By maintaining a single comprehensive donor database, you can achieve the kinds of administrative goals that feel impossible to manage.

• Access data to advise organizational strategies and tactics
• Save time by eliminating the need for double data entry
• Ensure your staff and board are equipped with accurate data
• Maintain a single history of contacts and financial transactions

DonorPerfect’s flexibility allows you to easily customize your system and record screens to collect and display data in the way that works best for your staff.

With features such as relational “household” records, you can cross-reference all your records for family, employer, and other relationships. Soft credits create links between records, so you can understand relationships and gift influencers for better targeting, conversations, and acknowledgements.

Import and update names, mailing addresses, email addresses, phone numbers, gifts, codes, and pledges. Advanced logic automatically matches data between your import file and DonorPerfect, even for customized fields.

Enter gifts and pledges in batches to speed up data entry and reduce errors. Tailor your data entry screens for efficiency with the help of templates. Line items include: split gifts, tributes, notifications, matching gifts, applications towards pledges, and soft credits.

Control who can access, view, or update data throughout your system, from board members to volunteers. Different levels of access ensure donor data security and help optimize workflows based on organizational roles. Permissions can be added or revoked at any time to reflect board or staffing changes.

DonorPerfect provides a full-featured virtual office and filing system. Link documents, spreadsheets, photos, and other important materials to a donor, gift, pledge, or transaction record in DonorPerfect. The file is automatically uploaded and stored on our secure servers and can be accessed anywhere by anyone who is given access rights to the data.

Specify which records a user can access within your database.

For example, a chapter-based organization may want to set security filters so that a user from the Ohio chapter only sees records where the chapter field = Ohio. Likewise, the Kentucky user only sees chapter = Kentucky. The Midwest regional manager may be granted access to all records from the midwest chapter = Ohio, Kentucky, or Indiana, or Michigan, etc.

Extend your ability to integrate your DonorPerfect database with apps and other third-party tools that can enhance your fundraising results and streamline your workflows.

Fundraising software is a centralized system to enhance and streamline fundraising operations for nonprofits. By maintaining a single comprehensive donor database, you can achieve the kinds of administrative goals that feel impossible to manage. Fundraising software allows you to:

• Access data to advise organizational strategies and tactics
• Save time by eliminating the need for double data entry
• Ensure your staff and board are equipped with accurate data
• Maintain a single history of contacts and financial transactions

Fundraising software is used by nonprofits, large and small, that wish to spend less time on administrative tasks and increase their fundraising effectness. The core functions of fundraising software are utilized by almost all nonprofits: namely, traditional and online fundraising, as well as donor management, receipting, acknowledgements, etc.

However, different kinds of nonprofits use software like DonorPerfect differently. For example, a community theater may choose to utilize a ticketing platform integration to help connect ticket sales with patron and donor records. A human services organization may take advantage of the volunteer management aspects of fundraising software. A nonprofit that has annual "thon" events will take advantage of crowdfunding and text-to-give features more heavily.

The best fundraising software is flexible and can meet the needs of any nonprofit.

Fundraising software organizes your gift information and donor communications in one place, so everyone in your organization has access to the same data in real time. Your donation forms, website, and donor outreach efforts are integrated within your system, and your data is measured for you in generated reports.

Create a solicitation email to send to donors > Include a link to your integrated online forms > Collect donations that are automatically added to your donor records > Use templates to send gift acknowledgments and thank-you emails > Track the success of these efforts through your built-in reporting and analytics.

With your energy focused more on your mission than operational tasks, you can increase your donor retention and overall revenue.

Fundraising software can help your organization to:

• Neatly manage donor data
• Schedule and execute donor communications
• Automate administrative tasks
• Measure success with reporting and analytics
• Collect donations and register volunteers
• Manage event invites and RSVPs
• Gain new supporters through email marketing
• Send text and video messages
• Encourage crowdfunding efforts

Newer and smaller organizations may lean on tools they already know and love like Microsoft Excel, but with the right fundraising software, any size organization can take advantage of tools that fit their specific needs as a nonprofit.

A fundraising CRM is a catch-all solution that allows you to organize your data, manage your donor communications, automate administrative tasks, and measure your success in one central place.

Based on your unique needs, you can customize your CRM with integrations to help you grow. For example, DonorPerfect integrates seamlessly with Constant Contact’s email marketing and website building tools. Packages are customizable and contract-free, so your system can grow as your organization does.

The time saved with fundraising software leads to more focus on fundraising efforts and facetime with donors, which naturally helps build relationships and boost revenue. We’ve found that nonprofits typically see a 20% revenue increase in their first year using DonorPerfect’s intuitive fundraising tools. With no setup fees or long-term contracts, you can choose the package that’s best for your bottom line.

While the answer is different for every organization, it is recommended that you only spend a small percentage (under 10%) of your budget on fundraising software. If your organization does exceptionally well at raising money online, you may have room to spend a bit more, as the return on your investment will be higher.

Don’t see your question listed here? Give our Sales Team a call at 800.220.8111. We’re happy to help!