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8.9 customer survey score from 21 surveyed on 06/25/2007.
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Tech Check completed for this solution.
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DonorPerfect provides all the features below and more, while providing simple integration with QuickBooks -- eliminating any need to reenter data.
FLEXIBLE INFORMATION MANAGEMENT
One centralized database so everyone works with the same, up-to-date data!
- Track and manage unlimited donor and prospect records
- User-defined fields and screens to match your unique needs
- Comprehensive membership and volunteer management
- Integration with Microsoft Office, wealth screening and other third party vendors
- Powerful linking, cross-references and relational data
- Secure, controlled access to data
TARGETED FUNDRAISING EFFORTS
Reach the right people with the right message!
- Communicate, track and manage your campaigns and results
- Target mailings and email (both personal and mass communications)
- Grant tracking
- Contact or “moves” management
- Major donor “ask” efforts
- Special events management
COMPREHENSIVE DONATION PROCESSING
Fast and accurate process for entering, recognizing, and managing every gift and pledge!
- Integrated credit card and bank draft processing
- Recurring or one-time gifts
- Online donations and data collection
- Automated acknowledgements and receipts
- Soft credits and split gifts
- Memorials and honorariums
- Automated pledge reminders
- Unlimited payment schedules
- Integrated matching gifts
POWERFULE REPORTING AND ANALYSIS
Track donors, uncover hidden trends, refine solicitation activities and analyze your results!
- Campaign and solicitation effectiveness
- Donation summaries & analyses
- Constituent reporting
- Custom report writer
- Complete control of filtering, sorts and queries
- Export to PDF, Excel, Word, and HTML
WHY YOU NEED DONORPERFECT AND QUICKBOOKS
Although QuickBooks works very well for most aspects of the financial management of a nonprofit, DonorPerfect provides critical features for fundraising and donor management that QuickBooks does not offer (even in the Non-profit Edition). For instance:
- Producing year-end donation summaries
- Soft crediting of donations for matching gifts, memorials, or honorariums
- Generating personalized and donation appropriate thank-yous and acknowledgements
- Tracking and evaluating the results of specific fundraising campaigns
- Maintaining multi-year giving totals for reporting on lapsed, upgraded or downgraded donors
- Tracking family, business, and other relationships among donors
- Facilitating pre-authorized gifts and online pledges/donations by credit card and bank draft
- Recording and managing donor contacts and development activities
- Special event management tools
- And more!