Who Uses This Software?

We help growing nonprofits serving their local community to large, international organizations like UNICEF. DonorPerfect 's web-based platform scales to meet the needs of any size nonprofit.


Average Ratings

500 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $89.00/month
    See pricing details
  • Pricing Details
    No set up fee. Unlimited users included. Most include Constant Contact.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • SofterWare
  • www.softerware.com
  • Founded 1981
  • United States

About DonorPerfect Fundraising Software

DonorPerfect is the most comprehensive solution in fundraising, with everything nonprofits need to grow. It helps your team manage donations, contacts, receipting, reporting, email and fundraising initiatives from a single system. With automatic monthly giving, integrated online donation forms, dashboard reporting, Constant Contact email, auction management tools, and a network of integrated partner solutions, DonorPerfect offers pricing packages to meet any size organization and any budget.


DonorPerfect Fundraising Software Features

  • Alumni Management
  • Auction Management
  • Campaign Management
  • Contribution Tracking
  • CRM
  • Donor Discovery
  • Donor Management
  • Event Management
  • Gift Matching Management
  • Grant Management
  • Membership Management
  • Mobile Giving
  • Payment Processing
  • Pledge Management
  • Recurring Giving
  • Volunteer Management
  • Campaign Management
  • Donation Tracking
  • Donor Database
  • Event Management
  • Gift Management
  • Grant Management
  • In-Kind Donations
  • Matching Donations
  • Mobile Donations
  • Online Donations
  • Pledge Management
  • Receipts / Statements
  • Recurring Donations
  • Volunteer Management
  • Accounting
  • Committee Management
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Member Database
  • Membership Management
  • Social Media Management
  • Volunteer Management
  • Committee Management
  • Contact Management
  • Donor Management
  • Email Marketing
  • Event Management
  • Fundraising Management
  • Grant Management
  • Membership Management
  • Social Media Integration
  • Volunteer Management

DonorPerfect Fundraising Software Reviews Recently Reviewed!


Great program for donor receipting

Mar 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I really like the support for this software. They are very responsive when you have a problem and they have a lot of information online so you can look up your own answers and when you want to "dive in" really deep in understanding the program. If you just need to look up how to export information, you can look that up online and follow step by step. You can also customize your export of information so if you only want a name and address, you can get it in the form you want (either in excel or word). You can also add any field to that export that you desire.

Pros: I like that I can add fields on the fly and be able to report on those fields. This is great for tracking anything you want to track with your donors. I love that I can have a multitude of thank you letters ready to merge at the same time. I've worked in software that only allowed a few letters. This way, a thank you letter with receipt at the bottom to a specific campaign can come out in the same batch as a regular thank you letter with receipt. We have total control over the look and feel of our receipt letters. I like that I can use a batch system so I can reconcile with our accountant but you can also enter gifts directly in a person's record if you don't need to track that way. I really love that I can add items to my batch file, like a consent sent in with a gift that we can publish their name. I can also have my batch file come out the way that is most helpful for our organization, and each organization can individualize it as well.

Cons: The first time through running year-end summaries for our donors took a bit of a learning curve to set it up the way we wanted it to display but support was very helpful when I "got stuck". In the few years I've been working in the program, that process has improved.

Vendor Response

by SofterWare on April 19, 2019

Janette, I love to read that you are taking advantage of so many of the features offered in the system. Receipting Donors quickly is important to keep your Donors loyalty and DonorPerfect has perfected the process! Like you mentioned. a multitude of thank you letters can be created and ready to merge at the same time. Thank you for the great review! Regards, Ellen Molon, Client Relations Specialist

Donor Perfect Review

Mar 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that it is incredibly user friendly and easy to learn. It's incredibly helpful when volunteers are helping or new people come on board. I also love the ease of pulling reports. They have so many prebuilt reports to chose from by I can also quickly and easily create my own and even better I can edit it if I don't get it right the first time. I'm constantly learning new tricks and tools as I gain confidence with the system and as our needs change as an organization. We've had the system for a little over two years and last year I didn't know I could easily generate different data and charts for our Annual Report, learning that made life so much easier. I also have to rave about the support team because so often I feel like I am calling with a basic or dumb question but they are always nice, walk me through it and then send a follow up email with the instructions in case I forget. They are so kind and patient!

Cons: It's never that I don't like the system but more than I have to learn how to get it to do what I need. My brain thinks it should work one way but they have the system programmed to operate another. It's more just spending time in the system and learning all the different ways it works and can work for you.

One thing that drives me out is when it logs me out. If I've been out of the program for a little bit I can understand, it's frustrating but I do understand. What I don't understand is when I'll literally be in the middle of entering a gift or something and it will log me out, forcing me to start over. Not the worst thing in the world but still vexing at times. I also wish that the Company Name & the individuals Last Name didn't pull from the same data point so it was a little easier to run mail lists but I've found workarounds in excel once the report is pulled.

Overall: I don't think we did a great job of tracking donor retention rates or lapsed donors before. Now with DP we are easily able to run the reports and be more proactive with those individuals.

Vendor Response

by SofterWare on April 09, 2019

Thank you for taking your time to write a review of DonorPerfect. I am glad to read you are enjoying using the system and all the different ways it has benefited your organization. The support team is always happy to help and I am glad to read about your wonderful experience when speaking the support team. Regards, Ellen Molon, Client Relations Specialist

Awesome Support Staff

Feb 27, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Our organization has been using DonorPerfect for about 15 years. It is generally user-friendly and serves our needs well. We converted from the desktop model to the online model about three years ago and had a very good experience with the conversion. We have the Premium level of support and the staff are always knowledgeable and have, without exception, been able to help me with any problem I have encountered.

Cons: One issue I have with this software is when I need to send a notification to a recipient for a donation made in memory/honor of them or a loved one. At the present time, there is not the ability to create an instant merge. The process to create the notification is cumbersome and the steps are not easy to remember for staff members.

Overall: There are several features that are very useful to our organization but I would say that one of the most helpful is the ability to compare giving levels over a multi-year period.

Another feature that we used for the first time last year was the Event Manager feature to track expenses, income, attendees and overall profit for our annual fundraising gala. That made reporting a breeze. In the past we tracked this information through a spreadsheet with quite complicated formulae. With DP Event Manager all we had do was plug in the information.

Vendor Response

by SofterWare on March 13, 2019

Michelle, Thank you for the Awesome Review. Our Support Staff is knowledgeable and happy to help! I am glad to read how Events Management has made keeping track of data and reporting on your event easy. Many features you see in DonorPerfect come from Suggest and Vote. I would be happy to speak to you about your suggestion for notifications. I can be reached at (800) 220-3537. Regards, Ellen Molon, Client Relations Specialist

Look no further than DonorPerfect!

Dec 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: DonorPerfect is perfect for all my organization's software and database needs relating to fundraising. My absolute favorite thing about DonorPerfect is the excellent customer service I receive each and every time I reach out. I am sometimes asked to provide data that I'm not sure how to obtain in a time-effective manner. It literally takes a quick phone call or even an online chat session with a DonorPerfect rep for me to find a report that will work to get me the information I need. I am always amazed at how well the DonorPerfect customer service folks know the software, and the ease at which they are able to share its capabilities. I have never had to wait for a solution or an answer to my questions. That is so valuable for me, someone whose greatest challenge is not having enough hours in the day! One of the other pros at the top of my list is the user-friendly interface of DonorPerfect. If you have even a little computer knowledge and experience, DonorPerfect is very easy to use. Everything is laid out and organized in a logical manner, which saves the time and frustration of not being able to find a simple function.

