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

25 Reviews of DonorPerfect Fundraising Software

 

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.

 

from Somebody Cares America
Specialty: Faith-Based Ministries
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Love this software

Ease-of-use

Most screens are very simple to use. Any questions you have can usually be answered in the help section. The help section has quite a bit of information and has clear and simple instructions.

Functionality

It meets my needs perfectly. I need it to keep track of donor contact information and donations. It has options to enter any type of contact information that I could need, from addresses and phone numbers to email addresses and website information. I can classify donations in any way that I need to for tax and banking purposes.

Product Quality

The quality is high. It has always worked the way it was designed when I needed. One of the things I like is that they're constantly looking for ways and suggestions on how to make it work better. Then they design and implement those changes.

Customer Support

I ran into a problem doing year-end tax statements. I needed the donation totals to be able to be separated out between four entities. Customer service was able to add three new fields that would separate out those donations. The fourth entity was smaller and I was able to do that one individually. Those new fields made our year-end tax statements a breeze to send out.

Likes Best

I love the ease of use and abundance of support. Most tasks are easily found and easy to execute. I love that if I do have a question, there are many tutorials that are easy to find in the help section. If I run into a problem, the customer support is very helpful in solving that problem. Most of the screens are self-explanatory for entries.

Likes Least

The only problem that I've run into is that we have four entities that require separate entries and documents. For donor entries, that is not a problem to set up. For year-end tax statements, we needed to be able to separate out donations by donor and by entity. We are currently only able to set up three of the entities at a time to have previous year end totals. For the fourth entity, we have to calculate the totals ourselves. Most users won't have this issue.

Recommendations

If you have a lot of donors, this is the perfect software to help you keep track of all their information. There are many screens that can hold any information that you may need. Changes are easy to make.

 

from Jericho - Bureau for Exceptional Children & Adults
Specialty: Human Services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Easy to use, set up, and get moving with fundraising!

Ease-of-use

I like it; it's easy to use.

Functionality

I haven't had time to learn the nuances, but it meets my needs.

Product Quality

The quality is good

Customer Support

The customer support has been very helpful

Likes Best

It's simple to use, especially if you've worked with other databases. The built-in reports are great, and once you learn the filter system, everything is easier.

The salesperson was almost too persistent, however polite and professional. So far, I've had only great experiences with the support team!

Likes Least

I find the interface is a bit boring, but it's okay.

Recommendations

Make sure that you're organized with regard to a process before choosing the software. Then make sure that you can figure out where each step in your process is going to be handled in the software. Don't let the sales people tell you it'll work 'somewhere.'

 

from North Fork Environmental Council
Specialty: Environmental
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

DonorPerfect for Small NPOs

Ease-of-use

Generating mail merges does take some time to understand the DonorPerfect way.

Functionality

Overall, it's a very solid and useful product. I would like it if communication section (thank you letters, etc.) did not only work with Microsoft Word but also with other programs, like Open Office. Less expensive, open-platform programs are the wave of the future, especially for small NPOs like ours.

Product Quality

The main design issue we find is that the main bio screen does not easily accommodate nontraditional households, whether it be hetero, gay, or lesbian couples.

Customer Support

Customer service has been good, timely, and helpful. Never a problem to date.

Likes Best

At every step of the way, the vendor has provided excellent customer support. Moving from one software to another is never easy. DonorPerfect helped to make the transition smoother and shorter.

Likes Least

The main problem we are experiencing is two-fold:
1) the terminology used is quite different from our previous software solution, so it makes navigation a bit difficult at first;
2) there are some integration issues I thought would be more up-to-date.

Recommendations

I don't think that first-time software users would have a problem. But if you have a current software solution, you need to look at everything, especially the cleanliness of your own data, to see how good a fit this is.

 

from Cat Depot
Specialty: Animal Welfare
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Donor Perfect Online is easy to use.

Ease-of-use

Lots of webinars and training opportunities to help learn a variety of functions.

Functionality

We didn't need a real complicated system, but one that was easy to use with multiple users, and a system to replace our manual cash management process and generating thank you/donor letters.

Product Quality

Every record and field we could think of came with the basic product without a lot of customization needed.

Customer Support

Very responsive via email to any question we have had.

