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DonorPerfect Review

DonorPerfect
Our score: 8.6 User satisfaction: 97%

What is DonorPerfect?

DonorPerfect is a comprehensive donor management solution that helps organizations strengthen donor relationships and grow their mission. It’s a powerful tool to save hundreds of administrative hours each year and exponentially increase the donor database. The solution helps non-profits reduce their workload and build stronger relationships with the constituents.

All types of donations can be effectively tracked, including gifts, soft credits, pledges, corporate sponsorship, grants, and more. The accounting interface (optional) allows easy transfer of transactions directly into the accounting system without requiring double data entries. It also offers comprehensive reporting and analysis tools to help organizations better understand their donor segments, allowing them to manage their campaigns more effectively. The software can also be integrated with widely used accounting software such as QuickBooks and Microsoft Excel.

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Overview of DonorPerfect Benefits

DonorPerfect is a complete and easy-to-use donor management system that includes fundraising management, reports and analysis, information management. and payment tools. It allows tracking mailings, to-dos, appointments and more and helps effectively track grant applications and payments. It allows sending personalized communication through mass mailings, e-newsletters and automatic gift acknowledgements.

Special events can also be managed with ease using the built-in tools for galas, auctions, golf outings, thons and more. The integrated forms make it easier to register online and manage sponsored events.What is also simplified is how the user gets to run all types of fundraising activities such as grant and volunteer tracking, social network fundraising, and school and alumni information.

The software is PCI compliant and ensures that no account information is stored, offering donors the security and safety they need to use their credit cards and e-check payments. Donors can make payments online, over the phone or even pre-authorize their payments for any time period. The software also comes with native Android and iOS apps, which help in seamless collection of payments and feature note dictation that logs the information into the contact manager.

DonorPerfect offers more than 100 report templates and an integrated report writer, which helps create easy to distribute reports, which can easily be exported to Microsoft Word, Excel, PDF as well as HTML format. It allows managing all the information in one place and helps track donors, volunteers, prospects, board members, VIPs and other organizations. This helps all staff members from different departments to work together and minimize communication-related issues.

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Overview of DonorPerfect Features

  • Management and tracking of unlimited donor/prospects
  • Constituent Contacts Management and Donor Development
  • Personalized communications
  • Special events
  • Grant and volunteer tracking
  • Social network fundraising
  • Donation tracking
  • Payment processing
  • PCI Compliant
  • Reports and analysis
  • Unlimited forms, event registrations
  • Android and iOS apps
  • Information management
  • Nonprofit Payment Tools
  • Custom report writer
  • Targeted Mailings & E-Mail

DonorPerfect Position In Our Categories

Because businesses have special business-related requirements, it is only practical they abstain from subscribing to an all-in-one, “perfect” software product. However, it is hard to try to find such an app even among recognizable software products. The sensible thing to undertake would be to make a list of the different important aspects that call for a careful thought like major features, plans, skill ability of the employees, company size, etc. Thereafter, you should perform your product research systematically. Browse through some of these DonorPerfect evaluations and scrutinize each of the software systems in your shortlist in detail. Such all-encompassing product research can make sure you circumvent unsuitable software solutions and choose the one which provides all the aspects your company requires.

Position of DonorPerfect in our main categories:

TOP 20

DonorPerfect is one of the top 20 Donor Management Software products

TOP 20

DonorPerfect is one of the 20 Fundraising Software products

If you are considering DonorPerfect it could also be a good idea to check out other subcategories of Donor Management Software collected in our database of SaaS software reviews.

Each company is different, and may call for a special Donor Management Software solution that will be designed for their business size, type of clients and staff and even particular niche they deal with. You should not count on finding an ideal software that will be suitable for every company regardless of their history is. It may be a good idea to read a few DonorPerfect Donor Management Software reviews first and even then you should keep in mind what the software is intended to do for your business and your staff. Do you need a simple and straightforward service with only essential features? Will you really use the advanced tools required by experts and large enterprises? Are there any particular tools that are especially useful for the industry you work in? If you ask yourself these questions it is going to be much easier to locate a reliable solution that will fit your budget.

How Much Does DonorPerfect Cost?

DonorPerfect Pricing Plans:

Free Trial

Lite

$89/month

Express

$159/month

Essentials

$269/month

Premier

$459/month

Enterprise

$799/month

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What are DonorPerfect pricing details?

