• DonorPerfect US
  • DonorPerfect Canada
  • DonorPerfect United Kingdom

Training Tracks

No matter what your role is at your nonprofit, DonorPerfect has a training track to match your needs. Whether you are the sole user, are responsible for data entry, or want to get executive level reporting, there is a training program for you. Plus, we designed special training for new staff members as well as for nonprofits upgrading from our installed to online solution. Find the package that matches your needs; then contact your account manager to sign up!


Starter Package

The Starter Track is designed to introduce you to the key principles of DonorPerfect.
Click Read more for the proposed agenda topics.


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GETTING STARTED

Learn the fundamentals of DonorPerfect right from the start so you can turn your database into a tool that helps you raise more money for your organization.

Read more


Proposed Topics
  • Best practices for data entry protocols
  • Gift entry to thank you
  • Pledge entry
  • Tracking communications with constituents

report-analize

REPORTS AND FILTERS

Know which report to use and how to get targeted results for your specific needs.

Read more



Proposed Topics
  • Basic useful Listing reports
  • Basic useful Financial reports
  • Exporting to Excel
  • Selection Filters

online-registration

ADMIN

Discover which administrative features can help you have a secure and more efficient database.

Read more



Proposed Topics
  • Understanding your codes
  • Removing duplicate donor records
  • Setting appropriate security access for users


online-fundraising-eft

EFT

Easily collect recurring contributions from your donors while your revenue grows.

Read more


Proposed Topics
  • Purpose of the Pledge screen
  • Processing and reconciling transactions

importicon

IMPORT

The Import utility saves you time by getting data into DonorPerfect seamlessly.

Read more


Proposed Topics
  • Key data file set up tips
  • The 4-step import process
  • Reviewing import results


selfservicing

WEBLINK SELF-SERVICE

Provide your donors with a streamlined way of donating online.

Read more


Proposed Topics
  • Connecting the dots between DonorPerfect, WebLink, and the SafeSaveTM Payments Gateway
  • Creating a WebLink form
  • Downloading online donations into DonorPerfect


WebLinkPro-logo

WEBLINK PRO

Upgrade to WebLink Pro to enjoy more advanced features in the WebLink administrative area. Find out more!

Read more


Proposed Topics
  • Update your forms with new fields and transaction items
  • Add new sections to your forms
  • Rearrange fields in sections

online-fundraising-DPG

DONORPAGES

With DonorPages, an online friend-to-friend fundraising system, you can empower your constituents to raise funds on behalf of your mission.

Read more


Proposed Topics
  • Capturing the BIG picture of DonorPerfect, DonorPages, and WebLink
  • Understanding the fundraising cycle
  • Creating a fundraising site

Core Package

Ready to learn more than the key principles of DonorPerfect? Then the Core Track is for you.
Click Read more for the proposed agenda topics.


stoplight

GETTING STARTED

Learn the fundamentals of DonorPerfect right from the start so you can turn this great database into a tool that helps you raise more money for your organization.

Read more


Proposed Topics
  • Best practices for data entry protocols
  • From gift entry to thank you
  • Pledge entry
  • Tracking communications with constituents

report-analize

REPORTS AND FILTERS

Know which report to use and how to get targeted results for your specific needs.

Read more


Proposed Topics
  • Listing reports
  • Exporting to Excel
  • Most used Financial reports
  • Selection filters
  • SideBar reporting
  • Using your dashboard

online-registration

ADMIN

Discover which administrative features can help you have a secure and more efficient database.


Read more


Proposed Topics
  • Spring cleaning your codes
  • Removing duplicate records
  • Setting appropriate security access for users

online-fundraising-eft

EFT

Easily collect recurring contributions from your donors while your revenue grows.

Read more


Proposed Topics
  • Purpose of the Pledge screen
  • Processing and reconciling transactions

ctct-logo

CONSTANT CONTACT

Tap into the resources in DonorPerfect and the integration with Constant Contact to reach out to constituents, donors, and prospects through e-communications.

