Donor Services
August 03, 2021

Donor Services

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

Overall Satisfaction with EveryAction

Our donor services, resource development, and communications departments use EveryAction for various functions within each department. Donor Services uses it to record contributions and pledges for each donor. Resource Development uses it to produce reports based on DS entries to report to other stakeholders. Communications uses it to help drive our online fundraising. While there are some limitations on reports, the product generally works well for all of us involved.
  • Online fundraising.
  • Gifts are entered directly into donor's accounts.
  • Simplicity of entering a gift manually.
  • Bulk upload of contributions help to save time.
  • Pledges should not be allowed to receive higher payments than the balance.
  • Companies to be able to donate online.
  • Negative amounts to show up when there are refunds/returned.
  • Online fundraising is easier because gifts come directly into the donor's accounts almost immediately.
  • We are able to share reports within the organization so not everyone has to recreate the wheel.
  • Works well for our department.
We were not provided adequate training. The implementation seemed to be halfheartedly done. One item that was a major setback for us was the implementation of the receipting process. We were told the functionality exists, but there are a lot of limitations to it and it simply does not work for us. There should be custom reports and functionality that should be made available to each organization.
I've hardly ever had issues when EveryAction was not available for me to use. Outside of planned outages, EA is always online. Every now and then we experience a slow response, but not enough to hinder work.
Fundraising is most definitely easier for us. We are not having to download reports and then upload into the donor database manually. This helps to save a ton of time. Our communications department uses it for digital marketing and seems to work well for them as well.

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EveryAction is 1000x better than netForum. NF was complete garbage.
EA works well for entering gifts into donors accounts. Works very well when we need to replicate a gift in the donor's account. The clone feature is terrific. There are times when we apply gifts to a pledge and the pledge is already completed or near complete but the system allows the payment to be made that's higher than the pledge balance. This creates additional work for us to fix.