DonorPerfect Pricing Plans:

Free Trial

Lite

$89/month

Express

$159/month

Essentials

$269/month

Premier

$459/month

Enterprise

$799/month

DonorPerfect has a simple SMB and enterprise pricing plans tiered towards the number of records and the features your team needs. Here’s the pricing information:

Lite – $89/month

  • First 1,000 records
  • Unlimited users
  • Comprehensive CRM functionality
  • DPMobile
  • DonorPerfect Payment Services

Express – $159/month

  • First 2,500 records
  • All Lite features
  • Everything in the Live package
  • Unlimited integrated online giving forms
  • Hosted file storage

Essentials – $269/month

  • First 7,500 records
  • Everything in the Express package
  • Custom reporting
  • Automated business rules
  • Event tracking
  • QuickBooks Online integration

Premier – $459/month

  • First 25,000 records
  • Everything in the Essentials package
  • Smart data screens
  • Advanced gift batch entry

Enterprise – $799/month

  • First 75,000 records
  • Everything in the Premier package
  • Advanced custom reporting and dashboards
  • Multiple RFM segmentation
  • Integrated online forms

User Satisfaction

Positive Social Media Mentions 39
Negative Social Media Mentions 1

We are aware that when you decide to buy a Donor Management Software it’s vital not only to learn how professionals evaluate it in their reviews, but also to find out if the actual users and businesses that use this software are genuinely satisfied with the service. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and DonorPerfect reviews across a broad array of social media sites. The data is then displayed in an easy to understand format revealing how many users had positive and negative experience with DonorPerfect. With that information at hand you will be ready to make an informed purchasing decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for DonorPerfect?

DonorPerfect integrates with the following business systems and applications:

  • QuickBooks
  • Social Media Integration
  • DonorSearch
  • DonorPages
  • Insta-Charge
  • EX-EFT Direct Giving
  • WebLink Online Fundraising
  • Microsoft Office and Outlook

DonorPerfect User Reviews

DonorPerfect average rating:

Average score
4.2/5 (14 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

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The most favorable review

Corene

PROS: I appreciate the customer service team. They are willing to grease the wheel to make things easier for us. They are responsive and always providing recommendations for our convenience. They’re even willing to make some modifications to the tool to make it more user-friendly. Also, when I need to pull out some data, I can do it easier and quicker this time.

CONS: We have web forms that are designed specifically for our type of organization. However, it becomes an issue when some of our staff aren’t willing to adapt to the changes.

Reviewed 5 years ago

Read full review >

The least favorable review

Thomas Busse

PROS: I personally do not have anything positive to say about this product. I've been working in arts finance for nearly 20 years. The interface is clean at first, but when it comes to reporting, it gets very bad very quickly, and there is no manual or sales engineer to provide any guide to making it work. The web/cloud implementation is advantageious, but you're basically entrusting your data to a third party who can hold you hostage at any moment, and the pricing quickly spirals.

CONS: It needs to implement GAAP. This program cannot and does not handle pledges and receivables correctly. It does not create batch reports for credit card usage. The customer service staff do not provide service. they are thinly veiled salespeople on bloat addons that should be part of the base price. It's like airlines where they nickel and dime you and want to charge more for cabin pressure. An "implementation specialist" imported data from Raiser's Edge, then threw out 30 years of our org's data, and we didn't get it back., and then the specialist had to do it all over again and it still wasn't right but nobody ever spoke to accounting. This is not sales engineering. The pricing penalizes prospecting because each "record" costs you - so you can't send appeal letter to prospects because you're afraid to put them in your database because of What Donor Perfect will charge you.

Reviewed 7 years ago

Read full review >

More reviews from 14 actual users:

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Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Powerful donor management tool

Read full review >
Ara
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 07.11.2021 Company Size: 11-50 Employees Industry: N/A

PROS: DonorPerfect is an easy-to-use software, and my team loves how fast they could learn the functionalities available. We appreciate the on-time response and customer support every time we have concerns or queries.

CONS: We have created reports using DonorPerfect reporting tools, and a few of them were no longer available when we try to pull them out. Also, one could find it overwhelming to build new reports, especially when it is his/her first time.

What do you think about this review?

Great Poor

DonorPerfect for storing data and managing the organization

Read full review >
Kirsten
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 04.11.2021 Company Size: 11-50 Employees Industry: Philanthropy

PROS: We use DonorPerfect as a centralized location to store important data about our donors and keep our organization organized.

CONS: I am having trouble with duplicated data. For instance, the tool will create a new record of the donor when he/she sends gifts online and enters data that is a bit different than what we put on the existing file.

