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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
- 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
(1-25 of 47)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.
November 23, 2021
Best tool for donations
Score 10 out of 10
Vetted Review
Verified User
Waukesha Free Clinic uses Donor Perfect to manage and report our donations. Using codes makes it easy to organize the donations we are receiving. For example, every year we have a gala, and with that gala, we require multiple different codes to organize and manage our donations. Donations through games, in-kind, auction. There are so many aspects of our gala, and donor perfect makes it easier for us to manage.
- User-Friendly.
- Building Reports.
- Organization.
- Reports can be confusing.
- Organization can be very intuitive, there are a lot of codes that are available. Making navigating very difficult.
August 20, 2021
Helpful nonprofit tool!
We utilize DonorPerfect for donation and constituent management as well as staff management and volunteer information.
- User friendly
- Detailed donation tracking
- Online forms
- Integration with more credit card readers
- Donor Search included
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.
April 01, 2021
Cost-effective, user-friendly donor database
We use DonorPerfect as our donor database. I work in the fundraising department, and we use the program to track donors, donations, donor stewardship, committee membership, and board member terms. We do not use the program outside of our fundraising department.
- DonorPerfect has provided our organization a cost-effective, user-friendly option for donor databases. It is intuitive and even someone without experience in databases can use it for the basics.
- They also provide lots of paid and free webinars that help dig deeper into the functionality.
- While there are some areas that need improvement, they are quick to respond to suggestions and are constantly upgrading. Overall I'm pleased with DonorPerfect.
- Their contact management tracking is cumbersome.
- Event management tracking is cumbersome and no easy way to see in a donor's record what events they have attended.
- There is not much room for customization in the reporting.
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.
May 07, 2020
So Easy
Donor Perfect is used by our whole organization. We are a non profit so it is very important to be able to track our visitors, donors, staff, and volunteers. We also use the reporting features to analyze our donor base and donations. We track all monies, whether it is a donation, dues, or in kind gifts.
- The support team is readily available and extremely helpful.
- The training features made reporting easy.
- The gift processing is seamless.
- I would like the gift information to appear on the search list of names.
- I would like to be able to click from screen to screen under a particular name without having to click save, to be able to save all screens at once.
March 24, 2020
Great for small nonprofits!
DonorPerfect has been great for our small nonprofit. We use it to track donors, run reports, streamline online donations. We use it across the whole organization. It has been a huge improvement over our previous donor management software. The ability to track donors and see donor trends as a whole has been a great benefit.
- Donor management
- Ease of running a variety of reports
- Great customer support
- Some reports are difficult to run, but easier with customer support
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.
February 19, 2020
A+ for DonorPerfect!
We primarily use DP for tracking and thanking all donations that come through the organization, for mail merges of all newsletters, annual reports, and appeal letters that go out, and for all sorts of reports that are generated to use at board meetings, etc.
- Their support services team is the best I have ever encountered.
- They continue to add new reports and new technology, always improving the software.
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!
February 12, 2020
DonorPerfect after 10 years - Yes!
Score 10 out of 10
Vetted Review
Verified User
We've been using DonorPerfect for 10+ years to manage our donor database of 370M records. I strongly recommend it. It's flexible, fast, powerful, and ready to go out of the box while still being extraordinarily customizable, easy to use, relatively inexpensive, and expandable to sync with P2P platforms. The times we've reached out to customer support, their reps have been quick and helpful with an impressive depth of knowledge of their product. Reporting and exports are straightforward enough that my new users are comfortable with the process, and here in operations, we're able to create custom calculated fields and more complicated data exports. It works well for my whole team.
- Entry screen customization - You can expand the defaults to make the product work for you.
- Price - It's cheaper that much of the competition.
- Duplicate management - Removing duplicates is never fun, and DP could use a better duplicate removal tool.
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 30, 2020
Perfect fit for our non-profit!
Our organization uses DonorPerfect to manage gifts and fundraising within the Development Department. It helps us maintain our donor database and communicate with donors.
- Easy to use and navigate
- Reports are detailed
- Volunteer management
- Email capabilities
January 24, 2020
DonorPerfect is a Perfect Match.
[This] software is used by the entire company for both donor tracking and grants management. It allows us to see a much more accurate picture than simple accounting software alone and is also our portal for online and monthly giving. DonorPerfect includes all the tools for a successful constituent management system and grows with the organization for success.
