#1 most frequent
United States of America
87.4%2,046 installations of 2,340
What is DonorPerfect?
DonorPerfect is a fundraising software solution, used by fundraisers to manage gifts, donor relationships, communications, receipting, and other initiatives from a single system.
Categories & Use Cases
Top Performing Features
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration
Category average: 7.9
Reporting and data visualization
Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.
Category average: 6.9
Online donation options
Online avenues for donation are available, including landing pages, forms, donation buttons, etc.
Category average: 7.3
Areas for Improvement
Integrations
The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.
Category average: 7.2
Event registration and ticketing
Track ticket purchases for events and connect them to constituent profiles
Category average: 6.8
Mobile access
Users can access the CRM via an app from a mobile phone or tablet.
Category average: 6.4
Who Buys & Uses DonorPerfect
#2 most frequent
Canada
10.5%246 installations of 2,340
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
0.5%11 installations of 2,340
Great for nonprofit use
Use Cases and Deployment Scope
We use DonorPerfect to keep track of all the money that comes into the organization - individual and corporate donors, grant funds, etc. We also use it to send thank you letters, pull mailing lists, and other reports. It's so helpful to have up-to-date data on our donors, the money coming in, and know we can pull data to compare year to year amounts!
Pros
- Thank you letters
- Easy to read donor information
- Variety of reports
- Customer service
Cons
- Intuitive report building
- Donation forms that are more customizable
- Training webinars
Return on Investment
- Being able to pull donor history is great for getting return donors
- Easily making mailing lists for events based off past giving streamlines who we send to and saves money and time!
Usability
Other Software Used
Constant Contact
The Perfect Solution for Our Nonprofit
Use Cases and Deployment Scope
DonorPefect has been the perfect solution for our nonprofit drug/alcohol rehabilitation facility. We have several significant contributors, along with a direct mail fundraising program. The application has allowed us to maintain comprehensive records for all of our donors, both large and small. It allows us to keep track of all the ways we connect with them and it records their entire giving history. It has allowed us to manage fundraising events such as our annual golf tournament In just two years, with this extra "horsepower" available to our development team, our donated income has more than doubled.
Pros
- Donor records
- Donor histories
- Event management
- Fund raising campaigns
- Integration with Quickbooks
- Online donations
Cons
- I would like more flexibility in the design of online giving forms.
Most Important Features
- Donor records
- Giving histories
- Online giving
- Event management
Return on Investment
- In two years, it has equipped our development team to double our donated income.
Alternatives Considered
Pushpay and DonorSnap
Other Software Used
QuickBooks Online
DonorPerfect Review
Use Cases and Deployment Scope
It is used by the Development Department to track donations, donors and interactions with donors. It address raising money for an organization and methods to track the raising of money. We use it for both cash and in-kind donations as well as moves management with donors and prospects.
Pros
- DonorPerfect is easy to use. I have trained volunteers and employees in under an hour on the basics of tracking name and address information. For a small organization, it is a good stable platform that will get any Development Department to speed quickly.
- It also does a good job of letting an individual track movements with a prospect or donor. From meeting or phone call notes to next steps, it does a pretty good right within the system, so you don't need extra reports.
- Their support team is really good about staying on top of issues and answering questions quickly whether it's through the Chat feature or telephone support. Their webinar trainings are another way for new users to get up to speed quickly.
Cons
- Some of the ways they handle online donations could be improved. One section requires a tribute or memorial fields in the donation and not every donation is like that so I believe it confuses the donor. They have yet to find a remedy to that in my knowledge.
- Some of their reports or structures within the reports cause some issues. For donations that are split between different programs, the donations do not appear in some reports which can be confusing
- Would like to see their duplicate maintenance system improved. Sometimes it does not catch all the duplicates within the system if one runs the report on just name and address.
Most Important Features
- Easy of Use
- Simple to Navigate
- Can do most everything required in Development
Return on Investment
- I think it has a positive return on investment, particularly in the on-line giving phase where DonorPerfect and its partners helped reduce transaction costs from what we had been paying.
- Overall, I think it has helped our business objectives from a fund raising point of view.
Alternatives Considered
The Raisers Edge and eTapestry
Other Software Used
Microsoft 365 (formerly Office 365)
Usability
DonorPerfect is the BEST donor management system for the money!
Pros
- It is very used friendly and can be implemented and used almost immediately
- It includes Constant Contact FREE with the program
- It provides training programs on everything
- Their Customer Services is awesome
Cons
- It could provide some of the standard reports fundraisers need as canned reports
- It could provide optional salutations so you could mail to only one person - not both
- It could enable us to set up monthly giving categories without using their donation program
Most Important Features
- Ease of use
- Inclusion of Constant Contract
- Reporting capabilities
Return on Investment
- It allows us to tract our donors and see who has not made their yearly donation
- The yearly maintenance fee is relatively inexpensive
- It enables us to keep in contact with our donors to secure donations on a yearly basis
Other Software Used
QuickBooks Online, Auction.com, Adobe Acrobat Reader DC
Review of DonorPerfect
Pros
- Online forms for one-time donations, monthly donations and event management.
- Running reports on specific fundraising needs including monthly reports to finance and generating automated reports to send to the fundraising team is important to do.
Cons
- We are able to request new and improved ways to speed up what we do, however it is slow getting these changes and a number of individuals need to also want them.
Most Important Features
- Entering donors and their gifts.
- Mail merge templates
- SmartActions
Return on Investment
- Online forms has made it so much easier for us to receive online donations especially when the majority of our donors still send checks.
Alternatives Considered
Raiser's Edge and Raiser's Edge NXT
Other Software Used
Constant Contact
