Fundraising Software Features

• Filtering and targeting features
• Address labels
• Bulk mail reports
• ZIP code bundles

• Personalized communications
• Mail house exports
• Merge data into Microsoft Word and emails
• Broadcast emails

• Included with your DonorPerfect subscription
• Integrated payment processing
• Collect donations, membership and event
• registrations, item sales, tributes etc.
• Enable donors to cover online processing costs to ensure 100% of their donation reaches your nonprofit
• Generate email acknowledgements and receipts

• Automatically send gift and donor data into your DonorPerfect system
• Mobile responsive
• Includes customizable template library to match the look & feel of your website
• Professional customization available
• Link from any website format including WordPress, Drupal, Joomla, and Wix
• Can be embedded with Google Analytics to provide statistics

Learn more about Unlimited Online Forms for Donations, Registrations, and More

• Proposal management
• Tracking reports

• Foundation profiles
• Cash flow analysis

• Manage future tasks, meetings, calls, or donor appointments
• Attach documents
• Appointment reports

• Notes and activity history
• Major donor profile reports
• Microsoft Outlook integration

• Tools to develop and build relationships through a series of planned ‘moves’
• Group contact activities

• Coordinate and track cultivation efforts

• Free app for iOS and Android
• Full mobile feature set (e.g. maps, etc.)
• Access donor records & key reports

• Quickly add new contacts and follow-up tasks
• Record voice notes from meetings and conversations
• Collect mobile payments

• Attach documents to records

Learn more about Hosted file storage.

• Twitter ,   LinkedIn, and  Facebook

Learn more about Social Media.

• Dinners & galas
• Auctions
• Golf tournaments
• Walk-a-thons, bike-a-thons, etc.

• Sponsor levels
• Table / seat assignments
• Event summary reports

Learn more about Special Events.

• Free app for iOS and Android
• Full mobile feature set (e.g. maps, etc.)
• Access donor records & key reports

• Quickly add new contacts and follow-up tasks
• Record voice notes from meetings and conversations
• Collect mobile payments

• Integrated wealth screening tools
• Access to giving history at other organizations

Learn more about DonorSearch Prospect Screening.

• Personalized constituent web pages allow passionate constituents to easily collect online donations for your cause
• Secure, simple, and shareable via social media or email

• Customize with your organization’s logo, colors and graphics
• Downloads into your database

Learn more about Peer-to-Peer Fundraising.

• Seamless integration of email lists and campaign data with Constant Contact.
• Easily create HTML-based emails, newsletters, and more

• No programming or graphic design experience required
• Tracks opens, click-throughs, bounces, etc.

Learn more about Marketing and Analytics.

• Integrated monthly giving
• Pre-populated donation links
• Automated business rules
• Matching gifts

• Pre-populated donation links
• Advocacy tools
• Alumni engagement tools

• Integrated credit card & ACH bank draft processing within donor records
• Monthly giving / recurring gifts
• Collect payments online, in-person, over the phone, and on the go
• Accept Visa, MasterCard, Discover, Amex, bank drafts

• Gifts are automatically approved
• Low rates, plus no monthly fees or set-up fees
• Transactions are secure and PCI compliant

Learn more about Integrated Payment Processing.

• Donation tracking
• Automated acknowledgements and receipts
• Soft credits and split gifts
• Tributes – memorials and honorariums

• Batch audit trail
• Deposit slips
• Quick gift entry

• Unlimited payment schedules
• Automated pledge reminders
• Delinquent pledge reports

• Cash flow projections
• Quick pledge entry

• Track gifts and donations in any currency

Learn more about Multi-Currency Tracking.

• Web access to employer matching gift database

Learn more about Matching Gifts.

• QuickBooks® Interface

• DonorPerfect API allows third party solutions to interface with any accounting solution.

• Key fundraising metrics in one easy-to-view screen
• Drill down for more details

• Set up views by user or organization
• Customizable to your unique needs

• One central hub for all reporting needs
• Favorite Reports folder

• Quick Filtering by date range, gift amount, and any other criteria
• Scheduled Easy Reports are automatically emailed to key stakeholders

• Solicitations and appeals
• General Ledger summaries

• Giving analysis

• Pledge tracking
• Capital campaign analysis

• Major donor analysis

• Cross-tabulations and graphs
• Relationships and affiliations

• Over 100 reports included!

• Create custom reports
• Save filters with the report

• Preview the report format before completion

• Customize all fields, fonts, formatting, and graphics
• Include custom formulas, including conditional
• formatting

• Create 23 different types of graphs (pie charts, Bar, linear, etc.)
• Create custom dashboard widgets to reflect your organization’s Key Performance Indicators (KPIs)

Learn more about SmartAnalytics.

• QuickBooks® Interface

• DonorPerfect API allows third party solutions to interface with any accounting solution

Learn more about Accounting Interface.

• Real time synchronization of data with websites or other applications

• Reports in PDF, spreadsheet or document formats
• Create files containing selected constituent data via Easy Report Builder and SmartAnalytics

• Create custom export formulas

• Integrations to expand fundraising options and/or save time

• Professional consultant network to help manage your fundraising with DonorPerfect

Learn more about DPConnect – DonorPerfect Partner Network.