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DonorPerfect is a versatile donor management database widely used across organizations for various purposes. Users rely on DonorPerfect to …
Starting at $99 per month
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What is DonorPerfect?
DonorPerfect is a fundraising software solution, used by fundraisers to manage gifts, donor relationships, communications, receipting, and other initiatives from a single system. DonorPerfect supports monthly giving success. Dashboard analytics and reporting provide insight into what drives donations, and organizations…
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Pricing
CORE
$99.00
Cloud
per month
PLUS
$199
Cloud
per month
PRO
$649
Cloud
per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.donorperfect.com/fundraisin…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $99 per month
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is DonorPerfect?
DonorPerfect is a fundraising software solution, used by fundraisers to manage gifts, donor relationships, communications, receipting, and other initiatives from a single system.
DonorPerfect supports monthly giving success. Dashboard analytics and reporting provide insight into what drives donations, and organizations can send personalized email communications through Constant Contact to donors and supporters. Integrated online forms automatically enter gift information into the donor database, and it can accept and process recurring donations through digital wallets, including PayPal and Venmo.
DonorPerfect Features
Donor Database Features
- Supported: Constituent database
- Supported: Constituent interaction tracking
- Supported: Automated workflows
Communications and Marketing Features
- Supported: Constituent engagement and marketing
Reporting and Analytics Features
- Supported: Reporting and data visualization
- Supported: Wealth screening
Fundraising and Events Features
- Supported: Online donation options
- Supported: Event registration and ticketing
- Supported: Text and phone donations
Security and Platform Features
- Supported: Role-based user permissions
- Supported: Mobile access
- Supported: Integrations
DonorPerfect Competitors
DonorPerfect Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Canada, United States |
Frequently Asked Questions
DonorPerfect starts at $99.
Blackbaud eTapestry, Bloomerang, and Bonterra Guided Fundraising are common alternatives for DonorPerfect.
Reviewers rate Usability highest, with a score of 9.1.
The most common users of DonorPerfect are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(165)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
DonorPerfect is a versatile donor management database widely used across organizations for various purposes. Users rely on DonorPerfect to track donors, donations, and donor stewardship, as well as committee membership and board member terms. The software allows for customization by adding new fields and enables users to search through reports for valuable insights. Integration with Constant Contact is highly valued, as it allows for easy segmentation of donor lists for targeted email communications. Additionally, the form builder tool facilitates the creation of web forms to collect donor information.
One of the key benefits of DonorPerfect is its ability to centralize all donor and donation records, eliminating the need for multiple databases or spreadsheets. This feature ensures that all data is saved and encrypted off-site, meeting state requirements for data security. Users praise DonorPerfect's support team for their prompt assistance and guidance, which further enhances the user experience. The comprehensive overview of donors and their donations provided by DonorPerfect aids organizations in achieving their fundraising goals. Many organizations consider DonorPerfect a cost-effective alternative to other software packages like Raiser's Edge and Compass 360. Furthermore, DonorPerfect's integration with tools such as ReadySetAuction and Constant Contact proves beneficial for efficient donor management, fundraising campaigns, and effective communication strategies.
In practical use cases, DonorPerfect plays a crucial role in tracking donations received through various channels such as mail and fundraising events. It allows nonprofit organizations to maintain accurate records of giving history, manage donations effectively, and streamline gift entering processes. The software also assists in generating thank you letters and receipts while managing contact information for program participants. DonorPerfect is utilized to track not only donors but also volunteers, gifts, and event attendance across multiple departments within organizations.
Furthermore, DonorPerfect helps organizations stay organized by providing a centralized platform for membership management, development operations, event planning, volunteer coordination, and more. Its reporting capabilities enable organizations to track fundraising event revenues, donor giving at each donation bracket, and generate monthly financial reports and annual reports for auditors. Users appreciate the user-friendly interface and variety of options that cater specifically to the needs of nonprofits.
