The solutions defined in this document are presented from low-end to high-end in both functionality and price.

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1 Grand Traverse Bay Alliance Bay Virtual Overview Member and Fundraising Management Analysis Grand Traverse Bay Alliance This document provides an analysis of member, donor, and fundraising solutions available that organizations within the Grand Traverse Bay Alliance may considers as they continue to operate and grow. Packages described cover installed software and Software-as-a-Service (SaaS) solutions. For organizations within the GTBA that are particularly short on cash and staffing resources, hosted online tools offer a good choice. These packages, which are available to users over the internet for a monthly fee, are built to work "out-of-the-box" without a large upfront investment, and are typically fairly easy to learn. Since the vendor hosts the actual software, organizations within the GTBA don't need to worry about software upgrades, backups, or other maintenance functions, and staff can access the system from anywhere they have internet access. These hosted tools can also integrate more naturally with online services, such as online donations, address verification, zip code lookups and more. However, it's particularly important to estimate how much the organization s donor base may grow over time when choosing an online package. SaaS solutions can get considerably more expensive than other solutions for organizations with a very large member and donor list. The solutions defined in this document are presented from low-end to high-end in both functionality and price. Quickbooks Customer Manager 2.5 Quickbooks Customer Manager 2.5 allows customer information to be centralized into one application. Each customer contact has its own dashboard-type screen that displays pertinent information: Customer Profile - Company, address, phone numbers, contacts, address, Web site, etc. Additional customized fields can be created. Recent History - View chronological history of communications, appointments and to-dos, QuickBooks financial transactions and related notes and documents. View invoices and payments. Notes - Enter details of phone calls and general notes. Nice to track contact information on specific contact event such as phone calls or walk ins. To-Dos - Add and track tasks and reminders. Check them off as you complete them. Nice, but does not integrate with Outlook Tasks. Appointments - Allows you to enter and view appointments. Projects - Nice feature for organizations that may be tracking projects for a specific client/customer. Provides a list of in-progress and completed projects related to that customer. Related Contacts - Link related individuals, such as referrals or colleagues, and see their contact information from each other's screen. Customer Manager is built to work with QuickBooks, Quicken, Microsoft Outlook, Outlook Express, Access, and Excel. Quicken, Access, and Excel data comes in as plain text, and Customer Manager provides a field-mapping tool that facilitates importing. You can also import text files from other applications, but they can't be synchronized; they must be re-imported every time. Bay Virtual, LLC Page 1 of 6

2 Grand Traverse Bay Alliance Bay Virtual In researching reviews and testing the product the syncing features did not work properly and performance was slow. The automated synchronization brings in specified information from the originating application (i.e. Outlook, QuickBooks), but you can't automatically send changes back. You can send individual records back to QuickBooks via a check box, and there's a workaround for Outlook, but there's no automated sync for other apps. Research indicates the product is better suited for single user rather than multi-user as synchronization issues become more predominant. The capabilities only allow you to send to a single individual and rely on the distribution lists of Outlook to manage and send to multiple address. It does have a nice feature to merge customer information into defined Word templates for ing or US Mail distribution. Overall, Customer Manager provides a nice centralized view of customer information that pulls data from Outlook and Quickbooks for organizations. However, Bay Virtual would not recommend it as an operational hub to push information back into these applications, due to the synchronization issues. GTBA organizations can purchase Customer Manager 2.5 from TechSoup for $15 per license or review the product with a free 30-day trial period directly from the Intuit product website. WildApricot Wild Apricot ( is an online software service that helps organizations automatically manage event registration and membership databases. The solution has four components: a customizable website, membership administration automation, an event organization tool and a function that enables users to build a members-only portion for a site. Because Wild Apricot is a software-as-aservice application, the organization doesn t spend time with installation and updates and can focus on more strategic tasks. The solution provides a good entry level membership management solution for organizations that want to integrate their website with management members, events, membership dues, or donations. The service does not have a specific QuickBooks integration, but dues and donation information can be exported into Excel and manually imported into QuickBooks. GTBA organizations can explore the service using a free 30-day trial. Several existing sites taking advantage of WildApricot are also available for viewing from their website. A complete listing of WildApricot s pricing is provided in Appendix A. etapastry etapestry ( ) offers a robust hosted donor management solution based on basic contact management, donor profiling, segmentation, and ing. It can also be expanded with additional modules to provide features including ecommerce, Microsoft Outlook integration, segmented gift management and more. The Great Lakes Children s Museum currently utilizes etapastry. Bay Virtual, LLC Page 2 of 6

