Donor Engagement
TOOLS TO FOSTER DONOR RELATIONSHIPS FOR A LIFETIME

To sustain meaningful relationships with your supporters, you need a clear picture of their contributions (gifts, volunteer hours, advocacy, and more) and a clear path to meet their expectations for personal connection (through email, video, and beyond). DonorPerfect syncs your donor records and engagement tools for a seamless and effective communication strategy, equipping you with automated workflows to streamline repetitive tasks.
DonorPerfect users communicate better with their supporters using built-in email segmentation, personalization, and analysis via Constant Contact* – yielding 19% higher open rates and 180% higher click-through rates than nonprofits using Constant Contact alone.
Donor engagement features
Acknowledge gifts and send receipts
- Thank all your donors at once with personalized emails and letters
- Email official PDF receipts
- Send individual and/or year-end receipts
- Automatically acknowledge monthly and online gifts
Stay on top of donor communication
- View your donors in one organized list to quickly identify who to prioritize
- Assign/add tasks to external calendars (Google, Apple)
- Automatically assign tasks or prompt alerts based on triggers you set
- Manage your upcoming and overdue tasks with a personal to-do list at login
- Access donor details and instantly document phone calls via the mobile app
- Send donors reminders for upcoming pledge payments
Be an email marketing pro
- Sync your data with Constant Contact email marketing
- Create contact lists that auto-update based on filters
- Analyze the success of your campaigns
- Set up campaigns that email contacts based on what they click
Say it with video
- Manage video email campaigns to share impact, say thanks, make an ask, and more
- Allow viewers to watch your video on a landing page you design
- Assign video creators among your team who will receive reminders to film
- Add buttons below your video to encourage viewers to take the desired action
DonorPerfect is intuitive to use and customizable. It has made tracking and communicating with our donors seamless!