Cons: I can honestly say I have not had any negative experiences with DonorPerfect. There are tiny things such as the scope of searching records that I might like to see changed, but at the end of the day, they're not really consequential. (Example: If an individual record is entered as John H. Smith, but I search for that record with the terms "John Smith", the record I'm looking for may not pop up. Broadening the search to "Smith" however, would allow me to find the record.)

Overall: Overall, I can't imagine another fundraising software being any better than DonorPerfect. The donor records management and reporting functions are very user-friendly and the logical manner by which they are organized and laid out on the website are big time-savers. DonorPerfect is a huge asset to our development team!

Vendor Response

by SofterWare on December 06, 2018

Amy, I am thrilled to read about the value you are finding in using DonorPerfect! You made my day with the title of the review : Look no further than DonorPerfect!. I am delighted to hear you think the system is user friendly, and agree that our Support Team is outstanding! Thank you for the amazing review. Regards, Ellen Molon,Client Relations Specialist

Perfect for small organizations with few staff and minimal amount of active donors.

Jul 19, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The cost is the most attractive part of Donor Perfect. For small organizations needing a database to get prospects and current donor information in one place for importing and exporting, this program is ideal. Having something inexpensive and yet widely used in our community of nonprofits, had definite advantages. There are many features of large software organizations that makes it a great deal and the add-ons are reasonable once your organization is able to take the next step.

Cons: Troubleshooting seems to be a challenge at times. Some areas you can "hover" over and figure out what the feature is or data that is expected to go in or how to use it - but it is not always clear. Unfortunately, nonprofit database information is not unique and from one software to the next, there is a learning curve for where you put what.

Overall: I have set up a number of non-profits with Donor Perfect. It is a great program for non-profits, particularly those with minimal funds, small staff, and new fundraisers. I have worked with organizations that fit every part of the spectrum. My current organization benefits from the data that I am able to retrieve about individuals, gifts, history... There are so many advantages to building relationships but also the ability to have data and notes that is easily retrieved and instrumental in the smooth transition of development staff attrition.

Vendor Response

by SofterWare on July 27, 2018

Thank you Kristina for taking the time to review DonorPerfect. The system is designed to be flexible for non profits of all size and can be customized to an organization's needs. As you mentioned, there is a learning curve when using a new system, we have you covered with a phenomenal support department, webinars, and training department. I am glad to hear you are finding the advanced reporting system and notes section in the donors records instrumental to your organization's success. Fundraising is all about relationships and DonorPerfect is a major component in helping organizations reach their fundraising goals. There is a Community Site meant to connect users near and far. DonorPerfect was in the NTEN Report for offering top-rated features and functionality at the lowest price.

Great support and training and a few glitches.

Dec 15, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Comments: Overall, this system has worked very well and I look forward to learning more about how I can better use its functions and capabilities. I can't comment much on the financial side of things because I mostly enter data and run spreadsheets for mail merging for mailings.

Pros: Customer Support and Training has been the most awesome feature of using DonorPerfect for me. I have learned a lot from the webinars available and whenever I call support for a certain problem, the staff are always very knowledgeable, professional and patient.

Cons: DonorPerfect has some features that I find cumbersome or just don't work well. (or maybe it's user ignorance!) The system is set up to have a "man and wife record" but if you have a man and a wife that have different roles (flags) and different cell phone numbers etc... you have to lump the info together in the record. You can make two separate records, but then when doing mailings, you will get duplicate mailings to one household. We also have the same problem with having an organization record, for e.g. ABC Corp. with Bob Smith as contact and then an individual record for Bob Smith. This is because sometimes ABC Corp donates and sometimes Bob Smith will donate as an individual by playing golf or running a 5K or contributing personally to the Annual Appeal. But again we don't want two mailings to go to Bob Smith. I also have a problem when receipting donations that after I generate the receipts and go back to where you update the batch, "All transactions" button has been defaulted to, even though I have chosen "user transactions". If I don't remember to go check that, I end up updating all the transactions instead of just my own. I also have wondered about making the filter building less cumbersome by having a way to build filters using more than two variables at a time. For a complicated filter you have to do several compound filters to get what you want.

A Robust System for the full-time nonprofit

Nov 08, 2017
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Donor Perfect is on par with some of the top CRM programs for the nonprofit at a price point that is affordable. The training modules online are great resources and their support is top notch. I have implemented DP from the bottom up and the process was seamless and helped us create a great cultivation program. This is a system that requires maintenance and good input practices. I would place this at the advanced/intermediate level and recommend it for a NPO with a full-time development staff. If you are looking for a robust, trustworthy and scalable system this is it but be prepared to dig in deep to the training modules and in the end your fundraising programs will benefit.

Pros: Donor Perfect is one of the mainstays in nonprofit donor/constituent management and there is a reason for their longevity. This is a robust system that is more complex than some of the newer entries into the market that tout cloud, ease of use and a free website builder. I have always thought that the gimmicky add ons is kind of like a realtor staging a home and putting potted plants on warped areas of the floor so you can't see them. With Donor Perfect, no frills just serious computing and data mining power. Standing out is their quest to stay relevant and they are continuously updating their software with the latest proven trends in the CRM space and have done a wonderful job with their updates. You can manage the full life cycle of a donor using this one system, create web forms for online donation gathering, mobile fundraising capabilities and full integration with QBO and other financial programs.Their support is outstanding and very responsive and they also offer free one and one training as part of the support package. I actually had a staff workshop day for training and they had a trainer come on a web conference and she trained our staff. It was amazing.

Cons: The system is a true CRM style system and there is a learning curve so be prepared to get the training you need to be able to train staff. It is worth the investment and will benefit your revenue goals to use the system fully. One area that always was a point of initial frustration was report generation. It took me a while to fully grasp the reporting.

DPO Has Made Tracking and Contacting Donors Much Easier

Jun 05, 2013
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Pros: DPO is in the "cloud" which means PAALS volunteers and staff can work with it wherever they using just a web browser. Also, the DP mobile app makes it very easy to access donor information wherever you are.

DPO has almost unlimited flexibility to add new fields and configure screen design. PAALS is using DPO not only to track Donor information, but also to track information about the dogs we have in training, about our clients who have or are waiting on a service dog and about our hundred plus volunteers. And the custom report writer allows us to create reports for almost any purpose we need.

The optional WebLink Pro module has allowed us to create web pages quickly and easily to process event registrations and single or recurring donations. These are easily integrated into our existing website. The donation and donor information is automatically integrated into DPO saving much repetitive data entry.

DPO also has automated interfaces to Quickbooks and Constant Contact.

Cons: The event management module as currently implemented is somewhat cumbersome and is not integrated with WebLink. However, Softerware has posted that the next update will address some of these issues.

Softerware does not have an alliance with PayPal. Thus we are unable to include an option to for donors to contribute via PayPal on our Weblink forms. So we have to maintain a separate set of forms on our website for people who want to use PayPal.

The DP mobile application does not use the customized screens that are shown in DPO. It currently has a generic interface which makes information appear in different place/order than what a user sees online. Also, DP Mobile does not hide fields which have been marked hidden in the online version. Thus DP mobile, while useful, is much less usable than it could be.

Overall: PAALS is a small non-profit (around 200K in annual revenue and less than five employees). We have found DPO to be a very large help in managing our charity by allowing us to track all of our pertinenent information in one place that is accessible anywhere. The information in DPO used to be on several dozen spreadsheets or in QuickBooks. Duplication of data was everywhere (particularly email addresses) and no one really knew which was correct. Simply eliminating all the duplicates and multiple lists has saved us quite a bit of time and money.

