We use it in connection with ReadySetAuction for events and QuickBooks for financial purposes.
- It has a great support staff.
- It is easy to use.
- It should have a feature that automatically backs up/saves the record you are in. In a busy office, we are constantly interrupted and we often leave our desks/computers and forget to click save. When we come back DP has timed out and not saved the data and it all has to be entered again. Very frustrating.
- Since DP owns ReadySetAuction it should interact better.
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.
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
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 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.
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.
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 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 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.
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.
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.
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.
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