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Below are just some of the capabilities available to DonorPerfect clients. We offer the most fully-featured solutions for the lowest cost. To help make choosing DonorPerfect an even easier decision, we’ve provided a column for you to compare DonorPerfect’s major features against other vendors. If you don’t see a service or feature listed, please call us at (800) 220-8111 – we most likely have it!

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Information Management
Donor Management User-defined fields and screens Relational "household" records Unlimited names and addresses Cross-reference records
Memberships Renewal notices Track upgrades and lapsed memberships Statistical analysis Membership lists and reports ID cards
Volunteers Volunteer assignments Track skills, availability, certifications, and more Track hours and dates of service Solicitation reports (i.e. who solicited, how much, when, and more)
Alumni & Students Class lists Phon-a-thons Maiden names Multiple addressing School reporting module
Import Module* Import donor and/or gift data Learn more about the Import Module
Fundraising Efforts
Targeted Mailings & E-Mail Address labels Bulk mail reports ZIP code bundles Personalized communications Mail house exports Insta-Merge™ Broadcast e-mails and faxes
Grant Tracking Proposal management Tracking reports Foundation profiles Cash flow analysis
Contact Management Tickler file Appointment reports Unlimited notes Major donor profile reports MS Outlook integration
Moves Management Tools to develop and build relationships through a series of planned 'moves' Group contact activities Coordinate & track cultivation efforts
Special Events Dinners & galas Auction reports Golf tournaments Walk-a-thons, bike-a-thons, etc. Sponsor levels Table / seat assignments Event summary reports Learn more about Events Management
DonorSearch Screening* Research donor assets Learn more about DonorSearch
DonorPages™ Social Network Fundraising* Personalized constituent webpages allow individuals and groups to easily collect online donations for your cause Customize with your organization's logo, colors and graphics Secure and simple Downloads into your database Learn more about DonorPages™ Social Network Fundraising
E-Marketing & Tracking* Easily create HTML-based emails, newsletters and more! No programming or graphic design experience required Tracks opens, click-throughs, bounces, etc. Learn more about E-Marketing & Tracking
Donation Processing
Gift Management Automated acknowledgements and receipts Soft credits and split gifts Memorials and honorariums Batch audit trail Deposit slips Quick gift entry
Pledge Processing Unlimited payment schedules Automated pledge reminders Delinquent pledge reports Cash flow projections Quick pledge entry
Multi-Currency Tracking* Track gifts and donations in any currency Learn more about Multi-Currency Tracking
Matching Gifts* Web access to employer matching gift database Learn more about Matching Gifts
Insta-Charge™* Integrated credit card & ACH bank draft processing Learn more about Insta-Charge™
EZ-EFT™ Direct Giving* Credit card and/or ACH recurring pledge processing Learn more about EZ-EFT™ Direct Giving
Check Scanning and Remote Deposit Deposit checks from the convenience of your desk Learn more about Check Scanning and Remote Deposit
WebLink™ Online Fundraising* Donations, tributes, memberships, event registration and item sales Customizable Transactions are secure and PCI compliant Automated e-mail acknowledgement and receipt Downloads into your database Learn more about WebLink™ Online Fundraising
Accounting Interface* Integrates with QuickBooks® Learn more about the Accounting Interface
Gift Scanning Module* OCR scanner speeds data entry Gift processed in batches
SmartActions™ Automated workflow & business rules for DonorPerfect Online Learn more about SmartActions™
Reporting & Analysis
Campaign & Solicitation Effectiveness Solicitations and appeals General Ledger summaries Giving analysis
Donation Summaries & Analysis Pledge tracking Capital campaign analysis Major donor analysis Cross-tabulations and graphs Relationships and affiliations ... and many more
Constituent Reporting Cross-tabulations and graphs Relationships and affiliations Over 100 reports included!
Custom Report Writer (optional for DonorPerfect Online) Modify any pre-designed or standard report Create your own reports Easily select fields, sorts and queries Column totals and sub-totals

*Available as additional modules or services.