We are absolutely committed to investing in you and in your mission. As part of this commitment, we want to empower you, more than ever, to unleash the power of DonorPerfect. Soon, we’ll be debuting a dynamic, centralized resource center, called DonorPerfect Community, that’s going to make a positive, tangible, day-to-day impact on your nonprofit.
What is DonorPerfect Community?
DonorPerfect Community is a centralized hub where you can:
- Connect with other nonprofits
- Review your case history
- Get answers to your questions and learn new features
- Discover (and provide) useful tips and best practices
- Perform other mission critical tasks
We believe the real potency of this great new tool is found in its collaborative nature: thousands of nonprofits congregating in one place for the good of their own mission, the good of other nonprofit missions, and ultimately, the good of the world.
Four Fantastic Benefits of DonorPerfect Community
So, what specific advantages can you expect to enjoy when DP Community launches? Let us count the ways!
1. Enjoy a seamless, uniform experience. No more logging into a separate resource (like our current Client Area) to find help. Now, you can access these amazing tools right in DonorPerfect!
2. Engage with other DonorPerfect users. Join groups in DP Community, like MidAtlantic USA or Organizations with More Than 100,000 Donors to interact with nonprofits like yours. You can also discuss fundraising topics, such as Monthly Giving Ideas or others that interest you. Here’s an example of an active group in Community:
3. Review your case history. Ever struggled to remember that shortcut a support rep gave you over the phone? Struggle no more! From now on, you’ll have the ability to access your case history. Please note that your “history” will begin at the launch of DP Community.
4. Enjoy access to an upgraded Knowledgebase. We’ve improved the searchability and content of the Knowledgebase.
Join DP Community
If you want access to all the wonderful benefits available in DonorPerfect Community, you’ll need to ensure that your DonorPerfect User ID has a UNIQUE email address associated with it.
There are two situations that require action:
1. If your User ID does not have an email, you need to add one. You do not need to add an email address to User Group IDs.
2. If your email address is associated with more than one User ID, you need to insert unique email addresses for each User ID that is currently using that same address.
You can make all the necessary updates in Settings>Parameters >User Settings for each of your user accounts that is not a User Group. If you need some help with this, our support team is available to step you through the process. You can also visit How to Edit the Email Address of Your User ID to learn how.
Take a video tour of DP Community!
The Key to DP Community’s Success: YOU!
While we all have a critical role to play in making DP Community a success, you’ll be in the driver’s seat.
You can help build DonorPerfect Community by:
- Joining groups and participating in discussions
- Sharing tips and posting questions
- Contributing your ideas and pitching improvements in Suggest and Vote
This is just the beginning. DP Community is in its early stages of becoming your go-to destination for insightful conversations and content. Over time, it will evolve into a living, breathing resource full of useful information that’s sure to accelerate your fundraising efforts.
Here are just a couple of things to note while DP Community is getting its sea legs:
- The current forum threads will not be transferred into the new forum
- All voting history from the current Suggest and Vote will be lost (Don’t worry! All the ideas you’ve submitted have been collected and saved and will be in the all-new Suggest & Vote.)
Soon, DP Community will be all yours!
This tool was created to equip and empower you to change the world.
So, make the most of it! We can’t wait to see you in there!
On the 100th anniversary of the charitable tax deduction, nonprofit leaders from around the country are meeting with lawmakers to promote and protect it, as looming tax reforms could limit the amount of gift money donors can claim on their taxes.
As Vice President of Fundraising Products at SofterWare and Member of the Board of Directors for Giving USA, Jon Biedermann is speaking with Senate and House representatives on Thursday to reinforce the charitable tax deduction and in turn, influence policy.
According to Giving USA, Americans contributed an estimated $372 billion to charity in 2015 (almost a billion dollars per day!) and that trend isn’t going away. At a time when our country is so divided, we Americans continue to maintain our country’s spirit of philanthropy, leveraging our good fortune to bring opportunity to those in need by supporting nonprofits. That’s why it’s no surprise that a 2016 national survey by Independent Sector revealed that 88% of voters believe Congress should charitable deductions easier to claim.
