Constituent Tracking

KNOW YOUR DONORS AND GROW YOUR MISSION

Constituent Tracking

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The more you know about your supporters, the easier it is to engage them and inspire lasting giving. DonorPerfect makes it easy to capture and access every important detail, on your desktop or mobile device, so your team can personalize outreach, build stronger relationships, and raise more funds for your organization.

Constituent tracking features

At-a-glance insights

  • Put a face to every name with profile pictures
  • Identify supporters who are monthly donors, major donors, or volunteers
  • View key giving metrics for instant insight into each donor’s activity: Last gift, Total given, and Total gifts
  • Use the Donor Score (0-100) to quickly gauge donor impact and focus outreach for stronger fundraising results

Rich constituent details

  • Store multiple addresses and complete contact information
  • View full gift and pledge history in one place
  • Track relationships to other constituents and organizations
  • Record volunteer hours, supporter interests, and custom notes
  • Upload and manage related documents for easy reference
  • Add calculated fields that auto-update data such as age

Touchpoints and communication

  • Log every interaction: receipts, mailings, calls, events attended, and grant requests for a complete engagement history
  • Assign team members to specific donors for targeted cultivation and follow-up
  • Schedule tasks, set due dates, and create reminders to stay on top of donor engagement

On-the-go access

  • View and update donor profiles and giving details anytime with the DP Mobile app
  • Dictate notes in real time so records stay current and complete
  • Log gifts, pledges, or volunteer hours immediately after a meeting or event
  • Search records on the go to find the information you need fast

I like the ease of each donor profile and the ability to research history, contacts, and notes left from other users. This allows us to know exactly what’s happening with each individual before any action is taken.”

Cristopher B., Administrator

Learn More about Constituent Tracking