Likes Best

Easy transition of data, quick searches, easy to change fields or flags.

Likes Least

Initial cost was high, but annual fee is moderate.

Recommendations

Ask a lot of questions to make sure DPO tools match your needs. Also, we started with under 5,000 records but before we even transitioned, we had gone over 5,000 which was an additional cost.

 

from Friends of the Arava Institute

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Our organization is a small non-for-profit, and DonorPerfect has done a fantastic job in helping us organize our data and making our data much more accessible. The system is incredibly easy to use and fantastic for exporting data. Furthermore, the best part of Donor Perfect is the support team. We recently completed a very complicated upload to our account and we were worried not all the data would be imported correctly. Our worries were completely unfounded, and through the help of specifically Allison and Paula this upload went flawlessly. I would recommend DonorPerfect to any small business who is interested in having the ability to work with their fundraising data.

 

from The Ahrens Foundation

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We have been a DonorPerfect user for the last 7 years and have been extremely happy. I am very impressed with the many things this software can do for non-profits. We are a unique private family foundation that does back office support services for about 20+ local non-profits. We assist with fundraising, tracking donations, financial reporting etc. Before we started using DP we were using excel spreadsheets, which was not effective or efficient. DonorPerfect has made life much eaiser since we have started using it. It's also nice to have the confidence that donor records are accurate. We recently just switched over to DonorPerfect Online and I will say that the transition was very quick and smooth, with no disruption at all to our users. The software has so much to offer and the folks at DonorPerfect are always working to make things more effective and user friendly. I am so impressed with the customer service team and their knowledge. They are always willing to help us with our business needs. A huge thank you to Paula Burns (Client Account Manager) and her team for going above and beyond!

 

from Society for the Increase of the Ministry

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We are a very small non-profit organization. Previous to DonorPerfect Online, we were using Access for many years, but it wasn't providing what we needed. When I was asked by the Executive Director to evaluate fundraising software programs, I evaluated three, including DonorPerfect. Working with Matt Wismer, he quickly identified what we were looking for. Matt was instrumental in my recommending to our organization that we proceed with DonorPerfect.

We've been a DonorPerfect Online customer since June 2012. From the very beginning all of the DP personnel that I have worked with have been friendly, easy to work with and very helpful. They all made the transition very comfortable for me.

I continue to have questions and need assistance, but support is only a phone call away. Customer Service is extremely important to me. Everyone that I have dealt with at DP have answered my questions, guided me in the right direction and demonstrated patience with my limited abilities, which I so appreciate. I am quickly becoming a DP Online expert!

The benefits include being able to extract reports needed by the Executive Director in a timely manner. I was a little concerned about the filters because it seemed I wasn't able to acquire the correct information. But they have solved that issue by creating a much easier way to filter the information needed. They listen when their customers express issues and take the appropriate steps to implement solutions. I so enjoy working with a company that takes their customer's concerns into account and then creates user friendly solutions.

Thank you DonorPerfect for making my job easier! I highly recommend DonorPerfect!

 

from National Gaucher Foundation

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We have been very happy with DonorPerfect since we first started using it over five years ago. We are a small non-profit that was keeping track of our donors in an Excel spreadsheet. Our implementation went incredibly smoothly and we quickly and easily learned how to work within the DonorPerfect Online (DPO) database to get the maximum results from it. The customer support has been fantastic, both in the initial mapping out of our database to ongoing support whenever we need to pull a report or do a mass mailing.

DonorPerfect Online has made it easier for us to everything. I can't imagine functioning without it.

 

from Carrier Clinic

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When I joined the Fund Development team at my employer, Donor Perfect was in place here but no one was using it. I was stepping into a brand new role and there was no one here to train me. Part of my job description was to learn Donor Perfect and to grow the database. In my former job, I was familiar with Microsoft Access and Blackbaud's E-Tapestry, but I would not say that computers are my strong suit.

I found Donor Perfect pretty easy to learn. I used the manual and pre-recorded webinars to learn the basics. I also had a one-day private training at Softerward in PA. This was most helpful and I would strongly recommend it!