As we celebrate the 100th anniversary of the charitable tax deduction, we hope our voices will influence tax reform in a way that incentivizes all Americans to give and keep giving, regardless of income.
We’ll keep you posted here on the DonorPerfect blog as this story develops.
Do you spend time each day, week or month running the same report? Do you wish DonorPerfect would share reports with your key stakeholders for you? Scheduled Reports, released this week to a small group of clients, can do all this and more!
Now, you can select to run reports at a later time and date. You can also run them on a recurring schedule. Scheduled Reports will email your selected report to you (or someone you choose). Receive progress on your campaign, status updates, or giving trends without having to log into DonorPerfect! Any member of your team can wake up with the information they need to start their day already in their inbox.
Scheduling an Easy Report
Scheduling a report is quick and easy. Simply open the Easy Reports folder in the Report Center and click the Schedule icon in the Report Actions column for the report you want to schedule. Next, enter your scheduling details, such as who should be emailed a copy of the report and when it should run. That’s it!
Need to see this step-by-step? Visit Scheduling an Easy Report in our Knowledgebase.
Take a Tour of Scheduled Reports
Watch this quick one minute video tour of our new Scheduled Easy Reports.
When Can I Expect to Schedule My Reports?
Scheduled Reports is being rolled out over the next few months to DonorPerfect systems that have Scheduled Reports included their package. We’ll notify you via email when your system receives this time-saving new update. The number of scheduled reports available to your organization depends on your DonorPerfect subscription level. Currently, only Easy Reports can be scheduled, however we plan to add other reports in the future. If you don’t have the Easy Report Builder or Scheduled Reports, contact your account manager to find out how you can create hassle-free custom reports and schedule them.
How would you like to double your online donations in just two months? Darian Rodriquez Heyman, the editor of “Nonprofit Management 101: A Field Guide for Social Sector Professionals,” shared powerful online success strategies gleaned from his conversations with 50 of America’s most accomplished nonprofit leaders during a recent DonorPerfect Expert Webinar—one of our most popular online presentations!
In recognition of Valentine’s Day, we want to show our blog followers some love, by giving all of you the gift of Darian’s significant expertise in transforming your digital fundraising campaigns to promote online giving.
Attract New Donors Across Generational Lines
Americans give more than $300 Billion to charities each year, and 10% of these gifts–a steadily growing percentage- are made online. “Both millennials and baby boomers are equally at ease with online giving,” Darian said, adding that ⅓ of these gifts are being made on iPhones and other mobile devices where “space is at a premium.” He advocates using the KISS (Keep It Simple Stupid) rule to make it easy for prospective supporters to come to your website, learn about your cause, and make a donation “in the fewest possible clicks.” Darian maintains that ⅓ of all people who are forced to click more than three times to make a donation will give up, and give elsewhere. He equated it to long lines in a store at check out that force people to abandon their shopping.
He advises organizations to offer 4 to 5 giving levels, and clearly indicate what program or service can be provided at each level. “People give through you because you meet needs,” Darian said, emphasizing that it is very important that millennials know the impact of their gift.
Updating your website to make it easier to donate online is definitely worth the investment. “ Every dollar you expend in website improvements yields $40 in online gifts,” Darian commented.
Even a relatively simple design tweak can make big difference in online revenues. One nonprofit that Darian worked with received 30% more donations when they changed the color of their DONATE NOW button from gray to red. The secret is to constantly be testing different variables (color of button, size, location, messaging, etc.)
Recruit and Retain Monthly Supporters
The average one-time online gift is $82, while monthly donors average $22 each month, or $264 over the course of a year. Studies show that 87% of monthly donors will remain loyal to your nonprofit, providing a welcome and stable source of support! Darian suggests that organizations design their donation pages to give monthly giving far more prominent placement than one-time gifts.
Turn Your Donors Into Fundraisers
Darian advises nonprofits to drive traffic to their Facebook page where donors can make a personal gift, then share their generosity with their friends and family, and encourage them to make gifts of their own. “There are currently two billion people on Facebook, making this social media site an excellent source for new donors,” Darian said, adding “the fastest growing group on Facebook is women, ages 45 and older, an attractive demographic group for fundraisers.” (Don’t have a monthly giving program, get our Monthly Giving Starter Kit to learn how).