DonorPerfect is used by a wide range of organizations—from small nonprofits to educational institutions—looking to address their specific needs in donor management, fundraising, and contact management. For instance, a private elementary school uses DonorPerfect to record and track donations for fundraising campaigns and events. Integration with ReadySetAuction and QuickBooks further enhances their financial tracking processes.
These examples illustrate just a few of the many ways organizations leverage DonorPerfect's features and functionality to streamline donor management processes, increase fundraising efforts, and maintain strong donor relationships. With its wide range of capabilities and integrations with other tools, DonorPerfect offers a comprehensive solution for tracking donors, managing donations, generating reports, and facilitating effective communication strategies.
User-Friendly Interface: Many users have stated that the software's user interface is intuitive and easy to navigate. They have mentioned that it is a breeze to use and has made their tasks less burdensome. The presence of 'help' buttons and drop-down lists next to each section of the software has been appreciated by users as it provides explanations and makes it easy to select options.
Seamless Integration with Constant Contact: Several users have praised the software for its integration with Constant Contact, which allows for easy integration with their existing email marketing system. This feature has been found valuable by users as it streamlines their communication efforts with donors.
Comprehensive Donor Profile Management: Users have highlighted the software's ability to maintain a complete profile of donors, including the option to add notes and track interactions. This feature has been particularly useful for keeping track of donor information and managing relationships effectively.
Confusing User Interface: Many users have expressed frustration with the confusing and difficult-to-navigate user interface of DonorPerfect, stating that it makes tasks cumbersome and time-consuming. They find it challenging to locate specific features or perform actions efficiently.
Lack of Customization Options in Reporting: Some users find the lack of customization options in reporting to be a drawback. They mention that they struggle to generate the specific reports they need for their organizations. The limited flexibility in customizing report parameters hinders their ability to analyze data effectively.
Tricky Navigation of Customs Forms: Users mention finding the customs forms in DonorPerfect tricky to navigate initially. They highlight the importance of support service in helping them understand and complete these forms accurately. The complex navigation process can lead to errors and delays when managing donor information through customs forms.
Based on user feedback, there are three common recommendations for DonorPerfect. Firstly, users suggest utilizing the self-hosted version of the software for cost-effective tracking of fundraising data and managing donor information. Secondly, they recommend requesting a demo and seeking feedback from other organizations to better understand the software's features and benefits. Additionally, users appreciate the excellent phone support provided by DonorPerfect and find the screens easy to read. However, they also suggest implementing customer feedback to improve customization options for fields and streamline the reporting feature. Overall, users highly recommend DonorPerfect for fundraising purposes.
Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
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.
- Reports
- Search Feature
- Donor Communications personalization
- Campaign tracking
- We have increased our overall donations.
- We have increased individual donation amounts
- We have increased our ability to tailor our fundraising campaigns to donor interests and capacity for giving.
- We have increased our number of donors
Donor Perfect is a much more comprehensive software package and fit our needs completely, whereas EGrabber would have necessitated we purchase and learn additional applications. Donor Search also allows us to import wealth capacity findings to better segment our support base and determine if we can afford to launch a capital campaign.
4
Our Treasurer oversees the financial side and I as part of our development team oversee input on donor information; our adminitration team has input access.
We employ an outside expert for support, which works out well as it saves time and money in the end for our team and allows us to maximize the benefits from this software.
- Donor Segmentation
- Key Donor Metrics
- Prompt thanks to our supporters
- Can quickly see the top donors for each week
- Ability to input personalized details into donor records
- We have used it to input donor wealth capacity ratings from Donorsearch
- We run reports weekly to be able to quickly respond to top donors with personal thanks
- We will use in in our capital campaign to personalize proposals
No
- Price
- Product Features
- Product Usability
- Product Reputation
No, we are completely satisfied with Donor Perfect and plan to continue renewing.
- Third-party professional services
Detasensai
Change management was a small part of the implementation and was well-handled
- Learning how to input codes to get desired report results
Not Available
We employ
Yes
Yes, the program would not open but their care team responded promptly and let me know the minute the issue was resolved.
