DonorPerfect Fundraising Software


 

Offering a complete donor management solution, DonorPerfect helps organizations collect and streamline constituent data, target successful fundraising efforts, manage comprehensive donations processing and report and analyze clearly and effectively. Offered as both a web-based or an on-premise solution, DonorPerfect can be deployed to match the needs and budget of any organization.

The solution can be tailored to meet the needs of a variety of nonprofits of any size, including philanthropic foundations, faith-based ministries, healthcare and more.

DonorPerfect helps target fundraising efforts to reach the right people with the right message. Its strength lies in its constituent database, which provides a centralized location to collect, analyze and utilize all contact data. Because it is centrally located, contact information can be accessed by anyone at any time, and the information remains accurate and up-to-date. With this all-inclusive data, nonprofit staff can create target email campaigns, manage volunteers, keep track of memberships and more.

In addition to the comprehensive constituent tracking, DonorPerfect also allows users to refine and optimize their solicitations. The solution's comprehensive donation processing includes integrated online donations with credit card and bank draft processing. Its accounting interface has a gold-certified integration with Quickbooks, so nonprofit staff can keep comprehensive records. With its reporting and analysis, users can also uncover hidden trends and both refine and improve fundraising outreach.

For nonprofits of any size looking to raise more money, manage constituents and process donations in a variety of ways, DonorPerfect is a flexible, comprehensive solution.

 

DonorPerfect Fundraising Software - DonorPages: Integrated Friend-to-Friend Fundraising
 
  • DonorPerfect Fundraising Software - DonorPages: Integrated Friend-to-Friend Fundraising
    DonorPages: Integrated Friend-to-Friend Fundraising
  • DonorPerfect Fundraising Software - WebLink Template Library: Unlimited Free Form Templates
    WebLink Template Library: Unlimited Free Form Templates
  • DonorPerfect Fundraising Software - WebLink form: Integrated Online Donation Forms
    WebLink form: Integrated Online Donation Forms
  • DonorPerfect Fundraising Software - DonorPerfect Online Fundraising Software Main Contact Screen
    DonorPerfect Online Fundraising Software Main Contact Screen
Supported Operating System(s):
Windows XP, Windows Vista, Windows 7, Windows 2000, Web browser (OS agnostic), Unix, Solaris, Mac OS, Linux, IBM OS/400, HP-UX, AIX

39 Reviews of DonorPerfect Fundraising Software

 

from Birmingham Boys Choir Foundation
Specialty: Arts & Cultural
Size of portfolio: Single user Portfolio size: Single user

A Non-Profit Business Director's Perspective On DonorPerfect

Ease-of-use

DonorPerfect is very user-friendly and intuitive, and I love the color! Just a little bit of color goes a long way when you have looked at a predominately black and white computer screen all day. I would rate it a 10 in ease of use.

Functionality

DonorPerfect's functionality is more than adequate for my present needs. I still have much exploring to do to use it to its fullest capacity. Its capabilities far exceed the functions for which it is currently used. I wish I had more time to spend in learning to be more creative with reporting and in seeing the various reports that may be generated using this software.

Product Quality

I think the quality of DonorPerfect is excellent! I have never had an issue with the functionality or quality of the software.

Customer Support

The customer support is probably DonorPerfect's strongest selling point. The representatives are all very helpful, knowledgeable, friendly, and courteous. They do not make the user feel that their question is unimportant or so basic that it doesn't need to be addressed. I am probably older than most users, and I really appreciate the extra care and consideration the support staff has shown me.

Likes Best

My favorite feature of DonorPerfect is the fact that it is very easy and intuitive to use. I use it almost daily in my work and have never had a problem that was not resolved quickly either by researching "how to" information in the knowledgebase or by calling the friendly, eager-to-help, knowledgeable DonorPerfect support staff. I would most definitely recommend this product to a friend or colleague and have done so.

Likes Least

I really cannot think of any negative aspects of this product or of the vendor.

