Donor Perfect is a customizable, powerful, affordable tool for nonprofits
Updated February 27, 2020

Donor Perfect is a customizable, powerful, affordable tool for nonprofits

Emily Westergaard | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with DonorPerfect

Our small nonprofit implemented using DonorPerfect nearly five years ago to better track our donors, organize our solicitation process, and help us steward donors more consistently. DonorPerfect has been a great tool to have and we've grown our fundraising over the past five years by nearly 300%.

DonorPerfect works so well for us because we can completely customize it. We can add new fields as they become relevant, and we can search those fields through reports. We also like the integration with Constant Contact, allowing us to keep all of our lists segmented easily so we can send targeted email communications to different groups. Whenever anyone changes their email or opts out, the Constant Contact > DonorPerfect connection automatically updates for us, so we don't have to manually make the changes. DonorPerfect also has a great form builder tool, to allow us to create web forms easily and quickly. And what we probably like best of all - their incredible support team. I can email them a question if I'm having trouble getting a report to run the way I want, or I can call and almost always get a person on the first ring. Their support team will walk us through an issue, or help us think through how to add new fields or make changes that will work for us.
  • 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.
  • DonorPerfect has helped us increase fundraising by giving us tools to track donor gifts and see the full picture of a donor's relationship with the organization.
  • DonorPerfect's reports are exceptional in helping make data-driven decisions. It's reporting feature can help identify donors that have lapsed, donors that have increased their gifts over time, lifetime giving of a donor, or the types of solicitations that a specific donor responds best to. That data has helped us segment our donors and develop more targeted messaging that has helped us be more successful.
  • DonorPerfect's integration with Quickbooks helps save time and ensure that all of our donations are being recorded.
DonorPerfect works well for our small team of 6 staff members. We have about 3000 records (donors) in the system, and DonorPerfect makes it possible for us to keep better track of gifts received view trends in giving, identify donors that have lapsed or that might be prospects for a larger donation and all the ways we communicate with a donor.

As with any donor/contact management system though, the most crucial step is making sure staff members understand how to use the system and ensuring that everyone uses it consistently. To make DonorPerfect really work for your organization, you need to be committed to ongoing training and learning so that everyone who should be using it is using it, and they're all using it in the same way.