Fundraising Software Features

DonorPerfect fundraising growth platform is a central hub for all your nonprofit’s data, fundraising activity, and growth initiatives. Check out the list below to see a brief overview of the features and functionality. DonorPerfect offers to support and accelerate the unique growth goals of nonprofit organizations around the world.

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
Alumni & Students
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

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

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*
  • QuickBooks® 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
  • QuickBooks® 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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