Release Announcement: 3 Ways We’re Working to Improve Tributes Management

Learn how DonorPerfect helps you manage Tributes better.

Tributes are a way for your donors to honor the passing of a friend or loved one, or recognize someone important in their life by making a contribution to your nonprofit. Tribute gifts are important because they raise awareness for your mission, help acquire new donors who aren’t currently involved with your nonprofit, and build increased loyalty to your organization among your existing donors.
Feedback from Tributes Beta participants

Managing Tributes

Managing tributes can be challenging since you have to keep track of the donor who gives a gift for the tribute, the person being honored, and any family members or constituents who need to be notified that a gift was made as a tribute. Here are three ways this latest release of DonorPerfect and our Tributes (Beta version) function make that process easier:

1.) One Central Place to Manage Tributes

In our Tributes Beta, we’ve made it easy to sort and view tributes, and quickly search for the information you need. Here, you’ll see a snapshot of the total number of gifts and actual amounts, with the ability to efficiently export tribute information to publicize in your newsletters and website. You can also create, manage and delete different types of tributes (e.g., In Honor of, In Memory of, etc.), and toggle your tribute types as Active/Inactive. Previously, you needed to select or create a specific donor before adding a tribute. This made it harder to manage.
Tributes Central

2.) Tribute Functions are Integrated into Everyday Tasks

Don’t want to navigate off of the Gift Entry screen to add a tribute? You can create or edit a tribute and perform other tribute management functions, such as adding a recipient right from a Gift record or within Batch 2.0. You can also apply a single gift to multiple tributes right from the gift screen.

3.) Assign Notification Recipients With Ease

When a tribute is established, a family member usually provides instructions on how to notify them of gifts made in their loved one’s honor. The person designated to be notified is called the recipient. In Tributes Beta, you can add a recipient who is notified of all gifts applied to a tribute. You can also conveniently add recipients who are only notified for one specific gift. If the recipient isn’t in your database, simply add their record without leaving the gift entry screen.
Feedback from Tributes Beta Users

How Can I Participate in the Tributes Beta?

Want to participate in our beta test of Tributes? Fill out this form to get started today!

What Else is New In DonorPerfect?

Tributes Beta wasn’t the only feature that changed for this release. If you want to see the entire list of changes for the 2016.01 release, please visit DonorPerfect 2016 Release Notes in our Knowledgebase.

Stephanie Kanak
by Stephanie Kanak

Feb 8 16

Register for the DonorPerfect Community Network Conference Now and Save!

The DonorPerfect Community Network Conference is back!

This year, we invite you to join us at the beautiful Pennsylvania Convention Center in the heart of Philadelphia September 19th and 20th. where you will:

Learn for less!
The DonorPerfect Community Network Conference (DPCNC) was created to equip, encourage, and empower you. That’s why we strive to offer you the best experience at half the price of other fundraising software conferences.

Discover all you can do in DonorPerfect and beyond.
See features and fundraising techniques in a whole new light. Choose from over 30 expert-led sessions jam-packed with insights for amateurs and experts alike.

Be inspired by industry innovators.
Featuring keynote speaker and President of AFP Andrew Watt, the DPCNC’s dynamic lineup of leaders will share fresh concepts that are shaping the future of fundraising.

Come together for the good of good!
Network with other development professionals, administrators, board members, and executives who champion wonderful causes around the world.

But wait! It gets even better:

Register today to attend the greatest
DPCNC yet at the absolute lowest price.

Ultimate Early Bird Special Price: $319 (Save $80!)

Get the Ultimate Early Bird Special Now!

Want to learn more?

Visit the DPCNC website.

You can also watch this video of last year’s DonorPerfect Community Network Conference. In under two minutes, you’ll see snippets of one-on-one training sessions, speakers,
the DonorPerfect Excellence in Fundraising Awards, and last year’s keynote speaker and #GivingTuesday founder, Henry Timms.


