• DonorPerfect US
  • DonorPerfect Canada
  • DonorPerfect United Kingdom

Fundraising Software Features

Below are just some of the capabilities available to DonorPerfect clients. We offer the most fully-featured solutions for the lowest cost. To help make choosing DonorPerfect an even easier decision, we’ve provided a column for you to compare DonorPerfect’s major features against other vendors. If you don’t see a service or feature listed, please call us at (800) 220-8111 – we most likely have it!

Information Management

Donor Management

  • User-defined fields and screens
  • Send one mailing per household
  • Unlimited names and addresses
  • Cross-reference records

Memberships

  • Renewal notices
  • Track upgrades and lapsed memberships
  • Statistical analysis
  • Membership lists and reports

Volunteers

  • Volunteer assignments
  • Track skills, availability, certifications, and more
  • Track hours and dates of service
  • Solicitation reports
    (i.e. who solicited, how much, when, and more)

Alumni & Students

  • Class lists
  • Phon-a-thons
  • Maiden names
  • Multiple addresses

Import Module*

  • Import donor and/or gift data
Learn more about the Import Module

Fundraising Efforts

Targeted Mailings & E-Mail

  • Address labels
  • Bulk mail reports
  • Personalized communications
  • Mail house exports
  • Insta-Merge™
  • Broadcast e-mails

Grant Tracking

  • Proposal management
  • Tracking reports
  • Foundation profiles
  • Cash flow analysis

Contact Management

  • Tickler file
  • Contact Manager Reports
  • Virtually unlimited notes
  • Major donor profile reports
  • MS Outlook integration

Moves Management

  • Tools to develop and build relationships through a series of planned ‘moves’
  • Group contact activities
  • Coordinate & track cultivation efforts

Special Events

  • Dinners & galas
  • Auction reports
  • Golf tournaments
  • Walk-a-thons, bike-a-thons, etc.
  • Sponsor levels
  • Table / seat assignments
  • Event summary reports
Learn more about Events Management

DonorSearch Screening*

  • Research donor assets
Learn more about DonorSearch

DonorPages™ Social Network Fundraising*

  • Personalized constituent webpages allow individuals and groups to easily collect online donations for your cause
  • Customize with your organization’s logo, colors and graphics
  • Secure and simple
  • Downloads into your database
Learn more about DonorPages™ Social Network Fundraising

E-Marketing & Tracking*

  • Easily create HTML-based emails, newsletters and more! No programming or graphic design experience required
  • Tracks opens, click-throughs, bounces, etc.
Learn more about E-Marketing & Tracking

Donation Processing

Gift Management

  • Generate acknowledgements and receipts
  • Soft credits and split gifts
  • Memorials and honorariums
  • Batch audit trail

Pledge Processing

  • Unlimited payment schedules
  • Generate pledge reminders
  • Delinquent pledge reports
  • Cash flow projections

Multi-Currency Tracking*

  • Track gifts and donations in any currency
Learn more about Multi-Currency Tracking

Matching Gifts*

  • Web access to employer matching gift database
Learn more about Matching Gifts

Insta-Charge™*

  • Integrated credit card & ACH bank draft processing
Learn more about Insta-Charge™

EZ-EFT™ Direct Giving*

  • Credit card and/or ACH recurring pledge processing
Learn more about EZ-EFT™ Direct Giving

WebLink™ Online Fundraising*

  • Donations, tributes, memberships, event registration and item sales
  • Customizable
  • Transactions are secure and PCI compliant
  • Generate e-mail acknowledgement and receipt
  • Downloads into your database
Learn more about WebLink™ Online Fundraising

Accounting Interface*

Learn more about the Accounting Interface

SmartActions™

  • Automated workflow & business rules for DonorPerfect Online
Learn more about SmartActions™

Reporting & Analysis

Campaign & Solicitation Effectiveness

  • Solicitations and appeals
  • General Ledger summaries
  • Giving analysis

Donation Summaries & Analysis

  • Pledge tracking
  • Capital campaign analysis
  • Major donor analysis

Constituent Reporting

  • Cross-tabulations and graphs
  • Relationships and affiliations
  • Over 100 reports included!

Custom Report Writer (optional for DonorPerfect Online)

  • Modify any pre-designed or standard report
  • Create your own reports
  • Easily select fields, sorts and queries
  • Column totals and sub-totals

*Available as additional modules or services.