I have used Softerware's telephone, email and online chat support. In all cases the support personnel were knowledgeable and helped resolve my problem or answer my questions -- usually in minutes

I would highly recommend DPO for any non-profit that wants to grow their donor base and/or who wants to get their data organized.

DonorPerfect is a intuitive way to track donations

Mar 21, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: DP is an easy way for our non-profit to track all of our donors giving and we can pull reports based off this information. We can see who hasn't given in a while and reach out to them with a special mailing.

Pros: We have been using DonorPerfect for many years to track our donor's giving. The cloud interface allows updates to the software overnight and when you get back to work the next morning there are new and improved features. The amount of information you can pull for reports is incredible. Anything you enter into DP can be pulled in some report. There is a DonorPerfect Community where you can go to ask other users questions and get helpful tips and tricks for running reports, using DP Mobile, and much more.

Cons: DonorPerfect could improve their search engine within the software. Sometimes when looking up an existing donor, the software will say they do not exist in the database, but they do and if another user doesn't know that then a duplicate donor account will be made on accident. When a tribute/memorial gift is made online and the donor lists the recipient's name differently than how it appears in DP, DonorPerfect will create a whole new tribute instead of allowing the user to select the already existing tribute. When this occurs, you end up with multiple tributes for the same person, the only difference is maybe one shows the middle name and the other does not.

Vendor Response

by SofterWare on April 22, 2019

Jessica, Thank you for taking the time to complete a review of DonorPerfect. I am glad to read that you are using so many of the features in the system. Any suggestions you have for the system we want to hear :), please add them to Suggest and Vote in DonorPerfect Communities. We are also happy to add them for you. Regards, Ellen Molon, Client Relations Specialist

DonorPerfect is essential to my job.

Apr 02, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the ease of use with DonorPerfect. It is a good value compared to other software. It is a good fit for the size of our organization. I haven't taken advantage of it yet, but I plan to use the connections they have with Constant Contact and Agile Ticketing.

I think what I like best is the support. It is a must if you do a lot of reports and lists. I could not respond to the request I get without the friendly and helpful DonorPerfect phone support. Well worth the extra cost!

Cons: I would like DonorPerfect have a better search as I have to spell the name correctly in order for it to come up. It would be nice if the search brought up results that were close instead of exact. I tend to use phone support a lot for reports and lists. I don't know if it's me or if the system is not commonsensical or there are not enough stock reports.

Overall: Our organization is growing and we need reliable donor reporting and communications. Good software like DonorPerfect is a necessity. I look forward to using more features as our donor base expands.

Vendor Response

by SofterWare on April 11, 2019

Suan, Thank you for the wonderful review.. I am glad to hear you are finding DonorPerfect easy to use. Our support team is very knowledgeable and happy to help with report questions. We partner with and have integrations available for many different software packages. Our partners can be found at dpconnect.com. We look forward to working with you and your organization for many years! Regards, Ellen Molon, Client Relations Specialist

The reality

Apr 29, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It works as described. It's flexible, so I can tailor it to our work flow/process. It gets the job done.

Cons: It's a little... janky looking... like - in we're-so-cutting-edge-we-dont-waste-your-money-on-unproductive-things-like-screen-and-user-eye-flow-design.

It just looks like my uncle's work-around software for raising money.

Overall: 1. If my org is going to spend the money on this tool, then I'm going to exploit it to the value of our investment. Therefore, everyone I connect with at DP is on board to make sure I get that value and has been great.

2. My experience also includes the staff at this organization and their responses. They are continually amazed I can get the software to actually help us raise funds, as opposed simply putting up with the database system they have always had which no one has really used or wanted to learn to use.

3. I've sold and implemented a version of this type of software. I knew the original owner of this software (when it was based in San Diego) and I've known about it - or interacted around it - for the last 20 years. I am impressed with the additions and flexibility in functionality as the world has been turned upside down by the net. It actually has gotten easier to handle and manage.

Vendor Response

by SofterWare on May 07, 2019

Thank you for "The reality" about DonorPerfect. I am glad to hear that we have impressed you with the changes we have recently made to the system. Our clients have a big influence on changes that you are seeing. Many of the ideas that DonorPerfect Users enter into Suggest and Vote become part of the system. :) Regards, Ellen Molon, Client Relations Specialist

Birmingham Boys Choir Recommends Donor Perfect Online!

Jun 04, 2013
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Pros: From my very first conversation with the regional account manager to which I was assigned through the decision to purchase DPO, my experience has been an extremely positive one. I had spent a great deal of time researching donor management systems and had narrowed the field down to three: DonorPerfect, E-Tapestry, and GiftWorks. GiftWorks did not have the functionality that we required, so I eliminated it early on. After working with both E-Tapestry and Donor Perfect on a free trial basis, I found the "intuitiveness" of DPO to be the selling point for me. In addition, I know this will sound silly to many, but the fact that there is so much color in the DPO system was a huge plus in favor of this product. Since I spend a great deal of time using the system, ANY color other than black, white and grey helps my eyes, and seems to make data entry a more positive experience. Both our immediate and future needs will be easily met by DPO, and customer support is superb.

Cons: If anything could be changed, I would prefer that DPO have their own payment processing system. Currently, DPO's payment processing is done through Mercury Payment Systems. While we have not encountered any difficulty using a separate entity for payment processing (we've had a similar system in the past), our webmaster would prefer DonorPerfect to process online payments as opposed to going through another entity such as Mercury Payment Processing.

Overall: I would wholeheartedly recommend DPO to any organization requiring donor management software. After spending hours generating reports for the development folks from an Excel spreadsheet with 1500 donors, I have truly enjoyed learning how to generate different reports with DPO....in a fraction of the time it had taken previously. We have had many tributes given recently, and it is with such ease that tributes may be added, a gift linked to that tribute, and a notification generated for the person to be contacted. When corporations purchase sponsorships for our annual gala, I can link the corporate sponsor to the person within our non-profit organization who secured the sponsorship-no more guesswork! I am sure there are features I have yet to discover and utilize to their fullest extent, but we are most pleased with DPO. Pricing is competitive, one does not have to be a computer genius in order to use the system, and all the help one needs is readily available.

A non-profit must have!

Jan 16, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Donor Perfect is the "PERFECT" tool for keeping records of all donors and gifts as well as contact information. The ability to keep track of contacts made to each donor along with the promptings are a sure way to keep on top of making the necessary follow up a breeze.

Cons: When I am in the middle of making follow up calls to donors, I would like the screen to not time out so quickly from one search to the next. If I am on the phone thanking a donor and looking at the information on the screen at the same time, it usually times out on me and i have to log in all over again. Not efficient.

Overall: The record keeping features of Donor Perfect allow me to look at who is giving and when and whom I may need to reach out to that have not donated in a while. It allows me to look at trends and time frames more people are apt to give and see what programs need more targeting for reaching out to people to give to. Increase funding is possible if I know who my target audience is and which program is lacking in funding.

Vendor Response

by SofterWare on February 12, 2019

Susan, Thank you for taking your time to complete the survey on DonorPerfect. I am glad to hear you that DonorPerfect is "PERFECT" for keeping track of your donors, gifts and contacts you make with the donors. The Support Team is always happy to help with questions with the system. Please contact the team so they can look into the issue you mentioned about timing out. Regards, Ellen Molon, Client Relations Specialist

Database Management Has Never Been Easier!

Apr 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This software is extremely user friendly and very intuitive. Creating new records is quick and easy, plus the ability to save filters (both single and compound) makes running queries multiple times a snap. The verbiage when entering donor data is very clear and can be customized to fit any organization's needs.

