Overview
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…
The Perfect Solution for Our Nonprofit
DonorPerfect helps you personalize donor relations
DonorPerfect is a one-stop shop
DonorPerfect is Easy to Use!
A valuable tool for nonprofits
DonorPerfect Review
Best tool for donations
Helpful nonprofit tool!
Review of DonorPerfect
DonorPerfect is the BEST donor management system for the money!
The BEST customer service around!
DonorPerfect could very well be the best investment you make in your business
Cost-effective, user-friendly donor database
DonorPerfect is very good!
So Easy
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Pricing
CORE
$99.00
PLUS
$199
PRO
$649
Entry-level set up fee?
- No setup fee
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
Comparisons
Compare with
Reviews and Ratings
(165)Community Insights
- 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
- 10Likelihood to Renew9 ratings
- 9.5Availability2 ratings
- 9.5Performance2 ratings
- 9.1Usability11 ratings
- 8Support Rating32 ratings
- 9Online Training2 ratings
- 7.5In-Person Training2 ratings
- 5.5Implementation Rating7 ratings
- 7.5Configurability2 ratings
- 7.8Product Scalability2 ratings
- 7.5Ease of integration2 ratings
- 8.5Vendor pre-sale2 ratings
- 7.2Vendor post-sale2 ratings
Reviews
(1-5 of 5)A valuable tool for nonprofits
- 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 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
- Price
- Product Features
- Product Usability
- Product Reputation
- Third-party professional services
- Learning how to input codes to get desired report results
- Running general reports
- Entering donor transactions with detail
- Running new reports for a particular segmenation
DonorPerfect Review
- 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
- 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
- Price
- Product Features
- Product Usability
- Prior Experience with the Product
- Implemented in-house
Reviewed our old data then did a trial run to make sure everything was good.
Then implemented the old data into the 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
- 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
- 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.
- data storage
- reporting
- targeted mailing lists
- Has enabled more of our staff to utilize the information it contains.
- Has really freed up a lot of my time since there are now other staff who can create custom mailing lists or specific reports.
- recording of donations
- targeted mailings
- reporting features
- we used Donor Pages for a few years, which was helpful with an annual event
- would love a feature where donors could look at their own information
- Price
- Product Features
- Product Usability
- Implemented in-house
- don't really remember - it's been 7-8 years
- Online training
- donor look-up
- simple reporting
- data entry
- some detailed reports that a few extra steps
- 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
- 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.
- Price
- Product Features
- Product Usability
- Analyst Reports
- Implemented in-house
- None this was the best implementation that this organization has had.
- Online training
- In-person training
- Self-taught
- 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.
- DonorShops
- Constant Contact
- None
- File import/export
- 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.
DonorPerfect Survey Results
- Simple. Easy to learn. Easy to teach. Accessible. Cost effective.
- We have two divisions using one software. I can't set up credit card swipes for both.
- Employee efficiency and stewardship of donors.
- Donor stewardship
- Reporting
- Moves Management
- We use DonorPerfect for two different divisions housed in one one database.
- Mobile DonorPerfect is awesome and very useful on the road.
- Price
- Product Features
- Product Usability
- Third-party Reviews
- Implemented in-house
- Don't know
- I am not sure, was not here at the time.
- Self-taught
- Data entry.
- Reporting
- Filters
- We have not.
- There are not.
- File import/export
- It moved faster.
- Moves management
- Faster
- Better reporting