DonorPerfect....almost perfect!
September 03, 2019

DonorPerfect....almost perfect!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with DonorPerfect

It's being used by our Development (Fundraising) department, which encompasses 5 users. DonorPerfect keeps track of donor and prospect data, such as donations and personal information to make it easier to analyze so we can better improve our outreach and asks for future gifts.
  • DonorPerfect has very comprehensive fields for gift entry, as the ability to split gifts, select an acknowledgment template, and multiple coding fields, which some other databases don't have.
  • One convenient feature is Instant Merge, which allows you to quickly generate a merged acknowledgment letter from a gift entry.
  • It integrates with other 3rd-party platforms, such as Constant Contact.
  • Detailed modules for generating receipts and event management.
  • The ability to change certain global settings, such as the ability to receive all online donations via Weblink instead of manually adding your email address to each form.
  • The ability to merge duplicate codes like solicitation, general ledger, flags, etc.
  • I would like to see a main profile field called “status,” with “Active” set to default and a drop-down list that includes Inactive and Deceased. Right now, all our deceased doors show as “Lapsed,” and the only field for us to mark it is the “Do Not Mail Reason.”
  • The ability to edit default DP reports, since sometimes the default formatting is often not usable to us.
  • I don't have exact figures, but obtaining more accurate and in-depth reporting has allowed us to reach more current and prospective donors.
  • The default gift settings allow you to enter a large batch of donations at once, saving both time and ensuring accuracy.
  • Integration with platforms such as Constant Contact saves time on double data entry and manipulation.
The software isn't perfect (despite its name!) but it's very user-friendly and affordable.
The customer support staff is responsive and helpful.
DonorPerfect has more comprehensive features and modules than Bloomerang, which I used at a former organization, but I wasn't involved in the decision to implement DonorPerfect at my current organization.
It is well suited for small and medium-sized nonprofit organizations who don't have a lot of funds for a robust donor management software. It is also relatively simple to learn and use for both beginner and experienced database users. One scenario that I can think of where DonorPerfect might be less appropriate is if your database has lots of known deceased donors, because they will show up as lapsed donors due to a lack of that status field in the main profile to mark that person deceased.