DonorPerfect Features

DonorPerfect

Online Fundraising Software for Nonprofits

4.53/5 (735 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Action Management
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Alumni Management
Application Management
Appointment Management
Attendance Tracking
Auction Management
Audit Management
Audit Trail
Batch Processing
CRM
Calendar Management
Call Tracking
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Charting
Check Processing
Collaboration Tools
Committee Management
Communication Management
Contact Database
Contact Management
Contribution Tracking
Cost Tracking
Credit Card Management
Credit Card Processing
Currency Conversion
Customer Accounts
Customer Activity Tracking
Customer Database
Customer History
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Import/Export
Data Mapping
Data Recovery
Database Conversion
Database Support
Direct Mail Management
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Drip Campaigns
Electronic Payments
Email Alerts
Email Invitations & Reminders
Email Management
Email Marketing
Email Templates
Email Tracking
Event Management
Event Ticketing
Event Tracking
Filtering
For Nonprofits
Forms Management
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Historical Trend Analysis
Interaction Tracking
Knowledge Base Management
Mail Merge
Mailing List Management
Member Database
Membership Management
Mobile Access
Mobile Giving
Online Forms
Online Giving
PCI Compliance
Payment Processing
Personalization
Pledge Management
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Recurring Giving
Recurring Tasks
Recurring/Subscription Billing
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Scheduling
Search/Filter
Secure Data Storage
Social Media Integration
Social Media Management
Summary Reports
Task Management
Task Scheduling
Third Party Integrations
Video Support
Visual Analytics
Volunteer Management
Web Forms
Website Integration
Workflow Management
eCommerce Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Action Management
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Alumni Management
Application Management
Appointment Management
Attendance Tracking
Auction Management
Audit Management
Audit Trail
Batch Processing
CRM
Calendar Management
Call Tracking
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Charting
Check Processing
Collaboration Tools
Committee Management
Communication Management
Contact Database
Contact Management
Contribution Tracking
Cost Tracking
Credit Card Management
Credit Card Processing
Currency Conversion
Customer Accounts
Customer Activity Tracking
Customer Database
Customer History
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Import/Export
Data Mapping
Data Recovery
Database Conversion
Database Support
Direct Mail Management
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Drip Campaigns
Electronic Payments
Email Alerts
Email Invitations & Reminders
Email Management
Email Marketing
Email Templates
Email Tracking
Event Management
Event Ticketing
Event Tracking
Filtering
For Nonprofits
Forms Management
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Historical Trend Analysis
Interaction Tracking
Knowledge Base Management
Mail Merge
Mailing List Management
Member Database
Membership Management
Mobile Access
Mobile Giving
Online Forms
Online Giving
PCI Compliance
Payment Processing
Personalization
Pledge Management
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Recurring Giving
Recurring Tasks
Recurring/Subscription Billing
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Scheduling
Search/Filter
Secure Data Storage
Social Media Integration
Social Media Management
Summary Reports
Task Management
Task Scheduling
Third Party Integrations
Video Support
Visual Analytics
Volunteer Management
Web Forms
Website Integration
Workflow Management
eCommerce Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Action Management
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Alumni Management
Application Management
Appointment Management
Attendance Tracking
Auction Management
Audit Management
Audit Trail
Batch Processing
CRM
Calendar Management
Call Tracking
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Charting
Check Processing
Collaboration Tools
Committee Management
Communication Management
Contact Database
Contact Management
Contribution Tracking
Cost Tracking
Credit Card Management
Credit Card Processing
Currency Conversion
Customer Accounts
Customer Activity Tracking
Customer Database
Customer History
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Import/Export
Data Mapping
Data Recovery
Database Conversion
Database Support
Direct Mail Management
Document Storage
Donation Tracking
Donor Discovery
Donor Management
Drip Campaigns
Electronic Payments
Email Alerts
Email Invitations & Reminders
Email Management
Email Marketing
Email Templates
Email Tracking
Event Management
Event Ticketing
Event Tracking
Filtering
For Nonprofits
Forms Management
Fundraising Management
Gift Matching Management
Goal Setting / Tracking
Grant Management
Historical Trend Analysis
Interaction Tracking
Knowledge Base Management
Mail Merge
Mailing List Management
Member Database
Membership Management
Mobile Access
Mobile Giving
Online Forms
Online Giving
PCI Compliance
Payment Processing
Personalization
Pledge Management
QuickBooks Integration
Real Time Analytics
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Recurring Giving
Recurring Tasks
Recurring/Subscription Billing
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Scheduling
Search/Filter
Secure Data Storage
Social Media Integration
Social Media Management
Summary Reports
Task Management
Task Scheduling
Third Party Integrations
Video Support
Visual Analytics
Volunteer Management
Web Forms
Website Integration
Workflow Management
eCommerce Management
Visit WebsiteCompare App