What do you think about this review?

Great Poor
Show More User Reviews (14)

User-friendly solution for non-profit organizations

Read full review >
Genevieve
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 02.11.2021 Company Size: 11-50 Employees Industry: Non-Profit Organization Management

PROS: DonorPerfect’s customer support helps us through calls or online chats. The software allows you to generate reports and add them to the screen with a screen designer. Finding and pulling out reports is easy-peasy as well. If you have questions, you can go through the knowledgebase and find answers there quickly.

CONS: There’s a chance that you can’t create the report you need. I am quite worried when I need to work on calculation fields and call for help. The same thing goes when I need to export or import to do updates. Even if the DonorPerfect team is responsive enough, there are times that I can’t actually get the answer I need as they have to escalate them to the right people for answers.

What do you think about this review?

Great Poor

Great user experience with DonorPerfect

Read full review >
Reymundo
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.09.2021 Company Size: 11-50 Employees Industry: N/A

PROS: I love that the software allows us to search for donations from the past. You may find this ability insignificant from the start, but you’ll appreciate it when you have to look for critical donor data in the future.

CONS: We find this tool quite intimidating at the initial use since it’s so intuitive. Understanding the features can be difficult.

What do you think about this review?

Great Poor

I truly appreciate DonorPerfect

Read full review >
Andre
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 26.07.2021 Company Size: 11-50 Employees Industry: Non-Profit Organization Management

PROS: DonorPerfect is a great solution to manage donor’s data, gifts, and others. Having the ability to use and access the software from any device is a good thing. The webinars, tutorials, and training videos are very helpful.

CONS: Running simple reports is easy with DonorPerfect, but I am having a hard time with complex reports. I am in doubt if I use the right report to create data that I search for. I need to learn many things here, and maybe it’s of great help when I always reach out to its customer support staff.

What do you think about this review?

Great Poor

Excellent tool for small organizations

Read full review >
Bennett
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 30.05.2021 Company Size: 11-50 Employees Industry: N/A

PROS: As a small organization, we are looking for a tool with a variety of features to help us—and we’re glad we found DonorPerfect. It has a team that is willing to listen to our concerns and make necessary adjustments based on our needs. We like that it’s easy to use and has easy-to-understand mobile app and reporting tools. Its training and ongoing webinars are beneficial, as well. I highly recommend this software for small organizations like us.

CONS: There are few changes made on batch entry 2.0.

What do you think about this review?

Great Poor

Although it needs a little improvement, it’s still great

Read full review >
Leanne
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 18.04.2021 Company Size: More than 100 Employees Industry: N/A

PROS: This software is easy to use, and its customer support is responsive and on-time in answering our concerns/questions. It helped us create sub-accounts and profiles under them. The tool for online donation and reporting are both impressive.

CONS: I wish they could provide donors a login portal. Also, they need to improve on the tool that handles split gifting, particularly for those who donate repeatedly.

What do you think about this review?

Great Poor

Excellent tool to merge important data within the organization

Read full review >
Paula
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 11.04.2021 Company Size: More than 100 Employees Industry: N/A

PROS: DonorPerfect is easy to use. Its dashboard is easy to understand and navigate. Also, customer support is responsive, and the reporting features are working so well. We’ve been using this software for more than two years to combine our registration forms and e-commerce services on our website. This product, in general, is excellent for our organization.

CONS: One thing I dislike about this tool is the costs and associated fees, but I think this is normal for online tools and services. It’s worth the money if your organization is handling a large database.

What do you think about this review?

Great Poor

A bit expensive but worth it

Read full review >
Katrine
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 29.01.2021 Company Size: 11-50 Employees Industry: Non-Profit Organization Management

PROS: I like its excellent customer service, online access, credit card automatic updates, and Constant Contract integration.

CONS: You have to use a credit card processor. It can’t generate and edit invoices within the software. Its forms are not quite suitable for online donations.

What do you think about this review?

Great Poor

Powerful CRM out there

Read full review >
Bella
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 19.01.2021 Company Size: 11-50 Employees Industry: N/A

PROS: DonorPerfect has a team of experts who are always ready to assist. The training staff is hands-on when it comes to providing solutions to our problems. Its sales department is very professional and knowledgeable about the facets that could positively impact our organization. Lastly, its data conversion team has a high level of expertise in handling and transferring data.

CONS: With so much information to learn and things to do within the tool, one could find it overwhelming to adapt things faster during the training. Good thing, they provide ample training materials that can be learned by our team at their most convenient time.

