Item: DonorPerfect
Rating: 8
Author: Verified User

Overall Satisfaction with DonorPerfect

Use Cases and Deployment Scope

Donor Perfect continually makes updates to allow us to improve our donor retention through better donor communications and records.

Pros and Cons

Pros

Show attrition rates.
Help point out strengths and weaknesses in the organization's fundraising.
Enable quick and tailored email thank-you's.
Helps identify donors with uploaded photo to donor record
Allows personalized video thank you's

Cons

Some desired reports can prove complicated to perform and require outside consultants for an extra expense.
Email thank-you's will not allow installation of a widget to directly access forms, only links to a webpage.
The program closes too soon during inactivity prompting the user to login multiple times daily.

Most Important Features

Reports
Search Feature
Donor Communications personalization
Campaign tracking

Return on Investment

We have increased our overall donations.
We have increased individual donation amounts
We have increased our ability to tailor our fundraising campaigns to donor interests and capacity for giving.
We have increased our number of donors

Donor Perfect is a much more comprehensive software package and fit our needs completely, whereas EGrabber would have necessitated we purchase and learn additional applications. Donor Search also allows us to import wealth capacity findings to better segment our support base and determine if we can afford to launch a capital campaign.

Key Insights

Do you think DonorPerfect delivers good value for the price?

Not sure

Are you happy with DonorPerfect's feature set?

Yes

Did DonorPerfect live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of DonorPerfect go as expected?

I wasn't involved with the implementation phase

Would you buy DonorPerfect again?

Yes

Other Software Used

Adobe Acrobat Reader DC, Google Meet, Lucidchart

Likelihood to Recommend

I love that we can upload a photo of our donors to their record! Along with the ability to breakdown contacts for a particular campaign by steps taken with each meeting ( for example: presented campaign materials in virtual meeting, showed campaign video, etc) along with corresponding notes as to what materials they were sent, what suggestions they had, their photo ensures that we'll be easily able to remember them when they next visit our facility!

Using DonorPerfect

Users and Roles

4 - Our Treasurer oversees the financial side and I as part of our development team oversee input on donor information; our adminitration team has input access.

Support Headcount Required

We employ an outside expert for support, which works out well as it saves time and money in the end for our team and allows us to maximize the benefits from this software.

Business Processes Supported

Donor Segmentation
Key Donor Metrics
Prompt thanks to our supporters
Can quickly see the top donors for each week
Ability to input personalized details into donor records

Innovative Uses

We have used it to input donor wealth capacity ratings from Donorsearch
We run reports weekly to be able to quickly respond to top donors with personal thanks

Future Planned Uses

We will use in in our capital campaign to personalize proposals

Likelihood to Renew

This software has become an indispensable tool in increasing our donor retention rate.

Evaluating DonorPerfect and Competitors

Products Replaced

Key Differentiators

Price
Product Features
Product Usability
Product Reputation

Evaluation Lessons Learned

No, we are completely satisfied with Donor Perfect and plan to continue renewing.

DonorPerfect Implementation

Implementation Rating

It pays to hire an outside expert.

Implementation Details / Implementation Partner

Third-party professional services

Detasensai

Change Management Lessons

Change management was a small part of the implementation and was well-handled

Implementation Issues

Learning how to input codes to get desired report results

DonorPerfect Support

Support Rating

They aren't able to address questions on how to set up different reports nor do they offer free training in this area.

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

Using DonorPerfect

Usability

For serveral reports we need to turn to an outside contractor to ensure the results are as desired because of the complex choices involved in the process.

Usability Pros and Cons

Pros	Cons
Like to use Well integrated Consistent Quick to learn Convenient Feel confident using	Unnecessarily complex Difficult to use Lots to learn