DonorPerfect

Pros

DonorPerfect has a simple and intuitive interface. I like that it has comprehensive options for gift processing, online forms, receipts, and default reports I never thought that I would need. I also like the Constant Contact integration to make sending out email blasts easier, along with other 3rd party platform integrations. It’s also relatively affordable compared to some of the more robust CRMs out there, which is great for small and medium sized nonprofits. One convenient feature is Instant Merge, which allows you to quickly generate a merged acknowledgment letter from a gift entry. The default gift settings allow you to enter a large batch of donations at once, saving both time and ensuring accuracy. DonorPerfect is also constantly working on fixes and new features.

Cons

Some changes I would like to see implemented in DP include:
•The ability to use Global Update to delete or update Flags.
•Streamlining some tedious processes that require too many clicks and fields to fill out.
•The ability to merge duplicate codes like solicitation, general ledger, flags, etc.
•The ability to edit default DP reports, since sometimes the default formatting is often not usable to us.
•I would like to see a main profile field called “Status” and a drop-down list that includes Inactive and Deceased. Right now, all our deceased doors show as “Lapsed” and the only field for us to mark it is the “Do Not Mail Reason”.
•We have not switched over to the new Online Forms module yet because the new forms don’t have all the features of the Classic Online Forms. We also have several dozen active forms, and if we are not able to easily convert our current Online Forms to the new version at some point it will be very tedious and time consuming to redo all of them.

Pros

DonorPerfect is incredibly robust with many options for running reports and collecting data. This ability to do just about anything is what I like most about DonorPerfect.

Cons

Because of how robust the system is it can become confusing with how many filters there are. In addition some ways of reporting are not possible. For example we like to put together a multi ask report for donors each year, at this time there is no easy report to get donors names who support more that one solicitation each year.

Pros

The ease at looking up donor information

Cons

I find pulling reports not user-friendly. Whenever I need to draw a report, I must chat with the customer service.

Pros

I love the user friendly capabilities of DonorPerfect! It is very easy to post donations and with the click of a button you can print out a thank you letter with acknowledgement of the type of donation, date of donation, and the amount.

Cons

The least thing I like about DonorPerfect is finding the name of selection filters. Sometimes I find it hard to find what I am looking for.

Pros

"We love using DonorPerfect at the Calvert Marine Museum Development Office! It has transformed how we manage donor relationships, making it easier to track contributions, manage campaigns, and analyze our fundraising efforts. The user-friendly interface and robust reporting features have saved us significant time and effort, allowing our team to focus on connecting with our supporters. The support and resources provided by DonorPerfect are excellent, ensuring we get the most out of the software. We highly recommend DonorPerfect to any nonprofit looking to streamline and enhance their development operations!"

Cons

While DonorPerfect has significantly improved our membership and donor management at the Calvert Marine Museum, there are a few aspects we like less about the software. The reporting features, though comprehensive, can be a bit tricky to customize, and we’ve found that it takes some time and practice to fully master them.

Alternatives Considered

Reasons for Choosing DonorPerfect

Reasons for Switching to DonorPerfect

Pros

DonorPerfect's customer service and training are second to none. Their knowledgeable team is patient and more than happy to answer questions. They don't rush you. If they don't know the answer, they will find out and circle back to you.

Cons

The options for DonorPerfect's forms for online giving need continued development. We choose to use a third-party that works well with DonorPerfect until DP can provide some of the same features.

Pros

I love that Donor Perfect is so user friendly. We can keep track of all our donor info including past gifts, contact info and credit card information. When gifts are received and recorded, I can send a thank you email straight from the gift page so that it is never forgotten.

Cons

Being SO many reports it might be difficult to find the right one, but it is always easy to get help if needed.

Pros

Ease of use and completely customizable to suit our organization's requirements.

Cons

The gift module can be limiting for transactions which are not gifts - event registrations and product sales - but it does the job.

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

The ability to steamline our donation tracking and communication in the same database and effortlessly vet donors for specific asks.

Cons

I wish more automation could be employed into donation entry and appeal creation. I think a little.more integration of AInis imprtant for non-profits.

Pros

It is easy to use, it tracks and organizes all donor information, and it keeps our data safe and secure. We also have access to a variety of reports and can create donor tax receipts very easily.

Cons

I don't have any cons about DonorPerfect.