Mobile apps

iOS App


6 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


40 reviews

DonorPerfect Feature Reviews

25 reviewers had the following to say about DonorPerfect's features:

Lauren N.

Good for a small non-profit

2021-07-14

Pretty happy overall with this product for the monthly cost it helps us sync our data and get a better picture of our donors.

Pros

Connects with constant contact easily, and reporting is pretty good and easy.

Cons

Event management could use improvements along with grant management features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jerry B.

Can't live with out it!

2018-04-12

It should be noted that anytime I have been stumped and in a quandary...support via Chat or Phone has always more than met my expectations and helped deliver myself out of the problem with workable solutions.

Pros

To have in one place (under one roof; if you please) all donor records, giving history, data to merge to send letters and receipts, gift processing, contact management is excellent.

Cons

Untold potential and depth of donor management, fundraising events, pledge "billing", processes still unlearned and haven't utilized.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Ochelle B.

Capacity Building

2021-02-02

Switching to DonorPerfect made it more efficient for me to steward and cultivate our donors. It helped me understand them better and communicate effectively with them, building a deeper relationship.

Pros

Contacts Management and email integration make it easy to cultivate and steward donors. Reporting and analytics help in planning for budgeting and understanding donor's giving capacity.

Cons

Adding capability to add customization on existing report templates and dashboard would be great!

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rod G.

Great software

2019-04-03

Ease of reporting for donor management

Pros

Ease of use for everyday functions. Pretty intuitive software

Cons

Not as easy to use the import to QuickBooks online functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from SofterWare


Rod, Thank you for completing a review of DonorPerfect. I agree with you that DonorPerfect is Great Software! :) The Support Team will be able to assist you with your QuickBooks Import Questions. Regards, Ellen Molon, Client Relations Specialist

Read more
Judith F.

User-Friendly and Fully Functional

2019-08-13

It has been meeting our CRM technology needs, and customer service is wonderful in all aspects.

Pros

The setup of the database is clean and intuitive for our fundraising team.

Cons

Key Features such as Event Management and Moves Management are in need of more product improvements, with customization, reporting and import capabilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from SofterWare


Judith, Thank you for the awesome review of DonorPerfect. I am glad that the system serves your organization so perfectly! Regards, Ellen Molon, Client Relations Specialist

Read more
Amy S.

Robust donor management!

2018-10-15

Overall, DonorPerfect has helped our organization re-vamp the processes and structures around our donor management.

Pros

SmartAnalytics and Easy Reports are just what I need to pull the data exactly how my board and CEO want to see it - PLUS, it is easy enough to use for a non-IT person to understand.

Cons

My least favorite feature is the event management add-on.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from SofterWare


Thank you Amy for the terrific review. Glad to hear you love Screen Designer and the Reporting functions. I have asked your Client Account Manager to send you information on ReadySetAuction, ReadySetAuciton is an auction software that integrates with DonorPerfect and would save you time from having to import data.I think you will like ReadySetAuction!
Regards, Ellen Molon, Client Relations Specialist

Read more
Sue T.

Support is Donor Perfect's Hidden Gem

2019-07-19

Having the ability to find (report on) lapsed donors, compare fundraising results from year to year for annual events, and create flags and fields to make any kind of grouping we want is critical, but very difficult and error prone with excel spreadsheets - they way we used to do it.

Pros

The training videos, knowledgebase articles and online community are great for learning, but when you need an answer fast, or can't find the right search term for the knowledgebase, Support will help you learn how to accomplish what you want to do.