Read more


Proposed Topics
  • Using email campaigns
  • Creating and managing lists in DonorPerfect
  • Monitoring responses to email campaigns
  • Benefiting from past email campaigns for future email campaigns

importicon

IMPORT

The Import utility saves you time by getting data into DonorPerfect seamlessly.


Read more


Proposed Topics
  • Key Data File Set Up Tips
  • The 4-step Import Process
  • Reviewing Import Results

alarmclock

SMARTACTIONS

Communicate important actions such as notification when a major gift is received or a record is deleted from the database.

Read more


Proposed Topics
  • Trigger DonorPerfect into action
  • Set up SmartActions

flexible-schedules

EVENTS MANAGEMENT

Manage your events from start to finish in one location.

Read more


Proposed Topics
  • Tracking event details such as solicitation code, event location, and expenses
  • Creating the invitation list
  • Managing RSVPs including payment options
  • Keeping track of attendees' details
  • Measuring success with useful reports

selfservicing

WEBLINK SELF-SERVICE

Provide your donors with a streamlined way of donating online.


Read more


Proposed Topics
  • Connecting the dots between DonorPerfect, WebLink, and the SafeSaveTM Payments Gateway
  • Creating a WebLink form
  • Downloading online donations into DonorPerfect

WebLinkPro-logo

WEBLINK PRO

Upgrade to WebLink Pro to enjoy more advanced features in the WebLink administrative area. Find out more!

Read more


Proposed Topics
  • Update your forms with new fields and transaction items
  • Add new sections to your forms
  • Rearrange fields in sections

online-fundraising-DPG

DONORPAGES

With DonorPages, an online friend-to-friend fundraising system, you can empower your constituents to raise funds on behalf of your mission.

Read more


Proposed Topics
  • Capturing the BIG picture of DonorPerfect, DonorPages, and WebLink
  • Understanding the fundraising cycle
  • Creating a fundraising site

Pro Package

Do you want to be a DonorPerfect Pro? This track is designed to provide in-depth training of DonorPerfect. Click Read more for the proposed agenda topics.


stoplight

GETTING STARTED

Learn the fundamentals of DonorPerfect right from the start so you can turn your database into a tool that helps you raise more money for your organization.

Read more


Proposed Topics
  • Best practices for data entry protocols
  • From gift entry to thank you
  • Pledge entry
  • Tracking communications with constituents

report-analize

REPORTS AND FILTERS

Know which report to use and how to get targeted results for your specific needs.

Read more


Proposed Topics
  • Listing reports
  • Financial reports
  • Exporting to Excel
  • Custom Report Writer
  • Standard Selection Filters
  • Compound Filters
  • SideBar reporting
  • Use of your dashboard

online-registration

ADMIN

Discover which administrative features can help you have a secure and more efficient database.


Read more


Proposed Topics
  • Using codes
  • Spring cleaning your codes using Global Update
  • Removing duplicate donor records
  • Polishing your screen designs

online-fundraising-eft

EFT

Easily collect recurring contributions from your donors while your revenue grows.

Read more


Proposed Topics
  • Purpose of the Pledge screen
  • Processing and reconciling transactions

ctct-logo

CONSTANT CONTACT

Tap into the resources in DonorPerfect and the integration with Constant Contact to reach out to constituents, donors, and prospects through e-communications.

Read more


Proposed Topics
  • Using email campaigns
  • Creating and managing lists in DonorPerfect
  • Monitoring responses to email campaigns
  • Benefiting from past email campaigns for future email campaigns

importicon

IMPORT

The Import utility saves you time by getting data into DonorPerfect seamlessly.


Read more


Proposed Topics
  • Key Data File Set Up Tips
  • The 4-step Import Process
  • Reviewing Import Results

automatic-billing

ACCOUNTING INTERFACE

Integrate and reconcile gift entries with your QuickBooks accounting package.


Read more


Proposed Topics
  • Confirm DonorPerfect and QuickBooks settings for synchronization
  • Select transactions for posting to QuickBooks
  • Reconcile between DonorPerfect and QuickBooks

alarmclock

SMARTACTIONS

Communicate important actions such as notification when a major gift is received or a record is deleted from the database.