Cons: There are times when the wording isn't exactly clear when trying to create a query (or there's some confusion as to how to get the specific query results you're looking for), but the customer service chats are very helpful in figuring out what the problem/miscommunication is. Additionally, the biggest issue we have is that it doesn't catch duplicates if there are tiny differences, such as 214 W 3rd St versus 214 West 3rd St (which can be corrected if you use best practices when entering your information).

Overall: DonorPerfect has made it much easier to track our donors' interest so we can better target them for donations, whether it be for gifts around certain times of the year or planned giving. We can keep track of how they like to be contacted and cater to that form of communication. It's made not only recording the donations, but even getting them, a much easier process.

Vendor Response

by SofterWare on April 11, 2019

Thank you for the great review of DonorPerfect. I love he title to your review, Database Management Has Never Been Easier I am glad to hear that the system has made it easier for your organization to track your donors interests and target them for donations. Our support team is always here to help if you have any questions. Regards, Ellen Molon, Client Relations Specialist

Robust donor management!

Oct 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how customizable and robust the screens and reporting are in DonorPerfect. With Screen Designer, I am able to create the exact data entry screens that work best for our organization. We decide what information we want to capture, how to capture it, and how to report on it. SmartAnalytics and Easy Reports are just what I need to pull the data exactly how my board and CEO want to see it - PLUS, it is easy enough to use for a non-IT person to understand.

Cons: My least favorite feature is the event management add-on. Unfortunately, it is not ideal for our use to facilitate an 800-person gala with a raffle, silent auction, live auction, ticket sales, and very specific and irregular seating arrangements and payments. However, I was able to import our gala data from another software pretty easily with the import feature.

Overall: Overall, DonorPerfect has helped our organization re-vamp the processes and structures around our donor management.

Vendor Response

by SofterWare on October 31, 2018

Thank you Amy for the terrific review. Glad to hear you love Screen Designer and the Reporting functions. I have asked your Client Account Manager to send you information on ReadySetAuction, ReadySetAuciton is an auction software that integrates with DonorPerfect and would save you time from having to import data.I think you will like ReadySetAuction!
Regards, Ellen Molon, Client Relations Specialist

Extensive Reporting Options

Oct 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I do need to clarify that I have only been using DP since January of this year and the only training I have done has been online or self-taught. That being said, I have been very happy with the extent of reporting that is available. Once you figure out how to accurately record your data in DP, learning the reporting system is fairly self-explanatory. If you can't figure it out - customer support is always very responsive and happy to help!

Cons: The recommended way to enter couples is with one record. The way DP is set-up, this is the best practice to use. Having had experience with other systems, the best way to enter couples is to give each individual a record and then link them so giving, contacts, etc. are shared between the two donors. From what I have seen so far, the linking of records in DP isn't set-up to do this. This is unfortunate, because it makes separating donors, setting flags for each individual or pulling information as an individuals versus a couple not possible.

Overall: Again, the reporting is wonderful. It has allowed me to give our board and other staff members a clear picture of funds raised, where those funds are coming from and what they are supporting.

Vendor Response

by SofterWare on October 19, 2018

Jodi, Thank you for your DonorPerfect Review. I am glad to hear you are finding navigating through DonorPerfect easy and are using the many reports available in the system. SofterWare is listening and I apologize that you aren't finding the linking of records to be efficient. We would love to have some feedback from you from you in a Focus Group, Usability or Beta Test. If you would like to participate please contact the Client Relations Specialists at (800) 220-3537. Regards, Ellen Molon, Client Relations Specialist

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DonorPerfect for the Smaller Non-Profit

Nov 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: There is so much to love about DonorPerfect. After 10 years in professional fundraising, working with everything from the most-known donor database to numerous smaller ones, DonorPerfect really is perfect. It's extremely intuitive, and extremely customisable. During my training, I was actually jumping ahead of my trainer, and ended up not using a full two hours of the training DonorPerfect provides. Furthermore, I was able to quickly and easily train others on how to use the database.

Cons: There was one quirk around using Tab, where it would skip a field near the top of the main Constituent page, then jump back up to it. I never did figure out how to work around that issue.

Overall: I highly, highly recommend, DonorPerfect, and am currently attempting to have my present employer switch to it from a far less intuitive donor database. I honestly cannot sing the praises of DonorPerfect enough. It is a donor database designed by fundraisers, who continuously accept input from other fundraisers.

Vendor Response

by SofterWare on November 26, 2018

Thank you Brett for the awesome review of DonorPerfect. I am glad to hear how easy you found the system to learn. The Technical Support Department is available to assist with any questions you may have when working in the system. Please reach out to them about they issue you are experiencing when using the Tab key. Regards, Ellen Molon, Client Relations Specialist

Great product, not so great communication

Jan 17, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The interface is easy to use and intuitive. The reporting features are robust. Added options allow you to take online contributions with automatic download, which is very useful.

Cons: There's little we dislike. We have noticed that the communication from the company is lacking. For example, plans, pricing and features change without any communication. We paid for a year of the separate auction software just two months prior to renewal of our plan, only to find out that our plan now included the auction software. The company refused to credit us the 10 months. We will look at other options as a result. Had we known plans and service options had changed, we'd have waited. They just don't communicate.

Overall: We like the software but have not been pleased with the company communication, particularly surrounding features an billing issues.

Vendor Response

by SofterWare on January 25, 2019

Thank you Robert for taking your time to complete a review on DonorPerfect. I am thrilled to hear you're finding the interface easy to use and intuitive, I have reviewed your account and see that you and your sales account manager are working through your concerns about the pricing. If you ever have questions or concerns about your system or service please contact the Client Relations Specialists at (800) 220-3537. Regards, Ellen Molon, Client Relations Specialist

Excellent Donor Management for Mid-Size Nonprofits

Feb 23, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: DonorPerfect offers a lot of flexibility for mid-size nonprofits. It is a strong donor system that can be specialized for specific needs a non-profit might be facing. Also, our organization has used DonorPerfect for many years, so we've been able to grow with it, and have historic data that allows us to understand long-term donor trends.

Cons: Reports are fairly complicated and require some training to use well. Fortunately, customer service is very responsive in helping staff figure out new report requirements.

Overall: DonorPerfect has served my mid-size nonprofit for many years. It is a great way to track volunteers, members, and donors of all sizes. You can track donations, visits, and personal information for each vendor. There is also a lot of customization options for specific requirements your nonprofit might need. Overall, we've been very happy with the flexibility and functionality of DonorPerfect for our donor management needs.

Vendor Response

by SofterWare on March 04, 2019

Melanie, Thank you for the wonderful review. I love your review title, : Excellent Donor Management". There are many wonderful features in DonorPerfect and I am thrilled to hear you are using so many of them. The support team is always happy to help with any questions our users may have when using DonorPerfect. Thank you for being a valued client . Regards, Ellen Molon, Client Relations Specialist

We love Donor Perfect!

Apr 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is perfect for our non-profit. The ease of use and abilities to generate all kinds of reports is so helpful. We are constantly learning new things that we can do. To date, we are very happy with all of the updates. The new Donor screen that shows how long they have been a donor is a great addition. The receipting function and filters have been so useful and we use it every month for letters and emails. And the reports that we can pull are great as well and look nice printed too.

Cons: At this moment, I honestly can't think of an area that is proving bothersome to us.

Overall: We love how we are able to really track our donors and their contributions and customize areas of Donor Perfect for our needs. The reports we generate always look great printed and are so clear and concise. And very importantly, the customer service has been so helpful every single time I've had to call them. The customer service/support is hands down the best I have dealt with. Keep up all the great service!! It is much appreciated!

