Personalized Training

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Personalized Training

Get your system and fundraising strategies in their best shape with help from our expert trainers.

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Get the know-how you need

Whether you’re new to DonorPerfect or a seasoned pro, our expert trainers will ensure you are confident and comfortable with your system. We’ll also provide you with best practices and fundraising strategies that are easy to understand and implement. By harnessing your own data, you’ll be able to address your unique fundraising needs. And the best part? You have the flexibility to learn at your own pace.

One-on-one customized training

Maximize your individual, team, and organizational fundraising performance with the right combination of insights, strategy, and training. Handpick training options that align with your needs. Learn how and where to get started, which reports will give you the data you need, how to start a monthly giving program, and more. Learn More


Some available topics include:

Getting started Get to know your DonorPerfect system and learn data entry best practices.

Reports and filters Learn which reports will give you the data you need.

Monthly giving/recurring gifts Start a recurring giving program.

Online Forms Streamline online giving with customizable forms.

Constant Contact Reach out to supporters and prospects with targeted email campaigns.

Admin Keep a secure, smooth-running system.

Import Transfer data and contact information into DonorPerfect.

QuickBooks Integrate and reconcile gift entries with your QuickBooks accounting package.

SmartActions Create custom reports, graphs, and trend analyses.

Event management Manage your events from start to finish with DonorPerfect.

Moves management Carry out a set of contact “moves” for a group of donors.

Batch Gift Entry Enter your gifts and pledges with accuracy.

New Staff

Are you a new user wanting to learn the basics? We’ll guide you through how your DonorPerfect was set up so that you can hit the ground running with confidence. Learn More


Getting started Get to know your system and learn data entry best practices.

Admin Keep a more efficient and secure system.

Reports and filters Learn which reports will give you the data you need.

Monthly giving/recurring gifts Start a recurring giving program.


No matter how many hats you wear at your organization, it’s crucial to get the training you need to excel in your role. Whether you’re a Director of Development, Executive Director, Grant Writer, or an Administrative Assistant, you can focus on topics that relate to your duties to make the most of your valuable time. Learn More


Choose from some of the available topics:

Director of Development Create and analyze financial reports and engage with constituents.

Executive Director Generate financial reports and keep your board informed.

Administrative Assistant Maintain accurate records and generate thank-you letters.

Finance Specialist Enter gifts and create financial reports.

Special Events Coordinator Track constituents and manage events from start to finish.

Grant Writer Profile prospects and track grant life-cycles.

Communications/Marketing Director Pull targeted lists and send customized email campaigns.

Volunteer Coordinator Enter volunteer contact info, track hours, and report on activities.

Request training

Please fill out the form or call 800-220-8111.

Training Options