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DonorPerfect

DonorPerfect

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…

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Recent Reviews

TrustRadius Insights

DonorPerfect is a versatile donor management database widely used across organizations for various purposes. Users rely on DonorPerfect to …
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Best tool for donations

10 out of 10
November 23, 2021
Waukesha Free Clinic uses Donor Perfect to manage and report our donations. Using codes makes it easy to organize the donations we are …
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So Easy

9 out of 10
May 07, 2020
Incentivized
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, …
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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

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Pricing

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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
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Product Details

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 Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesCanada, 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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Comparisons

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Reviews and Ratings

(166)

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!

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 94)
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Score 7 out of 10
Vetted Review
Verified User
  • track donations
  • personalize donor communications
  • generate segmentation reports
  • manage events
  • only allows you to upload one small photo per donor profile
  • reports can be very complicated to run with multiple steps
  • support from the company only covers rudimentary features of the program
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • They patiently walk me through the steps needed to resolve my problem.
  • They are very patient and answer all of my questions.
  • I rarely wait more than 2 minutes to speak to someone in Customer Support.
  • I wish there was another download instead of CSV. My computer doesn't like to save documents in CSV, so it always takes time to either save them or change the format.
  • I wish the Moves Management more closely followed the format developed by the Veritus Group.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Joseph Cuozzo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Ronaldo Moran | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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

Review of DonorPerfect

Terri Watson Medina | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Roxanne Jacobs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Lauren Sikkema | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Linda Hitch | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Hope Marstin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Emily Westergaard | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Kathryn Juarez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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!
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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?

Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Support. With phone support, I am able to communicate my unique needs and the representative are always willing to spend the time to figure out the best solutions with me.
  • Ease of reporting. I know reporting in other databases can be complex and I appreciate the ease of use DonorPerfect offers for a small organization like ours. I juggle my varied development duties along with other areas of responsibility and don't use DonorPerfect every day. I really rely on the common sense approach to reporting.
  • Broader search mode. Names must be spelled exactly instead of offering suggestions.
  • How about an email feature within the donor's account?
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