3 Grand Traverse Bay Alliance Bay Virtual Blackbaud, the makers of the Raiser's Edge fundraising solution targeted to high-end organizations, recently purchased etapestry. Blackbaud has stated that it will continue to support and enhance etapestry. Pricing is based on the number of donor records, the number of staff members who can access it at one time, and add-on optional modules and services. It is free for the first 500 records and one user at a time (does not include support fees). GTBA organizations may request a one year license donation for up to 1000 records through TechSoup. After one year, standard rates apply. Refer to the etapastry Pricing guide in Appendix A for detailed pricing information. Depending on the scope, costs can get expensive quickly if there are a lot donor records, multiple users or modules. etapestry offers an accounting interface with Quickbooks that allows individual donations to be loaded or subtotalled into a revenue/income account. etapestry also offers an Advance add-on that allow ability to perform campaigns. An editor with spam detection assistance is provided, along with delivery reports that outline open and click through information. Refer to the etapastry Pricing Guide for detailed pricing information. A query feature does exist that allows an export of information that can be used with other Marketing services such as Constant Contact and Chimp. Another add-on includes an Outlook integration that allows a user to send s associated to donors up to their etapestry account. This is a one way integration, Outlook to etapestry only. Overall, etapestry provides a solid solution for any organization within the GTBA. However, costs can increase rapidly as membership grows and additional features are added into the solution set. Donor Perfect Online DonorPerfect ( has traditionally offered locally installed software, but has recently transitioned their energy into their newer hosted product. DonorPerfect Online compares closely to etapestry in several respects. Users indicate it has a cleaner, more straightforward appearance than etapestry, which can help make it easier to navigate. There are more features integrated into Donor Perfect Online in its base offering; however its base price is higher. Bay Virtual, LLC Page 3 of 6

4 Grand Traverse Bay Alliance Bay Virtual DonorPerfect offers a level of customization during the setup phase, which allows the solution to match particular needs. Donor Perfect can also get costly quickly depending on the users, records and customization required. Nonprofit pricing is available $55 / month ($30 subscription + $25 support fee) for up to 500 members. $100 / month ($60 subscription + $30 support fee) for members. Both include 1 concurrent user license. 1 3 additional user licenses cost $59 / month ($50 subscription + $9 support fee ) Donor Perfect Online is certified by QuickBooks as a Gold Developer the highest level of certification which allows an accounting interface between DonorPerfect Online and DonorPerfect Visual Edition with the latest version of QuickBooks Pro and Premier. Donor Perfect has partnered with Constant Contact to provide Marketing services. The partnership allows a 20% - 30% discount on a 6 or 12 month subscription through Constant Contact. Sage Fundraising 50 Sage Fundraising 50 ( formerly Paradigm, offers a mid-level contact and donor management application. The Watershed is currently using Sage Fundraising 50. It is locally installed and has a number of other modules which can be added. The interface is unique, with an index card feel which may appeal to fundraisers with little software experience. Exporting features of financial information to QuickBooks formats is available. There is no marketing features, such as open and click thru rates built within the software, but a very tight integration with Microsoft Outlook is provided. Other integration features with Word and Excel for merging data exist. contact information can be easily exported to be used with an Marketing service such as Constant Contact or Chimp. Because the application is locally installed, data integration of payments, donations, membership profiles from an organization s website is manually entered. Software pricing is often customized to particular organizations by resellers. There have been times where Sage has provided significant discount pricing through TechSoup. These are generally short sales windows, but allow nonprofits to obtain the software at a good bargain. Bay Virtual, LLC Page 4 of 6

