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 - Main screen
 
  • DonorPerfect Fundraising Software - Main screen
    Main screen
  • DonorPerfect Fundraising Software - Constituent contact information
    Constituent contact information
  • DonorPerfect Fundraising Software - Key performance indicators
    Key performance indicators
  • DonorPerfect Fundraising Software - Integrated online donation forms
    Integrated online donation forms
  • DonorPerfect Fundraising Software - Mobile pay
    Mobile pay
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000

74 Reviews of DonorPerfect Fundraising Software

Showing 1-20 of 74

 

from Global Kids, Inc.
Specialty: K-12 Education
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Pretty Good, Could Be Better

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Likes Best

Very affordable, does the job, responsive to concerns.

Likes Least

Some of the products can be buggy (the online donation platform that wasn't mobile friendly).

Recommendations

There is no perfect answer. Raiser's Edge is cost prohibitive for many non-profits. But, it's pretty much the gold standard. Products like DPO are decent, but nowhere near as comprehensive or user friendly.

 

from Paraclete Mission Group
Specialty: Faith-Based Ministries
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

New DonorPerfect User

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Likes Best

I'm in the process of moving our Donor Management System over from our old system to DonorPerfect. I spent several months evaluating software. DonorPerfect was a clear winner due to great customer service, an abundance of knowledge base articles, ease of use, clean integration with merchant services, a professional online integration module and much, much more.

Likes Least

A few drawbacks to that I have found with DonorPerfect: The EFT process is done manually, they do not have a donor portal, several of the options require purchase of additional modules, and the user has to pay for some of their webinars.

Recommendations

Make sure you sign-up for their demo/test account before you decide if DonorPerfect is a good fit for your organization. Also, ask a lot of questions and don't assume that something is included or works the way you think it should.

 

from Global Kids
Specialty: K-12 Education
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

GK DPO Usage

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Likes Best

Easy to use, a bunch of helpful tutorials and webinars, the customer support is quick to respond and extremely helpful!

Likes Least

Not the most customizable/ pleasing to the eye fundraising pages, but they definitely work for us! Other than that, I cannot think of anything that we do not like when using DPO!

Recommendations

Watch webinars and utilize online resources, participate in beta testing, and definitely use the customer care support!

 

from Washington Trust for Historic Preservation
Specialty: Arts & Cultural
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Pretty good, not perfect

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Likes Best

It's internet/cloud based so you can access it anywhere.

Likes Least

You cannot sort/filter within the database or view the entire database at once. I am constantly exporting to excel to organize data which seems like a waste of time.

Recommendations

Consider what you need, if you plan to just store information and complete basic mailings it's great. If you want to do serious analytics, look somewhere else.

  Response: Sam, SofterWare, Inc.

Date: July 2016

July 2016

 

Julianne, thanks for posting this review! We're concerned about your comments related to sorting and filtering within the database, which you certainly can do.

Exporting to Excel or a .csv file is an option if you want to view all the records in a spreadsheet, but we'd recommend running a report instead. That will give you the ability to drill down to the specific records and details using the hyperlinks available in our reports. The drill-down capability doesn't exist if you export the data to another source (like Excel).

We're always looking to make work easier and faster for our clients and we have a great track record of incorporating client and staff ideas into our product updates. To that end we are about to launch our new Easy Report Builder, and it includes the ability to actually schedule common reports so that they are emailed automatically(!) to your key stakeholders on a recurring basis. Please contact support to sign up for it (it's free!) or if you have any questions about the best way to view batches of records.

Thanks again for the review!

 

from Salem Art Association
Specialty: Arts & Cultural
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Smooth sailing after bumpy start.

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N/A

Likes Best

I really appreciated the training materials that we had access to through the website. Additionally, it was very easy to train newcomers on basic tasks and methods.

Likes Least

The conversion from Raiser's Edge did not go smoothly. Also, we have the standalone version and would have preferred to remain that way.

Recommendations

The conversion requires excellent communication and extensive knowledge of the database being replaced. It's worth the time and effort.

 

from The Oasis of Kingsport
Specialty: Faith-Based Ministries
Number of employees: 1 employee Employees number: 1 employee

Great product. Well designed an awesome customer support

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Likes Best

Integrated data base, customizable fields. Their videos are easy to follow and readily available

Likes Least

A little pricey but worth every penny. There are several products that integrate well with this program but you have to pay extra

Recommendations

View as many videos as you can. Ask lots of questions before you buy.

 

from MARC, Inc. of Manchester
Specialty: Human Services
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Marketing and community outreach staff

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N/A

Likes Best

Very comprehensive data collection; quick search functionality

Likes Least

Data can be entered or extracted, which is difficult with multiple users (especially volunteers)

Recommendations

Write very clear procedures; when setting up reports, be precise with the data collection and title

 

from Sierra Harvest
Specialty: Environmental
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Frustrated with a few main features.