Use These FREE Tools
Facebook offers nonprofits free online tools to help them mobilize, organize, raise community awareness, generate funds, and reduce costs. Learn more about how Facebook’s connects nonprofits with prospective supporters.
Like Facebook, Google also offers free tools to help nonprofits maximize their online presence and achieve fundraising success. Qualifying organizations receive $10,000 in in-kind text-based ads each month! These ads appear on Google search results pages, just below the ads of paid advertisers. Click here for more information about this valuable promotional tool.
If you missed Darian’s webinar or would like to see it again, Here’s the recording, and here are the presentation slides to help you maximize your online giving revenues.
This post was written by Lynn Edelman, Content Writer at DonorPerfect.
Last night, new version of WebLink was released that will give you quick insight and provide important metrics to measure how well your donation forms are performing, beyond just the hard data of total dollars donated. From within WebLink, you can easily see how often a specific form was viewed and completed. You can also see what your donation conversion rate (or how often a donor completed a donation) was for each form. These metrics will help you troubleshoot potential issues if you’re not getting the results you want with your donation forms.
How to Use This Information
Your conversion rate measures the effectiveness of your donation page in your donor conversion funnel. Typically, you’d have a donation web page, email, social media post or other means to direct donors to your donation form. Once donors get to your form, they will either complete the form or abandon it. How often they complete the form is your form’s conversion rate.
If you find your conversion rate is lower than expected, consider the following:
- Is the content on the donation page compelling enough?
- Do you need to adjust the call to action in your fundraising emails?
- Maybe the form itself is too lengthy to fill out or confusing?
- Is your donation form themed the same as your website? If not, consider having some common elements, like your organization’s logo, to inspire trust.
- When you drill down into your data are there any errors such as a failed payment method?
- Investigate the possibility of any technical glitches that might prevent form completion.
Need ideas on how to improve your conversion rate? Visit our demo website, Coral Acres, for form examples and sample donation pages.
Viewing Your Metrics
Within the WebLink RAC, simply toggle the Statistics button to “ON”. The Views column is a count of all views, determined from page load of the first page of form. This tracks all links (normal, friendly and bit.ly links) for any WebLink forms with an ACTIVE status. For more accurate results, page views aren’t counted when you view or preview the form via the WebLink Admin/RAC. A form’s conversion rate is determined by the number of successfully processed entries (including any no payment required ones) divided by the count of page views.
For full instructions on how to use these new metrics, please visit Tracking WebLink Form Performance in the Knowledgebase.
WebLink’s ability to track donation form performance isn’t the only improvement in this release. Read about all of the enhancements and fixes in the WebLink 2017 Release Notes in the Knowledgebase.
The goal of HOPE Helps, a Central Florida-based nonprofit, is to bring light to the lives of homeless individuals and families and help them to become self-sufficient. Through a comprehensive network of housing, outreach, prevention, and education programs, this small, yet powerful organization, gives clients hope for a better tomorrow!
The organization began its capital campaign with a lofty goal: $1.6 million to provide a new resource center for families in crisis. The resource center would provide space for partner organizations and agencies, a food pantry, counseling, after-school programs, financial support, emergency assistance, and much more. The organization’s current facility is too small, difficult to access, and, is scheduled for demolition due to highway construction.
Setting the Goals
HOPE Helps tended to think small when asking others for gifts. Previously, the organization would have considered $500 a large gift. Board members and volunteers lacked the confidence to ask for more and were limited in the ability to determine a prospect’s capacity and inclination to give. Leadership authorized a feasibility study which showed that $1.6 million was a realistic goal if the organization pursued larger gifts.
Doing the Research
HOPE Helps used DonorPerfect, a leading Customer Relationship Manager (CRM), to manage contacts. DonorPerfect recommended DonorSearch to screen and research prospects to find those with the inclination and capacity to make major gifts.