Vendor Response

by SofterWare on April 11, 2019

Kristina, I am so glad you love DonorPerfect and find it easy to use! Also, ecstatic to read your comment about the support team. I agree with you that they are hands down the best out there! Thank you for the awesome review! :)
Regards, Ellen Molon, Client Relations Specialist

Best Value for the Money

Feb 27, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I have been with at my current job for almost 11 years and have used DonorPerfect the entire time. I have looked into other options at my boss' request, but have not been able to justify a change - I could never see how the other options brought enough added value for the additional cost. DonorPerfect is very reasonably priced for all the options that are available - and there are a lot. I am comfortable with the security of my data and customer service has been very responsive any time that I have reached out.

Cons: For me, the processes sometimes feel complicated. But this is more on me than DonorPerfect. I am a one woman shop and it's hard to find the time to dedicate to really exploring all that this platform has to offer. I feel like I have only scratched the surface regarding the possibilities.

Overall: It is an effective system for managing our donor data base. It is crucial for our mailings and reporting. I need to dedicate more time to maximizing the potential of what we can accomplish with DonorPerfect.

Vendor Response

by SofterWare on March 04, 2019

Terri, I love to hear that you have been using DonorPerfect for almost 11 years and find such great value in the system. Thank you for your continued business. Regards, Ellen Molon, Client Relations Specialist

All in one solution - love it!

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: The software is excellent, but almost more than that, the customer service is Platinum-level. I have been supported in every way imaginable throughout the installation, through their excellent Knowledgebase, and when we're really stuck on something (which doesn't happen often), we've paid for the top level of support, which is amazing. Worth every penny for this small nonprofit.

Pros: I love that DP integrates with Constant Contact and with QuickBooks. I particularly like the ease of use - anyone I've ever hired can sit down, and with minimal direction, can be entering data and pulling reports within a short period of time. The reporting features are very strong. We use the WebLinkPro option - I highly recommend taking advantage of this functionality.

Cons: I do wish the event module was more built out. I can't pull a lot of reports out of it directly, so I've figured out workarounds. All in all, though, it's still a very helpful feature.

Vendor Response

by SofterWare on May 10, 2018

Hi Meriam, I am thrilled to hear how much you are enjoying using DonorPerfect. It makes my day to hear that new hires can use the product easily and quickly. Constant Contact and QuickBooks are two of our popular integrations. We also partner with other software companies to deliver a complete system including more selections for events management. Ellen from SofterWare

Highly Recommended for Taking Your Organization's Fundraising to the Next Level

Jun 04, 2013
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Pros: Donor Perfect Online was a great solution to address some issues we were dealing with this time last year. Our base of donors has been growing for the past five years and the software we had been using was becoming more and more difficult to handle our needs.

Here are some of the top selling points:

*Integration of Event management

*Integration with Quickbooks

*Totally customizable on many levels, including mail merge, tracking codes, and reports

*Integration with Constant Contact

*Web donation pages

*Credit card processing

*Smart Actions (automatic prompts by email, popups and the like to remember to make calls)

*Contact record keeping

*Grant management

*Powerful receipt-creation (including email w/PDFs)

*Knowledgebase/online community & forum

*Ipad app

Cons: Fairly steep learning curve. It's a powerful system, so learning the ins and outs of exporting lists and developing MS Word templates can be daunting (we posted some in the KB for others to use). Fortunately we have full support, so answers to questions are usually just a phone call away.

Also, I could have used a bit more support as we were creating online templates for various web pages (Network for Good created one for us for $200). On the subject of NFG, we decided not to let our subscription lapse and completely switch over to DPO's weblink system because NFG just came out with a new system that recognizes the user platform and adjusts the layout (ie for smartphones and tablets). It would be nice to see a more robust platform, but we created some very useful pages for selling tickets to our events that will work great and save the cost of adding more pages over at NFG.

Overall: I highly recommend Donor Perfect Online. It was exactly what we needed. I am an advanced user, so I think I found it easier to implement than others might find, but once you get your staff trained on, it is an extremely powerful constituent management tool. Tracking a large group of people can be difficult if you are relying on a couple of spreadsheets, an access database, and Constant Contact. With DPO, this all gets wrapped into one powerful, flexible, and customizable system.

Perfect for small foundations with tech savvy employees

Oct 15, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: We chose this software after doing research of several CRMs. In the past we has been using spreadsheets only. We love that the software is customizable for our organization and that the support team is always willing to help and take feedback. The most useful thing so far has been online forms, which we have set up to send automatic thank you emails with tax deductible information. This allows faster follow up with constituents and has reduced the amount of work on our funds manager.

Cons: It is pretty heavily dependent on coding and understanding a CRM or database. It's a little cumbersome on the backend but someone with some tech savvy could do it. They are constantly improving.

Vendor Response

by SofterWare on October 19, 2018

Hi, Cassandra,
DP is way better than Excel, that is a true statement! And the secure process from collecting donations from your own online form to banking the money and updating donor records in DP, to donor thank you is the single most time-saving process in DP.

Fair point about dependency on back-end coding - if DP was more canned, it would be easier but not as flexible. We're trying to get the balance right, and customer feedback is how we set a good path.

I'm also going to send you a cool resource for Event planners that you might like.

You can reach the Client Relations team by email or phone: clientrelations@softerware.com and toll-free: 800-220-3537.

Susan Guggenheim, Client Relations Specialist at SofterWare

Complete excellence with product and personnel

Jul 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I highly recommend DonorPerfect Online as a mission-critical application we could not operate without. It's a great value for what we get.

Pros: DonorPerfect Online is a robust, scalable, flexible, and very stable application, and continues to be improved over time. It does everything we need and quite a bit more. It allows us to rapidly deploy customized donation portals. Up time is nearly 100%. Support personnel are prompt, courteous, and knowledgeable.

Cons: As with any web-based product (versus a native app), certain functions are a bit more limited, such as being unable to sort report columns by clicking on them. Not a huge deal, just a few minor annoyances as with any product.

Vendor Response

by SofterWare on July 20, 2018

John - so glad you would recommend DonorPerfect as a mission critical application that creates great value and one that you can't live without. The ability to take in donations using the OnLine Forms, is helping many non-profit organizations to grow their donor base. I will make sure to pass on your praise to the Support Team, thank you. Please contact either Support or your Client Relations Specialist with details about the sort feature you would like to see added to DonorPerfect. Many of the systems features come from our clients ideas that have been entered into Suggest and Vote.

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DonorPerfect Software is my Favorite

Aug 28, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The customer service is promptly available and is always knowledgeable and friendly. We have had much success with the Madrid of options available for services and reports. There is always training webinars available and new helpful services coming out. The web-forms are so easy and efficient for online donors to purchase tickets or make donations. The credit card processing works seamlessly with the information downloads.

Cons: The reports can be very tricky to pull up, however, there is intricate detail that can be obtained, so perhaps that's why.

Overall: Donor database and tax reporting for a large volume and diverse systemic need. Reconciling accounts for different GL needs is a breeze. Customer service support as been the very best I have ever experienced.

Vendor Response

by SofterWare on August 31, 2018

Lori, Thank you for the wonderful review! Our company works very hard to meet the needs of our clients. It is a plus that the reporting feature allows for simple to sophisticated reporting.

The integration of the Online forms/Processing Gateway/DonorPerfect makes the system seamless and is a big time saver!

We have many partners that also integrate with the system, check them out at dpconnect - https://connect.donorperfect.com/.

Regards, Ellen Molon, Client Relations Specialist

The perfect software for us

May 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: DonorPerfect provides for all your donor management needs, at a good a price. I have purchased this software for several of the organizations I have worked for and recommended it to many others I have consulted with over the years. It's easy to use and the company has always been open for client input to help better the product.

