Implementation, Training, and Support Services

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Implementation, Training, and Support Services

Empower your team to drive fundraising success.

Implementation

A man is helping a woman set up her DonorPerfect sytem.

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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Professional Services

Fundraising Data Alignment

With expert analysis and advisory support, we offer actionable insights and tailored recommendations to turn your nonprofit’s vision into goal-driven strategies.

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FUNDRAISING SYSTEM TUNE-UP

We’ll perform an evaluation to identify opportunities to increase efficiency and improve fundraising outcomes. Our approach includes optimizing code organization and realigning workflows through selection filters, export templates, and mail merge features.

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FUNDRAISING DATA INSIGHTS

Gain deeper insights with SmartAnalytics. We create custom reports, graphs, and trend analyses, delivering data directly to your stakeholders for informed decision-making.

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Training

Personalized Training

On-demand Webinars

Live Webinars & Online Classes

Support

LIVE PHONE, EMAIL, & CHAT SUPPORT

Our top-rated support team is available via phone, email, or chat to answer your questions, provide helpful resources, and guide you through challenges.

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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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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.

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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

We provide regular updates and enhancements driven by your feedback, the latest technology, and evolving fundraising methods. Use our Suggest and Vote forum to choose the changes that matter most to you.

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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.

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30 DAY DATA BACKUP

DonorPerfect automatically performs incremental backups of your data every 30 days. Additionally, nightly server backups preserve 30 days of restore points, allowing for easy restoration of your data to previous states when needed.

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