Recommendations

Do your homework. Review the other donor management software offered. Prior to purchasing DonorPerfect, I narrowed my choices to eTapestry, DonorPerfect, and GiftWorks. I chose DonorPerfect over the other two because Giftworks, while it was easy to use and intuitive, wouldn't have served us as well as we grow, I don't think. In my opinion, eTapestry was the least intuitive and least user- friendly of the three of these. Do not purchase software that indicates that it may be used as donor management software; it was not designed to be used for donor management.

 

from Literacy Volunteers of Charlottesville/Albemarle
Specialty: Human Services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great product for a good price

Ease-of-use

Support is very responsive, and the knowledgebase (instructions) is pretty comprehensive, if not always put in a logical framework. Software updates are never shocking.

Functionality

This product can do anything you need it to do in the realm of donor or membership databases.

Product Quality

DonorPerfect has a very intuitive interface. The online version is never down; it's always operational.

Customer Support

Customer support is very responsive and clear in their explanations.

Likes Best

DonorPerfect is easy to customize for an organization's specific needs. One doesn't need to be a tech genius to set it up and operate it. It can do just about anything! I've used this product for eight years and help set it up with four nonprofit organizations. It interfaces well with other software such as Quickbooks and Constant Contact.

Likes Least

I would like to pay less for the product. I also would like their support documents indexed in a more logical and thorough manner.

Recommendations

Think through every possible thing you will need to know about your donors at the outset when you're setting up your system. DonorPerfect can grow with you. Once you get it, you won't ever want to jump ship to another system. Check the details of versions of other software programs you will want DonorPerfect to interface with.

 

from Humane Society of Central Oregon
Specialty: Animal Welfare
Size of portfolio: Single user Portfolio size: Single user

Humane Society of Central Oregon

Ease-of-use

DonorPerfect uses normal terms and concepts; you don't need to be a programmer to use it.

Functionality

DonorPerfect meets our needs very well without charging us for bells and whistles we don't need.

Product Quality

The designers clearly have the end-user in mind - one who needs an easy-to-use but powerful platform.

Customer Support

They not always as timely as I would like, but I'm often in a rush and probably expecting unreasonable response times.

Likes Best

It is very easy to use and intuitive. The reporting is top-notch.

Likes Least

I don't have any major dislikes, just relatively inconsequential ones, like the apparent inability to record donors with different last names at the same address.

Recommendations

Compare the features you get for the cost. Don't pay for capabilities you won't need. Be sure the basic operation of the software for the everyday activities suit your needs.

 

from Family Tree Relief Nursery
Specialty: Human Services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Small Shop's Dream Come True

Ease-of-use

I can do most things without any training. Basically, I just went in and started entering data.

Functionality

It has just the right amount of functionality to make it sophisticated, but not with layer upon layer of ridiculous functionality that only certain clients would use. I love how easy it is to search, although the reporting does take some work to understand and get what you want.

Product Quality

I love that it seems really intuitive. The most amazing features are integration with their other vendor partners, like our online giving capability.

Customer Support

They are always there for me. I hate trying to pull out my answer from mountains of online help. I give up pretty easy and just call the support line. It makes for a much more efficient use of my time.

Likes Best

DonorPerfect is an amazing partner in my fundraising efforts. I am a one person shop, but it feels like I have a whole team of experts helping me to be successful. They are my on-call IT staff, training department, and overall moral support. When I call with a question I never feel stupid or like I am just a small unimportant client to them.

Likes Least

The event management piece of the product isn't as easy to use as I would like. We have really simple events and I couldn't get it to work for me last year. I learned a lot and I am going to try again this year, but it seems like this piece of the software was over-designed to meet everyone's needs, and it lacks the intuitive functionality of the core of the DonorPerfect database.

Recommendations

Stack up the cost vs the functionality. When looking at the features you get for the price point, this system is an easy choice.

 

from Food Bank of West Central Texas
Specialty: Human Services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

This product has made my work easier, faster, and more reliable.

Ease-of-use

Entering information is simple, and the fact that a lot of the information can be copied with a simple click of a button helps save time and money for my company.

