Excellent for Donor Management, Tracking, and Cultivation
June 30, 2019

Excellent for Donor Management, Tracking, and Cultivation

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with DonorPerfect

We use DonorPerfect in our fundraising efforts. The users are primarily the members of our fundraising team, but others in reception and our senior staff are able to use it to ensure that our donor records are accurate and updated, including our contact with donors. DonorPerfect enables us to keep our donor and donation records in one consolidated place, with a wealth of information on each donor profile. We are able to track our donations as well as other metrics like donor retention and the dollars raised by each campaign type, all of which makes us more efficient fundraisers. There are many more helpful features that DonorPerfect offers, and as our team is able to take on more and learn more of its functions, we may well be able to streamline our processes even more.
  • User-friendly interface with the most important metrics found on your dashboard.
  • Ability to run detailed reports that provide donor listings, based on any set of parameters you choose.
  • Additional information on fundraising and DonorPerfect's functions is always available, in the form of the community knowledge center, free webinars, and how-to downloads that are easy to understand.
  • The Constant Contact syncing function leaves much to be desired. While nice in theory, it has resulted in hundreds of duplicate donor records in our database.
  • The reports are so powerful, they are difficult to use without training. Setting your parameters correctly is nearly impossible to do on the first try.
  • We are able to track donor retention and ROI of our campaigns easily, so those numbers are easy to address if they are heading in the wrong direction!
  • The amount of information we can keep on donor profiles has enabled us to better communicate a donor relationship without having to contact the whole team every time you want to know more about a donor. You simply look at their profile, and you have 99.9% of your answers right there.
If you have donors, DonorPerfect will help you manage them. The only time I think it would not be worth the price is if you have either a very small donor pool, or if your donors are people you have no interest in contacting directly or cultivating for future donations. For any nonprofit, even one with 5-10 employees, it could be a life saver in the long run.