Fundraising Software Features

• 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

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

• Volunteer assignments
• Track skills, availability, certifications, and more
• Track hours and dates of service
• Fundraiser reports (i.e. who solicited, how much, when, and more)
• Single-event volunteer management
• Comprehensive volunteer management

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

• Donor, gift, pledge, and other data import capabilities
• API support that offers real time integration for all third party solutions

• 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

• 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.