For the first time, HOPE Helps researched potential donors who attended events or toured the existing facility and reached out to these qualified donors with confidence.
Realizing Great Results
The group identified a number of small, loyal donors. One who had given $25/year was asked for and gave $15,000. Another gave $75,000. With the philanthropic data that DonorPerfect and DonorSearch provided, HOPE Helps developed a strategy that enabled them to confidently ask for five-figure gifts.
HOPE Helps has raised 75% of its capital campaign goal and expects to exceed that goal in time to begin construction of its new facility.
“Without DonorPerfect and DonorSearch, we would have left money on the table. It would have been hard to ask for a five-figure gift without the data to back it up.”
-Stephanie Govatos, Development / Special Events Manager
2017 is off to a good start for The Timothy School in Berwyn, thanks to the revenue that the School received from its November 2016 auction—the centerpiece of its 50th Anniversary gala celebration.
Gene Sirni serves as Director of Development for The Timothy School, Pennsylvania’s oldest nonprofit school dedicated exclusively to the education and development of children with autism. A DonorPerfect client since 2013, the School was one of the first to successfully use ReadySetAuction (RSA), DonorPerfect’s newest product, to manage the auction, which proved to be a highly successful fundraiser. 200 guests attended the black-tie, formal dinner, and their spirited bidding helped net $133,000.00 in new revenues.
Both attendance and proceeds were up significantly from the School’s 2015 fundraiser, a more casual affair with pick-up appetizers and drinks, which attracted 110 people and netted $65,000.
Sirni believes that the addition of a Master of Ceremonies, who drew the guests’ attention to scrolling auction items and encouraged them to bid, helped to boost revenues. “I also feel that the inherent peer-to-peer encouragement of an auction environment inspired our guests to engage in friendly bidding competitions, driving up the price of desirable items, as well as live, direct contributions through RSA for our Teachers’ Wish List, which netted over $50,000 for school projects and classroom needs, ” Sirni said.
Timothy School students were big beneficiaries of the auction proceeds, with the Wish List supporting vocational training supplies, computers and funding for curriculum development.
Sirni used 501 Auctions to run prior events and was pleased with the product, but found the cost to be prohibitive. He was happy to discover that RSA was competitively priced and could be used to run multiple events in a calendar year. “We split the RSA purchase price evenly between the fall gala and our spring golf outing,” said Sirni, who is particularly pleased that RSA integrates seamlessly with DonorPerfect software.
The School used email pushes from DonorPerfect’s partner, Constant Contact, which is integrated with DonorPerfect, and direct mail to promote the event and drive traffic to the school’s website and to RSA’s online auction pages. Sirni explained that “We use Constant Contact for pushes to both existing constituents, as well as to new prospects. We do pushes to prospects to help them learn more about the school and make more informed decisions.” Sirni said that the school began promoting the gala and auction last June, with a Save the Date Reminder.
For more information about using ReadySetAuction as part of your organization’s fundraising campaign, visit or call 1-800-824-0490 to schedule a group demo.
Free Webinar: 5 Secrets for Improving Your Charity Auction Timeline
Do you want to replicate The Timothy School’s success at your nonprofit organization? Then sign-up now for a free webinar on Tuesday, January 31st,1 pm. ET. DonorPerfect has partnered with guest experts Ian Lauth of Winspire and renowned benefit auctioneer Scott Robertson for an insightful hour-long presentation on conducting a “Fund-A-Need” auction. Learn how to capture donations from those who are passionate about your mission and develop a foundation for successful events for years to come!
Can’t make it? Register anyway and we’ll send you a recording of the webinar shortly after it’s over!
Nashville’s Belcourt Theatre makes the case for a winning fundraising formula.
The Belcourt Theatre, which opened in 1925 as a silent movie house called the Hillsboro Theatre and later became the Nashville Community Playhouse, is now Nashville’s home for the best of independent, documentary, world and repertory film 365 days/year. After multiple owners and a period of steady losses which resulted in the theatre’s closure, a grassroots group called Belcourt YES! formed and reopened the theatre as a nonprofit in 1999. The group later purchased the building in 2007 formalizing the name as Belcourt Theatre Inc. It is the only nonprofit theatre of its kind in Nashville.
