The DonorPerfect Fundraising Guide
Free resources to use your CRM to its fullest potential
BEGINNER
Understanding Insights: Turning Reports into Results
Turn DonorPerfect data into strategic insights that inform donor outreach, program decisions, and fundraising plans. Learn how to use filters, dashboards, and donor scoring tools to confidently segment audiences, evaluate performance, and shape outreach strategies that drive measurable results.
Objectives
- Use filters to segment donors for specific strategies
- Analyze performance with reports and dashboards
- Turn data insights into actionable plans
Resources
Monthly Giving Reinvented: Beyond Basics to Growth
Explore creative ways to grow your monthly giving program into a reliable revenue stream for your organization. Learn how to use donor segmentation, targeted communication strategies, and performance tracking to attract and retain more monthly givers.
Objectives
- Identify and manage monthly donors and their recurring gifts effectively
- Know your segments to identify the best opportunities to convert one-time donors to recurring donors
- Track performance metrics of monthly giving cohorts
Resources
Workflows That Save Time and Build Donor Loyalty
Learn how to use automation to stay consistent with donors, avoid missed moments, and build trust at scale—without sacrificing the human side of your work. Discover how SmartActions, triggers, and alerts can help you deliver timely, personalized donor communications and create thoughtful stewardship workflows.
Objectives
- Know who matters most
- Act at the right moment
- See what’s working
Resources
INTERMEDIATE
Shaping DonorPerfect to Support Your Mission
Tailor your DonorPerfect setup—including screens, fields, layouts, and user permissions—so your system reflects your organization’s unique data and workflows. You’ll gain practical strategies to build a system that brings clarity to your fundraising operations and creates a stronger foundation for growth.
Objectives
- Design custom record layouts for key teams
- Build calculated fields that reduce manual work
- Align user roles with responsibilities
Resources
Events to Engagement: Turning Attendance into Donor Momentum
Capture meaningful event data in DonorPerfect and turn it into follow-up campaigns, donor segment updates, and measurable outcomes. This session shows how to turn participation into long-term donor value, a critical shift as nonprofits seek higher ROI from events.
Objectives
- Track attendees and revenue inside DonorPerfect
- Segment donors based on engagement patterns
- Use campaign and appeal tracking to evaluate performance
Resources
Multichannel Communication That Converts
Create consistent, purposeful messaging across all of your fundraising channels. Learn how to use email marketing, direct mail, and integrated outreach tools in DonorPerfect to segment audiences, track engagement, and refine outreach so your mission shines clearly across every touchpoint.
Objectives
- Build audience segments for cross-channel messaging
- Export segments for coordinated campaigns
- Track engagement to refine outreach
Resources
Designing Donor Pathways That Work
Map donor journeys for key segments using lifecycle stages, donation history, and engagement triggers that reflect real donor behavior. Discover how to create structured pathways that guide donors toward deeper connection, increased giving, and long-term commitment to your mission.
Objectives
- Create donor journeys based on lifecycle stages
- Assign measurable goals at each journey point
- Use segments to monitor progress
Resources
ADVANCED
System Health & Growth Strategy in DonorPerfect
Develop a framework to maintain data clarity and prevent system sprawl as your organization grows. By reviewing configuration choices, user access, data standards, and daily workflows, you’ll learn how to strengthen donor data systematically and create user standards that support confident decision-making across your organization.
Objectives
- Evaluate the scalability of your DonorPerfect configuration
- Build best practices that support consistent use
- Create a simple checklist for a system health monitoring plan
Resources
Strategies That Keep Donors Engaged
Keep donors giving again and again by using data segmentation and fundraising automation. Learn how to segment for re-engagement, build automated stewardship flows, and track engagement milestones so your retention efforts remain intentional, measurable, and mission-driven.
Objectives
- Segment donors ready for re-engagement
- Build retention workflows that reflect donor behavior
- Track the impact of retention efforts
Resources
Using DonorPerfect to Prepare for the Future of Fundraising
Explore upcoming trends shaping the fundraising landscape and what’s possible when you fully leverage DonorPerfect’s automation, analytics, and donor experience tools. Learn how to assess trends, identify innovation opportunities, and build a strategic roadmap that keeps your fundraising future-focused.
Objectives
- Assess trends that can strengthen future fundraising
- Identify integration opportunities that expand capacity
Resources
- Track Fundraising Performance with Your Dashboard
- Comprehensive Donor Analysis Report
- AFP Key Donor Metrics Report
- Gift Frequency Analysis Report
- Schedule Reports to Automatically Deliver
- Automate Workflows with SmartActions
- Constant Contact Email Marketing
- New Donation Forms
- Payment Services: Get Started
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