Hosted File Storage

FILES RIGHT WHERE YOU NEED THEM, ACCESSED ONLY BY WHO NEEDS THEM.

Hosted File Storage on donor record

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Because DonorPerfect is cloud-based and runs on secure servers, you can safely attach files relevant to your fundraising activities within your constituent records and access them from anywhere. Control which of your users can access those files with DonorPerfect’s User Management.

All files are automatically backed up each night and are searchable, based on the donor’s name or ID, type of file, when it was uploaded, and file size. You can store virtually any type of file within the different screens of DonorPerfect records.

Use Cases By Screen

Main and Bio Screens

  • Photos from events
  • Articles written by or about the constituent

Gifts and Pledges Screens

  • Spreadsheets related to a constituent, gift, or pledge
  • Stock or in-kind gift valuation letters
  • Planned giving proposals

Simplify your data entry

  • Business cards of employees within a company record
  • Correspondence explaining mailing requests and updates
  • Photos of additional contacts within the record

Contacts and Other Info Screens

  • Volunteer applications
  • Copies of correspondence
  • Authorization forms and grant request documents
  • Legal documents

With Raiser’s Edge, we couldn’t communicate with other departments smoothly. Now, by having unlimited users in DonorPerfect, everybody’s using the same tool so we could adopt the policy and culture of transparency – without losing a sense of security.”

Chris Kiec, Notre Dame College

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