DonorPerfect
5 Reviews 4/5 ★ ★ ★ ★ ★A cloud-based nonprofit CRM software for fundraising and donor management.
Product Overview
DonorPerfect is a donor management and fundraising software. It integrates key features like customizable fundraising tools, donation and gift management, pledge processing, and donor engagement capabilities. DonorPerfect supports targeted mailings, grant and event management, and detailed reporting for effective fundraising analysis.Pros
- All versions include unlimited users
- Robust CRM with fundraising capabilities
- Integration with Constant Contact and QuickBooks Online
Cons
- Difficult to consolidate donor records
- Expensive for small nonprofits due to add-ons required
- Requires significant level of training to be proficient
Target Market
Small to medium-sized nonprofits in education, healthcare, individual and family services, and non-profit organization management.DonorPerfect fundraising software is a customizable system that allows users to configure screens, fields, and reports to fit their needs. This CRM solution helps manage donations, engage donors, and streamline administrative tasks.
DonorPerfect Key Features
Gift Management
- Automated acknowledgments and receipts
- Soft credits and split gifts
- Memorials and honorariums
- Batch audit trail
- Deposit slips
- Quick gift entry
Pledge Processing
- Unlimited payment schedules
- Automated pledge reminders
- Delinquent pledge reports
- Cash flow projections
- Quick pledge entry
Fundraising Efforts
DonorPerfect is a complete fundraising hub for nonprofits of all shapes and sizes. Coordinate development and donor engagement efforts with these great features and tools built for collaboration:
Targeted Mailings & E-Mail
- Address labels
- Bulk mail reports
- ZIP code bundles
- Personalized communications
- Mailhouse exports
- Insta-Merge
- Broadcast e-mails and faxes
Grant Tracking
- Proposal management
- Tracking reports
- Foundation profiles
- Cash flow analysis
Contact Management
- Tickler file
- Appointment reports
- Unlimited notes
- Major donor profile reports
- Moves management
Special Events
- Dinners & galas
- Auction Reports
- Golf tournaments
- Walk-a-thons, bike-a-thons, etc.
- Sponsor levels
- Table/seat assignments
- Event summary reports
Information Management
Nonprofits should maintain detailed records on donations and volunteers to ensure compliance and transparency. DonorPerfect offers:
Donor Management
- User-defined fields and screens
- Relational household records
- Unlimited names and addresses
- Cross-reference records
Memberships
- Renewal notices
- Track upgrades and lapsed memberships
- Statistical analysis
- Membership lists and reports
- ID cards
Volunteers
- Volunteer assignments
- Hours and dates of service
- Scheduling
- Solicitation reports
Alumni & Students
- Class lists
- Phonathons
- Maiden names
- Multiple addressing
- School reporting module
Reporting & Analysis
Detailed analytics can help your organization discover better ways to fundraise with:
Campaign & Solicitation Effectiveness
- Solicitations and appeals
- General Ledger summaries
- Giving analysis
Donation Summaries & Analysis
- Pledge tracking
- Capital campaign analysis
- Major donor analysis
- Cross-tabulations and graphs
- Relationships and affiliations
Constituent Reporting
- Cross-tabulations and graphs
- Relationships and affiliations
- Over 100 reports included
Pricing
DonorPerfect pricing starts at $99 per month. Every package, regardless of price, includes free setup and:
- Tailored fundraising and donor management
- In-depth analytics and dashboard insights
- Online donation form integration
- Mobile app for Android and iOS
- Constant Contact integration
- No-monthly-fee payment processing
- Automated receipts and acknowledgments
- Real-time chat support
- Variety of webinars, live and on-demand
- Detailed onboarding process
Video Overview
Product Overview
Developer Overview
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User Reviews of DonorPerfect
Write a Review
DonorPerfect Review
They hold a lot of data with a lot of customization, however, I find it really difficult to find meaningful insights from the software. Their reporting has many limitations so I must do a lot of manual work. They don’t track things and have no intelligence integrated into the system. It’s basically a complicated Excel sheet.
Pros
Holds lots of data
Cons
Clunky reporting, no intelligence, poor sales people
- Diversified Consumer Services
Very frustrating
Very frustrating. Any user entered field (i.e. celebrity) is unsearchable. Also the donation is “i centric” in that android devices cannot be used for direct giving.
Pros
Well respected donation software that promised a lot. Looked good on paper.
Cons
Basic package cannot perform basic CRM requirements i.e. search for contacts identified as volunteers. The data goes into a separate (unsearchable) silo that has to be exported as Excel file then searched. Results are in Excel. Customer support was frustrating. Tried to use it for over a year and finally gave up. I have 2,400 unsearchable contacts of 4,000 entries. Very disappointing. To run a report additional software has to be purchased.
DonorPerfect Review
DonorPerfect is an amazing tool for our organization. I truly could not do my job without it. The simple design, deep functionality capabilities, and endless customization options make it an amazing CRM for nonprofits.
10 years with DonorPerfect. Still a strong yes
10 years with DonorPerfect. Still a strong yes. DonorPerfect is fast, cloud-based and accessible anywhere, powerful and flexible, customizable, and easy enough for new staff to use comfortably and with confidence while the admins can create calculated fields and custom report solutions.
Our experience with DonorPerfect has been excellent
Our experience with DonorPerfect has been excellent for 10+ years. It allows us to track all of our donors’ giving history as well as update their contact information very easily…The reports allow us to analyze where we are and where we need to be financially as an organization.