Functionality

We use this program a lot when it comes to information for grants and showing our large donors what we have made throughout the year and where the money is utilized.

Product Quality

The quality is terrific in the way it is always being updated to keep up with the high demands of different jobs and different needs.

Customer Support

The customer support is outstanding. They always call you back, and if one person can't answer your question, they find someone who can. I have never had a problem that could not be fixed.

Likes Best

The software is easy to learn. The vendor has always been there when I get in a jam and need reports or have problems getting a filter to work.

Likes Least

Some of the verbiage is difficult to relate to in normal language.

Recommendations

This is one of the best software programs I have worked with. It made entering data simple and running reports a snap.

 

from Crossover Communications International
Specialty: Faith-Based Ministries
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Been a DonorPerfect user for many years and love it!

Ease-of-use

It's very user friendly. You can even change things as you are entering gifts.

Functionality

The staff have gone out of their way to help me create a template for our donor receipt that works for us.

Product Quality

The system we used before DonorPerfect was not user-friendly and just was not easy to work with. I also love that it interfaces with my accounting software.

Customer Support

They go out of their way to help when I need it and get back within the allotted time frame they say they will.

Likes Best

It's user-friendly, and we have been able to manipulate it as we've grown. Softerware has been great in helping us merge systems originally and then again last year when our organization merged with another non-profit.

Likes Least

I do wish I could enter the date of the gifts for a deposit I'm doing and not have to enter for each gift, but this actually might be possible and I've not checked.

Recommendations

This is very user-friendly software, and I love the online version with the online backup!

 

from Mt. Ashland Association
Specialty: Environmental
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great software; accountability features are outstanding

Ease-of-use

You just need to get using it in order to understand the SmartActions and templates.

Functionality

Today's donors have high expectations. DonorPerfect helps you get there.

Product Quality

The app for accessing donor info on the go, the interface, the regular updates, the customizable features, and so on are all great!

Customer Support

We paid for the full service and got our money back in great response times.

Likes Best

The SmartActions feature enables our team to stay on top of all donations in real time and ensure we are thanking donors in a timely way. The software is loaded with features and options.

Likes Least

It takes a little bit to understand all the features, so the learning curve is a bit steep.

Recommendations

Think about your team. Are you capable of creating custom Word mail merge templates? Is there someone in-house available to build out the SmartActions? These tasks can be a bit complicated the first few times, but they are highly valuable over the long term. You might consider the cost implications of a consultant or DonorPerfect's technical service. However, as an investment in your fundraising prowess, there is no question of the return on this investment. If you want to take your fundraising to the next level, sign on the dotted line and get ready to wow your donors with top-notch service.

 

from Connie Maxwell Children's Home
Specialty: Faith-Based Ministries
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Overall, we like DonorPerfect at Connie Maxwell

Ease-of-use

It applies a lot of common sense and can be customized to meet the lingo and terms that you use in your organization. They also have very good support!

Functionality

There are a few changes we would like to see, especially with honor and memorial gifts, but they do work to make some changes. They do not treat you as if you know nothing and they know everything.

Product Quality

Good quality at an affordable price. The fact that it is so user-friendly really ranks it high.

Customer Support

They have levels of support, but quite honestly, even at the second level that we chose, you truly can't beat their support.

Likes Best

DonorPerfect is very user-friendly. You really do not need a lot of training to use DonorPerfect, as you can pretty much pick it up as you go. When we installed the program, we had great support, and it wasn't too major a process. You can also do some customization to fit your lingo and terms.

Likes Least

It can take a while to get them to make needed changes to the overall software that we can see being a major benefit to other users, as well as ourselves.

Recommendations

If you are looking for a donor program that will not cost you more than the benefit it will provide, then this is your software. It is a hardworking program that will meet most if not all of your needs. The staff is great to work with from sales to support, and that is crucial. It will fit most nonprofits' budgets and is easy to use overall.

 

from Yankee Institute
Specialty: Other
Size of portfolio: Single user Portfolio size: Single user

DP user for over 5 years

Ease-of-use

It's intuitive; I've worked with DP at two organizations.

