Implementation, Training, and Support Services

Learn about the tools, teams, and resources we offer so every member of your staff can contribute to your fundraising success.

Implementation Services

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System Implementation

Our dedicated implementation professionals take great care to set up your DonorPerfect system in a way that’s tailored to you. They analyze your fundraising methods, data, and operational flow and create a DonorPerfect system that matches your exact needs.

Whether you’re moving from an Excel spreadsheet or from a wide variety of applications, we can also provide you with a free, no-obligation data conversion quote.

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Data Enhancement Services

NCOA Processing and CASS Certification
Significantly reduce postage costs and undeliverable mail by updating your records with the latest information from the National Change of Address (NCOA) database and ensuring data is CASS-certified (Coding Accuracy Support System) according to US Postal Service standards.

CCOA Processing
Update your Canadian records with the latest information from the Canadian Change of Address (CCOA) database to ensure accurate contact information and reduce undeliverable mail.

Improve the Accuracy of Donor Phone Numbers
Our phone number appending service compares your names and addresses with a national database of households compiled from numerous sources. Missing or new phone numbers will be added to each record.

Advisory Services

DonorPerfect offers both in-person and remote consultations for those who want one-on-one advice about best practices and helpful tools and functions in their DonorPerfect system.

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Consultative Services

We offer Consultative Services to ensure your internal and external needs from your current fundraising database are maintained as you transition to DonorPerfect. Our specialists will collaborate with you to develop a comprehensive understanding of the type of information you currently track.

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Professional Services

Need help setting up your DonorPerfect system for success? Our Professional Service Team is here for you! Save time and pursue new tools, features, and integrations with confidence by working with a dedicated team who will set you up and teach you best practices.

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Health Check

Work one-on-one with a DonorPerfect team member who will evaluate your use of your system at the 12-18 month mark as you graduate from beginner status.



On Demand Training Videos

Included free with your subscription, training videos are available for you to watch anytime you like. They feature short, easy-to-follow segments and provide interactive quizzes to help ensure you’re ready to put your learnings into action.

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Live Phone, Email & Chat Support

DonorPerfect has the best support professionals in the business who will assist you with any questions you have about the software, reporting, best practices, and more. Our support team is available by phone, email, and chat.

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DonorPerfect Community

DonorPerfect Community is a bustling hub of activity where you can connect with other nonprofits, review your support case history, learn new features, and discover useful tips and best practices. Visit the Knowledgebase for helpful how-to articles and videos to learn new features and enhance your user skills.

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Monthly E-Tips

Our monthly e-tips are helpful emails that provide short, quick tips about how to use the system better. After they’re sent, we save them to our Knowledgebase so you can reference them anytime.

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DonorPerfect Security

SofterWare and DonorPerfect are committed to ensuring that your data is safe, secure, and available when you need it.


30 Day Data Backup

DonorPerfect performs automatic, 30 day incremental backups of your data and daily full disk backups of all data. Full database backups are stored off-site in geographically dispersed locations.

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Data Assurance Plan

Whether to meet regulations or as an additional precaution, the Data Assurance Plan provides a daily backup file that your organization can download every day, for as long as you’re using DonorPerfect. If desired, you can even create an automated process to download this file to your own servers.


System Hosting & Maintenance

We’ve partnered with Amazon, one of the largest and most respected server hosting facilities in the world. Amazon brings a level of security matched by few in their field, and is well known for providing the most secure, reliable, and redundant hosting facilities available today.

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regular Product Updates & Enhancements

Your subscription includes monthly product updates and enhancements, based on your suggestions, new technology, and new fundraising methods. In our Suggest and Vote forum, you can cast your vote for which suggestions you feel are most important.

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