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Likes Best

The integration with Constant Contact allows us to see whether a person is opening our emails (and create calculated fields based on their engagement) without having to log into Constant Contact. And we can still take advantage of Const Contact's good reputation, style templates and easy user interface.

I like that I can set up monthly donations within our system and the credit card data is stored there (securely).

There is a lot of flexibility in what you can do. The downside to this is the more you customize/deviate from the standard "donor only tracking" the less the built in reports will help you.

Likes Least

You can not find, sort, view and edit a subset of records within the database. We end up exporting most of our reports to excel, which is very counter-intuitive, takes more time and often ends up resulting in a lot more work as people edit the excel spreadsheet which then must be re-imported. The lack of this functionality is causing us to look around at other software.

It does not have a good way to manage households: they recommend putting spouses on the same record, and if one is a business owner (whose business gives separately), the business shows up as a duplicate record on many reports and must be manually removed. And I have no idea how they would handle it if you put spouses on separate records (so you could track their volunteer hours separately, for example)! How would their donations show up? How would you make sure they didn't receive duplicate mailings? If you were segmenting your database into 3 chunks (based on giving history), how would you make sure that the two spouses ended up on the same list?

The automatic download (from weblink forms) is very primitive--there is not a very functional de-duplication system that allows you to compare the records being added with what is already in the database. So as a result, you are likely to lose data or end up with lots of duplicates.

The calculated fields can be very powerful, but they are SO counter-intuitive. They do not allow you to create formulas using if/then terminology without having to create multiple calculated fields that interact with each other...and there is no way to group the calculations together so you can remember what you did. I wish they used standard formula protocol like excel and filemaker do.

Recommendations

Try it first. If you're going to customize it, take the time to figure out how their standard reports calculate first, so that you don't inadvertently screw up the reports. (for example, we are trying to track "purchases" that we don't want to show up as donations. We put these purchases $ amount in a custom field, thinking this would make them not show up on the fundraising reports. However, fields like "last donation amount" were coming up as "$0" since they found the most recent "gift" record (even if the "amount" field was blank, like on our purchase records). It's fixable with workarounds, but it means reprogramming a lot of the standard reports. Likely we need to re-evaluate how we're tracking these so we don't have to redo all the built in stuff.

 

from Kossoris Search, Inc.
Specialty: Faith-Based Ministries
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Worth your time and money!

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Likes Best

I like that you get an "all in one" experience when using Donor Perfect. I have worked with multiple software systems and to have the ability to have the ability to manage special events, keep tasks on-hand and set reminders, have my contact/donor list readily available and easily editable for notes and status updated - it's all there. It's all easy, and their support team is extremely available and helps in times of question!

Likes Least

I don't think as many people use this software as should, considering how helpful and streamlined it is, so in my experience when working with a non-profit, I came to find that new employees weren't as experienced with this as other systems. Not a downside, I just wish more people knew about it!

Recommendations

I would look through their entire website and be fully educated before choosing another software. With Donor Perfect, you get it all - and great service.

 

from Foundation for Youth
Specialty: Human Services
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Disappointing

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Likes Best

The product has great potential. However, without an in house expert it is too complicated for online donations and has several glitches that have caused potential donors to give up trying. Support only managed to address these prpoblems AFTER the end of the campaign. We have no idea how many people have had an unhappy experience

Likes Least

Customer service team have a "you did it wrong " attitude to any problem

Recommendations

Get some professional IT support when you evaluate

  Response: Sam, SofterWare, Inc.

Date: April 2016

April 2016

 

Thank you for sharing your comments about your interactions with support. We see that in the past you seem to have been very happy with the support you received and gave our team some of the highest ratings. We're disappointed we haven't met your needs recently, and we'll have one of our Client Advocates reach out to you to see how we can resolve any outstanding issues you have. Your success and satisfaction with our software and support is our highest priority.

 

from Kimball Hospital Foundation
Specialty: Healthcare & Hospitals
Number of employees: 1 employee Employees number: 1 employee

Kerry Ferguson DonorPerfect review

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Likes Best

program is fairly intuitive. It has quite a few features that are useful for managing fundraising projects. I use the interface with QuickBooks and MS Word a lot.

Likes Least

It's difficult to figure out how to use some of the reports without digging through the user manual

Recommendations

overall this program is quite useful. Definitely use the trial if possible

 

from Idaho Diabetes Youth Programs, dba Camp Hodia
Specialty: Other
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

DonorPerfect has been great for tracking our donations.

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Likes Best

DonorPerfect is easy to navigate and use for tracking our gifts and donations from donors. We don't use many features of it at this time (I know we could do so much more with the software), but I'm excited to learn more of them and use them in the future.

Likes Least

I don't like that we have to pay a monthly fee to be able to get help from customer support. When I have a question about something, I'd like to be able to get the help necessary without going through the Knowledgebase articles because they don't always have the answers I'm looking for.

Recommendations

I'd recommend doing the 30 day trial and play around with the different features of DonorPerfect. Again, there are a lot of great features that I'm still not familiar with but know they're available when we're ready to use them.

