DonorPerfect

DonorPerfect

Nonprofit CRM Software

4.5/5 (509 reviews)

DonorPerfect Overview

DonorPerfect provides a complete fundraising and donor management solution to help you reduce your workload and build relationships with your constituents. Discover all you can do with DonorPerfect:

Manage Constituent Contacts and Donor Development
Send Personalized Communications
Track Every Type of Donation
Report & Analyze Results
Manage ALL Information in One Complete Source
Integrate With Best of Breed Products & Services
Collect Donations & Information Online

Pricing

Starting from
$89/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

DonorPerfect Reviews

Overall rating
4.5/5
91% positive reviews
312
Excellent
150
Very good
35
Average
6
Poor
6
Terrible
Janette W.

Great program for donor receipting

Used Daily for 2+ years
Reviewed on 2019/03/26
Review Source: SoftwareAdvice

I really like the support for this software. They are very responsive when you have a problem and they have a lot of information online so you can look up your own answers and when you want to "dive in" really deep in understanding the program. If you just need to look up how to export information, you can look that up online and follow step by step. You can also customize your export of information so if you only want a name and address, you can get it in the form you want (either in excel or word). You can also add any field to that export that you desire.

Pros

I like that I can add fields on the fly and be able to report on those fields. This is great for tracking anything you want to track with your donors. I love that I can have a multitude of thank you letters ready to merge at the same time. I've worked in software that only allowed a few letters. This way, a thank you letter with receipt at the bottom to a specific campaign can come out in the same batch as a regular thank you letter with receipt. We have total control over the look and feel of our receipt letters. I like that I can use a batch system so I can reconcile with our accountant but you can also enter gifts directly in a person's record if you don't need to track that way. I really love that I can add items to my batch file, like a consent sent in with a gift that we can publish their name. I can also have my batch file come out the way that is most helpful for our organization, and each organization can individualize it as well.

Cons

The first time through running year-end summaries for our donors took a bit of a learning curve to set it up the way we wanted it to display but support was very helpful when I "got stuck". In the few years I've been working in the program, that process has improved.

Response from SofterWare

Janette, I love to read that you are taking advantage of so many of the features offered in the system. Receipting Donors quickly is important to keep your Donors loyalty and DonorPerfect has perfected the process! Like you mentioned. a multitude of thank you letters can be created and ready to merge at the same time. Thank you for the great review! Regards, Ellen Molon, Client Relations Specialist

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Donor Perfect Review

Used Daily for 1+ year
Reviewed on 2019/03/13
Review Source: Capterra

I don't think we did a great job of tracking donor retention rates or lapsed donors before. Now with DP we are easily able to run the reports and be more proactive with those individuals.

Pros

I like that it is incredibly user friendly and easy to learn. It's incredibly helpful when volunteers are helping or new people come on board. I also love the ease of pulling reports. They have so many prebuilt reports to chose from by I can also quickly and easily create my own and even better I can edit it if I don't get it right the first time. I'm constantly learning new tricks and tools as I gain confidence with the system and as our needs change as an organization. We've had the system for a little over two years and last year I didn't know I could easily generate different data and charts for our Annual Report, learning that made life so much easier. I also have to rave about the support team because so often I feel like I am calling with a basic or dumb question but they are always nice, walk me through it and then send a follow up email with the instructions in case I forget. They are so kind and patient!

Cons

It's never that I don't like the system but more than I have to learn how to get it to do what I need. My brain thinks it should work one way but they have the system programmed to operate another. It's more just spending time in the system and learning all the different ways it works and can work for you.
One thing that drives me out is when it logs me out. If I've been out of the program for a little bit I can understand, it's frustrating but I do understand. What I don't understand is when I'll literally be in the middle of entering a gift or something and it will log me out, forcing me to start over. Not the worst thing in the world but still vexing at times. I also wish that the Company Name & the individuals Last Name didn't pull from the same data point so it was a little easier to run mail lists but I've found workarounds in excel once the report is pulled.

Response from SofterWare

Thank you for taking your time to write a review of DonorPerfect. I am glad to read you are enjoying using the system and all the different ways it has benefited your organization. The support team is always happy to help and I am glad to read about your wonderful experience when speaking the support team. Regards, Ellen Molon, Client Relations Specialist

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Michelle C.

Awesome Support Staff

Used Daily for 2+ years
Reviewed on 2019/02/27
Review Source: Capterra

There are several features that are very useful to our organization but I would say that one of the most helpful is the ability to compare giving levels over a multi-year period.

Another feature that we used for the first time last year was the Event Manager feature to track expenses, income, attendees and overall profit for our annual fundraising gala. That made reporting a breeze. In the past we tracked this information through a spreadsheet with quite complicated formulae. With DP Event Manager all we had do was plug in the information.