The organization’s attendance and cultural and educational programs were growing as the facility was crumbling. With no major work done for over 50 years, the building lacked critical safety and accessibility features, and could no longer accommodate the growing needs of its patrons. Though attendance and membership had increased steadily, the organization had done little to pursue major gifts.
Previously, the organization never had a full time fundraiser and only generated 25% of its income from small donations, relying on program fees for most of its revenue. That revenue covered operational expenses, but didn’t support major renovations. A feasibility study by consulting firm Marts & Lundy led to an ambitious goal of $4.5 million for the campaign.
The Formula: DonorPerfect + Agile Ticketing + DonorSearch
The theatre screened its list of 9,000 members, donors and patrons which it had collected in Agile Ticketing with DonorSearch, and discovered more than half were potential major donors. The screening uncovered a number of connections between Belcourt board members, supports and staff and potential major donors, as well as projected ask amounts. That data was loaded into DonorPerfect to manage. The theatre also rebranded itself to raise awareness of their status as a nonprofit.
Over $2.2 million alone was raised from 50 donors. The theatre began the renovations when it raised 80% of its original goal; the goal was later increased to $5 million. Reconstruction was completed in 2016. The theatre also reinvigorated its sustaining annual giving society, the Hillsboro Society, as a way to recruit and further cultivate new major donors as discovered through extensive research from the capital campaign.
This case study was written by Brooke Bernard, Development Director at Belcourt Theatre.
Learn more about DonorPerfect Fundraising Software, Agile Ticketing, and DonorSearch:
Online or Over the Phone
Heather Sheaffer is the resident data guru at the Museum of Photographic Arts (MOPA) in San Diego, California. Founded in 1983, MOPA is one of the first museums in the United States designed exclusively to feature high-quality exhibitions, lectures, publications and films about the photographic arts. Its permanent collection consists of more than 7,000 images, including works by Margaret Bourke-White, Ansel Adams, Alfred Stieglitz and Ruth Bernhard, and 850 other photographers. Throughout the year, MOPA connects with community residents, offering innovative programs for adults with dementia, youth photographic arts competitions, and summer camps for children of all ages.
When Heather came on board as the Museum’s database specialist in 2012, she made it her mission to make certain that all membership and development data is current and accurately recorded. She uses DonorPerfect every day to realize these goals. This is a return engagement for Heather, who served on MOPA’s Client Advisory Board several years ago before moving out of state. When she returned to California, she learned about the staff opening and applied. Armed with a Master’s degree in Information Sciences, she felt confident in her ability to tackle this career challenge. “I understand how databases work, know their limitations, and know how to fix them,” she said. Human Resources apparently agreed with Heather’s self-assessment and hired her on the spot.
MOPA uses DonorPerfect Online Forms for donations, events, and volunteers.
“I do everything on DonorPerfect,” said Heather, who particularly “loves” DonorPerfect Online Forms (WebLink). She uses DonorPerfect Online Forms to create application forms for volunteers, and enable them to chart their hours without logging on to the museum’s database. The integrated online forms also allows members to easily sign up online for programs and classes and RSVP to invitations for special events.
Heather believes DonorPerfect Online Forms to be of great value in monitoring participation in MOPA’s brand-new Pay What You Wish program, which allows visitors to make a voluntary contribution rather than pay a set membership fee. “This program has resulted in additional online donations from people who visit the museum and like what they see,” she explained.
DonorPerfect saves time, ensures efficiency.
Heather has found DonorPerfect to be a real time-saver, enabling her to enter data like event RSVPs, and program registrations in batches, rather than inputting them individually. “The process is three times faster than manual entries,” she said.
She credits DonorPerfect with helping her to more effectively track and update important information about members, donors and volunteers. “Address changes, donor interests, frequency of visits, attendance at programs and events, and other important data is accurately recorded in one central database, which can be accessed and updated at any time, day or night,” she concluded.
Check out DonorPerfect Online Forms! Click the button below.
This post was written by Lynn Edelman, Content Writer at SofterWare.