DonorPerfect Reviews & Product Details

I've found Donor Perfect to be incredibly valuable for our nonprofit, which operates with just under 200 employees. The software's ease of use is a standout feature for me; it's intuitive and streamlined, making it easy to navigate even for complex tasks. One of my favorite aspects is the ability to attach all essential documents directly to each donor account, keeping everything organized and accessible.

Reporting is another strong suit of Donor Perfect. I appreciate that I can easily create custom reports tailored to our specific needs, whether it's tracking donations, analyzing donor trends, or preparing for board meetings. The flexibility in reporting tools really empowers us to extract meaningful insights from our data.

Moreover, the support from Donor Perfect has been consistently reliable. Whenever I've needed assistance or had questions, help is readily available, ensuring smooth operations without any significant downtime.

Overall, Donor Perfect has become an indispensable tool for us, enhancing our efficiency in donor management and reporting, and ultimately supporting our mission effectively. Review collected by and hosted on G2.com.

While DonorPerfect offers some useful features, there are a few areas that need significant improvement for our nonprofit’s needs. One of the biggest issues is its financial integration. It doesn't offer the level of customization or seamless connection with our financial systems that we require, making it harder to track and manage our finances effectively.

Additionally, managing duplicate accounts is cumbersome. The process isn't as simplified as it should be, and there’s no easy way to handle duplicates efficiently within the system. It can be time-consuming and confusing, which adds unnecessary complexity to our donor management.

I also find it difficult to locate our account information in DonorPerfect. The layout could be much more intuitive, and it's not always easy to find what I need when I need it. The account details are not in a location that's straightforward or easy to access, which often leads to wasted time and frustration.

Overall, DonorPerfect has its strengths, but these key issues make it less than ideal for our organization’s needs. Review collected by and hosted on G2.com.

I get the true sense that the more I put into DonorPerfect, the more I get out. With a plethora of ways to categorize, flag, narrate, and note on gifts and donors, DonorPerfect becomes a knowledge base of the organization. It can make a great infrastructure to ease in the growth and evolution of an organization as personel come and go within a development department of a non-profit Review collected by and hosted on G2.com.

A more streamlined access to support would be helpful. There are times I wish there were little "?" bubbles that you could hover over and it would give you more information on what a specific section of the website is for. There's a bit of DonorPerfect jargin that could be more readily explained within the UI. Review collected by and hosted on G2.com.

Our organization conserves the state's wildlife and natural resources and utilizes DonorPerfect to support its mission. By leveraging DonorPerfect's features, we can efficiently manage donor relationships and process recurring donations.

Time Savings: Automating data entry and donation processing allows staff to focus more on our mission.

Improved Donor Retention: Features like automated monthly giving and targeted email marketing help maintain and strengthen donor relationships.

Customer Support: is the best to work with. They are very knowledgeable about the system and help with any issue.

By integrating DonorPerfect into our operations, we can achieve our goals more effectively. Review collected by and hosted on G2.com.

The online form is a little clunky, but was able to integrate GiveCloud to better the problems. Review collected by and hosted on G2.com.

Ease of use, good interface, easy to modify to suit your organization, excellent support and Knowledge Base. We converted from SalesForce, which was not serving our purposes. DP staff were helpful in that transfer though in retrospect, I wish we had done it a little differently. It is great to be able to easily input donors and gifts into DP, to analyze and pull reports based on coding, and otherwise get a good handle on our donor base and potential donors. Review collected by and hosted on G2.com.

Some of the more advanced applications are not particularly intuitive and require training. It is important to do a comprehensive transfer of an existing donorbase into DP. We did not do that as well as we should have and now are finding some global problems we will have to address. Overall, however, those are minor issues. Review collected by and hosted on G2.com.

I like the chat support the best. This has been the best part of the program for me since starting using it. Since I am often in a situation where I need tech support (as the software can be difficult to navigate and not user friendly) I get chat support quickly and efficiently. Recently, there was an issue that the chat person could not figure out. They escalated my problem to a product specialist and took extra care to fix my form. THis was greatly appreciated. Review collected by and hosted on G2.com.