Pros

Our organization has been using DonorPerfect for about 15 years. It is generally user-friendly and serves our needs well. We converted from the desktop model to the online model about three years ago and had a very good experience with the conversion. We have the Premium level of support and the staff are always knowledgeable and have, without exception, been able to help me with any problem I have encountered.

Cons

One issue I have with this software is when I need to send a notification to a recipient for a donation made in memory/honor of them or a loved one. At the present time, there is not the ability to create an instant merge. The process to create the notification is cumbersome and the steps are not easy to remember for staff members.

Response from SofterWare

Michelle, Thank you for the Awesome Review. Our Support Staff is knowledgeable and happy to help! I am glad to read how Events Management has made keeping track of data and reporting on your event easy. Many features you see in DonorPerfect come from Suggest and Vote. I would be happy to speak to you about your suggestion for notifications. I can be reached at (800) 220-3537. Regards, Ellen Molon, Client Relations Specialist

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Amy W.

Look no further than DonorPerfect!

Used Daily for 2+ years
Reviewed on 2018/12/03
Review Source: Capterra

Overall, I can't imagine another fundraising software being any better than DonorPerfect. The donor records management and reporting functions are very user-friendly and the logical manner by which they are organized and laid out on the website are big time-savers. DonorPerfect is a huge asset to our development team!

Pros

DonorPerfect is perfect for all my organization's software and database needs relating to fundraising. My absolute favorite thing about DonorPerfect is the excellent customer service I receive each and every time I reach out. I am sometimes asked to provide data that I'm not sure how to obtain in a time-effective manner. It literally takes a quick phone call or even an online chat session with a DonorPerfect rep for me to find a report that will work to get me the information I need. I am always amazed at how well the DonorPerfect customer service folks know the software, and the ease at which they are able to share its capabilities. I have never had to wait for a solution or an answer to my questions. That is so valuable for me, someone whose greatest challenge is not having enough hours in the day! One of the other pros at the top of my list is the user-friendly interface of DonorPerfect. If you have even a little computer knowledge and experience, DonorPerfect is very easy to use. Everything is laid out and organized in a logical manner, which saves the time and frustration of not being able to find a simple function.

Cons

I can honestly say I have not had any negative experiences with DonorPerfect. There are tiny things such as the scope of searching records that I might like to see changed, but at the end of the day, they're not really consequential. (Example: If an individual record is entered as John H. Smith, but I search for that record with the terms "John Smith", the record I'm looking for may not pop up. Broadening the search to "Smith" however, would allow me to find the record.)

Response from SofterWare

Amy, I am thrilled to read about the value you are finding in using DonorPerfect! You made my day with the title of the review : Look no further than DonorPerfect!. I am delighted to hear you think the system is user friendly, and agree that our Support Team is outstanding! Thank you for the amazing review. Regards, Ellen Molon,Client Relations Specialist

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kristina H.

Perfect for small organizations with few staff and minimal amount of active donors.

Used Weekly for 2+ years
Reviewed on 2018/07/19
Review Source: Capterra

I have set up a number of non-profits with Donor Perfect. It is a great program for non-profits, particularly those with minimal funds, small staff, and new fundraisers. I have worked with organizations that fit every part of the spectrum. My current organization benefits from the data that I am able to retrieve about individuals, gifts, history... There are so many advantages to building relationships but also the ability to have data and notes that is easily retrieved and instrumental in the smooth transition of development staff attrition.

Pros

The cost is the most attractive part of Donor Perfect. For small organizations needing a database to get prospects and current donor information in one place for importing and exporting, this program is ideal. Having something inexpensive and yet widely used in our community of nonprofits, had definite advantages. There are many features of large software organizations that makes it a great deal and the add-ons are reasonable once your organization is able to take the next step.

Cons

Troubleshooting seems to be a challenge at times. Some areas you can "hover" over and figure out what the feature is or data that is expected to go in or how to use it - but it is not always clear. Unfortunately, nonprofit database information is not unique and from one software to the next, there is a learning curve for where you put what.

Response from SofterWare

Thank you Kristina for taking the time to review DonorPerfect. The system is designed to be flexible for non profits of all size and can be customized to an organization's needs. As you mentioned, there is a learning curve when using a new system, we have you covered with a phenomenal support department, webinars, and training department. I am glad to hear you are finding the advanced reporting system and notes section in the donors records instrumental to your organization's success. Fundraising is all about relationships and DonorPerfect is a major component in helping organizations reach their fundraising goals. There is a Community Site meant to connect users near and far. DonorPerfect was in the NTEN Report for offering top-rated features and functionality at the lowest price.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

DonorPerfect Pricing

Starting from
$89/month
Pricing options
Free Trial
Subscription
Value for money

Lite $89/month
Express $159/month
Essentials $269/month
Premier $459/month
Enterprise $799/Month

No setup fees. Unlimited users. Constant Contact Email and integrated online donation forms included in Express and above.