Functionality

I've been satisfied with the ability to access our database online anywhere!

Product Quality

The steps are sometimes a bit cumbersome, but they are constantly making improvements.

Customer Support

We usually get prompt responses to questions and issues. Their staff is very pleasant.

Likes Best

I appreciate that DonorPerfect is a pretty intuitive product. The steps are logical, and I like the layout. It seems like DP is always trying to make their product better. For example, they've added easier search options, and now you can press enter to save a page. These small steps on their end make things faster for me!

Likes Least

They are a bit pricey, and additional features are always an extra charge. But I'm still happy with DonorPerfect's services!

Recommendations

DP would be helpful for organizations with at least a couple hundred donors or more. If you are looking to track giving history, current donations (including tracking costs of mailings and returns, etc.), biographical information, then this is definitely a product to consider.

 

from Palmetto Animal Assisted Life Services
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

DonorPerfect Online - a nonprofit organization's view

Ease-of-use

Like any complex product, there is a learning curve to utilize all the features. Most of it is straightforward, but there are some ins and outs that you learn with experience.

Functionality

See comment about saving reports with filters attached. That is really the only thing we wish DPO had that it doesn't currently have.

Product Quality

Very solid. The error messages when there is a data entry error are very good. It's one of the best cloud-based products we've ever used.

Customer Support

Simply outstanding. They are very accurate and very responsive.

Likes Best

The best part of DPO is the configurability of the system. The ability to add fields to the database, to change what is displayed on the various screens and in what order it is displayed, and to create customer reports with custom filters are all of vital importance to our nonprofit. Without this capability, DPO would just be another donor tracking program. With all these capabilities, we are using it for tracking much, much more than just for donations and donors. I should add that product support (the few times it has been needed) has been top notch - both accurate and responsive.

Likes Least

There is really very little we don't like about DPO. It is always possible to have a wish list of features/capabilities you want added that aren't quite perfect. The nice thing is that DPO listens to their user community about product improvements, even allowing the community to vote on what are the most important new features to include. If I had to nitpick, I would say I wish that I could save custom reports with custom filters assigned to them rather than having to assign the filter each time I run the report.

Recommendations

It is very, very important to plan how you intend to use the software during the implementation phase. This planning is particularly important for the integration with QuickBooks and Constant Contact. The flexibility of the software makes a number of different integration paths possible. If you don't plan correctly for your own situation, you can end up with a situation where your accounting records don't match your donor/donation records. Also, your email lists may end up being out of synch.

 

from Central Missouri Community Action
Specialty: Human Services
Size of portfolio: Single user Portfolio size: Single user

DonorPerfect Fundraising Software

Ease-of-use

DonorPerfect is very simple to use, but the only complication I have had so far is the year end receipt portion of the software.

Functionality

The software meets my needs very well, and it is very user-friendly and easy to navigate.

Product Quality

DonorPerfect is a great product, and I am very happy with my purchase.

Customer Support

I received great support while I was buying the software, but now it is all online video support. And there are times when it is easier to talk with someone in person.

Likes Best

The software is very user-friendly, and the vendor was very nice and easy to work with in assisting me in changing our donor software.

Likes Least

The only difficulty I have had is issuing receipts and having that process work smoothly for year end purposes.

Recommendations

I think the most important thing is to have a very clear idea what your needs are as an agency and what you need specific software to do. My suggestion is to make a list of what is most important when researching different donor software programs.

 

from Barnabas Center, Inc.
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Donor Perfect Online is great to use!

Ease-of-use

The software is very user intuitive. The display screen is much easier to read than other systems.

Functionality

For tracking donations, DPO is fantastic. The reports have been easy to generate. I have had some problems with the Events Management Tracking System as I feel there has to be a better way to handle some of it.

Product Quality

It's easy to use and reports are generated efficiently and quickly. More importantly, I trust the reports, which I have not been able to say about another management system.

Customer Support

They offer great support. I have used the chat system and communicated through emails. I do prefer the immediate chat responses, as I usually need an answer immediately rather than getting an email later in the day after I leave at noon.