When their site was down for over an hour their team checked back with me during that timespan to assure me they were working on it and notified me promptly when it was resolved.
- Running general reports
- Entering donor transactions with detail
- Running new reports for a particular segmenation
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.
- Easy of Use
- Simple to Navigate
- Can do most everything required in Development
- I think it has a positive return on investment, particularly in the on-line giving phase where DonorPerfect and its partners helped reduce transaction costs from what we had been paying.
- Overall, I think it has helped our business objectives from a fund raising point of view.
- The Raisers Edge and eTapestry
DonorPerfect stacks well up against other software. It is competitively priced, stable having been in business for many years. Always looking to update and improve its product.
5
Development, public relations, volunteers and fiscal.
2
Fiscal and Development pros handle the support of DonorPerfect.
- Tracking donor records
- Thanking donors
- Helping us engage with donors or prospects
- Online giving has been beneficial
- Using online forms for a variety of programs including volunteers and in-kind donation requests.
- Tracking of Volunteers
No
- Price
- Product Features
- Product Usability
- Prior Experience with the Product
I used DonorPerfect before and its fees, particularly on online donations were less than what we were paying with another provider. The other provider was similar but I preferred DonorPerfect and it was cheaper overall.
I might look at some other alternatives to see if there were other platforms that might better suit my organization's needs.
- Implemented in-house
Yes
Yes, they looked at our old data.
Reviewed our old data then did a trial run to make sure everything was good.
Then implemented the old data into the system.
Reviewed our old data then did a trial run to make sure everything was good.
Then implemented the old data into the system.
Change management was a minor issue with the implementation
I would have cleaned up the original data better than I did.
We brought over a lot of unnecessary information from the old system.
We brought over a lot of unnecessary information from the old system.
- Old data was inconsistent
- Brought over more fields than we really needed from the old system
No, didn't feel I needed it.
- Easy to put donor information in
- Easy to do gift transactions
- Easy to record donor information and meeting information
- The links between records aren't always clear
- The duplicate maintenance is a bit cumbersome
Yes
The mobile interface is good if you are out of the office and need donor information quick.
Score 9 out of 10
Vetted Review
Verified User
DonorPerfect is being used across the whole organization. It allows each department to individually customize the processing of donor data.
For those departments which have people who are comfortable with SQL or are adept at using the filter design tools, Donorperfect provides often design shared filters which the other departments can easily access and use. The advantages of online access to shared information is most advantageous and benefits the whole organization.
For those departments which have people who are comfortable with SQL or are adept at using the filter design tools, Donorperfect provides often design shared filters which the other departments can easily access and use. The advantages of online access to shared information is most advantageous and benefits the whole organization.
- DonorPerfect has responded to bugs in the online software with patches which makes software use easier.
- DonorPerfect permits data filter sharing among different departments in the same organization which not only benefits each department but the whole organization.
- DonorPerfect easily allows data analysis. This is most beneficial in better targeting of donors.
- The only area of which I am aware that DonorPefect has room for improvement is in its handling of data that includes extended ASCII characters necessary for the Spanish language and Hispanic names. When accents (á, é, í, ó, ú), tildes (ñ, Ñ) and special punctuation characters (¡, ¿) are used in the database, there are consequences. Since the majority of the departments in our organization deal exclusively with Hispanics, this becomes an issue.
- At this point in time, any positive or negative impact on ROI that our department has noticed has not been attributable to DonorPerfect but rather to marketing and public relations efforts on the part of our staff. Should a campaign be launched by the administration of our department to better target donors using DonorPerfect this might cause a positive impact on the ROI attributable to DonorPerfect.
DonorPerfect is specifically adapted to nonprofit donor constituent management which makes it more easily used by the staff of our organization.
