Overview

DonorPerfect is a cloud-hosted fundraising growth platform and donor management CRM that centralizes donor records, gift and pledge tracking, online forms, payment processing, and reporting. It provides 70+ standard reports, custom report building, dashboards with role-based KPIs, scheduled report automation, and advanced analytics to help nonprofits identify trends, measure campaign performance, and automate delivery of insights to stakeholders. The system integrates with common tools such as email marketing and accounting platforms and includes training, support, and professional services to accelerate implementation.

Features and Capabilities

• Standard & Custom Reports: DonorPerfect includes 70+ standard reports and supports unlimited custom filters and fields for tailored analysis.
• Report Center: A central dashboard to organize, search, favorite, and run all standard and custom reports from one location.
• Easy Report Builder: A drag-and-drop builder for creating custom lists, summaries, and calculations without SQL; supports grouping, sorting, summing, averaging, and applying formulas.
• SmartAnalytics / Advanced Visuals: Tools to create charts, gauges, and KPI widgets; schedule and automatically send analytics; convert complex data into visual insights.
• Dashboards & Goal Tracking: Configurable dashboards with numerous widgets, visual goal meters, individualized reminders, and personal or organizational views.
• Report Automation & Scheduling: Automated scheduling of reports for delivery to stakeholders, with optional password protection and export to formats such as Excel, PDF, CSV, and HTML.
• Export & Formats: Supports exporting data to Excel, Word, CSV, PDF, and HTML for reporting, board materials, and external analysis.
• Integrations & Extensibility: Connects with common email marketing, accounting, donation processing, matching gift, and wealth-screening tools, with extendable functionality through add-ons.
• Security & User Controls: Includes role-based permissions, data security features, and audit-style reporting for financial oversight.
• Professional Services & Training: Provides onboarding, data migration, consulting, and access to live or on-demand training resources.