Fundraising Software Features

• Custom fields and screens
• Relational “household” records
• Unlimited names and addresses
• Cross-reference records
• Address verification
• Automatic check for duplicate records
• Global data replacements
• Quick counts and totals
• User-based security per feature, page, record, and field
• Multi-site advanced security
• Dynamic data entry & alerts

• Renewal notices
• Track upgrades and lapsed memberships
• Statistical analysis
• Membership lists and reports

• Volunteer assignments
• Track skills, availability, certifications, and more
• Track hours and dates of service
• Fundraiser reports (i.e. who solicited, how much, when, and more)
• Single-event volunteer management
• Comprehensive volunteer management

• Class lists
• Phon-a-thons
• Maiden names
• Multiple addresses
• Alumni engagement

• Donor, gift, pledge, and other data import capabilities
• API support that offers real time integration for all third party solutions

• Free app for iOS and Android
• Full mobile feature set (e.g. maps, etc.)
• Access donor records & key reports
• Quickly add new contacts and follow-up tasks
• Record voice notes from meetings and conversations
• Collect mobile payments

• Filtering and targeting features
• Address labels
• Bulk mail reports
• Personalized communications
• Mail house exports
• Merge data into Microsoft Word and emails
• Unlimited Online Forms for Donations, Registrations, and More
  • Included with your DonorPerfect subscription
  • Integrated payment processing
  • Collect donations, membership and event
  • registrations, item sales, tributes etc.
  • Enable donors to cover online processing costs to ensure 100% of their donation reaches your nonprofit
  • Generate email acknowledgements and receipts
  • Automatically send gift and donor data into your DonorPerfect system
  • Mobile responsive
  • Includes customizable template library to match the look & feel of your website
  • Professional customization available
  • Link from any website format including WordPress, Drupal, Joomla, and Wix
  • Can be embedded with Google Analytics to provide statistics

  Learn more about Unlimited Online Forms for Donations, Registrations, and More

  Grant Tracking
  • Proposal management
  • Tracking reports
  • Foundation profiles
  • Cash flow analysis
  Contact Management
  • Manage future tasks, meetings, calls, or donor appointments
  • Attach documents
  • Appointment reports
  • Notes and activity history
  • Major donor profile reports
  • Microsoft Outlook integration
  Donor Cultivation/Moves Management
  • Tools to develop and build relationships through a series of planned ‘moves’
  • Group contact activities
  • Coordinate and track cultivation efforts
  Constituent Relations Management
  • Free app for iOS and Android
  • Full mobile feature set (e.g. maps, etc.)
  • Access donor records & key reports
  • Quickly add new contacts and follow-up tasks
  • Record voice notes from meetings and conversations
  • Collect mobile payments
  Hosted file storage
  • Attach documents to records

  Learn more about Hosted file storage.

  Social Media
  • Twitter ,   LinkedIn, and  Facebook

  Learn more about Social Media.

  Special Events
  • Dinners & galas
  • Auctions
  • Golf tournaments
  • Walk-a-thons, bike-a-thons, etc.
  • Sponsor levels
  • Table / seat assignments
  • Event summary reports

  Learn more about Special Events.

  Constituent Relations Management
  • Free app for iOS and Android
  • Full mobile feature set (e.g. maps, etc.)
  • Access donor records & key reports
  • Quickly add new contacts and follow-up tasks
  • Record voice notes from meetings and conversations
  • Collect mobile payments
  Prospect Screening
  • Integrated wealth screening tools
  • Access to giving history at other organizations

  Learn more about Prospect Screening.

  Peer-to-Peer Fundraising
  • Personalized constituent web pages allow passionate constituents to easily collect online donations for your cause
  • Secure, simple, and shareable via social media or email
  • Customize with your organization’s logo, colors and graphics
  • Downloads into your database

  Learn more about Peer-to-Peer Fundraising.

  Marketing and Analytics
  • Seamless integration of email lists and campaign data with Constant Contact.
  • Easily create HTML-based emails, newsletters, and more
  • No programming or graphic design experience required
  • Tracks opens, click-throughs, bounces, etc.

  Learn more about Marketing and Analytics.

  Additional Fundraising Campaign Tools
  • Integrated monthly giving
  • Pre-populated donation links
  • Automated business rules
  • Matching gifts
  • Pre-populated donation links
  • Advocacy tools
  Alumni engagement tools

• Integrated credit card & pre-authorized banking processing within donor records
• Monthly giving / recurring gifts
• Collect payments online, in-person, over the phone, and on the go
• Accept Visa, MasterCard, Amex, and bank drafts
• Gifts are automatically approved
• Low rates, plus no monthly fees or set-up fees
• Transactions are secure and PCI compliant

Learn more about Integrated Payment Processing.

• Donation tracking
• Automated acknowledgements and receipts
• Soft credits and split gifts
• Tributes – memorials and honorariums
• Batch audit trail
• Deposit slips
• Quick gift entry

• Unlimited payment schedules
• Automated pledge reminders
• Delinquent pledge reports
• Cash flow projections
• Quick pledge entry

• Track gifts and donations in any currency

Learn more about Multi-Currency Tracking.

• Web access to employer matching gift database

Learn more about Matching Gifts.

• QuickBooks® Interface
• DonorPerfect API allows third party solutions to interface with any accounting solution.

• Key fundraising metrics in one easy-to-view screen
• Drill down for more details
• Set up views by user or organization
• Customizable to your unique needs

• One central hub for all reporting needs
• Favorite Reports folder
• Quick Filtering by date range, gift amount, and any other criteria
• Scheduled Easy Reports are automatically emailed to key stakeholders

• Solicitations and appeals
• General Ledger summaries
• Giving analysis

• Pledge tracking
• Capital campaign analysis
• Major donor analysis

• Cross-tabulations and graphs
• Relationships and affiliations
• Over 100 reports included!

• Create custom reports
• Save filters with the report
• Preview the report format before completion

• Customize all fields, fonts, formatting, and graphics
• Include custom formulas, including conditional
• formatting
• Create 23 different types of graphs (pie charts,
• Bar, linear, etc.)
• Create custom dashboard widgets to reflect your organization’s Key Performance Indicators (KPIs)

Learn more about SmartAnalytics.

• QuickBooks® Interface
• DonorPerfect API allows third party solutions to interface with any accounting solution

Learn more about Accounting Interface.

• Real time synchronization of data with websites or other applications

• Reports in PDF, spreadsheet or document formats
• Create files containing selected constituent data via Easy Report Builder and SmartAnalytics
• Create custom export formulas

• Integrations to expand fundraising options and/or save time
• Professional consultant network to help manage your fundraising with DonorPerfect

Learn more about DPConnect – DonorPerfect Partner Network.