Read more


Proposed Topics
  • Trigger DonorPerfect into action
  • Set up SmartActions

flexible-schedules

EVENTS MANAGEMENT

Manage your events from start to finish in one location.

Read more


Proposed Topics
  • Tracking event details such as solicitation code, event location, and expenses
  • Creating the invitation list
  • Managing RSVPs including payment options
  • Keeping track of attendees' details
  • Measuring success with useful reports

MovesManagement Icon

MOVES MANAGEMENT

This tool equips you to design, schedule, and carry out a set of contact "moves" for a group of donors.

Read more


Proposed Topics
  • Explore the purposes of Moves Management
  • Create and manage plans
  • Analyze efforts through report review

WebLinkPro-logo

BATCH 2.0

With an overview of Batch 2.0, find quicker ways to enter your gifts and pledges with more accuracy.

Read more


Proposed Topics
  • Understand templates
  • Review gifts and batch details for accuracy prior to posting

inventory

INVENTORY MANAGEMENT

Inventory Management allows you to keep track of product orders associated with a gift.

Read more


Proposed Topics
  • Setting up and modifying inventory
  • Entering and processing orders
  • Reviewing inventory reports

selfservicing

WEBLINK SELF-SERVICE

Providing your donors with a streamlined way of donating online.


Read more


Proposed Topics
  • Connecting the dots between DonorPerfect, WebLink, and the SafeSaveTM Payments Gateway
  • Creating a WebLink form
  • Downloading online donations into DonorPerfect

WebLinkPro-logo

WEBLINK PRO

Upgrade to WebLink Pro to enjoy more advanced features in the WebLink administrative area. Find out more!

Read more


Proposed Topics
  • Update your forms with new fields and transaction items
  • Add new sections to your forms
  • Rearrange fields in sections

online-fundraising-DPG

DONORPAGES

With DonorPages, an online friend-to-friend fundraising system, you can empower your constituents to raise funds on behalf of your mission.

Read more


Proposed Topics
  • Capturing the BIG picture of DonorPerfect, DonorPages, and WebLink
  • Understanding the fundraising cycle
  • Creating a fundraising site

Installed to Online

online-fundraising-DPG

MOVING FORWARD

Learn the features and functionality of DonorPerfect Online so you can make business process changes easily and effectively during your transition.

Read more


Proposed Topics
  • Best practices for data entry protocols
  • Gift entry to thank you
  • Pledge entry
  • Tracking communications with constituents

stoplight

REPORTS AND FILTERS

Know which report to use and how to get targeted results for your specific needs.

Read more


Proposed Topics
  • Listing reports
  • Exporting to Excel
  • Most used Financial reports
  • Report differences between installed and online
  • Selection filters
  • SideBar reporting
  • Using your dashboard

online-registration

ADMIN

Discover which administrative features can help you have a secure and more efficient database.

Read more



Proposed Topics
  • Understanding your codes
  • Removing duplicate donor records
  • Setting appropriate security access for users

importicon

IMPORT

The Import utility saves you time by getting data into DonorPerfect seamlessly.

Read more


Proposed Topics
  • Key data file set up tips
  • The 4-step import process
  • Reviewing import results


alarmclock

SMARTACTIONS

Communicate important actions such as notification when a major gift is received or a record is deleted from the database.

Read more


Proposed Topics
  • Trigger DonorPerfect into action
  • Set up SmartActions

alarmclock

ADVANTAGES OF ONLINE

Now you are ready to forge ahead and take advantage of being online. Learn about our on-line fundraising products and how it pertains to your non-profit.

Read more


Proposed Topics
  • DPO Mobile App
  • Payment processing tools
  • Email communications
  • Targeted calculations for filters, exports, and reports

selfservicing

WEBLINK SELF-SERVICE

Provide your donors with a streamlined way of donating online.

Read more


Proposed Topics
  • Connecting the dots between DonorPerfect, WebLink, and the SafeSaveTM Payments Gateway
  • Creating a WebLink form
  • Downloading online donations into DonorPerfect


WebLinkPro-logo

WEBLINK PRO

Upgrade to WebLink Pro to enjoy more advanced features in the WebLink administrative area. Find out more!