Pros

When researching different products to find our fundraising CRM solution, we looked at many different options. Most did not include all the functionality we needed or were too expensive for a small to medium non profit. DonorPerfect fit our needs and budget.

Cons

The transition from our old system to DonorPerfect was not smooth.

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

Integrates with Constant Contact and Give Cloud, so gifts automatically come in and are assigned to donors.

Cons

There are a number of issues that seem to be systemic. For example, you cannot open two windows to look at/compare two donors and the batch gift entry screen is hard coded to only show you 10 rows at a time, when the window is much larger than that (and the header fields don't stay in place when you scroll down). Additionally, the filter system is not user-friendly and does not seem to handle a mixture of include/do not include fields. I am often advised to created an affirmative filter that includes every donor, and then subtract out the things I DON'T want. Also, each filter can only use the AND boolean or the OR boolean, not both. If you want to use both, you have to create a compound filter and perhaps even a compound filter filled with compound filters. Very unfriendly to the user. Lastly, the dashboard reporting is quite limited. You can assign solicitors, but there's no dashboard view that will, for example, show you everyone assigned to specific solicitor and what the last contact date/type was. My boss would like to look at his development director's contacts and see where he's at with folks but can't do that.

Pros

--Easy/intuitive to use
--Great help/support desk
--Cloud-based/accessible anywhere online

Cons

Compared to the previous donor management system used, really nothing about DonorPerfect that's not liked

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

With our previous vendor, it was very hard to taylor the use of the system to our specific needs. DonorPerfect is a dream to work with in that regard. We have been able to set up things as they work best for us, and were shown how to achieve some goals we had in use of system that had not ever been achieved with the previous vendor.

Cons

I find that chat support is clunky if you have to do a system deep dive involving compound filters or such. Some of the help section material is a bit vauge and I find theat search options not as easy to navigate as your search terms have to be pretty general.

Pros

I love how it's easy to use and that help is always available when I need it. The online forms make it simple to collect donations online.

Cons

I wish DP had a better system of catching duplicates. Sometimes if [sensitive content hidden] puts her name in as [sensitive content hidden] with the exact same address, it will create a duplicate which we then have to clean up.

Pros

Easy to use; easy to update or edit. Plug ins are helpful, such as the text-to-give plug-in, and working with Constant Contact email blast function.

Cons

Setting up a new campaign and getting it working to send separate email notifications out.

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

The capabilities to keep up with ALL of our donors money interactions (i.e., donations, tributes, purchases, etc). Able to run reports so all departments I interact with know how much money has been raised for their department and how much for each event.

Cons

There is so much that you can do with Donor Perfect, that I know I have only scratched the surface with what I use it for.

Pros

Extremely easy to navigate while either entering donations or requesting a certain report. Having advanced search options to locate a donor really has helped in many situations that I've encountered. By just entering either the donor's email or home address you are able to locate that donor. I really like on the search page that it show's a lifetime giving amount as well as last donation and amount. Another great feature is that you are able to create your own thank you letters to your donors.

Cons

Having to click on email or print letter for your thank you receipt. It should just automatically default to letter. Sending an email to your donor that is requesting one, typically you send a copy of the letter that would be mailed to the donor through email. Or if you would send an email, it should pertain to that specific donor if you needed to add anything. Maybe in the future, when a donor requests the donation to be in memory of someone that a card could be sent to the family letting them know of the donation.

Pros

I like that it's user friendly and easy to navigate. Customer service is also helpful when trying to problem solve an issue.

Cons

There are a some features that are restrictive and should be updated. For example, there's an option to automatically record a contact when an email is sent to a donor, but it records it as a receipt sent. You can manually record that the donation was acknowledged but there's no way to set the automatic contact to acknowledge. This is frustrating because the majority of emails sent are to acknowledge, not to send receipts. Building filters is also a bit complicated, but customer service is helpful in that area.

Pros

The ease and fluidity of customer tracking. Paired with Truegivers and Constant Contact, it really helps keep all accounts up to date with the correct information and helps my day more organized and less stressing with everything going on day to day.

The customer service and in-site chat is very responsive and useful. Quick response times if an issue cannot be solved in chat.

Cons

As I was not on the team to get the initial training of the launch of the program I was kind of missing some key information that since I have now found througout the knowledgebase and webinars but may have been helpful at the start. The guides sent at the beginning of each webinar are lacking information if someone were to trying to follow along it is hard to get back on track with what is happening. Shorter but more in depth training on one specific topic would be very helpful to others just starting.

Pros

We use DonorPerfect for so many things. Keeping track of donation, our Trips and Tour, and we use it to help with our yearly Gala.

Cons

It has a lot of moving parts so it took awhile to learn the whole program. That being said Customer Service was there every step of the way to answer our questions. We take the education classes also. The video's they supply are easy to follow and understand.

Pros

It does a good job with current and past donor tracking. It has customization fields that I like within the donor profile.

Cons

Not very user friendly and doesn't have the capacity to input lists of prospects and doesn't have the capacity for moves management. Does not integrate with a lot of systems. Lots of manual uploads.

Pros

I appreciate being able to call the support team at Donor Perfect for assistance in creating a new report, event, online form, etc. I also love the Knowledge base, with numerous webinars and articles about utilizing the software. I am new to the nonprofit field, and never worked with a donation or CRM software before. Through the resources provided, I have been able to teach myself how to use Donor Perfect.

Cons

I don't know what I don't know in Donor Perfect. After being in my role as a Development Assistant for 6 months, I finally learned about receipting in Donor Perfect. This is an incredible tool, but I just did not know that it existed. It was months before I discovered the Knowledgebase, and that has been a lifesaver.

Pros

We have been using DonorPerfect for many years, and it has been an extremely useful tool for several reasons. We track donor types, record contacts and event attendance, and enter gifts. We especially like the goal trackers that can be updated for different campaigns and featured on the Home Screen! The quality of DonorPerfect that stands out most is the excellent customer service. We use the quick chat option frequently for help with running complex reports or for other quick questions, and we always find the live tech help to be quick and supportive.

Cons

While DonorPerfect is a very powerful tool, there are a few parts that are not super user friendly. The reports can be difficult to perfect at times, and creating the online forms can feel clunky without proper "know how."

Pros

Great customer service when I need help creating a report.

Cons

Sometimes you have to do a lot of clicks to get where you want to be.

Pros

I really like the customer support and chat help. I find that when I have issues of any kind, there is always an outlet to quickly help me and support my organization's needs. I also like how you can attach documentation to transactions or just to the record, it helps to purposefully attach information directly where it belongs.

Cons

I don't like that you can't select a record to be a household/couple. We have many married donors who want to be in one singular record, and the only way to do that is to put both first names in the same row, which makes pulling reports and processing information for each specific donor more difficult. I'm getting better with reports, but even after 4 years, I still find the process clunky, especially when you're trying to deep dive down into very specific pieces of information. I also don't like how in every training, the trainers are always trying to upsell on additional features. I stopped signing up for trainings and either use the chat function or read articles to learn how to complete new tasks.

Pros

I find most of DonorPerfect very useful. I haven't taken the time to watch all the tutorials but I click on help and there is always someone there to help me.

Cons

I am more old school and like to be hands on so a workbook showing me step by step how to do different tasks is very helpful. A video is seen but forgotten easily. Hardcopies are a quick reference guide helpful for me. Secondly doing the reports that I need are not that easy for me to get the exact information needed so I use help quite frequently.

Pros

Donor Perfect is really easy to use. The UI is intuitive, making it easy for our staff to enter donations promptly and accurately. The reporting is robust and customizable.

Cons

The biggest disappointment with DonorPerfect is the lack of integrations with accounting software. Currently, the only integration listed on their page is Quickbooks. They just launched a partnership with Sage Intacct for new customers. This is an area they need to expand. Eliminating the hurdles of getting donation data into an accounting system, as well as the possibility of entry errors, should be a high priority for a Donor Management service.

Pros

Our reason for switching to DonorPerfect is that is has helped us move all our components for fundraising into one product. By using DonorPerfect, all of our system platforms are integrated in one place and records all donor interaction within the system. Previously, our email & text communications were not recorded in the donor system. We also like the "scheduled donor outreach" which appears on the Home screen. Using Donor Perfect has removed the duplicate entry of data which saves time and reduces data entry error.

Cons

Using the Chat Feature sometimes takes awhile before someone logs into the chat to help us. In addition, because of the difference in time zones, we find that the window of time for us to receive help can be challenging. However, with that said, the DonorPerfect team has been helpful in resolving any issues we are having as we learn the system. The Receipting function feels a bit "clunky" at times but we are learning to work within the system.

Alternatives Considered

Reasons for Choosing DonorPerfect

Reasons for Switching to DonorPerfect

Pros

DonorPerfect is easy to learn and use. Import and export functions are easy to use.

Cons

The definition of "lapsed" donor. Some of the standard reports don't work with our data - we have some complex gift coding due to the nature of our data which makes some reports unusable. Mass emailing outside of Constant Contact would be beneficial. It would be great if email looked more personal with the Constant Contact logo at the bottom of the correspondence.

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

DonorPerfect offers an easy-to-set-up solution for our needs in Alumni/Parent/Donor CRM, online campaign forms with multiple payment options that are efficient, and donor contribution tracking and reporting. The system is easy to use and provides the functionality to create additional fields to meet our needs. Customer Support is AMAZING!

Cons

They need to add improved functionality around Capital Campaign processing and reporting. They do have a mechanism to submit ideas to improve the product but sometimes you have to wait for other users to raise the same issue before it makes its way into the product. It would also be great if we could set up an automated integration to update our data records when there are changes in address, phone number, and email in our schools' CRM so we do not have to update the records manually and can be assured that both systems are in sync.

Pros

DonorPerfect has a robust Events Management component. We are in the beginning stages of promoting and taking donations for our upcoming Gala. There are great features that help track sponsorships, create guest tables, etc. This is more comprehensive than the previous software we used.

Cons

Currently, only the Classic Forms can be used to capture online gifts for Events. I wish that the Online Form Builder was available to use because it has a more contemporary feel to the design and is really easy to use.

I wish the fee for the phone support was a little less expensive. As a small non-profit, every penny counts. However, as a fairly new user and a one person development office, I don't know what I would do without the excellent support.

Pros

Ever since Donor Perfect update their look it has been better. They have always had great customer service and will walk you through building reports.

Cons

Perhaps the only con would be how every extra package is separate. Certain things are not included like making a video or sending mass emails.

Pros

DonorPerfect has an advanced CRM with lots of options for reporting, customization, and design. DonorPerfect also has a fantastic support team that is easily reachable and very helpful. What I value most about DonorPerfect is that they really invest in teaching you how to use the product and sharing general fundraising education information, which empowers you to try new things and increase your fundraising level.

Cons

DonorPerfect's online forms and event management have not been sufficient for the level of fundraising events we do, causing us to utilize other programs and import the data post-event. Their general online giving forms are great; managing event registrations and details is what can be challenging.

Pros

DonorPerfect seems to be fairly customizable and recent updates allow users to be very specific when entering gift records.

Cons

Even with assistance from DP Chat, we have been unable to upload mass contacts into DonorPerfect. For instance, we may have has 250 guests at a fundraising event. We wanted to take an excel sheet with donor names and a comment like "Attended an Event" into each donor record at one time, but were unable to do a single, mass upload instead of entering the contact into records individually.

When downloading donations from Online Forms, DonorPerfect always creates a new record even when the existing record is an almost 100% in data.

DP Mobile needs updating. It will not allow cards that aren't embossed (the credit card number) to be swiped. Most credit/debit cards are no longer embossed.

Pros

My personal favorite thing about DonorPerfect is the wide range of customization that is available for data fields. Tied into that, reports are easy to run and can produce a lot of great data if you use your filters and export templates well. Support is very helpful whether on the phone or on chat. The free live webinars are also great and lead by very knowledgeable individuals.

Cons

It is a bit of a learning curve to get used to certain functions in DonorPerfect. There are a few features I would adapt or change, but I don't have any significant problems with the system.

Pros

"What I liked most about DonorPerfect is how user-friendly and customizable it is. As someone setting up a nonprofit, I found the donor management features incredibly helpful for tracking donations and building strong relationships with supporters. The detailed reporting tools make it easy to analyze data and plan effectively. I also appreciate the excellent customer support and training resources, which are perfect for someone new to nonprofit software."

Cons

"One area that could be improved is the pricing structure, as it may be a bit on the higher end for small nonprofits just getting started. Additionally, while the software is quite powerful, it can take a bit of time to fully explore and learn all of its features, which might be overwhelming for new users without prior experience with similar tools."

Pros

It does have strong features and integrates well once you figure it out.

Cons

We had 2 people quit because they hate the system. It basically caused a coup because the staff hated it so much due to the lack of simple controls. Want to see a list of donors? 7 clicks to generate a special report which you need to view in Excel. Want a list of donations? Likewise, 6 clicks through completely non-intuitive menus. How do you not have a 'donors' and 'donations' button on a donation database? These 'report generators' are 1990's tech, and it's driving us crazy.

It's got all the features, but feels so piecemeal - each function is a different app, and not all talk to each other.

Pros

I love that the customer support is always available and willing to assist. With so many ways to pull information, I sometimes struggled to find the reports with the information I needed. Support helped me to not only find this information but understand how I can find it myself. I now feel a lot more confident in my understanding of the platform. I also appreciate the forms feature as it makes fundraising simple and is user friendly, both to me creating the form and to donors using it.

Cons

I feel for new users there is a big learning curve to understanding how to use the platform and how to pull the right information. There is so much available to you that it can be confusing. There are also filter elements that are not named clearly or extra boxes to check that can change the results you get.

Pros

I brought Donor Perfect to my organization because it is user friendly, has all the tools I need for both our finance office and donor relations.

Cons

Still learning reporting. Duplicate records and management can be challenging.

Pros

DonorPerfect is a powerful, cost-effective donation management platform with robust reporting and integrated gift and pledge payment processing. The community knowledgebase is an excellent resource that facilitates rapid upleveling and self-learning. However, my favorite aspect of DonorPerfect is the exceptional quality of customer support. Whenever I've encountered a roadblock or limitation, their team has responded with incredible competence. I am consistently impressed with their product knowledge, efficiency, honesty, and persistence; in cases where my queries have resulted from user error, their team is always respectful and helps us understand where these originate. It takes almost no time to speak to a person.

Cons

The user interface of the dashboard can be a little clunky and outdated.

Pros

I like the customizability of Donor Perfect. You can add fields for anything you want to track or information you need to collect. I also love the customer support. They have the best customer service I've ever experienced and their representatives are knowledgeable. I always know that my problem will be solved when I reach out for help.

Cons

I do not like the events section. I've used other software that is more robust.

Pros

I love the integration between DP and Quickbooks. I can record donations so seamlessly and my workload is drastically reduced. It’s easy to spot errors in the CRM and correct them without creating a mess on our books.

Cons

There could be more robust reporting features. We rely on good data to drive decision making so we would like more intuitive reports.

Pros

Well rounded platform that allows us track donations easily, track volunteers, add fields where needed, thank people promptly and pull lists on our supporters. The chat support is great.

Cons

It can be a bit technical and confusing in some aspects. Some parts could be improved.

Alternatives Considered

Reasons for Choosing DonorPerfect

Switched From

Reasons for Switching to DonorPerfect

Pros

Incredibly user friendly and trainers are great

Cons

Not all features are available when pulling reports from online forms e.g. DP#

Pros

DPO tracks as much or as little information as you want about a donor. It's a quick way to look up a single donor history OR create a report about giving history for a specific group. The customer service is also exceptional and knowledgeable.

Cons

The learning curve. Some tasks are a little harder to catch on to if it's not someones full time job to manage the system. That being said, the DPO team can throw a complicated filter together no problem!

Alternatives Considered

Reasons for Switching to DonorPerfect

Pros

One of the best features of DonorPerfect is its comprehensive reporting and analytics. The ability to generate detailed, insightful reports on donor engagement, giving trends, and campaign effectiveness has been invaluable in shaping our strategy and ensuring we're making data-driven decisions. It’s also incredibly efficient at tracking donor communications, which helps build and maintain long-lasting relationships.

Cons

One drawback we’ve noticed with DonorPerfect is that the customization options, while powerful, can sometimes feel overwhelming. Setting up custom reports or fields requires a learning curve, and it might take new users some time to navigate all the options effectively.

Pros

Cost is minimal compared to the previous NFP of a program with a price tag of $17,000 annually. They have a fantastic support team. Patient, knowledgeable, and fast chat support. Implementation exception. Webinar videos explain it all. Capable of starting from scratch or importing. We started from scratch and have built a donor database of over 1,000 in less than a month.

Cons

Very little other than standard field setup for Donor entry. Starts with the first line of address rather than the donor name, organization, or business.

Pros

I love the fact that it is very ease to navigate and if I have any questions, I can easily get in touch with someone at DP that will help me to navigate through my issues.

Cons

At this time, I have not had any foreseeable issues.

Pros

The Customer support at Donor Perfect is excellent. Everyone that I have spoken to about a problem or a even simple question has been knowledgeable, thorough and most of all, pleasant to work with.

Cons

Some features are not entirely intuitive, such as the alternative addresses.