5 Grand Traverse Bay Alliance Bay Virtual Salesforce.com Salesforce is a hosted solution that offers a framework for managing all kinds of constituent data. Although not recommended for organizations within the GTBA, it is highlighted in this analysis as awareness. Nonprofits can take advantage of a free "Nonprofit Template" to gain out of the box support for prospecting and converting "leads" into "donors." Salesforce has very powerful features to allow users to find specific groups of constituents, them, and track these interactions. However, most nonprofits do not find all their critical needs met with Saleforce upon installation. Organizations typically build their solutions to manage their specific donor fields, payments, events, memberships, etc. This is primarily performed by working with a consultant since the platform is very flexible and modular. There is a growing community of users and developers in both the nonprofit and corporate worlds that have created hundreds of free and at-cost plug-ins for Salesforce that can be evaluated and choose to integrate with the system. Salesforce is a smart solution to those Nonprofits who have unique and changing needs. Saleforce offers up to 10 licenses for free to 501(c)(3) nonprofits through its foundation. On the surface, this is a great savings. However, if adopted organizations should expect to allocate several thousand dollars to implement the right configuration to meet their needs. Summary Based upon the current use, needs, and stages of each organization within the GTBA, there may not a one size fits all Member and Fundraising solution across all entities. In selecting a solution, the GTBA should consider the following: Required Features Baseline features required such as Membership Tracking, Due and donations, ing, data exporting, etc. Size of membership The total expected membership records the system must manage Access to membership information Staff access to information, local and remote. Integration with the organization s website Back-office membership data integration with the organization s website. This can drive a decision for a software vs. SaaS solution, setup, and/or development needs. Unique member management needs Customization capabilities If the needs in each of the previous criteria areas are common across all GTBA organizations, then a common platform may be applicable. It s feasible that in light of the investment currently made by the WaterShed with Sage Fundraising 50, it does not have plans or a desire to shift to another solution. If other organizations in the alliance have similar member and fundraising needs as the WaterShed and are in a position to afford Sage pricing, they may want to consider Fundraising 50 as a GTBA common Member and Fundraising solution. Organizations could take advantage of a common knowledge base and membership management practices across the alliance if all adopted the same solution. For those, not in a position to afford this level of functionality, an etapestry or DonorPerfect solution could be a better fit. Consideration to membership growth should be closely reviewed. For an organization needing entry level membership management with basic features for dues and donations management integrated into a website, WildApricot is a solid start-up. Bay Virtual, LLC Page 5 of 6

6 Grand Traverse Bay Alliance Bay Virtual Appendix A Bay Virtual, LLC Page 6 of 6

7 Wild Apricot Pricing as of January 2009 ( ) Wild Apricot is purchased as a hosted service with a monthly subscription fee listed in the table below. Annual subscriptions are available with 10% discount. You can always start with 30-day free trial account, which includes all the features of Community plan. These are flat, all-inclusive fees. Technical support and system upgrades are free. We do not charge setup fees, customization fees, training fees, or per-transaction fees. Credit card processing fees are handled directly between you and the credit card payment processor (PayPal). Free ad-supported version available as well, see online pricing page on WildApricot.com Additional services can be sourced from our partners at your discretion. Account plans: "Free" "Group" "Community" "Professional" "Enterprise" Monthly fee (in US dollars): Membership database and contact management Free (ad-supported) $25 $50 $100 $ Contact database size * Automated member applications and renewals Newsletters and blasts Online member self-service Custom database fields Save & rerun searches Event registration Automatically limit event registration Customizable event registration form Event categories (tags) Professional and Fully Customizable Website Single file upload limit 2MB 5MB 10MB 25MB 25MB Website sections with restricted access 1 1 Multiple Multiple Multiple Searchable member directory Discussion forum Blog module CSS customization and SEO tools Online credit card payments and donations Recurring payments Account administrators 1 Unlimited Unlimited Unlimited Unlimited Access control

8 1 Membership database and contact management Wild Apricot automatically and securely maintains a clean up-to-date member list and contact database. Use it for paid members as well as free members or other kinds of contacts - e.g. people who might have expressed interest to receive updates about your events and other news. Export your contacts any time into Microsoft Excel. Maintain online membership application page, including online payment of dues. Customize membership levels to suit your organization. Membership levels govern member access to premium content, event registration fees, annual dues and renewal dates. Send personalized s newsletters and mass s Automatically track renewals. Members can pay dues and renew online. Lapsed members can be setup to automatically lose their privileges such as discounted event registration fees and access to member-only webpages. Have members log in and update their contact information. 1.1 Contact database size Each Wild Apricot account plan defines the maximum number of records allowed in your contact database. Note that your database can store paid members as well as free members and other kinds of contacts - e.g. people who might have expressed interest to receive updates about your events and other news. 1.2 Automated member applications and renewals Member application process is fully automated. For each member, Wild Apricot will automatically track the membership renewal date and send reminders. Once a membership has expired, former members automatically lose privileges such as discounted event registration fees and access to member-only webpages. 1.3 Newsletters and blasts your members right from within Wild Apricot system. Use previously send s as templates. 1.4 Online member self-service With Wild Apricot's self serve membership management features members can join your organization, pay dues, donate, update contact details and register for events online. No technical knowledge is required and you won't be inundated with faxes and s that can fall between the cracks. 1.5 Custom database fields Customize your database to suit the needs of your organization: Rename or Delete existing fields, Add new fields (available only for billable account plans, including trial accounts), Change which fields are Mandatory, Define which fields are shown on the member application and on the member profile page. 1.6 Save & Rerun Searches Wild Apricot provides convenient and powerful search tools to look up member records and select specific groups of people (for example to export or them). Keyword search and Advanced search are available for every account. Account plans Community and higher have the ability to save the parameters of an advanced search and instantly rerun it at any moment with one click.