I think that the reports and user profiles are difficult to navigate. There are too many fields making it hard to maintain. Something like EOY tax letters should be easy, but the process for email is entirely different than that for physical letters, which does not make sense from a user perspective. Review collected by and hosted on G2.com.

The upsides of Donor Perfect is the fact that it is user friendly. I have been in fund-raising for many years and have used a variety of donor software and Donor Peferfect is the most user friendly. From adding fields, to creating consistent coding and the phone support staff is awesome. I am actually purchase one on one time so that our system which was not used effectively in the past will be used as meant to be by Donor Perfect. We lack consistency in coding, etc. only because the staff is not familiar with fund-raising and donor software.

From my experience I know what should be included in the system and the support staff has been excellent at getting me where I need to be. Once November is complete I will be creating a manual for ease of use by staff. The ease of adding fields really helps. I used a software where only the support staff could add fields. Something as simple as how a donor's name should appear in publications. I easily added a field the reads Publication Name. This prevents error's in how people and organizations want to be listed and adding that field took about 30 seconds. Review collected by and hosted on G2.com.

I have been using DonorPerfect since March and I have not found a downside yet. Review collected by and hosted on G2.com.

Once you learn the basics of the software, it is truly a wonderful tool to be able to effectively solicit donations in specific ways. Being able to integrate systems with Ready Set Auction as well as multiple payment options through SafeSave payment processing has made a huge difference in our fundraising capabilities. Not only can you track donations but you can focus your appeals to very specific areas depending on the donor's specific interests. Review collected by and hosted on G2.com.

The initial learning of the program can be tedious as there is a lot to take in, however, customer service is outstanding. When I had an issue or question, I was able to get a representative via chat within two minutes each time. I also utilize the email support and they respond quickly as well. I do with that the applications used with this such as ReadySetAuction allowed for real time transfers of info back to DonorPerfect so that we would know when a payment has been made. Right now, it only allows a transfer of information once the auction site is locked. Review collected by and hosted on G2.com.

I like that it integrates with Constant Contact. I like that you can send emails for thank you's. Like that others can help in our community...volunteers or board. Review collected by and hosted on G2.com.

Too many steps to get to get things done. Too many ways to create forms. Doesn't let those that opt in for newsletter on CC to be entered in Donor Perfect. Haven't use enough yet. Big Learning curve. Review collected by and hosted on G2.com.

DonorPerfect is not only user-friendly, it's very customizable! We have used it now for several years & find it to be a great tool to track the types of donors, campaigns we run and are now using it to record pledges. It's easy to create reports and export them. Conversion was a breeze! We pay for the phone support & find it very worthwhile. We all used it everyday. We're currently working on integrating it with Quickbooks online. Review collected by and hosted on G2.com.

I am not sure that it is desined from a GAAP perspective (Generally Accepted Accounting Principals). I wish the creation of a pledge also created a gift because it's required to count the gift as soon as the donor pledges to give it to you. But then you also have to record the funds when they arrive as "gifts". That has been our only hurdle. We created seperate G/L accounts to aid in tracking pledges. Review collected by and hosted on G2.com.

For the most part, DonorPerfect has good customer support and they can also do a lot with software integration. The API documentation is very detailed and the integration support team wsd technically savvy. They have a test sandbox environment for changes, and deprecations which many protocols manage to not keep up with. The developer portal is working as it should be and provides all tools and outlines to do integration work. It was relatively easy to implement and use the API for our specific use case which was to extract data on donations made. Review collected by and hosted on G2.com.

Slow responses on more complicated integration questions, their tech team should be participating in developer community boards. While they even offer support for custom integration this comes at an additional cost which may challenge small enterprises. While their custom SQL data extraction was useful there is no documentation for their table structures. Review collected by and hosted on G2.com.