Overall Satisfaction with DonorPerfect
DP is primarily our fundraising database but we are sharing it with other departments who are using it to track contacts, compare reports and consolidate information.
- Tracking donations.
- Built-in reports are very useful and can give you data you didn't know you wanted.
- Customer support is excellent.
- The annual conference is fun and informative.
- We tried the Moves Management module but it needs some development to be truly useful.
- It's a good idea to designate someone as the in-house DP expert and let them design the more advanced queries. Not all of us are savvy in the language of filters and Boolean logic and you can waste a lot of time trying to figure it out.
- It's easy to tell where you are year to date, comparisons to last year/month/quarter, donor retention rate, upgraded and downgraded donors... Armed with information, you can address a specific area of concern.
- I can't say that DP has brought in more money. It's a tool to be used by development professionals who then bring in the money, but it's a powerful and useful tool and always improving.
- Lifeline
Lifeline did an adequate job of tracking donors but it did not have the reporting functions nor the depth of DP. We felt it was time to move to a more professional level system and we checked out several options. The DP team won us over with their demo and follow through. It was clear they had a procedure in place to do a conversion from almost any other database and it was a relatively painless transition.