9 2 Event registration Event functionality of Wild Apricot includes: Event calendar, unlimited number of events Automatic event notifications for your contacts Online event registration with customizable receipts and payment Dynamic registration calculation. Automatic archiving of past-dated events Online list of event registrants can be exported and ed to 2.1 Automatically limit event registration Create a new event with a limited number of registrations - if you want to host only certain number of guests or if your space is limited. When the limit is reached - the event will be closed for registration automatically and administrator will receive an notification that the event is closed 2.2 Customizable event registration form For each event you can customize registration fields to suit the needs of your organization: rename/delete existing fields, add new fields, change which fields are mandatory. 2.3 Event categories (tags) You can categorize events by using the tags. Tag can consist of one or multiple words. By having the tags in your events you can: search through the event list, list all events associated with the selected tag or set of tags or show events of selected categories on the events page. 3 Professional and Fully Customizable Website Wild Apricot includes website hosting and Content Management System - a tool to update your webpages and create new ones. If you already have a website address, you can setup your Wild Apricot website to use your domain. Updating website pages using Wild Apricot is as easy as make text changes in Microsoft Word. 3.1 Single file upload limit Currently there is no limitation for total upload size (total website storage space for all of your files) but there are different upload limits for individual files according to your subscription plan. Higher plans allow upload of larger file sizes. Even the least expensive paid plan (Group) already allows up to 5MB file upload size, which would typically be enough for most pictures and document files. 3.2 Website sections with restricted access You can setup a private website section, where your members can access publications and resources, update their contact information and sign up for events online. Control access by giving permission based on membership levels. Create a robust online community using built-in member directory, blogs, discussion forums and member profiles 3.3 Searchable member directory Wild Apricot's Membership Directory is a secure and searchable index you can make available on your web site. Make it visible to the public or restrict access to your members only. The membership directory can be searched in many different ways. For example, the keyword search option is a very quick way to find someone you already know, by searching for their name or organization. The advanced search is helpful when searching for members using other

10 criteria, such as a ZIP code or industry or by any other custom fields you define in your Wild Apricot membership database. 3.4 Discussion forum Discussion forums help your community share and build relationships. Part of Wild Apricot's integrated software, discussion forums let people contribute topics, reply to each other s messages and participate in online conversations. 3.5 Blog module Wild Apricot's blogging feature helps you build your community and provides a place for your users to write about what they want. Users can create new posts and post comments to blog posts. 3.6 CSS customization and SEO tools CSS customization functionality provides you with fine-grain control over the visual design of your Wild Apricot website. You can change fonts, colors, sizes - for all the different parts of your website (menu, headers, footers, main page area etc.) Making good use of this feature requires good technical knowledge of CSS and HTML. This feature is available for some billable plans only - from Community plan and above. It is enabled in trial accounts so you can evaluate it. Wild Apricots platform has been designed to be search engine friendly - so that content of your site will easily be read and indexed by crawlers, whatever account plan you use. This feature provides additional tools for web pros - ability to edit page titles, meta tag description and meta tag keywords. You can edit meta tags for the whole site - or adjust them for each page individually. Page titles can be generated automatically - or edited for each page as well. 4 Online credit card payments and donations Wild Apricot handles online credit card payments for event registration, membership sign-ups and renewals as well as online donations. Online credit card payments are handled through integration with PayPal - a wholly owned subsidiary of trusted ecommerce leader, ebay. 4.1 Recurring payments Automatic Recurring Payments enables you to charge subscribers for a fixed amount of money on a regular schedule. You can use it for Monthly, Quarterly, Semi-Annual and Annual renewal periods. 5 Account administrators Create administrator accounts for your staff and authorized volunteers to securely access the website, update the membership database, reports, events, documents, and other resources. Each user has a unique username and password to log in. 5.1 Access control Clients with Community plans and higher can assign different access rights to each administrator: full access, website content management, membership management, event management, donations management.

