About DonorPerfect Fundraising Software

DonorPerfect is a fundraising solution suitable for all nonprofits. It helps users manage donations, contacts, receipting, reporting, email and fundraising initiatives from a single system.

Dashboard analytics and reporting provide insight into what drives donations, and organizations can send personalized email communications through Constant Contact to donors and supporters. Integrated online forms automatically enter gift information into the donor database, and it can accept and process recurring donations. Development professionals can use DonorPerfect to track information about donors, prospects, volunteers, staff and other constituents, and event managers can use auction management tools to manage silent, live, mobile and online charity auctions.

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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

606 Reviews of DonorPerfect Fundraising Software

Average User Ratings

Overall

4.49 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(370)

370

4 stars

(179)

179

3 stars

(41)

41

2 stars

(7)

7

1 stars

(9)

9

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 606 results

November 2018

Brett from Seniors Services Society

Verified Reviewer

Company Size: 11-50 employees

Industry: Fund-Raising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

DonorPerfect for the Smaller Non-Profit

I highly, highly recommend, DonorPerfect, and am currently attempting to have my present employer switch to it from a far less intuitive donor database. I honestly cannot sing the praises of DonorPerfect enough. It is a donor database designed by fundraisers, who continuously accept input from other fundraisers.

Pros

There is so much to love about DonorPerfect. After 10 years in professional fundraising, working with everything from the most-known donor database to numerous smaller ones, DonorPerfect really is perfect. It's extremely intuitive, and extremely customisable. During my training, I was actually jumping ahead of my trainer, and ended up not using a full two hours of the training DonorPerfect provides. Furthermore, I was able to quickly and easily train others on how to use the database.

Cons

There was one quirk around using Tab, where it would skip a field near the top of the main Constituent page, then jump back up to it. I never did figure out how to work around that issue.

Response from SofterWare

Replied November 2018

Thank you Brett for the awesome review of DonorPerfect. I am glad to hear how easy you found the system to learn. The Technical Support Department is available to assist with any questions you may have when working in the system. Please reach out to them about they issue you are experiencing when using the Tab key. Regards, Ellen Molon, Client Relations Specialist

July 2020

Ruth from America's Keswick

Company Size: 11-50 employees

Industry: Religious Institutions

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2020

Highly user friendly

Great customer service - very fast response time. Very patient in helping through issues. And, again, great usability.

Pros

One of the best features of this software is its user-friendliness. It takes almost no time at all for a new user to feel comfortable with it.

Cons

Doesn't always do exactly what I want, but then what does? Sometimes the periodic upgrades don't seem to make sense to me, or change things that were fine as they were.

Reasons for Choosing DonorPerfect Fundraising Software

much better reporting features - we do a lot of specifically targeted mailings and DonorPerfect was much easier to extract the type of mailing lists we needed

October 2020

Megan from SafeHaven

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

October 2020

A good decent fundraising software

Overall, DonorPerfect is a perfectly acceptable fundraising CRM database. My agency used it for over 10 years but we have recently transitioned to a new database (and having all new problems there). When we were smaller and didn't require so much data management this was a wonderful database. But now that we have so many constituents, we track donors, volunteers, inkind donors, customers, memberships and soft credits all while having a very active direct mail calendar. It simply became too much for the system - we needed more automation, more accurate pulling (but now we are finding how much we miss their customizing), a more modernized system for social media platforms and the ability for donors to have their own login access. I'd recommend this software to many agencies. Overall - the support us hands down the best, the product is good and at the end of the day chances are if you don't like something you can change/customize it.

Pros

DonorPerfect has some good capabilities and is highly customizable. The software does a good job of tracking donors and volunteers and a decent job of tracking memberships. It has all of the money (gifts, memberships, in kind donations, soft credits, etc. in one screen that is helpful). It links accounts well. The SofterWare (payment processor) was fair, easy to use and do refunds, and was able to do minimal reporting. WebLinks (donation pages) are fairly customizable, there are certainly more updated looking forms out there but it was a very dependable and we were able to rename headers, and make forms for our unique needs. This is a VERY affordable product (our new one is double the cost) and you get unlimited constituents. The support is available, helpful, timely and great. The chat function was a lifesaver. If ever you were struggling with pulling a report, or how to customize something you could chat and they would tell you how to do it but they'd also just pull the report for you if you were in a time crunch. Their support was the hardest part to leave.

Cons

Our biggest con was reporting. We could run the same report (two different users) and not always get the same results. Each report was off by a few constituents. We left DonorPerfect because of this. When we did our data migration reports there were several constituents that were left off and we had to go back to our new system and manually put them in from DonorPerfect. It was the ultimate reminder that we had outgrown the database. We had DonorPerfect before it was cloud based and it was wonderful for our smaller database but as it grew in size that's when we started to struggle with reporting. Another struggle we had was as we got bigger we needed a more sophisticated stewardship platform for moves management. Bizarrely it didn't feel this was a focus for DonorPerfect, they tout having automatic processes but this wasn't entirely accurate. It was automatic, after you processed or did a few steps.

June 2016

Carlyle from Sierra Harvest

Industry: Environmental Services

Time Used: Less than 6 months


Ease-of-use

3.0

Customer support

4.0

Functionality

2.5

June 2016

Frustrated with a few main features.

Pros

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.

Cons

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.

August 2020

Jessica from STAGES St. Louis

Company Size: 11-50 employees

Industry: Performing Arts

Time Used: Less than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Ideal CRM for Mid-Size Nonprofits

DonorPerfect offers everything we need in a CRM database. The phone app, while not offering everything you get from the full site, is more than sufficient for plugging in to get information on the go.

Pros

Donor Perfect is very user-friendly. The Quickbooks integration is vital. Constant Contact integration is a feature we never knew we needed.

Cons

There are some limitations in reporting that can usually be worked around in some way, but can feel like you're coding more than running reports. That area is less user-friendly for our older employees.