Overview

DonorPerfect is a cloud-hosted fundraising growth platform designed to centralize donor records, track gifts and pledges, automate donation processing, and deliver reporting and analytics so nonprofit teams can make data-driven fundraising decisions. The system includes pre-built reports, customizable donor screens, dashboards, and integrations to streamline donor management, online forms, and insight-driven segmentation to increase retention and giving.

Features and Capabilities

• Core Donor Management & CRM:
  • Centralized constituent and donor records with customizable fields and SmartScreens for focused data entry.
  • Gift, pledge, tribute and recurring gift tracking including split gifts, soft credits and matching gift support.
• **Reporting & Analytics: **More than 70 standard nonprofit reports, dashboard analytics, custom calculated fields and a report builder to track retention, lifetime value and campaign performance.
• **Data Quality & Management: **Data-cleaning tools, database audits, professional data services and migration support to ensure accurate and reliable donor information.
• **Forms & Online Giving: **Integrated, branded online donation and signup forms that automatically map gifts into donor records and support multiple payment methods.
• **Segmentation & Donor Insights: **Advanced filtering, donor targeting, segmentation tools and a constituents page for building target lists and creating personalized appeals.
• **Workflow Automation & Usability: **Templates, batch gift entry, a screen designer and automation tools that reduce manual tasks and speed up donor processing.
• **Integrations & Extensibility: **Connectors for email marketing and finance systems, APIs and third-party integrations to extend functionality across payment processing, marketing and matching gift platforms.
• **Training, Support & Services: **Onboarding, continuous customer support, learning center resources, webinars, community tools and professional services for data strategy and improvement.