Fundraising Software Features
Reporting
DonorPerfect’s reporting capabilities ensure your team makes informed, data-driven decisions every time.
- Unlimited custom reports
- Scheduled reports delivered to your inbox
- 70+ standard reports showcasing essential metrics
The scheduled reports helped our president, our biggest fundraiser, to solicit more funds. Because of these reports and the dashboard that we created for him, he could really focus his time and effort on soliciting the most ideal donors.
– Chris Kiec, Notre Dame College
Email marketing
Constant Contact seamlessly integrates with DonorPerfect and comes standard with all pricing levels. Constant Contact offers top-of-the-line email marketing for nonprofits that everyone from a novice to an expert can appreciate.
- Custom DonorPerfect fundraising templates to save time while raising more funds
- Open and click-through rates to track and gauge appeal success
- Dynamic email lists that update based on filters you set
- Donor Journey Builder to create multi-touch campaigns
- New! AI-powered content creator for emails
Donor profiles
Donor profiles give you and your staff familiarity with your loyal supporters, helping to create essential bonds that foster retention.
- Donor profile pictures
- Monthly, major and volunteer indicators
- Number of years donated, lifetime giving total, and other metrics
Dashboards and goal tracking
DonorPerfect’s dashboards provide you and your team with a unified view of your organization’s progress so you can stay on pace to meet your goals.
- Visual goal tracking
- Custom dashboards with over 25 standard graphs and widgets
- Monthly giving metrics
- Individualized calendar reminders
Online donation forms
Make giving simple with donation forms and enjoy the added bonus of automatic data entry.
- Custom, branded forms that reflect your organization’s personality
- Digital wallet payment options
- Event management integration
- Custom URLs to tailor ask amounts for segmentation
- Embeddable, pop-up donation forms that don’t disturb browsing
- Donor portals to update their contact info and payment methods
Gift acknowledgements
Thanking donors is one of the key pillars of donor retention. DonorPerfect’s unique stewardship options make it an easy and effective tool for your team.
- Video acknowledgements
- Personalized thank you letters and emails
- Automatic receipting for online and monthly gifts
Task management tools
Manage, delegate and automate tasks to streamline your day-to-day efforts.
- Calendar reports
- Automatic assignments with due dates
- Personalized pipeline of approaching deadlines
DP Mobile app
DonorPerfect’s mobile app makes it simple to track and manage donor interactions even when you’re away from your desk.
- Collect electronic donations automatically from your phone
- Record donor engagement activities
- Run reports like “Donors Near Me”
Automatic monthly giving
Monthly giving programs amplify your annual revenue with ease and DonorPerfect’s program runs on autopilot.
- Automatically process bank account and credit card donations
- Update expiring credit cards automatically
- Generate email thank yous each time a gift is processed
Custom data entry screens
Tailor data entry screens that work for you by adding, removing, and shifting the fields you need to see front and center.
- Create unlimited fields (date, numeric, text, etc.)
- Enable dynamic screens that display or hide fields based on data entry
- Make fields read-only or required to ensure your data is accurate and complete
Security
Ensuring the safety of your donor’s vulnerable data is essential to maintaining their trust in your organization. DonorPerfect establishes this security for you.
- DonorPerfect’s payment processing solution exceeds PCI security requirements
- User security options are available at every level to restrict access, you can even hide specific fields of data
- Enable password requirements and IP address settings
Check out more of our software features
Data entry defaults
Make data entry a breeze with individualized pre-set field selections.
Importing
Leave manual data entry behind with a four-step import process using simple excel spreadsheets.
Duplicate maintenance
Keep your data tidy with duplicate alerts and an easy to use tool to merge records.
Global updates
Make quick data adjustments to groups of records at once.
Tributes
Handle honorarium and memorial gifts with tact by recognizing both the donor and the person or persons who inspired the gift.
Hosted file storage
Keep important documents (grant reports, volunteer applications, etc.) in easy reach by uploading them right to a donor’s record.
Calculated fields
Create custom fields that perform mathematical operations for you and deliver the information right to the donor record.
Segmentation
Target the right audience for each of your fundraising appeals for a maximum return on investment.
Events management
Comprehensively manage your most complex fundraising endeavors.
Batch gift entry
Record multiple gifts at once with a spreadsheet formula that includes easy look-up options for records and codes.
Alerts
Keep on top of important tasks such as outstanding receipts and expiring credit cards with login alerts.
Integrations
DonorPerfect runs smoothly with other essential softwares like QuickBooks, GiveCloud and DonorSearch.
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