Cons: The only concern that I have ... and this is more about me than DonorPerfect .. is that I need to take more tutorials on running some of the more sophisticated reporting options. I can have 99% of my needs met with the standardized reports but every so often I need something a bit more custom. You have great tutorials, I just haven't found the time to go through them ... yet!

Overall: Your software provides great insight on donor activity. The reporting makes it easier for me to share with the board our fundraising successes and even areas where we need to focus more efforts.

Vendor Response

by SofterWare on May 07, 2019

Kelly, Thank you for the awesome review of DonorPerfect. I am thrilled to read that it is the perfect software for your organization. I love that you continue to recommend DonorPerfect. Its an honor to have such loyal customers like you. Regards, Ellen Molon, Client Relations Specialist

Fundraising Review

Oct 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that a Donor Perfect representative is always ready to answer any questions through there call in support center.

Cons: It would be helpful if donors would be able to login and change simple things like address or amount they donate.

Overall: The system is easy to use and has provided the reports easily for financials. It has been helpful keeping track of donations and contacting them easily. It is also very simple to update a donors card for there donation.

Vendor Response

by SofterWare on October 30, 2018

Kathleen,

Your feedback is truly invaluable to us, and we appreciate the time you took to provide it.

There is a whole team here waiting to help with your success, and only a phone call away!

The suggestion to have a donor portal where your donors can update their own information, is listed in Suggest & Vote within DPCommunity.

If you don't know what Suggest and Vote is, it's a place where our clients (and staff) can suggest features for DonorPerfect. Once you support an idea (Thumbs Up) you are notified of any changes in the status of the enhancement.

We hope you will check it out and support the donor portal suggestion, and add your own ideas!

If you need any help, you can reach our Client Relations Team at 800-220-3537.

Make it a great day!

Melissa Winterborne
Client Relations Specialist

DonorPerfect lets us stay focused on our mission and message!

Apr 26, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: DonorPerfect is an excellent database for donors from foundations to individuals. We love that DonorPerfect keeps adding tools and options for things like peer-to-peer fundraising, text-to-give and forms that make this an all-in-one tool to help us continue our work in service to the community and stay connected with donors and volunteers in a meaningful, timely way. The webinars are also great!

Cons: I just need to spend more time learning to build custom reports!

Overall: With DonorPerfect software, we are able to track giving trends and understand our donors and their patterns well, and manage thank yous, accounting, and communications to donors from one platform. We love it. We also love that DonorPerfect rewards customer loyalty--our organization started using this product before it was online!

Vendor Response

by SofterWare on April 30, 2019

Emily, I am glad to hear that DonorPerfect has been a great tool in helping House of Mercy stay focused on your mission and message . I love the positive feedback on our newer features added to the system. Thank you for being a Loyal Customer. Your continued business is very important to us here at SofterWare. Regards, Ellen Molon, Client Relations Specialist

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BV

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is very user friendly. Making changes and running reports is pretty easy. No coding required.

Cons: Sometimes filters are a bit difficult to set up correctly without assistance. The need to export to excel to manipulate it cumbersome it would be nice to have the ability to set up the templates with a certain look we need and sorted appropriately.

Overall: It is very customizable within the records and screens. Events management needs better integration and ease of use. It is time consuming to enter gifts through the EM screen. It is also difficult to export information through EM for the event.

Vendor Response

by SofterWare on October 19, 2018

Hello Timothy,

Thank you so much for your time and feedback!

You have some outstanding suggestions, and we would love to have you participate in our VOCE program. It's no obligation, however we will reach out if we Development opportunities such as focus groups, Beta Testing, surveys and more.

https://www.donorperfect.com/landing/mktg/voc-client-relations/

We understand how critical Reporting and Events are to fundraising and we look forward to your input as we continue to make improvements to benefit all of our clients.

All the best!

Melissa Winterborne
Client Relations Specialist

Best I've used

Mar 15, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use in every area: importing records of those donating outside the DPO platform, looking for duplicates, setting up forms, accessing SafeSave, reports on donors (so many useful ones!). The quick response of support when I have a question - even if it's a simple one or one I've asked before. They are patient, quick and helpful!

Cons: The need to pay extra for custom reporting. Seems there should be an easier way to manipulate my own data

Overall: It took a lot of time to input data into other systems we've used or the cost for the system did not match the amount of time we had to put into managing our data (it cost more overall - the software cost, the work time). It does not take as much with DPO. Being able to create General Ledger, Campaign, SOlicitation entries for specific drives is helpful. Because half of our outreach is in Brazil we've not used DPO for volunteer tracking or for fundraising there.

Vendor Response

by SofterWare on April 11, 2019

Thank you for the awesome review, Peggi. I am thrilled to read that DonorPerfect is the best you've used. Its great to know that you are benefiting from so many of the features in the system. Regards, Ellen Molon, Client Relations Specialist

Love It!

Feb 11, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I've been using Raiser's Edge for over 10 years. DP is an much easily platform, the reporting is incredible and easy. The customer service chat is east and efficient. I've never had a problem they couldn't fix (unlike RE).

My no-tech co-workers actually understand it and can use it without much guidance. Highly recommend it if you want an updated and easier version of a CRM with the best features of RE.

Cons: A few features we would like require the upgraded online form features but over all I love it.

Overall: I'm the database admin and I do most of the data entry. This is our 2nd year after transitioning from Raiser's Edge. Re were getting very pushy with sales and the database was old an have many glitches. We explored Salsa and DP. We ultimately choose DP for the ease of use and easy reporting. I did the transition from one system to the other with the help of the DP staff.

Vendor Response

by SofterWare on February 12, 2019

Hi Beth, Thank you for the awesome review. I am glad to read about your wonderful experience with our software and support team. Besides upgrading to Online Forms Plus we also have an option to complete a Change Request form. The great thing about a Change Request Forms is we do the work for you. If you have any questions please contact me at (800)220-3537. Regards, Ellen Molon, Client Relations Specialist

Flexible, Easy to Use, Great Support

Oct 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is one of the most comprehensive software programs I could find. And the price was great. I appreciate the flexibility of the program, the ability to add/hide fields, set up the form the way I want it, and I especially appreciate how easy it was to set up on-line giving. What had been overwhelming before was accomplished quickly and effectively. The training videos, knowledge base, and support made it so easy to learn new things and use the database well. The reports are easy to use and very useful.

Cons: There is not much to not like about this software. I did run into a small issue with duplicate entry from on-line giving when the use used West instead of W or vice versa. If the address is not exact, it doesn't pick it up.

Overall: I did a lot of research of databases before settling on this one. It was a great find in that it can manage the data well, make it accessible in reports, and the cost is very competitive. It is flexible and fits our needs well. And the support is fantastic! The training videos, the knowledge base, and the chat and phone support is all very helpful. The people I have worked with were very kind and knowledgeable. It has been a great experience all around.

Vendor Response

by SofterWare on October 23, 2018

We're thrilled you are using DonorPerfect! Great product, great price, easy to learn, easy to use and fantastic support! We couldn't have said it better ourselves. Thank you!
Meg, Client Relations Specialist

Donor Perfect streamlines and facilitates Fundraising campaigns

Aug 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We love the ease of use of the system and friendly look. The customizable dashboard allows us to be in control of the most important information we need to see and the full integration system makes it a all in one stop for information. Recently we began using the mobile app and additional payment mobile card reader which allows us to have a greater impact on our fundraising. Great Job on this new feature!

Cons: The older donorpages site was not the most user friendly experience and we did not have a big impact with it. We are still to experiment with the new crowdfunding platform and we look forward to that.

