DonorPerfect -- A great value for the money!
November 06, 2015

DonorPerfect -- A great value for the money!

L. Susan Stroup | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with DonorPerfect

We are a small non-profit that works with children and youth who have severe behavioral and emotional disorders. DonorPerfect Online is the database we use to track donor giving and create fund raising appeals. Our entire development department (4 staff members) plus our CEO and myself use DonorPerfect Online to research our donors, track donations, keep contact information, and keep up with contacts with our donors.
  • My impression of DonorPerfect has grown over the years because they continue to address any issues that come up as well as expand and improve their product. DonorPerfect is truly a cost effective solution for donor tracking/accounting, contact tracking, and general database keeping.
  • We use WebLink to provide our donors an online way to make a donation. The page is easy to set up and works like a charm!
  • I love that I can create and change the "thank you" that the donor gets whether it is through WebLink, EFT, or manual entry.
  • It is so helpful to be able to access it anywhere we have an internet connection and that we can share information through the database.
  • It is great that I can create custom fields that are useful for my agency and what our development team wants to see. And I have the ability to hide what they don't want to see or what they don't need.
  • Recently there seems to have been a change in how Screen Designer works. Now I don't have the different requirements: plus, hidden or show, like on fields that I used to. I reported this and was directed to Smart Screens. I spent a lot of time getting Main and Bio screens like I wanted them and now I have to figure out something different. I don't really have time to fix this. Upgrade or changes usually don't happen like this, but once every few years it does.
  • When adding a link (soft credit, etc.) to a gift, it would be nice if we could search directly from the field that appears instead of having to hit Lookup for another screen.
  • Year end recalculations are handled in a very odd manner. Any gift entered after midnight on the last day of the fiscal year automatically recalculates totals for that donor moving what you thought you were entering for what is now Last Year to the New Year. This is very confusing in that the database asks you if you want to recalculate. Until 2 years ago, I thought I was in control of this. For most non-profits, I am willing to bet that end of the year gifts -- especially if end of year is December 31 -- are not all entered in the database before midnight on December 31. The DonorPerfect administrator truly needs to be in control of this function so that they can be assured that the reports they run reflect the data they think it does.
  • On the Bio Tab, it would be great if it were by default set up to handle occupation, education, etc. of both spouses.
  • DonorPerfect is a more cost effective product than many out there. Many non-profits cannot afford the standard databases in the industry.
  • It was well worth the conversion process to go from a one-user desktop database to an on-line, multi-user product. The large number of "simple to look up" questions I was asked in a day were eliminated giving me more time to do my job which is to manage the database.
We needed a multi-user program that was preferably accessible outside of the office. Raiser's Edge could not provide that at a price we could afford. In fact, the one-user desktop version was a financial stretch for us. While at the time (2003), DonorPerfect did not have all the features of Raiser's Edge, our development team was not going to miss the bells and whistles. Over the years, I have seen DonorPerfect expand their services and remain affordable.
If you are converting from another database, ask if your text fields will be reformatted. Also, don't assume that just because you have data in one database that it will be mapped to the new database. However, no conversion is ever seamless. Have an in-depth conversation about your processes (letters, notifications, appeals, donor contact tracking, reporting, etc.) with the DonorPerfect folks to make sure you understand how it will work -- or possibly not work -- in the new database. Find out how custom fields and equations will or will not convert. No minute detail is too small to not address. Converting to a new database is a big decision and a lot of work.