20
Radio Station Managers
Bookkeepers
Radio Engineers
Information Technologists
Business Managers
Bookkeepers
Radio Engineers
Information Technologists
Business Managers
1
The best support for our organization is provided by someone who knows Spanish and the Spanish culture, is familiar with SQL, is familiar with databases and is familiar with networking over the Internet.
- Receipting the donors
- Massaging the donor data
- Mass mailings
- A series of mass mailings that targeted market research of various groups of donors.
- DonorPerfect lends itself to targeting donors who have email addresses and doing special promotions among this group of donors. This is an area that will not only be more cost effective but product as well.
Yes
Microsoft Access was replaced by DonorPerfect. DonorPerfect was more mobile and friendlier. It is specifically adapted to nonprofit constituent relationship management which probably was the primary reason for replacing Microsoft Access with DonorPerfect. The online tutorials and support were very helpful to the staff who are using DonorPerfect. It became the organizational database 5 years ago.
- Price
- Product Features
- Product Usability
- Analyst Reports
- Third-party Reviews
The single most important factor in the decision was product features that were adapted to nonprofit constituent management.
The evaluation would not change. The organization was aware of the language limitations of the database before it was purchased.
- Implemented in-house
Yes
Partial changeover followed by complete changeover.
Change management was a big part of the implementation and was well-handled
A change manager that interfaces well with the people in an organization is very important.
- Adjusting to the language limitations of DonorPerfect with "work-arounds".
- I like the use of SQL in the Selection Filters to give maximum versatility in massaging the data.
- I like the ability to save export templates for later use when there are a fair number of templates that are in use.
Yes, but I don't use it
DonorPerfect is currently our donor management database. We store all of our donor information as well as financial support.
- Donor information database.
- Financial information management.
- Reporting.
- Donor cash batch input. This is a very tedious and manpower intensive task that could be easily resolved. Most of the faith based competitors as well as Quickbooks have what is called a memorized gift. DonorPerfect does not have it nor will they provide one. They continue to ignore the many requests for improvement.
- DonorPerfect provides a reliable, functional and versatile out of the box application. That is all any organization can ask for.
- donor.com, Salesforce.com and Denari
Donor.com - antiquated and unreliable. DonorPerfect has recently moved all operations to a more reliable hosted environment. And they release new versions of their software quarterly.
Salesforce.com - really strong Fortune 500 org that gives their software to non-profits. The cost to modify, improve and support the application far exceeds their generous donation. DonorPerfect has almost all the functionality needed for our org out of the box. Included in the relatively low cost of ownership is a support team that can fix most basic functionality and train in small cases.
Denari - weak support and very few updates. It does have a more superior cash batch input.
10
Financial, donor management, CMS intergration and donor development.
4
Minimal. I was able to design and implement the business processes within Donorperfects functionality. Training was completed with each person in a mater of a few hours.
- Credit card processing. They have a very nice recurring credit card processing interface complete with very useful reports.
- Cash batch processing. DonorPerfect does provide a nice basic batch process however it doesn't support a very good recurring cash batch process. I was able to develop a usable system however it is very time consuming and labor intensive. I have given them some very good alternatives and practices that competitors use but they are very comfortable in ignoring mine and many other very thoughtful suggestions in this area.
- Report: they have a very good basic report system. The more expensive has been released but not ready for prime time in my opinion.
- None
- it's hard for me to imagine. DonorPerfect for the most part provides a very quality product in the non-profit space.
Yes
Denari: this product has a very poor support team. They can help you but their turnaround time is not efficient for our organization. The web interface is what really killed them. I've been in IT for nearly 30 years and needed all that experience to create a recurring donation. There is no way to determine how much partnership and revenue we have lost due to this very poor interface. DonorPerfect has a two alternatives to help in this area. DonorPages which works well for many organizations and DonorShops which is an excellent partner and choice for anybody that uses product based or sponsor based donations.
- Price
- Product Features
- Product Usability
- Analyst Reports
The web interface and support: as stated earlier DonorShops is an excellent partner for our needs. Their platform is actually a fully customizable CMS. However if you're like us you can use it to seamlessly integrate right into your existing CMS.