Read more


Proposed Topics
  • Update your forms with new fields and transaction items
  • Add new sections to your forms
  • Rearrange fields in sections

online-fundraising-DPG

DONORPAGES

With DonorPages, an online friend-to-friend fundraising system, you can empower your constituents to raise funds on behalf of your mission.

Read more


Proposed Topics
  • Capturing the BIG picture of DonorPerfect, DonorPages, and WebLink
  • Understanding the fundraising cycle
  • Creating a fundraising site

New Staff Training

stoplight

GETTING TO KNOW YOUR NEW ROLE

Share current protocols, processes, report needs and job responsibilities as it relates to DonorPerfect.

Read more


Proposed Topics
  • Complete survey
  • Schedule 30 minute conversation to review specific needs

stoplight

GETTING STARTED

Learn the fundamentals of DonorPerfect right from the start so you can turn this great database into a tool that helps you raise more money for your organization.

Read more


Proposed Topics
  • Best practices for data entry protocols
  • From gift entry to thank you
  • Pledge entry
  • Tracking communications with constituents

online-registration

ADMIN

Discover which administrative features can help you have a secure and more efficient database.

Read more



Proposed Topics
  • Understanding your codes
  • Removing duplicate donor records
  • Setting appropriate security access for users


report-analize

REPORTS AND FILTERS

Know which report to use and how to get targeted results for your specific needs.

Read more



Proposed Topics
  • Basic useful Listing reports
  • Basic useful Financial reports
  • Exporting to Excel
  • Selection Filters

vault

PAYMENT PROCESSING

Learn how to use the tools that will enable you to provide your donors a streamlined way of donating online, easily collect recurring contributions and accepting one-time credit card gifts.

Read more



Proposed Topics
  • Connecting the dots between DonorPerfect, WebLink, and the SafeSaveTM Payments Gateway
  • Reviewing WebLink forms
  • Downloading online donations into DonorPerfect
  • Purpose of the Pledge screen
  • Processing recurring transactions

Non-Profit Roles

Training by Role

This tailored-to-you training series is designed to prepare you to excel in your role with DonorPerfect. Each track delves into the tools and features that will best benefit you, focusing on the specific aspects of training that will complement your day-to-day use of your DonorPerfect system.

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Director of Development

In this training track, you'll learn how to:

  • Analyze DonorPerfect's reports
  • Create 5 key financial reports in DonorPerfect
  • Turn your dashboard data into actionable information
  • Keep your constituents engaged
  • Effortlessly update your board on important information

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Executive Director

In this training track, you'll learn how to:

  • Create 5 key financial reports in DonorPerfect
  • Turn your dashboard data into actionable information
  • Keep your constituents engaged
  • Benefit from DPMobile's powerful features
  • Effortlessly update your board on important information

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Administrator/Development Associate

In this training track, you'll learn how to:

  • Set up records for accurate lists
  • Produce thank you letters quickly
  • Access your records with selection filters
  • Get the data you need with DonorPerfect's reporting tools

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Financial Specialist

In this training track, you'll learn how to:

  • Enter gifts into DonorPerfect
  • Use DonorPerfect's receipting feature
  • Create 5 key financial reports

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Special Events Coordinator

In this training track, you'll learn how to:

  • Best track various types of constituents
  • Turn event attendees into donors
  • Perform events management tasks in DonorPerfect
  • Use DonorPerfect's integrated online forms for registrations

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Grant Writer

In this training track, you'll learn how to:

  • Profile grant funders
  • Meet tight deadlines
  • Effectively track the life cycle of grants
  • Monitor financial gains from grant awards

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Marketing/Communications Director

In this training track, you'll learn how to:

  • Pull targeted lists for marketing segmentation
  • Understand DonorPerfect's time-saving merge feature
  • Create, send, and report on emails

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Volunteer Coordinator

In this training track, you'll learn how to:

  • Enter volunteer information
  • Import volunteer hours
  • Pull reports on volunteers' interests and activities