DonorPerfect Features

  • API
  • Access Control
  • Activity Dashboard
  • Automatic Notifications
  • Communication Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Custom Fields
  • Data Import/Export
  • Electronic Payments
  • Email Integration

  • Activity Tracking
  • Attendance Management
  • Automatic Reminders
  • Customizable Branding
  • Customizable Reporting
  • Mobile Integration
  • Reporting & Statistics
  • Third Party Integration

Additional information for DonorPerfect

Key features of DonorPerfect

  • Comprehensive membership and volunteer management
  • Constituent Reporting
  • Contact Management: Major donor profile reports
  • Create your own unique reports from scratch
  • Develop and build relationships with Moves Management
  • Donation Processing and Gift Management
  • DonorPages™ Social Network Fundraising*
  • DonorSearch Screening
  • Grant Tracking and Proposal Management
  • Integration with Microsoft Office and Outlook
  • Integration with wealth screening andthird party vendors
  • Manage Relationships and affiliations
  • Modify virtually any standard report
  • Powerful linking, cross-references and relational data
  • Secure, controlled access to data
  • Targeted Mailings & E-Mail
  • Track and manage unlimited donor and prospect records
  • Track upgrades and lapsed memberships
  • Track volunteer skills, availability, certifications, etc.
  • User-defined fields and screens to match your unique needs

Benefits

Flexible Fundraising Constituent Relationship Management (CRM):

One centralized database so everyone works with the same, up-to-date data!
Track and manage unlimited donor and prospect records
User-defined fields and screens to match your unique needs
Comprehensive membership and volunteer management
Integration with Microsoft Office, wealth screening and other third party vendors
Powerful linking, cross-references and relational data
Secure, controlled access to data
Modify virtually any standard report, or create your own unique reports from scratch.

Fundraising Management Software

Can manage unlimited data in one easily customized database.
Contains sophisticated reporting & analysis helps identify the source of your next big gift.
Allows for easy merges of donor data into customized thank-you letters, e-mails and direct mail.
Improves pledge entry and the recognition and manage ment of gifts and pledges.
Also quickly generate reports on grants, campaigns and events.

Powerful Donor Reporting and Analysis
Manage Targeted Fundraising Efforts
Comprehensive Donation Management Software

DonorPerfect FAQs

Below are some frequently asked questions for DonorPerfect.

Q. What type of pricing plans does DonorPerfect offer?

DonorPerfect offers the following pricing plans:

Starting from: $89/month

Pricing model: Subscription

Free Trial: Not Available

Lite $89/month
Express $159/month
Essentials $269/month
Premier $459/month
Enterprise $799/Month

No setup fees. Unlimited users. Constant Contact Email and integrated online donation forms included in Express and above.

Q. What are the main features of DonorPerfect?

DonorPerfect offers the following features:

  • Comprehensive membership and volunteer management
  • Constituent Reporting
  • Contact Management: Major donor profile reports
  • Create your own unique reports from scratch
  • Develop and build relationships with Moves Management
  • Donation Processing and Gift Management
  • DonorPages™ Social Network Fundraising*
  • DonorSearch Screening
  • Grant Tracking and Proposal Management
  • Integration with Microsoft Office and Outlook
  • Integration with wealth screening andthird party vendors
  • Manage Relationships and affiliations
  • Modify virtually any standard report
  • Powerful linking, cross-references and relational data
  • Secure, controlled access to data
  • Targeted Mailings & E-Mail
  • Track and manage unlimited donor and prospect records
  • Track upgrades and lapsed memberships
  • Track volunteer skills, availability, certifications, etc.
  • User-defined fields and screens to match your unique needs

Q. Who are the typical users of DonorPerfect?

DonorPerfect has the following typical customers:

Non Profit

Q. What languages does DonorPerfect support?

DonorPerfect supports the following languages:

English

Q. What type of pricing plans does DonorPerfect offer?

DonorPerfect has the following pricing plans:

Subscription

Q. Does DonorPerfect support mobile devices?

DonorPerfect supports the following devices:

Android, iPhone, iPad

Q. What other apps does DonorPerfect integrate with?

DonorPerfect integrates with the following applications:

APIANT, Constant Contact, Flipcause, Klaviyo, ReadySetAuction, Social Campaigns, VolunteerLocal

Q. What level of support does DonorPerfect offer?

DonorPerfect offers the following support options:

Online Support, Phone Support