11 etapestry is a Blackbaud Company etapestry Pricing Guide etapestry Base System the Base system includes full use of the etapestry database for one concurrent user and unlimited named users. All enhancements and updates plus support are included with the Base system. Pricing is based on number of Accounts (donors, prospects, members, etc.) maintained. Base System: # of Accounts (Includes First Concurrent User and Web Support) Monthly Fee Up to 500 FREE 501 to 1000 $37 1,001-5,000 $117 5,001-15,000 $172 15,001-25,000 $236 25,001-35,000 $289 35,001-45,000 $354 45,001-55,000 $407 55,001-65,000 $472 65,001-75,000 $524 75,001-85,000 $587 85,001-95,000 $645 95, ,000 $ , ,000 $938 Each additional 25,000 Add $236* *Surcharge added if number of transactions is more than 3 times the number of accounts Additional Concurrent Users additional users allow you to have multiple people logged into your etapestry database at the same time. Unlimited named users are allowed on all configurations. Additional Concurrent** Users Monthly Fee Each Additional User Accounts $24 Each Additional User Accounts $36 Each Additional User >1000 Accounts $50 User Packages: Five Pack of Additional Users $175 ($35 each) Ten Pack of Additional Users $250 ($25 each) Twenty Five Pack of Additional Users $500 ($20 each) Fifty Pack of Additional Users $900 ($18 each) One Hundred Pack of Additional Users $1,500 ($15 each) **Concurrent user defined as a person logged into etapestry. Unlimited named users allowed on all systems Support and Training Services A variety of training and support options let you configure a program that is right for your staff. Telephone Support $27.50/month first user - $23/month second user - $19/month third Based on number of concurrent user licenses user $15/month fourth user - $10.50/month fifth user and higher Annual Training Agreement Unlimited Web-Based Training sessions plus all recorded training links. Includes Instant Messaging Support. < 1000 Accounts Accounts Recorded Training Links $550 Custom Consulting $250/hour On-Site Consulting $1,500/day + expenses $550 One-time Setup Fee plus $25/month $900 One-time Setup Fee & 25% of monthly service fee (both base and additional users fee) per year (minimum $25/mth) Prices valid as of 04/01/2009. Prices in U.S. Dollars. Subject to change without notice.

12 etapestry is a Blackbaud Company Add-on Modules Modules let you customize etapestry and can be added at any time. Administration Module Advanced Advanced User Security Additional users / Phone Support Benchmark Reporting Document Attachments (up to 100MB) Donor /Member Login- Lookup online access to personal info Donor Loyalty Online survey ecommerce Online donations/event registration (includes tell-a-friend option) ereceipting Executive Reporting Grant Explorer Guidestar.org 5% of base system price(3) 5% of base support fees Pricing based on block of s purchased. s valid for 1 year. ( $120, 10,000 - $200, 25,000 - $400, 50,000 - $650, 100,000 - $1000, 250,000 - $2000, 500,000 - $2500) $250 Setup fee plus 10% of base system price per organization(1) 10% of add-on user price / 10% of base support fees 10% of base system price per organization (1) 10% of base system price per organization (1) $899 Setup fee plus 20% of base system price per organization (2) 20% of base support fees $899 Setup fee plus 20% of base system price per organization (2) 20% of base support fees $499 setup fee (basic page). Plus 10% of base system price per organization (1) or $.75 per transaction processed. (3 rd party credit card transaction fees also apply) 10% of base system price per organization (1) 5% of base system price(3) 5% of base support fees $499 per year for first user. $300 each additional user. Import (Account Only) Import (Account, Gift, Contact and Note) Matching Gift Database Moves Management first user Additional users / Phone support Outlook integration Phone support Personal Fundraising Custom pages available starting at $899. Planned Giving Calculators (PG Calc or Crescendo) Segmented Transactions Shopping Cart Custom pages available starting at $899. Target Analytics WealthPoint wealth screening / research Wish List website forms for posting items that can be purchased $250 Setup fee plus 10% of base system price per organization (1) $500 Setup fee plus $100/month 1 year minimum 20% of base support fees $600 and up based on number of records 10% of base system price per organization (1) 10% of add-on user price / 10% of base support fees 20% of base system price per organization (2) includes doc attach. 20% of base support fees 10% of base system price per organization (1) or $.75 per transaction processed. (3 rd party credit card transaction fees also apply) $25 per organization per month 10% of base system price per organization (1) 10% of base system price per organization (1) or $.75 per transaction processed. (3 rd party credit card transaction fees also apply) Please contact us for pricing details. $899 setup fee plus 20% of base system price per organization (2) 20% of base support fees 1 - $10/month minimum 2 - $20/month minimum 3 - $5/month minimum Data Conversion and Utilities etapestry has successfully converted thousands of databases from simple Excel and Access files to sophisticated database packages. Data utilities help you keep your database clean, accurate, and up-to-date. Database Conversion (various options available) Mass Duplicate Merge National Change of Address (NCOA) $495 - $4000+ (based on complexity all conversions quoted) $600 per processing up to 100,000 records $395 per processing up to 49,999 records Website Development and Hosting etapestry provides a number of options for building, hosting, and maintaining your website. Choose the website features and capacities you require. All websites include a unique url, addresses, your colors and logos, calendar of activities, and contact form. For details on Website Development and Hosting visit or contact your etapestry account executive. etapestry is a Blackbaud Company Prices valid as of 04/01/2009. Prices in U.S. Dollars. Subject to change without notice.

