DonorPerfect Reviews

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

Blackbaud Raiser's Edge NXT

Reasons for Choosing DonorPerfect

Past Perfect was more of a collections software, with an added membership component. We needed to switch to something that allowed us to better track donors and members.

Reasons for Switching to DonorPerfect

Honestly, it was a financial decision. DonorPerfect gives us what we need.

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

Salesforce Platform

Reasons for Choosing DonorPerfect

(Switched from StudioEnterprise by Donor Direct, not available in dropdown menu above) Not sure. I wasn't part of that decision making process.

Switched From

Faith Direct

Reasons for Switching to DonorPerfect

Salesforce didn't fit our needs. Integration team provided was a disaster.

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

Kindful, Keela, Blackbaud Raiser's Edge NXT, Salesforce Sales Cloud, Engaging Networks, NationBuilder and Bonterra Guided Fundraising

Reasons for Choosing DonorPerfect

We could not track and report on fundraising data in our old system, it was more of an accounting-based custom built system and we wanted to migrate to a system that would not only track and report on gifts hut help us grow our fundraising efforts and steward our donors.

Switched From

Claris FileMaker

Reasons for Switching to DonorPerfect

The functionality we needed as far as receipting, online donations, payment processing and a few specific things we needed due to our organization structure was not available in those systems at that time.

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

Neon Fundraise and Blackbaud Raiser's Edge NXT

Reasons for Choosing DonorPerfect

Previous system had been used for many years and we were ready to look at other options after having used the same system for so long; DonorPerfect was one of about 3 systems that seemed to be the best fit for our current and future needs

Switched From

Sage CRM

Reasons for Switching to DonorPerfect

Intuitive platform without having so many options as to seem overwhelming; ease of migrating records from previous platform; overall cost for system

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

Bloomerang and Blackbaud eTapestry

Reasons for Choosing DonorPerfect

I inherited that platform and it was garbage.

Switched From

Karani

Reasons for Switching to DonorPerfect

cost: DP is less expensive; ease of use: the others seemed more complicated. and I look at more than just the two above, but cannot recall the names now.

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.