Emily Patz
by Emily Patz

Feb 5 16

Just Released! DonorPerfect’s 2016 Regional Classes May Be Coming to Your Town

The theme of this year’s Regional Classes is DonorPerfect Concepts in Action.  If you’re a DonorPerfect client, we invite you to join this workshop that’s designed to bring you together with other DonorPerfect users for a lively, interactive discussion about how you use DonorPerfect now and how you can better use it to grow your organization.

Our regional trainers will complement this discussion with in-person demonstrations of strategies that will give you a new perspective on how to leverage features in DonorPerfect that are most important to you.

Regional Trainers Lori and Kelly shared what they love about regional classes and why you should participate:

Ever wonder what it might be like to spend a day with other people who use DonorPerfect?  We can tell you first hand how rewarding and insightful attending a regional class can be. Most recently, we had the opportunity to interact with 24 different people who represented 18 different nonprofits. It was fantastic!  

As trainers, regional classes give us the unique opportunity to learn how organizations are using DonorPerfect and how our clients would like to learn how to use it more efficiently. These learnings help us tailor our regional classes to deliver the training, support, and information clients need. 

Past workshop topics include:

  • Data entry best practices
  • Receipting features and functionality
  • Tracking and reporting for constituent communications
  • Translating report data into action items
  • The value of monthly giving
  • How to utilize tools such as online forms (WebLink), recurring donations (EZ-EFT), and more!

Discover how much more you can accomplish with DonorPerfect. Come join us!

For more information on our 2016 Regional Classes, visit DonorPerfect Concepts in Action.

Emily Patz
by Emily Patz

Jan 29 16

The Story Behind LHI’s Award-Winning Monthly Giving Program

Living Hope International‘s mission is as personal as it is profound: “to operate Children’s Homes and Training Centers that offer a safe and loving environment in which our children can develop their full potential.” Since 2004, they’ve been committed to training China’s orphans to become the next generation of leaders.

We were honored to celebrate Living Hope International at the 2015 DonorPerfect Community Network Conference by presenting Donor Relations Specialist Susan Lam with an Excellence in Fundraising Award for the Best Recurring Donation Program.

An astounding 38% of Living Hope International’s active donors give recurring donations, most of which are part of their monthly giving program that’s centered around child sponsorship.

Many members of the DonorPerfect community could benefit from learning more about Living Hope International and how they’ve successfully founded and maintained a monthly giving program that supports their mission year after year. That’s why we reached out to Susan Lam to share her story in her own beautiful words and pictures.

Tell us a little bit about Living Hope International.

Living Hope International is a sister organization of Hague-accredited Living Hope Adoption Agency and was birthed in 2004 from a desire to help poor and destitute children in China who cannot be legally adopted for one reason or another. With a passion for turning hopelessness into a living hope, we began by establishing care homes to provide a loving and stable environment to nurture physical, spiritual and emotional needs. Since then we’ve expanded our outreach in various ways, our goal always being to train a new generation of leaders by giving children the help they need to reach their full potential. We’re extremely honored to say that our homes have earned the respect of the Chinese government and are seen as a model for orphan care.

What inspired you to create this program?

Having lived as an orphan himself during the Cultural Revolution in China, Dr. Samuel Fang, Founder and President of Living Hope, has long carried a heart and vision to help impoverished children. His mission is to give hope to the hopeless as he was given so long ago. Our Child Sponsorship program—where the majority of our recurring donations come from—serves to provide for the physical, emotional and academic needs of the orphans and it affords sponsors the opportunity for one-on-one interaction with their sponsored child.

The vast numbers of orphaned and needy children obviously make it impossible for us to bring them all into our homes individually, so we also have Village Aid outreach programs that enable us to deliver care and compassion right to their doorsteps.

How essential is a monthly giving program to your fundraising?

Well, in the case of our orphan training centers, every aspect of care for the children is ours 24/7. Once a child is brought into one of our homes, all needs become our responsibility until he or she is able to become financially independent and self-sufficient. For some, this will go all the way through their years of higher education. Our objective is to give these kids the opportunity to be everything they can be and our hope is that they will then turn around and help other children who are suffering as they once were. Given the scope of this responsibility, the monthly recurring program is very important to the success and continuance of our work.

How do you use WebLink online donation forms and EFT pre-authorized payment processing to run your monthly giving program?