I wouldn't change a thing.
- Implemented in-house
Yes
security for credit cards is a manual process, because of PCI compliance we phased cash donors and new web donors first. Then after many phone calls were able to migrate credit and ACH donors. This is part of the process and unavoidable.
Change management was minimal
- None this was the best implementation that this organization has had.
- Online training
- In-person training
- Self-taught
The product is very intuitive and for anybody with a image capturing software like Snagit you can easy write and train your team.
No they have a good overall interface to support most of our needs.
Some - we have done small customizations to the interface
very easy to change fields displayed and how they respond to use.
No - we have not done any custom code
No
basic support is good for now.
Yes
the only resolve bugs in releases. But I've had a few that were not resolved in a timely or satisfactory way.
During my migration period this support team not only answered but even developed solutions to aid me in my goals.
- Credit card. Great interface and very informative reports
- Reporting- to use for someone with fairly strong SQL knowledge. They have a very nice way to set filters and share the same report displaying different data based on the filter.
- Donor management - very robust and customizable.
- Cash batch input. The templates are tricky and sometimes even disables the functionality. This is random and when it is fixed most of the time it is fixed with no explanation as to how! The interface is very cumbersome and counter intuitive. Repeated suggestions die on the vine. I even talked to the 5 top executives at the last conference and feel no more confident that they really care or will even investigate my request.
Yes
It's new. This will require some time to mature. It does have a really nice CC interface with a swipe device.
- DonorShops
- Constant Contact
DonorShops and Constant Contact were a requirement, and integrate seamlessly and perfectly.
- None
All of my vendors (aka partners) seem to happy with their integration partnership.
- File import/export
Stay with as much out of the box functionality as possible. As an organization we do not support what I refer to as "shadow IT groups". This is people that want to build applications that are not connected to store data in a single database. Most just want to be programmers or programmers that were hired for the wrong reasons. They will always create conflict within the business.
They have a very flat cash outlay for the product.
Be flexible. You might not be able to understand all of your needs until you implement.
Yes
seamless
- So far bug fixes and credit card processing.
- There are always visible ways to see what they are working on but timing it is never communicated. DEV will release when they do.
No
It fit our needs.
No
it fits our needs.
November 06, 2015
Why DonorPerfect? Here is why....
We use it for all of our gift processing and also weblink and donor pages. We are pleased with the software and are satisfied.
- Ease of entry/Online version.
- Tech support is great.
- Reporting versatility is great.
- Import option works great.
- I do not fully understand the compound criteria for reporting.
- Continue tips would be helpful.
- DonorPages is still a bit clunky.
- It has been a resource tool in our development and fundraising efforts.
- Entry is fast and receipting is quick and so our turn-around is within 24 hours and we are sending out a receipt.
- Our donors have confidence that we are processing gifts accurately.
- Blackbaud CRM and Bloomergang
For the price and ease of use - DonorPerfect came out on top. I did not select DonorPerfect---the organization I work for has been using it for several years now.
3
Chief Development Officer, Support staff and myself
1
Training and learning the functions.
- Donor processing.
- Recording gifts in kind (GIK).
- Receipting.
- DonorPages expansion and web link.
Not Sure
- Price
- Product Usability
- Analyst Reports
It needs to be functional and accomplish accuracy, ease of reporting and receipting.
Not focus so much on pricing - but difficult to do when you work for a non-profit organization.
- Don't know
Change management was a big part of the implementation and was well-handled
It was a good move for the organization as I understand it.
- I wasn't part of this phase.
Yes
Yes--most of the time it was something they were aware of maybe at an update.
Yes--we were trying to run a very complicated report using lots of criteria and after I explained they not only ran the report but sent me steps for future use.
- Data entry.
- Reports (if not complicated).
- Receipting.
- Compound reports - I simply do not understand.
- DonorPages and web link has it's issues.
- Smart actions - need to know more how to use this function.