13 QuickBooks Accounting Integration Page 1 of 2 4/22/2009 DonorPerfect Donor Management & QuickBooks Accounting! Designed for use with QuickBooks Pro & Premier, this module provides seamless integration between DonorPerfect and the latest versions of QuickBooks. The interface offers organizations greater efficiency by eliminating double entry and allowing DonorPerfect users to take full advantage of the many features available in QuickBooks. Benefits Gift transactions are summarized by General Ledger Codes and posted automatically to QuickBooks. Saves time and reduces errors by eliminating the need to enter data twice. Creates journal entries and tranfers transaction detail. Use QuickBooks to manage expenses, financial statements and non-donor revenue while benefiting from DonorPerfect s specialized features for managing donor information, gifts and pledges. Takes advantage of the many powerful financial reports available in both DonorPerfect and QuickBooks. I save hundreds of hours a year with this process, and our auditor is also delighted that I can now send him reports aligning information in DonorPerfect with that in QuickBooks. That makes both of our jobs easier. Instead of being a data entry clerk, I can now concentrate on real fundraising, development and revenue generation. Michelle Hinson Director of Development, Institute for Public Relations DonorPerfect is the only fundraising software certified by QuickBooks as a Gold Developer the highest level of certification! DonorPerfect Product Rating (10.0 is Perfect)* Overall Score: 8.91 (Excellent) Ease of Use and Reliability: 8.59 (Excellent) Technical Support/overall quality: 8.8 (Excellent) Customer Willing to Recommend: 9.33 (Spectacular) What does that mean? DonorPerfect has been tested to meet Intuit's standards for quality and integration. Independently surveyed clients gave us an overall ranking of "Excellent", and client willingness to recommend DonorPerfect is rated "Spectacular"! An independent industry expert reviewed our software features, ease of use, and more and rated us Spectacular overall! *Results are from survey of DonorPerfect clients, conducted by Decipher, Inc., on behalf of Intuit. More information: Call us at Or visit:

14 QuickBooks Accounting Integration Page 2 of 2 4/22/2009 DonorPerfect Donor Management & QuickBooks Accounting! Commonly Asked Questions How does DonorPerfect complement QuickBooks? QuickBooks provides an easy-to-use and powerful solution for managing expenses and producing financial statements. This functionality is dramatically enhanced by DonorPerfect s features for the receipt and acknowledgement of donations. The Accounting Interface allows users to report on, and work with, detailed transaction activity in both DonorPerfect and QuickBooks with absolutely no re-entry of data. Which QuickBooks versions integrate with DonorPerfect? We recommend using the most current versions of Quickbooks to provide optimal features and efficiency, but DonorPerfect can integrate with most Pro and Premier versions. How Does it Work? Gifts entered into DonorPerfect can be transferred on a periodic basis to QuickBooks. We have found that weekly transfers work best, but transfers can be any period specified by the user. After entering all of the donations listed above, these entries can be exported from DonorPerfect automatically using the Accounting Interface so the data is formatted to easily import into QuickBooks. More information: Call us at Or visit: