Item: DonorPerfect
Rating: 8
Author: Joseph Cuozzo

Overall Satisfaction with DonorPerfect

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

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.

Cons

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.

Most Important Features

Easy of Use
Simple to Navigate
Can do most everything required in Development

Return on Investment

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.

Alternatives Considered

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.

Key Insights

Do you think DonorPerfect delivers good value for the price?

Yes

Are you happy with DonorPerfect's feature set?

Yes

Did DonorPerfect live up to sales and marketing promises?

Yes

Did implementation of DonorPerfect go as expected?

Yes

Would you buy DonorPerfect again?

Yes

Other Software Used

Microsoft 365 (formerly Office 365)

Likelihood to Recommend

I think DonorPerfect is suited for all development operations, but I think small to mid-size organizations is where it shines. It is easy to use and one can get started on the most important aspects of fundraising - thanking donors and tracking donations. This can happen very quickly with DonorPerfect. A Development Department can then build relationships from there using the contact tab. There are a very of reports that team members can use as well.

Using DonorPerfect

Users and Roles

5 - Development, public relations, volunteers and fiscal.

Support Headcount Required

2 - Fiscal and Development pros handle the support of DonorPerfect.

Business Processes Supported

Tracking donor records
Thanking donors
Helping us engage with donors or prospects

Innovative Uses

Online giving has been beneficial
Using online forms for a variety of programs including volunteers and in-kind donation requests.

Future Planned Uses

Tracking of Volunteers

Likelihood to Renew

We generally like the software. It does what we need it to do.

Evaluating DonorPerfect and Competitors

Products Replaced

Key Differentiators

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.

Evaluation Lessons Learned

I might look at some other alternatives to see if there were other platforms that might better suit my organization's needs.

DonorPerfect Implementation

Implementation Rating

I would have handled my old data differently before transferring it.

Implementation Details / Implementation Partner

Implemented in-house

Old data was inconsistent
Brought over more fields than we really needed from the old system

DonorPerfect Support

Support Rating

It is mostly good and responsive. Sometimes I can't get on the chat feature.

DonorPerfect Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response	None

Premium Support

No, didn't feel I needed it.

Using DonorPerfect

Usability

It's easy to use and I can get anyone up to speed with it in about an hour.

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar	None