 

from Island Connections
Specialty: Human Services
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Donor Perfect was our #1 choice for fundraising software

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Likes Best

Fairly easy to navigate and use the product. The vendor has been an amazing partner in supporting our organization from the start. We look forward to working with them for some time to come.

Likes Least

Like any software, with all of the bells and whistles there are some shortcomings with simple things such as looking for something that you believe should be found easily but not the case. I eventually get where I need to be.

Recommendations

Make sure you know exactly what you need to support your organizations goals.

 

from Langs
Specialty: Other
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

New to Donorperfect

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N/A

Likes Best

The personal touch and so far supportive people. I lovede the video they sent when i signed up!

Likes Least

nothing yet. So far it hasl lived up to expectations

Recommendations

you need to make sure you know what your needs are first. Cloud systems are not for everyone but it a good way to enter the data collection market

 

from New Horizons - Serving Individuals with Special Needs
Specialty: Human Services
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

DonorPerfect Online Review

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Likes Best

You can add custom fields to the entry screens. The staff are pretty nice and helpful.

Likes Least

I don't mean to sound negative but for our purposes this is not as robust a software package as we need. Reporting is not very good and key areas that should be customizable are not. Most of the reporting as well as acknowledgement processing is done outside of DonorPerfect via exporting data to Excel. Very time consuming and cumbersome.

Recommendations

Request a demo or 'sandbox' database to play around with. Test everything out. Nothing is perfect but taking your time and doing a thorough, hands-on demo will help when making a final decision.

 

from Bethesda Children's Home
Specialty: Human Services
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

A solid company and product that you can count on!

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Likes Best

The thing that I admire and respect about Donor Perfect is the company that backs the product Softerware. Softerware has been around for a good number of years, so you know that you can trust the product to be around for a long time as well. Moreover, you know that the company must be doing something right to be in busy so long. There are a lot of "fly-by-night" companies out there developing fundraising software but how long will they be around? Also, I have noticed that a few software companies are merging or buying out other companies, this is unsettling when you are looking for a reliable product.

Likes Least

To be honest, I was not ready to go to the cloud with my fundraising software, but because of the fact that Softerware no longer supports the local version, I am being forced to move to the cloud. I don't like to be forced to do anything, but I guess that I have to move ahead with the times.

Recommendations

Take your time when evaluating fundraising software and buy the product that fits the needs of your particular organization. Don't over buy the bells and whistles if you don't need them. Take time to evaluate through demo's and if necessary request as many demonstrations of one product as you need. If the companies will give you a trial version, that will help you to test drive the product before you buy. Don't be pressured by sales reps to buy when you are not ready. Ask as many questions as you need to feel comfortable with your decision.

 

from Missionary Flights International
Specialty: Faith-Based Ministries
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

DonorPerfect fit us Perfectly!

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Likes Best

The sales team was extremely helpful throughout the process of choosing Donor Perfect among five products under active consideration. After we made the purchase, the support team was professional, courteous, well-trained, and very helpful as we migrated our data from a DOS-based system to DP.

Likes Least

While not quite as intuitive as a couple of its competitors, DP's menu of options, reports and analyses is what sold us on the product.

Recommendations

Watch the training and product overview videos on YouTube. Take the training seminar DP offers once a year.

 

from Holland Historical Trust/Holland Museum
Specialty: Arts & Cultural
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

We are just making the transition to Donor Perfect as our software

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Likes Best

It is very easy to enter data and to add fields, even designing the screens used to collect data. The Support staff has been very patient and helpful as I have asked questions. So far, I am having to ask for help with nearly every kind of report, but they are all very good at showing me how to do things.

Likes Least

I had expected more ready-made reports. It is possible to set up whatever you can imagine, but so far it seems quite complex. Eventually I'm sure it will seem more natural. The videos and webinars are not as helpful as the Support staff. I wanted to see someone in a daily work-flow, entering data, creating reports, creating thank you letters and receipts, and printing them for mailing (or emailing). We are still using our old system for creating renewal letters and thank you letters since we have had the Donor Perfect system for only a month.

Recommendations

Get the free demo from a company, try doing things with it, and call up their support team to ask about how to make the reports you really need. I made the mistake of not calling support during the trial period. I think any company that wants your business would be happy to spend some time with you as you learn about them.

 

from Apple Patch Community, Inc.
Specialty: Human Services
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Apple Patch

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Likes Best

Ease of Use, customer service, Price, flexability of software

Likes Least

Haven't found anything yet. I found this group to be very helpful.

Recommendations

Use Softwareadvice. I received prompt service and several options as we were looking for a new fundraising software.

 

from Kauai Humane Society
Specialty: Animal Welfare
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

KHS DP Review

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Likes Best

Can set up a filter, code, smart action pretty easily.

Likes Least

Limited templates in web pages links and not able to delete sections that are not used in main donor page.

Recommendations

Definitely set up training with a person, they are well versed and knowledgeable of their product.

 
 
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