It's been just over 10 months and I still get stumped from time to time, especially when it comes to using reports to extract the information I need, but I am feeling confident about my progress and I have been able to generate the reports my boss asks me for. The staff at Softerware is always willing to help. They are friendly and very knowledgeable about their product. Some even follow up with emails.

We also use Donor Pages for planning our organization's Walk event. Here, we find the website somewhat cumbersome.

Overall, I would give Softerware and Donor Perfect a very good rating. Being someone who doesn't consider herself computer saavy and who learns best with proper training, I have been able to master what I need to know to get by. The program is straightforward and intuitive. I would recommend you try it.

 

from Mental Health Association

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While searching for fundraising software, we researched what other organizations were using. We checked with the hospitals and colleges and asked several foundations what they were using. We found that the costs were far more than our organzation could afford and the training for the software could take weeks or longer. As we continued to look for something to suit our needs, we checked into DonorPerfect.

The Softerware team helped us understand what the software was able to do and they customized it to our needs. It was available for our use within weeks and we are able to make custom changes to the screens as needed.

Prior to DonorPerfect, our fundraising database was an Excel spreadsheet. (Well...actually it was more like 35 spreadsheets.) The team at DonorPerfect helped me set up the information for smooth merge into DonorPerfect and as I wanted to make global changes to the software, I was able to learn how to do it myself.

Anytime I need support, it is just a phone call or email away. As time goes on and I need less support, DonorPerfect gives me the opportunity to pay less and choose the type of support I want. Friendly, professional and knowledgeable staff contine to make DonorPerfect my choice for fundraising software.

 

from Somebody Cares America

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Somebody Cares America is a Christian based non-profit that mobilizes a large network of churches and organizations across the country to work together in disaster response, compassion ministry, and prayer initiatives.

The partnership between Donor Perfect and Constant Contact makes it easy for our small staff to maintain our records and communicate quickly with a variety of constituents without extra work. Donor Perfect was easy to learn, is responsive to user suggestions for improvement, and is web-based so we can access the info we need no matter where we may be working. If you need Constituent Management Software I recommend it.

 

from New Avenues to Independence, Inc.

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DonorPerfect Fundraising Software support team is incredible! When I was a novice, DonorPerfect set up regular conference calls to address my questions and help modify the spreadsheets to fit the data collection needs of our agency. Even today, the support team is just a phone call or email away... and their timely and thorough responses are much appreciated!

 

from United Church of Christ Homes

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I've been using Donor Perfect for almost 10 years and have found it to be one of the most user-friendly fund raising software available. Before using Donor Perfect my organization used a dinosaur of a fund raising software and it took multiple steps and entrees to produce one result. I visited two other sites that had Donor Perfect prior to purchasing it for our organization. With Donor Perfect, it is very easy to add gifts, process batches, and run reports.

The folks at Donor Perfect helped to make the conversion from our old software to Donor Perfect very smooth and customer support was extremely helpful the few times I've had to use them. Using Donor Perfect Online makes it even easier for both the user and customer support to resolve any issue that may arise.

In addition to the user friendly screen tabs and ease of processing gifts, I think the reports that are offered with this system meet the varied needs of many fund raisers. From the Memorial/Tribute reports that can be easily printed for Annual Reports to the Analysis reports for data collecting and fund comparisons, Donor Perfect offers reports that are relevant to the fund raiser.

Another thing that I like about Donor Perfect is that they survey their clients to find out what features are working or not working and then actually listen and add features based on client wants and desires.

I know many organizations that utilize Donor Perfect and I would highly recommend it for a Development/fund raising office.

 

from The Athenaeum of Philadelphia

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The Athenaeum of Philadelphia is a non-profit, members-supported library with roughly 1500 donors in our DonorPerfect system. DonorPerfect is just right for the size of our organization, and for keeping track of not only members' annual dues and gifts, but also grants and other funding. I learned DonorPerfect a year and a half ago and was able to catch on quickly thanks, mostly, to the online webinars. They are truly helpful. I have attended the Reports and Listings seminar in Philadelphia as well, where I gained more of an understanding on how many different types of listings you could make. We use these for different financial reports, for board meetings, for gaining more members, and just to better understand our donor demographics. I would definitely recommend DonorPerfect to other institutions like The Athenaeum.

 
 
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