On Demand Webinars

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On-Demand Webinars

Get comfortable completing daily tasks in DonorPerfect.

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Webinar Tracks

Through a series of step-by-step videos that are easy for you and your team to understand, each of our on-demand webinar tracks allow you to see, up close, what DonorPerfect can do for you. From data entry, reporting, and beyond, get the information you need when you need it.

Structure your own success

Our foundation series is designed to teach new DonorPerfect users needed skills to achieve immediate results. We will provide you with the framework to put efficient processes into place.

We recommend viewing the webinars in each series in numbered order.

Foundation series thumbnail 1

#1. What is DonorPerfect?

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Foundation series thumbnail 2

#2. Data Entry 101

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Foundation series thumbnail 3

#3. Importing 101

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Foundation series thumbnail 4

#4. Receipting 101

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foundation series 19

#5. Receipting 101 – Canada

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Foundation Series 5

#6. Reporting 101

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foundation series 7

#7. Payment Processing 101

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#8. Report Foundations

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#9. Listing Reports

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foundation series 14

#10. Export the Data You Want

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#11. Creating a Mailing List

#11. Creating a Mailing List

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Financial Reporting

#12. Financial Reports

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Foundation Series

Beginning Steps of Monthly Giving

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Online Forms for Monthly Giving

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Communicating with Donors About Monthly Giving

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The Ins and Outs of Monthly Giving Webinar

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Reporting on the Success of Monthly Giving

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Monthly Giving Series

Managing Event Details in DP

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How to Launch a Successful Crowdfunding Campaign

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Classic Forms in DonorPerfect for Events Series

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ReadySetAuction...GO!

ReadySetAuction…GO!

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ReadySetAuction @Event & Wrap Up DP

ReadySetAuction @Event & Wrap Up DP

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Givecloud Events for the On Demand webinars

Givecloud Express Event Fundraising Solution

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Managing Event Details

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Online Forms in DonorPerfect

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People using online forms in Canada for the On Demand webinars.

Online Forms for Canada

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Classic Forms in DonorPerfect

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A man using Givecloud for the On Demand webinars.

Givecloud Express Donation Form

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Online Giving Solutions

Eoy Letters

US EOY Tax Emails

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End of year letter

US EOY Tax Letters

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End of year receipting

Consolidated Canadian Receipts

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Consolidated Canadian Receipts (French)

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End of Year

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Merging Duplicates

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Batch Gift Entry

Batch Gift Entry

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DonorPerfect and QuickBooks Online

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Tributes in DonorPerfect

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Women working on managing pledges for On Demand Webinars.

Managing Pledges in DonorPerfect

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A man working on Calculated Fields for On Demand Webinars.

Calculated Fields

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Data Management

Volunteer Tracking

Volunteer Tracking

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Moves Management

Moves Management

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DonorPerfect and Constant Contact

DonorPerfect and Constant Contact

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A man working on Contact Management for the On Demand webinars.

Contact Management

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SmartActions

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Donor Engagement

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Grant Tracking

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OnDemand report builder.

Easy Report Builder

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SmartAnalytics

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A woman working on Segmentation for OnDemand webinars.

Segmentation

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Additional Webinars

CFRE Logo 2024

CFRE

DonorPerfect webinars and online classes are eligible for education points toward your Certified Fund Raising Executive (CFRE) International certification. Gaining credits through CFRE International shows that you are an informed fundraising professional committed to ethical practices, industry accountability, and doing good.

Track your credits