DonorPerfect Reviews & Product Details

DonorPerfect is very user-friendly. When I need to do something more complicated, like running reports or adding calculated fields, the DonorPerfect knowledgebase lets me search for specific topics and post questions. If I’m still having trouble, support is very helpful and works with me to resolve any issues. I also love that it integrates with Constant Contact and Volunteer Local, which is a huge time-saver for me. Review collected by and hosted on G2.com.

I haven’t really run into any issues with DonorPerfect so far. We previously used a much smaller, less capable database, so switching to DonorPerfect has been a major upgrade for our organization and a big step up overall. Review collected by and hosted on G2.com.

Most helpful:

Can access information across users

Customer service is amazing - they are always able to help you figure out whatever you need

Key information like donor history and number of years at the top of every donor

It is easy to communicate through Donor Perfect to your donors and send thank you letters/receipts

It is super easy to do mass updates

Calculated Fields make manipulating data and getting the right data in reports super easy but you have to remember to press calculate Review collected by and hosted on G2.com.

Running reports can be difficult, especially running reports using multiple screens - i.e. you can't access information from the main screen and the gift/pledge screen simultaneously so can make accessing the information you need difficult. Sometimes it is easier to manipulate the data in Excel over than Donor Perfect. Review collected by and hosted on G2.com.

DonorPerfect is very intuitive and easy to use for our staff and volunteers to use. The help and support we are given (when needed) is prompt, courteous and effective. The pricing structure is very helpful to our organization, as we have used DonorPerfect for several years and are very happy to continue for years to come. Review collected by and hosted on G2.com.

Occasionally, we need to charge a credit card directly through the Insta Charge method. Having a receipt generated from that transaction would be beneficial, versus merging and creating a thank you email or letter. Overall, the platform is very intuitive and easy for our staff to use. Review collected by and hosted on G2.com.

**DonorPerfect has been an invaluable tool for our advancement office.** As a small, one-person development department, I rely heavily on DonorPerfect to help me manage our donors, donations, acknowledgments, campaigns, and fundraising activities.

What I appreciate most is that DonorPerfect gives me the ability to keep all of our donor information in one place and easily access the information I need. It has made tracking gifts, running reports, managing campaigns, and keeping up with donor records much more organized and efficient.

The system has also been extremely helpful with donor stewardship. Being able to quickly access a donor's giving history and information allows me to personalize communications and make sure our donors receive timely and appropriate acknowledgments.

I also appreciate the support available when I have questions. As someone who wears many hats, having a system that I can learn and use without needing to be an IT expert is incredibly important.

DonorPerfect has helped our school become more organized and professional in the way we manage our fundraising and donor relationships. I would definitely recommend it to other nonprofits, especially smaller organizations where one person may be responsible for many aspects of development.

**DonorPerfect has truly become an essential part of how I manage our advancement program.** Review collected by and hosted on G2.com.

I wish that it was connected to One Cause the Auction Software we use. Review collected by and hosted on G2.com.

I get the true sense that the more I put into DonorPerfect, the more I get out. With a plethora of ways to categorize, flag, narrate, and note on gifts and donors, DonorPerfect becomes a knowledge base of the organization. It can make a great infrastructure to ease in the growth and evolution of an organization as personnel come and go within a development department of a non-profit Review collected by and hosted on G2.com.

A more streamlined access to support would be helpful. There are times I wish there were little "?" bubbles that you could hover over and it would give you more information on what a specific section of the website is for. There's a bit of DonorPerfect jargon that could be more readily explained within the UI. Review collected by and hosted on G2.com.

This is a big one for our United in Faith, Building for Tomorrow capital campaign. We can track gifts, pledges, payments received, outstanding balances, campaign totals, and donor commitments. Reports can help me see how much has been raised and what remains to be collected. Review collected by and hosted on G2.com.

Reporting can be frustrating. Building a custom report can involve confusing filters, multiple steps, and trial and error. I sometimes need help from customer support to get the exact numbers I want. Review collected by and hosted on G2.com.

I find DonorPerfect easy to use, hands down. The navigation is simple and self-explanatory, and the reports make it simple to see everything. They simplify our reporting and target areas, and do the work for us. The support resources and links are simple to access with one click, and I can call and talk to someone in support, which is refreshing. I like how it helps me look at our target areas and forecasting so I can better serve people giving at certain levels. The whole package works great for us. I can track gifts and link them to a project, program, or campaign, then pull a report just for that campaign. That puts my mind at ease and helps me budget using historical data. The initial setup was extremely easy. Review collected by and hosted on G2.com.

I find the year-end contribution statements sometimes complicated, and I have to call every year for instructions. A step-by-step video tutorial with detailed explanations and different scenarios would be helpful. For example, with our golf tournament, some goods aren’t calculated in the giving, which makes reporting a little more difficult. Review collected by and hosted on G2.com.

What I appreciate most about DonorPerfect is how user-friendly it is, and how easy it is for me to access and pull the reports I need. One of the biggest advantages has been collaborating with our direct mail firm, which is already very familiar with the platform. They’ve helped us build customized reports that make it much easier to track and analyze our fundraising efforts. Having that information readily available has streamlined our processes, saved valuable time, and made my day-to-day workload far more manageable. Review collected by and hosted on G2.com.

DonorPerfect is very user-friendly overall, but some of the reporting features can be frustrating. Certain reports take multiple steps or extra adjustments to pull the exact information I need, and reconciling data between different reports can be challenging at times. I also wish there were more intuitive ways to segment donors and analyze specific fundraising activities without having to build customized filters or create separate reports. Once everything is set up, the system works well, but getting to that point can sometimes take more time than it should. Review collected by and hosted on G2.com.

DonorPerfect is easy to learn and navigate. I really appreciate the online chat tool, and the knowledgeable sales team has been helpful when I’ve had questions. The price feels right, too. Review collected by and hosted on G2.com.

We’ve been using DP Online forms for events and peer-to-peer fundraising. Overall, it’s been useful for what we need, but there has been more file cleanup than I expected, and that part has taken more time than anticipated. Review collected by and hosted on G2.com.

I find DonorPerfect to be a Robust Donor Management system which has met our needs for many years. Everything is at your fingertips quickly and efficiently. Review collected by and hosted on G2.com.

While the online forms do the job, there are features that I wish were available that are not present. Review collected by and hosted on G2.com.