Likes Best

The software is very user-friendly, and I have been able to learn how to use it quickly and almost effortlessly. The support staff is fantastic and have always been most patient with me when I do have to ask for help. The reports are easy to generate and the sidebar reporting is fabulous!

Likes Least

I have sometimes found the knowledge base information unclear or not as exacting as I would like. I do try to find answers to my questions in the knowledge base, but find that I still need to chat with a support person to fully understand what I need to do.

Recommendations

I reviewed at least five different donor management database systems before deciding upon DonorPerfectOnline. I also have used eTapestry and GiftWorks. I found the NTEN Consumers Guide extremely helpful in my review of the different systems.

 

from P.A.W.S. Animal Adoption Center
Specialty: Animal Welfare
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Happy with purchase

Ease-of-use

The basics are super straightforward. Some things are a little tricky, but the tutorials are good.

Functionality

I think it offers everything you could ever need in a database through additional packages.

Product Quality

It's very reliable, and they are always accepting feedback and trying to improve.

Customer Support

Prompt, easy to work with, and proactive. They are great.

Likes Best

The basic functions are very easy to use and understand. We were using the database the day it was ready for us. We got lots of great tips through regular email.

Likes Least

Many of the additional features are at an extra cost, so your base will go up considerably if you want extra features.

Recommendations

Make sure you know what is included in the base price and what will be an extra charge.

 

from Friends of Lovers Key State Park
Specialty: Environmental
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Capital Campaign Chair

Ease-of-use

It's user-friendly because you have support to help you learn at your fingertips!

Functionality

We looked at other software companies and DonorPerfect was selected because it met our needs.

Product Quality

Great quality. The product is exactly what was advertised!

Customer Support

One word: amazing! The support staff is there when needed.

Likes Best

DonorPerfect is easy to learn! We are beginners in the area of fundraising, and DonorPerfect has helped us get our campaign started.

Likes Least

Inputting names needs to be modernized. By that, I mean that in this day and age, people that are together may not share the same last name. The database is not receptive of that difference.

Recommendations

Before looking at software, know what you need. Do an internal analysis of the support you seek. Then go out and compare what you need to what the companies offer, and I am 99% sure you will see that DonorPerfect is the company that meets the needs listing.

 

from Keep Truckee Meadows Beautiful
Specialty: Environmental
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Ongoing data integrity issues; lots of finger pointing

Ease-of-use

Reports are not super easy, and filters tend to be cumbersome. We often export out to Excel and pare down the info in there.

Functionality

It has all the features we need, but they aren't working correctly because we are losing data and incorrect email addresses and information are in the records.

Product Quality

Data is being mangled and lost. It seems that when the product is updated, this happens.

Customer Support

They are nice when we call, but with only 30 days of backups, and us not knowing when the data integrity problems occurred, they have not been able to find the root of the issue.

Likes Best

The records are online, and we can access them from anywhere while traveling or working remotely.

Likes Least

We have had phantom data show up on records, entire donor histories go missing, and records merge spontaneously. It's almost as if a data merge was done and one column was off, resulting in every single record with a value being shifted one position. We have called DonorPerfect, and while nice and sympathetic, we have no way to find out what the records used to say or when the data changes occurred because the online version only keeps backups for 30 days. We have only three people entering data into the system, and we have tightened our processes to emphasize accuracy. The amount of inaccurate data would indicate more than the occasional typo or human error.

Recommendations

Look for a system that allows for longer backup storage than 30 days.

 

from Coos Bay Public Library Foundation
Specialty: Arts & Cultural
Size of portfolio: Single user Portfolio size: Single user

Pretty easy to get up and running

Ease-of-use

Most things are pretty intuitive. Some of what I thought would be right up front aren't, though.

Functionality

So far, it has simplified our workflow, which was a huge consideration in choosing software.

Product Quality

We are very pleased with the quality. I think we made the right choice for our needs.

Customer Support

Luckily, I haven't had to call much. When I have, they were very helpful.

