Live Webinars
Choose your software below:
The Basics - DonorPerfect
Focuses on the fundamentals of using DonorPerfect including data and gift entry, mail merges, reports and filters, and pledge processing. 
View Schedule & Register for The Basics - DonorPerfect
The Director's Cut
A primer, with the director in mind, on how DonorPerfect is used to access and manage information on your constituents. This session will provide you with an overview on how the system can be used uniquely for the director including a look at constituent details and helpful tools to bring important information to your fingertips. An introduction to key financial reports is included.
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Mail Merge
Thank-yous, pledge reminders and solicitations all rely on merging your desired donor information with a Word document. Learn how to create your merge document, generate a DP merge file and produce virtually any type of personalized communication. 
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Pledge Campaigns
DonorPerfect has a number of powerful features to make running a pledge campaign easy and effective: from recording and tracking money as it is pledged and remitted, to monthly reminders; from reports that can forecast and project income, to ones that measure it as it arrives. You have all the tools you need to run your campaign, right at your fingertips.
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The Logic of Filters
Learn how to easily build, save, and use simple and more advanced filters. Quickly and accurately look up donors, merge letters, run financial reports, and run listings.
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Ask the Trainer - Basics
Spend time with a trainer and review issues presented in our beginning webinars: The Basics, Logic of Filters, Pledge Campaigns and Mail Merges. An in-depth look into best practices will be presented. Prior submission of questions is advised.
View Schedule & Register for Ask the Trainer - Basics
Version 10.5 Highlights
You asked for exciting new features to DonorPerfect and we're making them available to you in Version 10.5. This session will orient you on the six areas of DonorPerfect that are either new or have recently been enhanced.
View Schedule & Register for Version 10.5 Highlights
Managing Grants
We'll show you effective ways of tracking your foundations and other funders. You will also learn how to use our Contact Manager to track each grant from the pre-proposal to final report. Our automatic reminders mean you'll never miss a deadline!
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Managing Membership
Learn the key reports and features of the membership module. Save time by setting DonorPerfect to automatically calculate renewal dates and membership categories. Send renewals based on a single date field.
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Special Events Management
Use DonorPerfect to more effectively manage table/seat assignments, golf tournaments and fundraising auctions.
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More Filters & Calculations
We pick up where "The Logic of Filters" webinar left off. With lots of examples of real life uses, we explore more complex filters and calculations. We'll show you how to use them in reports and merges to tap the true potential of your donor database. 
View Schedule & Register for More Filters & Calculations
Moves Management
This webinar covers the features of our new Moves Management Module, a valuable tool for constituent relationship management. Learn how to set up and monitor the success of your plan by attributing gifts and pledges to constituent contact entries.
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Customizing Reports
Reporting is critical to getting the most from your data in DonorPerfect. This session will teach you how to use the new custom report design wizards as well as how to modify existing reports.
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Ask the Trainer - Advanced
Spend time with a trainer and review issues presented in our advanced webinars: Event Management, Advanced Filters and Functions, Moves Management, Customizing Your System and Database Doctor. Solutions will be offered for more advanced uses of DonorPerfect. Prior submission of questions is advised.
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Year-End Procedures
Review important year-end reports and procedures, including financial reports, donor recognition levels, and donor statements for tax purposes. Tips for database housekeeping are also featured.
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Customizing Your System
This seminar demonstrates the full flexibility of DonorPerfect for modifying its appearance to best fit your needs. We'll show you how to customize the welcome screen, change search fields, modify entry screen grids, and use the screen designer to add fields.
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Import Module
This webinar covers the features of our optional Import Module. The Import Module enables you to import new or updated data into DonorPerfect in a snap! Discover tips for creating Excel spreadsheets that can be uploaded to save data entry time. Follow the easy steps for importing files and you're on your way to expanding your constituent database!
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The Database Doctor
Once the data you use every day is no longer reliable, or no longer relevant, it can be nearly impossible to get the information you need. This session will show you how to appraise the condition of your data, prioritize your data cleanup, and give you the tools you'll need to proceed.
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Beginning Users
Experienced Users
Advanced Users
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