Vendor Response

by SofterWare on August 28, 2018

We are listening to our clients and recently have updated the user interface to make the system more user-friendly. The DPMobile card reader is great in accepting donations from your phone and having them automatically downloaded into DonorPerfect. We would love to hear your feedback on the new CrowdFunding page. Thank you for the great review and I will be sure to pass it on! Regards, Ellen Molon, Client Relations Specialist

Great Way to Keep Track of Donors

Aug 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a great way to keep track of donors, create mailing lists, and track donations. I also love that you can customize it to track exactly what you would like.

Cons: Using the filters to create mailings lists can be very confusing. You have to be very precise and use many filters or else you won't get what you want. I wish there was a more user friendly way to create mailing lists.

Vendor Response

by SofterWare on August 13, 2018

Kara, Thank you for taking the time to review DonorPerfect. Glad to hear you are finding the system customizable to all your organization's needs. Our knowledgeable, top-rated support team would be happy to help you with any questions you have about creating a mailing list. We are constantly working to improve our customers' experience with the software. Our clients play a large role in influencing and shaping the future of DonorPerfect. We would love to have you participate in one or many of our focus groups. Please contact the Client Relations Specialists at (800)220-3537 to learn about all the ways you provide input. We'd really love your insights on how we can improve DonorPerfect! Ellen Molon, Client Relations Specialist

Great tool for being more proactive with donors

Apr 25, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The interface is very user friendly and therefore very easy to learn. One of the biggest pros for us is that you can add fields on the fly and they are included in reporting. Support is always incredibly knowledgeable and helpful.

Cons: There is a bit of a learning curve with roll up reporting and a few minor issues here and there, such as with merging records for households. But overall no major complaints and this platform is definitely a step above other platforms on the market.

Overall: A great choice for non-profits looking to be more proactive with donors. We've had great success, even with keeping new people that join our organization trained on the software, which has been a major issue in the past.

Vendor Response

by SofterWare on April 30, 2019

I am thrilled to hear about your success with DonorPerfect.DonorPerfect It is a great Donor management solution for keeping track of all your donor data and for strengthening your donor relationships. Any questions when working in the system the support team is always happy to assist. :) Thank you for the nice review. Regards, Ellen Molon, Client Relations Specialist.

Spectacular System

Nov 16, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I really like this system. For the price, you get a full and robust database that you can manipulate as needed. If you don't want to upgrade features, you can find other ways to utilize features.

Pros: The system is intuitive to a fundraisers thought process. The built-in features are everything you NEED to run a comprehensive database. There are upgrades and options as you grow. The comprehensive coding system available allows you to dig into your data on a regular basis.

Cons: A very new fundraiser or database user may have a hard time navigating the coding system. The complexity is great but time needs to be invested in it.

Vendor Response

by SofterWare on March 05, 2019

Jen, "Spectacular System" is the perfect title for a review of DonorPerfect. I am glad to read that you find the system intuitive, and the built in features to be everything you need. As you mentioned there are upgrades available and also we have many other software products we integrate with. This makes the system perfect for a small or very large organization. Thank you for completing the great review! Regards, Ellen Molon, Client Relations Specialist

Great product!

Aug 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I enjoy the ease of entering and searching for data as well as being able to also use the software for our volunteer program and special events.

Cons: I still sometimes have to call customer service to run reports as I get a little confused with the process. However, every single customer service rep I have spoke to has been extremely helpful and very knowledgeable.

Overall: Overall, my experience with DonorPerfect has been great. The variety of reports are helpful and fundraising a little less challenging.

Vendor Response

by SofterWare on August 15, 2018

Krishna, Thank you for the wonderful review. Love that we have made fundraising less challenging by providing a variety of reports. Tracking your events and volunteers are essential for non-profits, and we have made them easy to manage. Our OnLine forms make it easy to collect the data from your donors, and best of all, downloads directly into a donors record or creates a new record. The support representatives are always happy to help. :) Cases are available in DonorPerfect Communities if you should need to reference them at a later date. Regards, Ellen Molon, Client Relations Specialist

DonorPerfect makes my job easier!

Mar 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Reporting is so easy with DP! With just a few clicks I have reports that help me to make decisions about which donors would be most likely to donate my campaign. I can use reports to see how our campaigns are doing and change my fundraising plan to bring in the most money for our non-profit!

DonorPerfect is very easy to use and it helps me keep my donor data clean and up to date with their check address feature! I can't say enough about their customer support they answer my questions quickly, efficiently, and in a language I understand!!

Cons: I don't have any complaints about DP. Anytime I think of something that I would like to be able to do in DP I check the knowledgebase and it's already there!

Overall: DP has helped me to better understand my donors and ensure that I am sending them donation requests for areas of our work that mean the most to the donor.

Vendor Response

by SofterWare on April 09, 2019

Lori, Thank you for the wonderful review of DonorPerfect! Clean data makes for successful reporting. :) It's great to hear how your organization has benefited from the reports generated from the system. The support team is always happy to help!
Regards, Ellen Molon, Client Relations Specialist

It does well for the price

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: DonorPerfect is a canned product that does most of what we want for a donor program. We can track our donors, recording their donations and making notes about interactions with them. It helps us in printing receipts and address labels. Their customer service is knowledgeable for the most part.

Cons: It is hard to customize. They do updates to "improve" the product. They problem is that if you have customized something or created a work-around, you have problems each time they update. Sometimes their improvements make it more difficult instead of making things better.

Overall: It tracks our donors without making us pay a huge fee.

Vendor Response

by SofterWare on May 10, 2018

Hi Rita, Thank you for writing a review about DonorPerfect. We are always listening to our clients and welcome all feedback. DonorPerfect is an online product that allows flexibility based on client needs. I encourage you to work with our technical support team to customize the product in ways that won't be affected by our agile development schedule. Ellen from SofterWare.

Great Features

Jun 29, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I have worked this software for over 10 years beginning with the installed version and moving to the online. It's a great software and as with any software there are small hiccups, but they constantly come out with updates and solutions to the issues.

Pros: DonorPerfect is a great software, that offers amazing reporting capabilities. The ability to export into Excel, Word or pdf and scheduling of reports and the SmartActions feature to set up automatic alerts i.e., to the director with the name and phone number of a top donor so he can call and thank them; or to schedule a report to go out to those on a daily, weekly or monthly basis is great especially if you are on vacation. They also have a great online Suggest & Vote forum where you can input ideas on new features and if selected they will become a part of the system; they listen and help provide solutions.

Cons: The formatting of the reports are a bit wonky when exported but you find a way to work through it because all the information is there.

Vendor Response

by SofterWare on July 06, 2018

Carolyn- Love to hear that you have been with our organization for over 10 years. Many long term clients interact in Community, where clients like you can help others use the product better. Thank you for your feedback on reporting. We are constantly working on improving our products, and I will pass it on to the Product Manager. Please send me the links to your Suggest and Vote ideas so I can vote on them.

DonorPerfect is a great development tool

Apr 30, 2019
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love how customizable DonorPerfect is to the needs of our organization. Data tracking needs to make sense for your specific context, and DonorPerfect helps us do just that. There is ample opportunity to create a robust donor profile, making it easy to track relationships.

Cons: DonorPerfect reporting is rarely simple. Unless I am running a very basic report (like LYBUNT, or looking up any gift from a certain solicitation code, etc), I usually have to contact support in order to get the information I need. After years of using DonorPerfect, I still can't make sense of when to use a compound filter, when to use autocalc, etc.

