Advisory Services

Client Services Advisory Services

DonorPerfect is a powerful system that can greatly improve your fundraising results. To get full potential out of DonorPerfect, you need to understand how to utilize all of its features and integrated tools. Once you do, you’ll enjoy streamlined data entry, simplified and standardized reporting, reduced duplicate effort, and increased revenue generation.

Do these questions sound familiar
  • Do you struggle to produce all the reports you need from DonorPerfect?
  • Are the correct filters producing inadequate or incorrect data?
  • Was there a lack of training on the part of previous staff?
  • Are you missing checks and balances between Development and Finance?
  • Has data integrity been lost along the way?
  • Was the database used prior to DonorPerfect unwieldy and lacking protocols?

If you said YES to any of these questions, then Advisory Services are for you!

We will review:
  • The current status of your database
  • Your current processes and procedures
  • Your organization’s goals
Do these questions sound familiar
  • Data entry protocols
  • Opportunities for efficiencies
  • Possible data, screen, or code changes
  • Staff training opportunities
Recommendations may include integrating* DonorPerfect with:
* additional charges may apply
  • Your accounting software
  • Our web-based payment processing tools
  • Constant Contact or other third party products

On-Site Services Includes:

  • Preliminary assessment – Review of your database and completed questionnaire by a DonorPerfect specialist
  • One day* on-site for DonorPerfect system and process review at your facility or at our Horsham, PA office
  • Detailed written report providing the findings and recommendations
  • A post-review conference call on the recommendations and plans

Cost: $2,195 – plus travel-related expenses

* Additional days at $1,295 each

Virtual Services Includes:

  • Preliminary assessment – Review of your database and completed questionnaire by a DonorPerfect specialist
  • One day* on-site for DonorPerfect system and process review at your facility or at our Horsham, PA office
  • Detailed written report providing the findings and recommendations
  • A post-review conference call on the recommendations and plans

Cost: $995

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