What do you think about this review?

Great Poor

Great support for DonorPerfect users

Read full review >
Corene
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 01.09.2020 Company Size: 11-50 Employees Industry: Non-Profit Organization Management

PROS: I appreciate the customer service team. They are willing to grease the wheel to make things easier for us. They are responsive and always providing recommendations for our convenience. They’re even willing to make some modifications to the tool to make it more user-friendly. Also, when I need to pull out some data, I can do it easier and quicker this time.

CONS: We have web forms that are designed specifically for our type of organization. However, it becomes an issue when some of our staff aren’t willing to adapt to the changes.

What do you think about this review?

Great Poor

DonorPerfect is user-friendly and can be customized according to our needs

Read full review >
Conor
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 30.08.2020 Company Size: 11-50 Employees Industry: N/A

PROS: DonorPerfect is easy to use, user-friendly, and customizable, making it an ideal fundraising solution for my non-profit organization. Its customer support is responsive and timely when we need help with the data sets we’re looking for or when we have questions. Their staff is knowledgeable, friendly, and helpful. The software is well-organized and logically set up, and it can be accessed almost anywhere with its mobile version.

CONS: I don’t have any issues with DonorPerfect. There’s just one time that I have trouble running a report because I messed up, but the customer support was there to help me make the process successful. With their continuous help, I was able to run reports on my own and become more familiar with the reporting tool.

What do you think about this review?

Great Poor

Easy-to-use online solutions for small organizations

Read full review >
Jovanny
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 28.08.2020 Company Size: 11-50 Employees Industry: Non-Profit Organization Management

PROS: DonorPerfect is an easy-to-use software with drag and drop functionalities to generate reports. It has tutorials and videos available on the site for users to learn. It comes with a mobile app that I can use anytime I want, making data viewing much easier and faster. This one works far better compared to the previous software we’re using. The pricing models are even fair compared to other CRMs out there. DonorPerfect is an excellent solution for small non-profit organizations.

CONS: I wish the software provides in-person training or support to its users. Sending someone into our office to teach us everything about this tool would literally help us understand it even more. Also, I would suggest they allow the users to customize the package they’re subscribing to. It can help us pick the functionalities we only need and even help lower the cost.

What do you think about this review?

Great Poor

Does not Implement GAAP. Pricing, Features, and implementation are Fraudulent.

Read full review >
Thomas Busse
1/5

Overall impression

1/5

Customer Support

1/5

Value for Money

1/5

Ease of Use

Published on: 06.08.2018 Company Size: 11-50 Employees Industry: Non-Profit Organization Management

PROS: I personally do not have anything positive to say about this product. I've been working in arts finance for nearly 20 years. The interface is clean at first, but when it comes to reporting, it gets very bad very quickly, and there is no manual or sales engineer to provide any guide to making it work. The web/cloud implementation is advantageious, but you're basically entrusting your data to a third party who can hold you hostage at any moment, and the pricing quickly spirals.

CONS: It needs to implement GAAP. This program cannot and does not handle pledges and receivables correctly. It does not create batch reports for credit card usage. The customer service staff do not provide service. they are thinly veiled salespeople on bloat addons that should be part of the base price. It's like airlines where they nickel and dime you and want to charge more for cabin pressure. An "implementation specialist" imported data from Raiser's Edge, then threw out 30 years of our org's data, and we didn't get it back., and then the specialist had to do it all over again and it still wasn't right but nobody ever spoke to accounting. This is not sales engineering. The pricing penalizes prospecting because each "record" costs you - so you can't send appeal letter to prospects because you're afraid to put them in your database because of What Donor Perfect will charge you.

What do you think about this review?

Great Poor
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DonorPerfect user reviews

Powerful donor management tool

Read full review >
Ara
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 07.11.2021 Company Size: 11-50 Employees Industry: N/A

DonorPerfect for storing data and managing the organization

Read full review >
Kirsten
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 04.11.2021 Company Size: 11-50 Employees Industry: Philanthropy

User-friendly solution for non-profit organizations

Read full review >
Genevieve
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 02.11.2021 Company Size: 11-50 Employees Industry: Non-Profit Organization Management

Great user experience with DonorPerfect

Read full review >
Reymundo
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.09.2021 Company Size: 11-50 Employees Industry: N/A

I truly appreciate DonorPerfect

Read full review >
Andre
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 26.07.2021 Company Size: 11-50 Employees Industry: Non-Profit Organization Management
Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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