Cons

We would love to be able to use DonorPerfect for tasks beyond donor management - for all of our program and event registrations and payments, but need more flexibility in online forms to make that practical.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from SofterWare


Sue, Thank you for the great review. I couldn't agree with you more than the Technical Support team is Fantastic. They are always happy to help. Please reach out to the Client Relations Team for questions about other features and add ons for the system. The CRS team can be reached at (800) 200-3537. Regards, Ellen Molon, Client Relations Specialist

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Melissa B.

Useful but not user-intuitive

2017-12-13

Some features require additional payment, such as integration with Constant Contact or customizable online donation forms.

Pros

There's a lot of different fields so you have many ways to capture and analysis donor/gift information.

Cons

There's little difficulties in functionality such as an error message of another user being logged on each time you leave the site and try to return, or not being able to work in multiple tabs. It makes multitasking impossible when you can only open one constituent entry. Some features are not organized coherently, why is mail merge templates under settings instead of under mailings?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Angie K.

Donor Perfect Great for Large Organizations

2013-06-05

I think the product is a great fit for a large organization with multiple staff members. Implementing the software for a small organization with limited staff is too time consuming.

Pros

Personalized reports Donor management and tracking Interaction with Quickbooks, Constant Contact and merchant services

Cons

Time consuming and difficult to personalize fields Time consuming to enter data to be utilized at his fullest

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ryan L.

DonorPerfect

2020-03-06

This service allows us to easily receipt donors with effective thank you templates.

Pros

It makes donor management easy.

Cons

Integration with QuickBooks online can be improved in order to defer revenue more easily and track pledge payments.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauren F.

Great product with great support

2021-06-28

I have truly enjoyed working with DonorPerfect, their online chat support is always able to provide a solution.

Pros

DonorPerfect is easy to use and navigate, has customizable reports, and tons of features and add-ons.

Cons

I cannot customize all screens/fields, for example Events Management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

Great option for small non profits that want it all!

2019-09-10

Overall, I highly recommend Donor Perfect.

Pros

Donor Perfect has a lot of pros!

Cons

Reporting can be complicated and difficult even for experienced users. Events management is extremely difficult and complicated, and lacking a lot of features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No

Response from SofterWare


Thank you for the great review! I am glad to hear that you would recommend the system. :) Regards, Ellen Molon, Client Relations Specialist

Read more
Cara M.

Donor Perfect is the perfect donor management software!

2016-11-17

We use Donor Perfect to manage our donors and alumni giving.

Pros

Donor Perfect has the best customer support in the industry.

Cons

Would like a way to manage alumni better, we are a school and like many donor management packages we are forced to treat alumni like donors.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering DonorPerfect

Make sure when you are looking at the product you look at the various options available like Weblink and DP Payment Processing.

Source: Capterra
Helpful?   Yes   No
Read more
Lynda F.

Good value for the money.

2021-07-20

It's actually a very good product and I highly recommend it to people looking for donor management software.

Pros

Excellent customer support and training.

Cons

Online giving forms.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Nonprofit Organization Management company, 51-200 employees)

Great for in-depth donor tracking

2018-11-13

Pros

The ease of data entry and donor management

Cons

Running reports / queries is not for a beginner

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from SofterWare


Thank you for completing a review about DonorPerfect. I am glad to read that you are finding the system easy to navigate and to enter data. Our support department is available to help you with your report questions. The Client Relations Specialists are here to connect you with the correct resources and can be reached at (800) 220-3537. Regards, Ellen Molon, Client Relations Specialist

Read more
Debbie J.

DonorPerfect Software - userfriendly and affordable

2020-05-05

The reports I am able to pull at a moment's notice are "priceless" and make me look smart!

Pros

I am not a computer savvy person, but I have found DonorPerfect to be very user friendly. The support staff is awesome, and for a small fee are on call during a long work-day schedule. I have used it for almost a decade and with multiple organizations. It's a great product and very affordable even for small organizations.

Cons

The only feature that I don't like is their process for Moves Management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jimmy S.

Donor Perfect Review

2019-11-06

Pros

We enjoy the ease of use and the simple way we can run reports that are understandable to all our employees.

