Implementation, Training, and Support Services
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.
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.
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.
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.