Vendor Response

by SofterWare on May 07, 2019

Thank you for completing a review of DonorPerfect. Its great to hear that you are using Screen Designer to customize your system. I am glad to hear you call the support team with your questions. They are here to assist when needed and do a wonderful job of getting clients answers. Regards, Ellen Molon, Client Relations Specialist

Reports

Mar 06, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: My favorite feature of Donor Perfect is the Reporting. I have used Export Templates and Easy Reports to export to Excel after using filters and sorts that I specify in Donor perfect. Then I design my reports for our Communications/Development Team to use for contacting our wonderful donors!

Cons: One of the things I like least about DP is that it doesn't count financial gifts separate from inkind gifts. We were able, however, to do user-defined calculations to solve this problem.

Vendor Response

by SofterWare on March 13, 2019

Linda, Thank you for taking your time to complete a review of DonorPerfect. I am glad to hear that you are finding the Reporting feature to be valuable to your organization. In the gift section of a donors record there is a field to enter inkind gifts separate from financial gifts. The Support Department would be able to walk you through the steps in entering inkind Gifts. Give them a call, they are always happy to help! :) Regards, Ellen Molon, Client Relations Specialist

Productive and Powerful, Yet Simplistic and Straightforward

Jan 17, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I worked in the field of education for a lifetime, and have now found a second career in the field of Accounting, Fundraising, and Acknowledging for a Non-Profit... DonorPerfect is the software I was introduced to in my new endeavor and I LOVE my work! I credit the ease of use of DPO for helping me make this scary, but very rewarding transition to the business field. Posting donations, merging acknowledgements and running reports as requested, have almost always gone seamlessly - when they haven't, reliable help and suggestions are just a phone call away. It certainly is an easy program (for someone who literally had "zero" knowledge about this sort of work) to step into and get proficient quite easily.

Cons: I sometimes feel that there is so much more capability within the program that I have literally just scratched the surface of....but I don't know "what I don't know"....I'm not sure it's a "fault" of the software - I just wish I knew more of what the Non-Profit I work for could be using it for to fit their needs and wants effectively.

Vendor Response

by SofterWare on February 12, 2019

Thank you for the awesome review. I am glad you are finding the system easy to use. DonorPerfect can be a simple system or very robust. One of the Client Relations Specialist can to do a system review with you to go over the capabilities of the system. The phone number is (800) 220-3537. We look forward to hearing from you. Regards, Ellen Molon, Client Relations Specialist

Extremely helpful for small non-profits

May 02, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software helps track donors and creates alot of collaboration between finance and development. There are so many features that help with any issue you might be having whether is tracking retention, highest donors, dollar amounts, campaigns, etc.

Cons: The reports you can pull are great, however, learning how to pull the information you want in your report sometimes can get convoluted.

Overall: With all the support, knowledgebase, and webinars that are available DonorPerfect is fantastic! There is alway someone readily available to help with anything you might need. The program is user friendly and can serve so many purposes. It's a great tool!

Vendor Response

by SofterWare on May 07, 2019

Ashlie, Thank you for the wonderful review of DonorPerfect. DonorPerfect is a great way to keep track of all your donor data. The reports help to turn data into information that can be analysed. Any questions you may have when pulling reports the Support Team is here to help Regards, Ellen Molon, Client Relations Specialist

Excellent cloud CRM database for non-profits

Nov 16, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: All in all, DonorPerfect is great value for what it costs. The staff at various levels are very open to feedback, and I have seem a number of changes made based on that feedback. No reason to look around at other option any time soon.

Pros: DonorPerfect is made for non-profits, rather than being an afterthought that is somewhat modified for our use. The company actually listens to clients and uses that communication to improve on the product. The client support is outstanding. I am very vocal about things that might not work, or not as I would like, and I am encouraged to be that way. It costs far less than some bigger name options.

Cons: Events management has some problems, so we do not use it. They know that, and are working to improve it. Being on the West Coast, it can be difficult sometimes to chat later in the day with tech support. I hope that will also continue to improve. They are available a couple of hours later than was the case when we migrated to DonorPerfect.

Vendor Response

by SofterWare on March 05, 2019

Russ, Thank you for taking your time to complete a review of DonorPerfect. I am thrilled to read how happy you are with the system. Your title describes the system perfectly! It's great having power user like you using our system. We appreciate all your feedback and as you mentioned we listen to our clients!! :) Thanks again for the great review. Regards, Ellen Molon, Client Relations Specialist

DonorPerfect from five year user

Feb 19, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: This is a great way to log your events, donors, gifts, contact information and other features. The reporting section is easy to use, once you understand the principles behind the filtering. Their customer service is one of the best I have ever worked with. It really have gotten much better over the year.

Cons: There are simply things you can not do in this program. It is very difficult to import data without creating duplicates and for our needs there are just some features they can't work with. Over all it's a decent program but some might find limitations.

Vendor Response

by SofterWare on February 22, 2019

Thank you so much for your review! It is appreciated. We are so glad to read that you have found the system easy to use and that you find our customer service to be one of the best! I would like to get more information from you about your experience with out import module. Please call me at (800) 220-3537. Regards, Ellen Molon, Client Relations Specialist

Solved So Many Of Our Problems

Jan 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that we can acknowledge gifts quickly by email. The email function saves us all kinds of time, not to mention the cost of stationery and stamps. 99% of our acknowledgements are made by email today.

Cons: There is no user manual that documents how to perform every function. At least to my knowledge there isn't one. I taught myself one function at a time with the assistance of your telephone support team. I did find some documentation online, but a lot of it was out of context.

Overall: Now that I have it fairly well figured out, I would say my experience has been fantastic.

Vendor Response

by SofterWare on January 08, 2019

Linda, I am thrilled to read about your fantastic experience using DonorPerfect and that it has solved many of your problems. I am glad to hear you have found the support department to be a wonderful resource when you have questions. The Knowledge Base is our online manual and is located in Communities. Regards, Ellen Molon, Client Relations Specialist

Capterra loader

Excellent service helps us be better stewards of our donors

Feb 12, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Can't give a higher score for customer service. We are a small nonprofit with a 1 person development department, and we could not manage without them. Also - they have a first rate conference, and if you have not attended, you should. It is time well spent.

Cons: As the executive director, I don't have the time that I would need to learn how to best use all of the reports. I can get around in it, and they have dramatically improved over the past 10 years. But - there are still a few areas where I think they could be a little bit more user friendly.

Overall: We have been with DP for more than 10 years, and I would not consider a chage.

Vendor Response

by SofterWare on March 01, 2019

Colby,Thank you for the nice review on DonorPerfect. I am thrilled to read that our service has been excellent. This year we are taking our conference on the road so hopefully more of our clients can attend. Hope to see you at one this year! Regards, Ellen Molon, Client Relations Specialist

Donor Perfect is a Perfect Match for a Medium Sized Non-Profit

Apr 11, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Almost everything in the database can be customized. We are able to utilize the system to meet our specific needs and are easily able to run reports that meet our criteria. The support we receive from the staff exceeds my expectations.

Cons: I'd like to see more integration with third-party online fundraising platforms like Classy, but we have made it work. We do have an integration add on with Donor Search that we utilize daily and would love to see more options like that. We also love the connection with Constant Contact.

Overall: We are able to better identify, cultivate and steward our donors. Before Donor Perfect we struggled to track contacts and outreach interactions. This software has been a game-changer for our organization.

Vendor Response

by SofterWare on April 25, 2019

Rebekah, Thank you for the awesome review of DonorPerfect. It's great to read about your success with the system. The support team is always happy to help with your questions. Constant Contact and DonorSearch are only a few of our wonderful partners. To view all of our current partners Go to: https://connect.donorperfect.com/. Regards, Ellen Molon, Client Relations Specialist