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DonorPerfect Review
Updated December 10, 2021

DonorPerfect Review

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

Overall Satisfaction with DonorPerfect

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.
  • 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
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.

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

Microsoft 365 (formerly Office 365)
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

5 - Development, public relations, volunteers and fiscal.
2 - Fiscal and Development pros handle the support of DonorPerfect.
  • 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
We generally like the software. It does what we need it to do.

Evaluating DonorPerfect and Competitors

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

DonorPerfect Implementation

I would have handled my old data differently before transferring it.
  • Implemented in-house
Yes - Yes, they looked at our old data.
Reviewed our old data then did a trial run to make sure everything was good.
Then implemented the old data into the system.
Change management was a minor issue with the implementation - I would have cleaned up the original data better than I did.
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

DonorPerfect Support

It is mostly good and responsive. Sometimes I can't get on the chat feature.
ProsCons
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
No, didn't feel I needed it.

Using DonorPerfect

It's easy to use and I can get anyone up to speed with it in about an hour.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • 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
Yes - The mobile interface is good if you are out of the office and need donor information quick.