www.donorperfect.com

With strong donor management functionality, the ability to support multichannel campaigns, and numerous features that help non-technical users navigate the system, DonorPerfect has elements that appeal to both new users and power users. From a welcome screen that provides a comprehensive system tutorial to a “Walk Me Through” button that provides contextual help for each page of the system to its numerous tool tips and contextual help links, DonorPerfect makes it easy for non-technical users to get the help and context they need to accomplish key tasks. Power users can create and work with donor segments, create automated workflows with the system’s “Smart Action” tool, and save and schedule custom reports that allow them to work with the data they need.

The system supports a variety of gift types, including tribute giving, in-kind donations, and stock gifts. The pledge module is used to track both pledges and recurring gifts. You can create a payment schedule for a pledge and customize individual installments. Recurring gifts are automatically processed at the specified interval. The system supports online donations and you can choose whether you would like these donations to be held in a queue for review and approval or be added to the database automatically.

Contact records allow you to enter multiple addresses, including seasonal addresses with dates that you can use for mailings. These records also include both online and offline interactions and giving totals. While you can define relationships between constituents, the system does not include a householding feature that allows you to see combined giving totals for individuals within the household. An integration with DonorSearch allows you to pull in wealth data and prospect ratings for constituents in the system. You can use contact forms to ask donors to update their information or use the system’s integration with GiveCloud if you want to create a self-service donor portal.

The system includes a large variety of online form templates for donations, signups and surveys, different types of events, and memberships. Forms can be customized with a built-in form styler (or by editing the form’s CSS) and can be embedded on your website or standalone. You can send individual emails to donors that include your email address in the CC: field so you can save any conversations in your email tool. Broadcast emails are sent via a two-way integration with Constant Contact that will add email performance metrics to contact records.

A robust event tracking tool allows you to accept online registrations, manage registrants and guests, and manage tables at galas. You can accept online payments using the system’s mobile app and a credit card swiper. The system also includes native tools for volunteer tracking, memberships, and crowdfunding. Integrations with both QuickBooks Desktop and QuickBooks Online help streamline accounting processes. A marketplace featuring numerous integrations and an open API allow you to further extend the functionality of the system, but many of the integrations require additional subscriptions.

New clients can take advantage of a hands-on implementation process that starts with a needs analysis to identify how best to set up screens and customize the system. DonorPerfect will help you create your first donation form and activate your account with its built-in payment processor. You can use the import tool for a self-service data conversion, or you can work with the vendor to transfer your data from other systems.

Pricing for the system is based on the number of contact records and is divided into five packages; all packages include unlimited users and web chat support. An organization with 1,000 contacts using their “Lite” package can expect to pay $1,068 per year, while an organization with 20,000 contacts using their “Premier” package would pay $5,748 per year.

System Summary

• Year Launched: 2001
• Pricing, Small Nonprofit (1,000 contacts, 3 users): $1,068/year
• Pricing, Mid-size Nonprofit (20,000 contacts, 10 users): $5,748/year

System Evaluation

* Certain functionality requires use of a custom field.
** Certain functionality requires an integration with a third-party system.
*** Certain functionality is available for an additional cost.