Donor engagement

TOOLS TO FOSTER DONOR RELATIONSHIPS FOR A LIFETIME

Scheduled Outreach

To sustain meaningful relationships with your supporters, you need a clear picture of their contributions (gifts, volunteer hours, advocacy, and more) and a clear path to meet their expectations for personal connection (through email, video, and beyond). DonorPerfect syncs your donor records and engagement tools for a seamless and effective communication strategy, equipping you with automated workflows to streamline repetitive tasks.

DonorPerfect users communicate better with their supporters using built-in email segmentation, personalization, and analysis via Constant Contact* – yielding 19% higher open rates and 180% higher click-through rates than nonprofits using Constant Contact alone.

*Constant Contact is included in every DonorPerfect plan. Request a demo or contact your Account Manager to learn more!

Donor engagement features

Acknowledge gifts and send receipts

  • Thank all your donors at once with personalized emails and letters
  • Email official PDF receipts
  • Send individual and/or year-end receipts
  • Automatically acknowledge monthly and online gifts

Stay on top of donor communication

  • Assign/add tasks to external calendars (Google, Apple)
  • Automatically assign tasks or prompt alerts based on triggers you set
  • Manage your upcoming and overdue tasks with a personal to-do list at login
  • Access donor details and instantly document phone calls via the mobile app
  • Send donors reminders for upcoming pledge payments

Be an email marketing pro

  • Sync your data with Constant Contact email marketing
  • Create contact lists that auto-update based on filters
  • Analyze the success of your campaigns
  • Set up campaigns that email contacts based on what they click

*Talk to your account manager about including Constant Contact with your DonorPerfect subscription.

Say it with video

  • Manage video email campaigns to share impact, say thanks, make an ask, and more
  • Allow viewers to watch your video on a landing page you design
  • Assign video creators among your team who will receive reminders to film
  • Add buttons below your video to encourage viewers to take the desired action

It’s the most comprehensive customer relations management system out there for nonprofits. You’ll be able to get that 360° view so you’re able to understand who your donors are, what their passions are, and then relate your mission to their passion, which we know will deepen engagement and raise your gifts. It will also help your organization grow its network of supporters.”

Lisa Sobel Berlow, Jewish Family and Career Services

Learn More about Donor engagement