- Ease of Use
- Scalability
- Can be confusing at first glance by a new user.
- Reports can be hard to find at first
January 24, 2020
Helpful. Easy. Awesome.
DonorPerfect is used only by our development department. It is where we keep records of all of our donors, prospective donors and giving.
The staff at DonorPerfect have always been wonderful in helping me understand the system, as well as, talking me through how to get the information I need in the easiest way possible. The software is easy to use. I like that it is intuitive and we can customize it for our organization.
The staff at DonorPerfect have always been wonderful in helping me understand the system, as well as, talking me through how to get the information I need in the easiest way possible. The software is easy to use. I like that it is intuitive and we can customize it for our organization.
- Support is always helpful and is immediately available.
- Their conferences are very informative and worthwhile.
- It is very user friendly.
- Their events management portion needs work. It is not easy to use or integrate well within the records.
January 24, 2020
DonorPerfect is a Wise Investment
DonorPerfect is used by the Mission Advancement Department. It is used by 4 users; one of the users is an elderly retired Sister volunteer. It is easy to learn and very straightforward to use. We maintain our donor database, enter gifts, run reports, build lists for mailings. We have the phone support option and when I need assistance with a problem or help setting up a report the tech support is very good. It made our gift entering and receipting (thank-yous) streamlined. I would recommend DonorPerfect to another non profit.
- Generating thank-yous for gifts.
- Maintaining a database of donors and prospects.
- No middle name of donor in their stock thank-you using their receipting.
- Exporting tributes so they are in alpha order by last name.
January 24, 2020
You won't regret getting DonorPerfect!
In my opinion, DonorPerfect is the best value for money. My assistant and I use it every day today to record gifts to our donor records. I purchased this program 3 different times - at 3 different organizations - that I worked for. I love how user-friendly it is. You can almost start using the program without any training. This donor management program does exactly what it is supposed to do. An added bonus is that Constant Contact is included free with the program.
- It holds all of your donor information including gifts.
- It allows you to send an email directly from your donor's page.
- It could have a couple more canned reports that fundraisers use on an annual basis.
- It could design a way for you to run reports to only the spouses.
The Development department is the sole user for DonorPerfect. The current use for the product are in donation page creations, tracking constituents and organizing our annual appeal to the correct target markets. DonorPerfect is currently being used to address redundant constituents in our database, through its use as a duplicate tracker. We have been thoroughly impressed by the pieces of training offered to be able to continue to best use the software at hand.
- Donation pages
- Constituent management
- Cost
- Creating mailing lists
November 16, 2019
Happy Camper!
Used every day by our entire organization, including global affiliate offices. DonorPerfect helps us coordinate, communicate, and track our ministry partners. We use it in our fundraising, communications, and partner relations and development. It is the one go-to tool. It meets our needs...and then some.
- Segments our partners regarding their interests and giving ability.
- Helps us record personal details (birthdays, family, etc.) to create a more personal interaction.
- Provides excellent reports for our CEO to make good decisions.
- No issues for us. Support is great. User friendliness is superb. Seamless transfer of information when development team is "on the go" is priceless.
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.
We use DonorPerfect in our fundraising efforts. The users are primarily the members of our fundraising team, but others in reception and our senior staff are able to use it to ensure that our donor records are accurate and updated, including our contact with donors. DonorPerfect enables us to keep our donor and donation records in one consolidated place, with a wealth of information on each donor profile. We are able to track our donations as well as other metrics like donor retention and the dollars raised by each campaign type, all of which makes us more efficient fundraisers. There are many more helpful features that DonorPerfect offers, and as our team is able to take on more and learn more of its functions, we may well be able to streamline our processes even more.
- User-friendly interface with the most important metrics found on your dashboard.
- Ability to run detailed reports that provide donor listings, based on any set of parameters you choose.
- Additional information on fundraising and DonorPerfect's functions is always available, in the form of the community knowledge center, free webinars, and how-to downloads that are easy to understand.
- The Constant Contact syncing function leaves much to be desired. While nice in theory, it has resulted in hundreds of duplicate donor records in our database.
- The reports are so powerful, they are difficult to use without training. Setting your parameters correctly is nearly impossible to do on the first try.