Donor Perfect

DonorPerfect doesn’t promise miracles, but it comes pretty close. Within the first year, you’re likely to benefit from a 25% increase in funds raised. This is partly due to the simplification of the donation process thanks to DonorPerfect’s donor management and fund raising tools. 

Automated renewals and follow ups provide a much appreciated personal touch. In fact, it’s appreciated so much that recurring programs retain up to 90% of monthly donors. 

This impressive retention rate is also due to integrated online donation forms, making it much quicker and easier for donors to sign up. It’s so easy that clients benefit from up to three times more completed donations.

Informed, strategic decisions are possible thanks to accessible data, for example, dashboards, reports, and goal tracking identify which areas are performing well and which need more attention. 

The personal touch enters again after donations have been completed. It includes options for automated acknowledgements, like videos thanking donors for their contribution.

Long-term gains are great, but what about the here-and-now? DonorPerfect has several features that deliver benefits right away.

The system creates donor profiles that store essential donor information, like contact details, giving patterns, lifetime value, and donor type (monthly, annual, legacy). This enables you to develop tailored communication, which turns into long-term relationship management. 

DonorPerfect includes a standout benefit: A built in email marketing tool. Constant Contract provides custom templates, segmented lists, and engagement tracking to improve ROI and conversions based on personalized email marketing strategies. 

The online donation forms are capable of accepting multiple payment methods, and can even sync gifts automatically to donor records. This is perfect for donor tracking, which can be important when you need a clear audit trail. 

Real-time data, especially data related to goal tracking, help respond quickly to trends, so they can capitalize on opportunities and trends with zero risk they’ll lose donors to fellow nonprofits.

Automation plays a major role in DonorPerfect’s success. An autopilot tool manages most post-donation communication, like renewals, receipts, and follow ups.

The donor journey builder enables multi-step engagement, which just means that personalized messages are sent to donors at various stages in the donation cycle and wherever they are in the relationship development process.  

Automated responses are triggered by specific donor actions, for example, a donor books a spot at a fundraising dinner, and the digital invitation and thank you message are sent virtually immediately. Not only do they appreciate the rapid response, but it also ensures you take advantage of every opportunity to connect with them and grow relationships.

Dashboards provide insight into risks and opportunities, like a growing churn risk. Once the risks are identified, teams can adjust their communication strategy accordingly.

It’s important to embrace automation because it’s been found that automated features contribute substantially to a 90% increase in retention of recurring donors.

You get in-depth reporting and crystal clear visibility using DonorPerfect’s tools. A sample of the reporting tools available includes:

70+ Report templates specific to fundraising and unlimited custom reports for data specific to aspects of your nonprofit. No matter what information you need, DonorPerfect is pretty much guaranteed to have a report.

You don’t have to hunt for reports. Set up a delivery schedule and the exact reports you want will come straight to you. This type of automation skips over spreadsheets, which you’d need to import, and removes time-consuming manual processes.

You can customize dashboards with over 25 charts and widgets to track and display performance. Data is updated in real-time so dashboards are accurate up-to-the-minute.

For deeper insights, you can set metrics that deliver information on things like donations, donor retention, and campaign impact. This type of information is perfect for quarterly reviews, as it includes the situation at a glance, and in-depth details.

Online forms are a great, if subtle way to increase brand awareness. The consistent (branded) look and the convenience help to sway donors from the fence to confirmed gifts. Donation forms embedded on websites are particularly effective because potential donors only have to take one small step to complete the transaction. There’s no lag or time to reconsider.

Providing multiple payment options is always a good idea because it gives donors more ways to complete the action. No one is frustrated because direct EFTS aren’t supported or Paypal isn’t an option. 

Payment options include transactions on mobile devices. In a world of instant gratification, no one wants to have to put down their phones and switch on their laptop or desktop to make a donation.

Campaign tracking is essential to ensure results are attributed to the correct initiative. It helps replicate the results for new campaigns.

To truly leave spreadsheets behind, one must embrace automation, as DonorPerfect has done. Here are just some of the ways in which DonorPerfect makes automation work for you.

SmartActions triggers emails and tasks in response to donors’ actions and inaction, for example, completed donations or requests for information regarding a specific campaign. Employees don’t have to spend time following up or chasing donors.

A related tool provides automated acknowledgements, including receipts for gifts and thank you letters. It even sends thank you videos, should the occasion (or size of donation) warrant it. This helps establish and maintain connections with new and valued donors. 

AI steps in to help create email content. It’s able to draft targeted messages and uses resulting engagement to learn how to improve its writing tone and style.

On the operations side of things, automation is part and parcel of task and workflow management. It assigns work and schedules tasks that are employee-specific.

DonorPerfect integrates with QuickBooks Sync, which shifts data related to the donor and their gift into accounting. The transfer is automatic, so there’s no need for human intervention. The accuracy and clarity of the move ensure audit trails are clearly visible. 

DonorPerfect also integrates with Sage Intacct, which has a financial management solution specific to nonprofits. This helps align fundraising data with financial reporting, 

Integration with specialized software all but guarantees absolute accuracy with knock-on effects that include cleaner reconciliations, faster month-end processes, and greater correlation between development and finance teams. 

In fact, straightforward links between campaigns and finance play a crucial role in prioritizing future funding efforts that will deliver the greatest ROI. 

The ability to schedule reports ensures leaders always have current figures without any muss or fuss, like manually exporting spreadsheets.

Finding donors isn’t easy, especially if you’ve got your eye on a few major donors to keep your nonprofit afloat. DonorPerfect has a DonorSearch tool which provides diverse data, including wealth insights and prospect scores, so you can tailor your approach to high-potential donors.

Virtual office file storage organizes all data in segments, so you can find proposals, agreements, and notes inside specific donor records quickly and easily. There are also fundraiser bots that recommend suitable next steps, helping staff prepare their approach and ensuring they’re ready for first contact. 

Double the Donation is convenient matching integration that helps with employer programs and also serves as a guide, leading donors through the process.

Never underestimate the usefulness of integrations. As you can see, some of them offer very advanced services, and when used in combination with your array of reports and dashboards, can identify areas/donors with the highest impact.