Fundraising Software Features

Whether you’re a membership, volunteer, faith, or student-based operation, DonorPerfect can be customized to fit your unique needs.

Looking for an unlisted feature or want to know more? Give us a call at 800.220.8111. We’d love to learn about your mission, so we can help you grow!

Data Management

Constituent Relations Management
  • Custom fields and screens
  • Relational “household” records
  • Unlimited names and addresses
  • Cross-reference records
  • Address verification
  • Automatic check for duplicate records
  • Global data replacements
  • Quick counts and totals
  • User-based security per feature, page, record, and field
  • Multi-site advanced security
  • Dynamic data entry & alerts
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
Alumni & Students
  • Class lists
  • Phon-a-thons
  • Maiden names
Import Module
  • Donor, gift, pledge, and other data import capabilities
  • API support that offers real time integration for all third party solutions
Mobile App
  • 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

Fundraising

Targeted Mailings & Email
  • 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
Unlimited Online Forms for Donations, Registrations, and More
  • 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

Grant Tracking
  • Proposal management
  • Tracking reports
  • Foundation profiles
  • Cash flow analysis
Contact Management
  • Manage future tasks, meetings, calls, or donor appointments
  • Attach documents
  • Appointment reports
  • Notes and activity history
  • Major donor profile reports
  • Microsoft Outlook integration
Donor Cultivation/Moves Management
  • Tools to develop and build relationships through a series of planned ‘moves’
  • Group contact activities
  • Coordinate and track cultivation efforts
Constituent Relations Management
  • 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
Hosted file storage
  • Attach documents to records

Learn more about Hosted file storage.

Social Media

Learn more about Social Media.

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

Learn more about Special Events.

Constituent Relations Management
  • 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
DonorSearch Prospect Screening
  • Integrated wealth screening tools
  • Access to giving history at other organizations

Learn more about DonorSearch Prospect Screening.

Peer-to-Peer Fundraising
  • 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.

Marketing and Analytics
  • 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.

Additional Fundraising Campaign Tools

Donation Processing

Integrated Payment Processing
  • 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.

Gift Management
  • Donation tracking
  • Automated acknowledgements and receipts
  • Soft credits and split gifts
  • Tributes – memorials and honorariums
  • Batch audit trail
  • Deposit slips
  • Quick gift entry
Pledge Processing
  • Unlimited payment schedules
  • Automated pledge reminders
  • Delinquent pledge reports
  • Cash flow projections
  • Quick pledge entry
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.

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

Reporting & Analysis

Dashboard Reports
  • 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
Report Center
  • 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
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!
Easy Report Builder
  • Create custom reports
  • Save filters with the report
  • Preview the report format before completion
Advanced Custom Reporting – SmartAnalytics
  • 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.

Integration tools

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

Learn more about Accounting Interface.

XML API Integration Toolkit
  • Real time synchronization of data with websites or other applications
Export
  • Reports in PDF, spreadsheet or document formats
  • Create files containing selected constituent data via Easy Report Builder and SmartAnalytics
  • Create custom export formulas
DPConnect – DonorPerfect Partner Network
  • 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.

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