Donor Engagement


Scheduled Outreach

To retain donors, you need to let them know what they mean to your mission and keep them engaged. That means knowing each and every one of your donors’ contributions as well as when follow-up and feedback is warranted. DonorPerfect puts this information front and center for your staff and equips you with workflows that automate much of the tasks to make it happen.

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

  • 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

*Talk to your account manager about including Constant Contact with your DonorPerfect subscription.

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

It’s the most comprehensive customer relations management system out there for nonprofits. You’ll be able to get that 360° view so you’re able to understand who your donors are, what their passions are, and then relate your mission to their passion, which we know will deepen engagement and raise your gifts. It will also help your organization grow its network of supporters.”

Lisa Sobel Burlough, Jewish Family and Career Services

Learn More about Donor Engagement