• DonorPerfect US
  • DonorPerfect Canada
  • DonorPerfect United Kingdom

Implementation at your Fingertips

Welcome to DonorPerfect! Our Implementation Department is dedicated to ensuring your investment is successful right from the start for you and your organization. We will help you gain full use of the DonorPerfect system and any other components you’ve purchased. Please take a moment to get acquainted with our services.

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Implementation Coordinator

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System Implementation Coordinator

Implementation Coordinator

System Implementation Coordinator: Evan

Implementation Coordinator

System Implementation Coordinator: Allison

Implementation Coordinator

System Implementation Coordinator: Evan

Implementation Coordinator

System Implementation Coordinator: Adam

Data Conversion
Data Conversion Specialists

Payment Processing
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Training

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Click the options to the left to learn more about Implementation!

Implementation:

Your Implementation Coordinator (IC) is your primary contact throughout the implementation. While you may work with other specialists along the way, you can always contact your IC with any questions or concerns.

Your IC:

  • Works with you to customize your systems screens.
  • Provides suggestions/best practices for tracking your data.
  • Coordinates with the appropriate specialist(s) for any additional services you purchase.
  • Delivers your completed system along with any supporting documentation.

Related Links +

Read our IC Bios

Implementation Intro Video

DonorPerfect Introductory Webinar
All new DonorPerfect clients are encouraged to attend this introductory webinar. You will learn about the "big" picture of DonorPerfect, tips for a successful database setup, and how to move forward using the program.

Implementation:

Your IC: Evan

Your Implementation Coordinator (IC) is your primary contact throughout the implementation. While you may work with other specialists along the way, you can always contact your IC with any questions or concerns.

Your IC:

  • Works with you to customize your systems screens.
  • Provides suggestions/best practices for tracking your data.
  • Coordinates with the appropriate specialist(s) for any additional services you purchase.
  • Delivers your completed system along with any supporting documentation.

Related Links +

Read our IC Bios

New Client Implementation Checklist/Guide
This document details the implementation process and timeframe for each step.

DonorPerfect Introductory Webinar
All new DonorPerfect clients are encouraged to attend this introductory webinar. You will learn about the "big" picture of DonorPerfect, tips for a successful database setup, and how to move forward using the program.

Implementation:

Your IC: Allison

Your Implementation Coordinator (IC) is your primary contact throughout the implementation. While you may work with other specialists along the way, you can always contact your IC with any questions or concerns.

Your IC:

  • Works with you to customize your systems screens.
  • Provides suggestions/best practices for tracking your data.
  • Coordinates with the appropriate specialist(s) for any additional services you purchase.
  • Delivers your completed system along with any supporting documentation.

Related Links +

Read our IC Bios

New Client Implementation Checklist/Guide
This document details the implementation process and timeframe for each step.

DonorPerfect Introductory Webinar
All new DonorPerfect clients are encouraged to attend this introductory webinar. You will learn about the "big" picture of DonorPerfect, tips for a successful database setup, and how to move forward using the program.

Implementation:

Your IC: Adam

Your Implementation Coordinator (IC) is your primary contact throughout the implementation. While you may work with other specialists along the way, you can always contact your IC with any questions or concerns.

Your IC:

  • Works with you to customize your systems screens.
  • Provides suggestions/best practices for tracking your data.
  • Coordinates with the appropriate specialist(s) for any additional services you purchase.
  • Delivers your completed system along with any supporting documentation.

Related Links +

Read our IC Bios

New Client Implementation Checklist/Guide
This document details the implementation process and timeframe for each step.

DonorPerfect Introductory Webinar
All new DonorPerfect clients are encouraged to attend this introductory webinar. You will learn about the "big" picture of DonorPerfect, tips for a successful database setup, and how to move forward using the program.

Implementation:

Your IC: Michael

Your Implementation Coordinator (IC) is your primary contact throughout the implementation. While you may work with other specialists along the way, you can always contact your IC with any questions or concerns.

Your IC:

  • Works with you to customize your systems screens.
  • Provides suggestions/best practices for tracking your data.
  • Coordinates with the appropriate specialist(s) for any additional services you purchase.
  • Delivers your completed system along with any supporting documentation.

Related Links +

Read our IC Bios

Implementation Intro Video

New Client Implementation Checklist/Guide
This document details the implementation process and timeframe for each step.

DonorPerfect Introductory Webinar
All new DonorPerfect clients are encouraged to attend this introductory webinar. You will learn about the "big" picture of DonorPerfect, tips for a successful database setup, and how to move forward using the program.

Data Services:

Our data conversion process addresses the migration of your data from its original source into DonorPerfect. A Data Services Specialist manages this careful process to ensure the future use of your data for successful analysis, reporting, and constituent management.

Your Data Services Specialist:

  • Thoroughly reviews the data provided to gain an understanding of how to transfer it into DonorPerfect.
  • Helps to determine the best way to map and transfer your data into DonorPerfect.
  • Provides a completed pre-transfer mapping document for review and confirmation.
  • Performs the live data transfer and provides verifying statistical reports.

Payment Processing:

safesave-logo1DonorPerfect offers fully integrated tools for processing payments. Your Payment Processing Specialist serves as your main point of contact during the application process for payment processing.

Your Payment Processing Specialist:

  • Answers your questions regarding the applications and bank regulations.
  • Tracks progress on your applications.
  • Creates your gateway once the appropriate approval is granted.
  • Integrates your gateway with DonorPerfect.
  • Provides ongoing support for your gateway and payment processing related matters.

Related Links +

Read our Payment Processing Specialists' Bios

Payment Processing Options
This page highlights the different options available and what each service offers.

Payment Processing Webinar
This webinar covers "the big picture" with payment processing and how the SafeSave™ Payments Gateway, processors, and DonorPerfect all tie together. It also shows examples of how to use the different payment processing tools available in DonorPerfect.

Training:

Our Training Specialists are responsible for reviewing and understanding your DPO system and instructing you on the best practices and use of DonorPerfect.

Your Training Specialist:

  • Reviews the services purchased and works to prepare an agenda for review.
  • Schedules training.
  • Reviews your data prior to scheduled training (either Virtual On-site or On-site).
  • Prior to training, provides an agenda of topics to cover.
  • Completes training.
  • Provides a recap of the training with recommendations of use or future trainings.