Cons

We would like to see a more robust volunteer management system.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No

Response from SofterWare


Jimmy, Thank you for taking the time to review DonorPerfect. I am glad to hear you are using the reporting features in the system. The support team is a wealth of information and always happy to help. I would love to hear from you about your organization's Volunteer Management needs in the system. I can be reached at (800) 220-3537. Regards, Ellen Molon, Client Relations Specialist

Read more
Kim R.

DonorPerfect has made all the difference in our management of gifts, donors and contacts!

2017-12-05

Tracking donations and contacts with donors in an efficient and easily-accessible data base program, ability to use Constant Contact to communicate with our constituents.

Pros

I like the ease of use, flexibility, numerous report options, integration with Constant Contact, as well as the responsive and comprehensive DonorPerfect support team.

Cons

For a nonprofit, it is difficult to budget for modules that would be very beneficial for our organization, such as more customized forms and events management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua T.

Great Donor Management System!

2021-02-03

The reporting is helping my organization a lot when it comes to donor retention and putting together reports for meetings and so on.

Pros

I like the fact that Donor Perfect makes changes to the system periodically when users make suggestions.

Cons

I believe your moves management should be revamped and made easier to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica B.

DonorPerfect is the way to go!

2021-07-14

Overall, DonorPerfect saves our organization money by providing us the tools to maintain donor retention, thank donors in a timely-manner, and it has made event management easier by providing tools like online forms to help.

Pros

There is a DonorPerfect Community where you can go to ask other users questions and get helpful tips and tricks for running reports, using DP Mobile, and much more.

Cons

When a tribute/memorial gift is made online and the donor lists the recipient's name differently than how it appears in DP, DonorPerfect will create a whole new tribute instead of allowing the user to select the already existing tribute.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Allyssa G.

Donor management made easy

2019-10-03

DonorPerfect has enabled us to use individuals that are engaged with our organization as a basis for prospect mailings that will hopefully turn into donors.

Pros

Ease of use for daily purposes with donor management.

Cons

Creating and reviewing filters and reports can get rather involved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from SofterWare


Thank you for the wonderful review, Allyssa. I loved to read how much you are enjoying using the system and like the view of the donor profile. Regards, Ellen Molon, Client Relations Specialist

Read more
Greg S.

Life Saver

2013-06-05

Pleased with Donor Perfect as it has met with my expectations for a robust donor management software solution

Pros

Donor Perfect provided Mutual Housing the opportunity to organize and consolidate several databases into one easy to manage resource.

Cons

Had to use the online help.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Steve C.

Donor Perfect is perfect

2019-06-18

We replaced our old antiquated donor management application that we built in house, and maintain by the traditional IT staff.

Pros

The data is easy to get to and can be customized to meet our needs...That's helpful

Cons

We have more fields than we will ever use and we were not able to adapt our online registration to the application so we are using a third party still.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from SofterWare


Steve, I love your Review Title, "DonorPerfect is perfect"! :) Its great to hear how much the system has benefited your organization.
Thank you for taking your time to complete the Review of DonorPerfect. Regards, Ellen Molon, Client Relations Specialist

Read more
Michael S.

Highly Recommended for Taking Your Organization's Fundraising to the Next Level

2013-06-04

I highly recommend Donor Perfect Online.

Pros

Here are some of the top selling points: *Integration of Event management *Integration with Quickbooks *Totally customizable on many levels, including mail merge, tracking codes, and reports *Integration with Constant Contact *Web donation pages *Credit card processing *Smart Actions (automatic prompts by email, popups and the like to remember to make calls) *Contact record keeping *Grant management *Powerful receipt-creation (including email w/PDFs) *Knowledgebase/online community & forum *Ipad app

Cons

It would be nice to see a more robust platform, but we created some very useful pages for selling tickets to our events that will work great and save the cost of adding more pages over at NFG.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Daryl B.

Great Support Services

2021-02-02

I like the data base. It took a little bit of work to understand it at first but as I used it more, the logic was consistent making learning go faster.

Pros

The entry screens, forms and reports are easily customizable.

Cons

Also I haven't found a way to preform a global update smart action, that I want to have recurring monthly, deleting constant contact campaigns updates from prior month to clean up our ContactTab screen with information we don't want to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more