Most of our recurring donations are processed through EFT, although a significant number do come in every month via check. Sponsorships, as well as other types of donations, can be set up easily on our website using WebLink forms which integrate wonderfully with DonorPerfect. It’s really nice to have this “set it and forget it” functionality as far as the donation is concerned. Many of our sponsors and other donors readily go for this convenient and secure option–obviously!

How do you promote your monthly giving program to those who haven’t joined?

Our children are trained in traditional Chinese dance and martial arts and approximately once a year, a group of them comes to the United States to represent themselves and the rest of the kids back home to share the plight of social orphans by way of a musical presentation called “No Orphans of God.” At the close of the program, audiences are given an opportunity to set up sponsorships and begin making a difference in our children’s lives. The recurring option is always available and encouraged during sign-up. We also strive to have the option present and visible on all of our hard copy correspondence and as a ready option on all of our online donation forms.

How do you keep your recurring donors engaged?

Our sponsors are encouraged to write to their child as often as they would like and the children respond as often as they can. We also provide regular updates on the children about three times a year to keep our sponsors informed as well as engaged. At times in between, we’re able to share success stories and other such features with our email subscribers using Constant Contact. Also, it’s extremely important to acknowledge each and every gift in a timely and heartfelt manner. You can never neglect the basics.

How much has a recurring donation program improved your donor retention?

Having the recurring donation program has undoubtedly helped to improve our donor retention. But again, you can never get complacent toward your donors. You must stay on their doorstep with timely thank you’s and regular communication. There’s no substitute for letting your donors know—and letting them know often—how much you value them and that you realize you could not succeed in your endeavors without them. This goes a long, long way in building confidence that their money is being well-invested. Clearly, confidence will translate into retention.

What do you love best about working for Living Hope International?

To tell you the truth, what I love best are Fridays because I can wear jeans. Honestly, I can get twice as much done! Seriously though, it is rewarding to know that my time and efforts are going toward such a worthy cause. The sponsorship program and village aid I’ve talked about are just two of the programs here at Living Hope International aimed at helping China’s poor and needy. To get to play a small part in turning hopelessness into real hope is a true privilege.

This Q+A is a part of a feature series about the winners of the DonorPerfect Excellence in Fundraising Awards that honor extraordinary work by nonprofits.

Emily Patz
by Emily Patz

Jan 22 16

Get Your Board On Board with Monthly Giving

If the 5 reasons why you should start a monthly giving program in 2016 inspired you to pursue something new this year, you’ll likely have to convince your board that it’s worthwhile before you start prepping. That’s why we’ve rounded up stats and pointers that can keep your proposal quick, informative, and impactful.

Here are 3 Ways to Get Board Approval:

Tip # 1: Let the numbers do the talking.
Board members think in numbers, so it’s best to lead with them. Get a good estimate of exactly how much your organization could benefit from a monthly giving program with our Monthly Donor Calculator that’s available in DonorPerfect’s Free Monthly Giving Starter Kit.

The Monthly Donor Calculator keeps expectations in check, with a conservative estimate that calculates the impact of convincing how much revenue you’ll raise when just 3-15% of your donors to join your monthly giving program. (Although we’ve seen organizations with 20% all the way up to 60% of donors giving monthly!)

Tip #2: Emphasize the impact a monthly giving program could have on retention.
DonorPerfect research shows that organizations who have monthly giving programs increase donor retention for those donors from 43% to 90%. According to fundraising professor Adrian Sargeant, you’ll double the lifetime value of your donors by increasing your donor retention rate by just 10%!

Tip #3: Highlight the effect a monthly giving program can have on existing donors.
You can generate more revenue from existing donors if they sign up for your monthly giving program. In addition to giving to annual appeals, existing donors who choose to donate monthly could move close to major donor status. Look at it this way: If you’re able to bring a donor from giving $200 a year to giving $625 a year, that donor’s only $375 away from major donor status!

Get started on your monthly giving program board presentation today. Download DonorPerfect’s Monthly Giving Starter Kit FREE!


Emily Patz
by Emily Patz

Jan 14 16