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 - Key performance indicators
 
  • DonorPerfect Fundraising Software - Key performance indicators
    Key performance indicators
  • DonorPerfect Fundraising Software - Main screen
    Main screen
  • DonorPerfect Fundraising Software - Constituent contact information
    Constituent contact information
  • 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

85 Reviews of DonorPerfect Fundraising Software

Showing 1-20 of 85

 

from VCCS
Specialty: Higher Education
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

DPO Integration

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Likes Best

I like how DPO is integrated with several other complementary software packages (i.e. Constant Contact, DonorSearch). It makes it easy to keep all of your donor information in one place

Likes Least

Right now, the system times out quicker than I'd like and there's no autosave feature.

Recommendations

Try out the different software options and see which is most intuitive to you and your staff.

 
 

from Mount Evans Home Health Care & Hospice
Specialty: Healthcare & Hospitals
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

A year of great use

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Likes Best

I have been using Donor Perfect for a little over a year and have been very pleased with it. I have had really good luck with the support, as has my IT person. We had an issue with the mobile payment processing hardware and Donor Perfect refunded our money after a lot of support time went into trying to make it work (we are in a rural area and the broadband may not have been sufficient) but Donor Perfect was great in all aspects of working on the issues.

Likes Least

I have used several different databases, starting with DataPerfect (a WordPerfect product) in the 1980s. After that I have used ACT for about 30 years, then before DonorPerfect, my nonprofit used an Access database. There are a few aspects of DonorPerfect that could be streamlined - having used ACT, I feel that some of the DP reports could be easier to pull, but for the most part, I can get everything that I need. My greatest regret is that we could not get the mobile payment processing to work because it would have been ideal for events.

Recommendations

When we decided on DonorPerfect, we looked at several different donor databases. We decided on DonorPerfect because of the stellar support (we do have a support package) and the features that make DonorPerfect easy to use.

 
 

from Angel Flight West
Specialty: Human Services
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Customizable Heaven

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Likes Best

I like the software because it offers great customization, great reports that can be exported into Word, Excel, pdf and I find it easy to use. Softerware, the vendor is great because they offer the user a feature on their site where the users can suggest a feature which other users vote on and I have seen many, including my own actually become a part of the software. They also offer a user forum where you can share and find solutions to your issues and their customer service is great because they will find a solution while you are on the call or they will call you back with the solution. Great!

Likes Least

There isn't anything that comes to mind. I have used it for awhile.

Recommendations

Try it! read to make sure it has everything you are looking for. I've used it for over 10 years in different organizations and I honestly would not want to use anything else.

 
 

from Habitat for Humanity
Specialty: Human Services
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Great customer service and ease of use!

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Likes Best

We had very specific needs when searching for a donor management systems. DonorPerfect was able to customize the settings to match our needs. I wouldn't necessarily call myself a tech expert, but I can easily edit the system as our needs change. Reports are easy to navigate, and gives you the information you are looking for!

Likes Least

The cost a little high for a small organization, but you get what you pay for!

Recommendations

I highly recommend it. As I said, the price can be high for a small organization but it is nothing compared to similar databases. I recommend giving DonorPerfect a try by contacting the company for a tutorial and to talk about your needs. More than likely, they can make it work for you!

 
 

from Shelter Care Ministries
Specialty: Human Services
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Donor Perfect Review

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Likes Best

Donor Perfect provides many tracking abilities and ways to customize reports and tracking of donations and volunteer hours.

Likes Least

With such a great quantity of variables, sometimes the user-friendly aspect leaves you confused. However the customer support is excellent.

Recommendations

Learn as much about the various ways you can customize the software to use it to your best ability.

 
 

from Arlington Food Assistance Center
Specialty: Other
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Donor Perfect is reliable

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N/A

Likes Best

Donor Perfect has the flexibility to showcase whatever aspects of fundraising matters to us most - "tailor-made" concept

Likes Least

The conversion period from our old system to DP was a bit confusing, but we got though it!

Recommendations

Make sure you know as best as possible what data you want to keep, purge, so that the transition period is as smooth as possible.

 
 

from nPraxis
Specialty: Faith-Based Ministries
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Solid product with way lot of features.

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Likes Best

Having our data on-line and accessible to multiple users from wherever is a huge plus. DonorPerfect has all the great features you need and many you simply like to have. Data input is a breeze and there are great tutorials - both written and video. The telephone support and free webinars are very well done.

Likes Least

With any software product there is a learning curve. The more complicated you make it, the more you have to learn.

Recommendations

Be sure to check out support and learning resources before you buy fundraising software.

 
 

from Indian River Lakes Conservancy
Specialty: Environmental
Number of employees: 1 employee Employees number: 1 employee

User Friendly, versatile product for tracking donors

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Value for Money

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Likes Best

Donor Perfect is very user friendly and provides multiple ways to track donors and donations. The standard report functions provide most of the information you'll need to manage your donations and fundraising campaigns. Filters enable you to sort data to find exactly what you need. Although we don't use the email functions, this looks like it would be very handy for larger organizations. The mail merge and receipt functions are extremely helpful.

The tech support at Donor Perfect is good and online tutorials are extremely helpful.

Likes Least

It would be nice to have custom report writing at lower cost points for small non-profits.

Recommendations

Be honest about the things you like least. Be specific and provide details.

 
 

from Make-A-Wish Tri-Counties
Specialty: Human Services
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Solid, Low Cost, GREAT for gang emailing and recording contacts

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Likes Best

Tech support is good. Excellent ability to send out gang emails and document who got them and content of email in very few key strokes. This is an important feature and is an add on feature for other more expensive software. Very easy to run finance statements.

Likes Least

We did not choose to integrate it with our accounting software, which created limited reporting ability.

Recommendations

This was our first fundraising software. We used it for 10 years until we were required to go to other software by our national organization. This is plenty of fundraising software for smaller non-profits.

 
 

from CASA-CAN
Specialty: Other
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

not bad but not completely perfect

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Likes Best

easy to use for the most part easy to find people, add donations getting reports is a little harder to find what you want

Likes Least

charges for every name you store not just the active ones and the search function for help is very unhelpful.

Recommendations

make sure it fits all your needs if you need to store names of diseased donors this program will charge you for them

 
 

from Episcopal Diocese of Albany
Specialty: Churches
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Wonderful people to work with!

Ease-of-use

Functionality

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Value for Money

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Likes Best

the folks I dealt with at DonorPerfect were ready to help and knowledgeable about their software - and the needs of the nonprofit professional.

Likes Least

There is still a need for many affiliated service providers rather than having them integrated. So, good if you had the staff, funds and service provider relationships already in place - not so good if you were looking for a one-stop solution.

Recommendations

Talk to several people who use the software - and other software solutions to determine the best fit for your organization.

 
 

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.

  Response: Sam, SofterWare, Inc.

Date: September 2016

September 2016

 

Hi Janice, were happy to report that our online donation forms (and all our other forms) can now be mobile responsive! Please contact support if you need any assistance converting your current forms.

 
 

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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Value for Money

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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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Value for Money

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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.

  Response: The Implementation Team, SofterWare, Inc.

Date: July 2016

July 2016

 

Hi Dia, Thank you for your feedback, and we're sorry that your data conversion didn't go smoothly a few years back. We wanted you to know that since then, we have made great strides in automating our Raiser's Edge data conversions. Our turnaround time for live conversions has therefore dropped from weeks to 2-3 days. We've established a mapping process that enables our team to convert data to DonorPerfect much more easily and quickly, and we share the information with new clients coming on board.

 
 

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

Ease-of-use

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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.

 
 
 
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