Fundraising Management Software
Development & fundraising management software
DonorPerfect has over 25 years of fundraising experience built into its comprehensive system. No matter the outreach method, our proven methodology enables you to grow your database, increase giving, and retain support year after year. Target your appeals, schedule follow-up activities, cultivate major contributors, measure goal progress, and more – all with DonorPerfect.
Donor contact management
DonorPerfect tracks your communication efforts with detailed information:
- Salutations and mailing addresses for primary and secondary residences, as well as workplaces
- “Do not contact” requests
- Household members and connections between family members, co-workers, and other relationships
- Detailed contact history including a record of letters, solicitations, calls, meetings, and appointments
- Upcoming contacts, including the date and time for which they are scheduled and the team member to which they are assigned
In addition to tracking contact information, DonorPerfect’s to-do functionality enables you to schedule contacts at a time of your choosing and reminds you or those you designate of contacts that are due.
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Constituent communication tools
DonorPerfect makes it easy to personalize messages about your cause to promote continued support – no matter how your constituents prefer to engage!
- Merge your donor data into mailings, emails, texts, videos, and more
- Personalize your message for one, all, or selected constituents
- Quickly create an export file of select records for your mail house
- Integrate Microsoft Word to easily create mail merge documents
Integrated Email & Text Marketing
For your mass communications, each DonorPerfect package comes with digital marketing tools from Constant Contact that are proven to drive nonprofit engagement:
- Start your fundraising campaigns with ready-made templates
- Track your improvements on a real-time analytics dashboard
- Automatically sync data, segment contacts, and update lists
- Create professional, personalized emails that resonate every time
- Add SMS to expand your reach and provide immediate updates
Whether you use Outlook, Gmail, or another email carrier for your one-on-one communications, DonorPerfect ensures you don’t lose track of correspondence with integrations that document each contact in the appropriate donor record.
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Donor targeting and filtering
DonorPerfect helps you say the right things to the right people. Each plan includes powerful and intuitive filtering tools that allow you to target each solicitation with confidence and precision. Filter any donor record using flags, mail codes, solicitation codes, frequency, or recency of giving. Use your filters to create segmented lists, solicitation analyses, and more!
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Unlimited online donation forms
Using DonorPerfect, you can create unlimited online forms that integrate with your donor database to collect gifts, event registrations, volunteer signups, and more. Create your own template and add your logo, photos, messaging, and automated response emails – at no additional cost – or choose from our template library.
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Fundraising event management
Organize your events, reduce administrative tasks, and measure your success. With DonorPerfect’s Event Management Software, you can:
- Create and segment invitee lists
- Style your registration and signup forms
- Collect data and payments
- Measure goal progress and event success
- Report on attendees and expenses
- Arrange a virtual seating chart
- Collect pledges (plat or per unit)
- Host an auction or giving challenge
- Generate event summary reports
Monthly gift management
DonorPerfect provides integrated tools to manage every aspect of recurring giving, from automatic gift processing and receipting to personalized thank yous and impact statements. Customize your donation page with monthly giving options (including PayPal, Venmo, and Apple Pay), or create a donation page specifically for your monthly giving program using our template library.
Get your free Monthly Giving Success Kit >>
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Donor cultivation management
Grouping contact activities into a donor cultivation or moves management effort enables development staff to plan, coordinate, and track cultivation efforts. Moves management gives you the ability to design, schedule, and carry out a set of contact moves for a group of donors. These moves identify, build relationships, and solicit contributions from prospective donors.
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Automated fundraising workflows
DonorPerfect SmartActions enables you to set up actions that your system will carry out automatically. For example, if a gift of $500 or more is entered into DonorPerfect, an email notification can be sent to the Development Director and a call can be set up in the Contact Manager. You can set up as many SmartActions as you would like. Create pop-up alerts and reminders, send emails, enter data into fields, and launch websites automatically.
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Prospect research and wealth data
DonorPerfect integrates with DonorSearch, an innovative tool that specializes in wealth-screening and donor prospect research, revealing potential supporters who are known for their philanthropy and their financial ability to give.
Using smart technology, DonorSearch pulls valuable data from over 25 databases, so you can get the following donor information deposited directly into your donor records:
- Philanthropic and biographical data
- Real estate holdings
- Political affiliations
- Pension and income data
- Stock ownership
- And much more!
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