Likes Best

I haven't had a ton of time to dedicate to learning the program, but I can still find most of what I need by looking around and watching the tutorial videos.

Likes Least

Searching for a certain donor seems a tad cumbersome but not horrible.

Recommendations

This product works great for our small foundation that just wanted all the records in one place.

 

from New Avenues to Independence, Inc.
Specialty: Human Services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

DonorPerfect Review

Ease-of-use

It is very difficult to learn to run reports. They're not very intuitive.

Functionality

It is fairly easy to understand the fields and input information.

Product Quality

It is easy to navigate through the various pages and easy to input information.

Customer Support

We always get a quick response when we request assistance and the support staff is very helpful.

Likes Best

Great support from the vendor! Excellent response time to requests for assistance.

Likes Least

Running reports is not very intuitive, and it is very difficult to learn to run reports.

Recommendations

Make sure it can run the types of reports that you need.

 

from Ethiopiaid Canada
Specialty: International Organizations
Size of portfolio: Single user Portfolio size: Single user

Great value for money

Ease-of-use

Once you learn how to set up filters, reporting is very easy, and you can customize to find out virtually anything you would want to know. Gift recording and receipting are also very easy.

Functionality

DonorPerfect is very functional for our organization. We are a small shop, and it has the capacity for everything we need to do to track donor gifts and activity, as well as process payments and receipts.

Product Quality

It's a high quality product. One great feature is the knowledge base - a compilation of articles and videos explaining different aspects of the software. DonorPerfect is constantly upgrading the quality of the database based on feedback from users.

Customer Support

Customer support is quite good. There is always someone available at the call center to answer questions or walk me through a new process.

Likes Best

DonorPerfect is very user-friendly, with an easy to learn interface. I love the integration of online donation forms, payment processing, and receipting. DonorPerfect has saved us countless hours in administrative work and leaves less room for error! I also love all the space for donor information: contact notes, history, relationship, etc. It makes donor stewardship easy!

Likes Least

The e-cheque and credit card processors that integrate into DonorPerfect have higher fees than others I have encountered.

Recommendations

Definitely make sure you understand all the fees associated with the payment processing before you commit. However, we've found that the ease of having everything integrated has made the cost worth it. As a small shop, DonorPerfect has truly transformed our record-keeping and subsequently our ability to make personal connections with donors.

 

from New Avenues to Independence
Specialty: Human Services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Just beginning to learn

Ease-of-use

I've had difficultly creating reports and such. Entering information, however, is easy.

Functionality

It's good, but we also use it as volunteer management software, and there are not as many desirable functions in that regard.

Product Quality

I am still getting familiar with it, but it seems to be good.

Customer Support

We have good resources to turn to with any questions we have. I have not contacted anyone myself, but I have gotten a good impression of the customer support from my coworkers.

Likes Best

It seems that we have good support and many resources that we can turn to with any questions we have.

Likes Least

Some of the functions are a bit difficult to get the hang of initially. Once you know what you're doing, it's fine, though.

Recommendations

Explore your options and talk to people who are using the different kinds of software.

 

from Jericho Bureau for Exceptional Children
Specialty: Churches
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Some features I like; some features I don't like

Ease-of-use

The knowledge base has too many different options, and the instructions are not very clear.

Functionality

I'm not crazy about it. I was using Microsoft Works the same day I learned, and it fulfilled all my needs.

Product Quality

It seems to be designed all right. It's just hard to master.

Customer Support

Waiting two hours or more for a return call isn't good.

Likes Best

The training session teacher was fantastic. He was not only knowledgeable but had wonderful patience and a sense of humor as well. So many things he taught me made my life with DonorPerfect better.

Likes Least

I don't like the fact that everyone has to be a constituent and registered with software. My mailing list has gone from approx. 2500 to almost 5000. I also don't like having to wait so long for a return call.

Recommendations

This software is wonderful in organizing an event (e.g., a golf tournament). It breaks down a ton of information into many simple reports that are easy to follow. It is not so good in designing form thank you letters.

 
 
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