Grow Fundraising Success!

Transcription

1 I have always been very satisfied with DonorPerfect s ability to meet our needs. I have worked with it for more than 15 years and heartily recommend it to nonprofit fundraisers. - Michael Wajda Friends Central Conference Grow Fundraising Success!

2 Why Choose DonorPerfect Fundraising / CRM Software? DonorPerfect organizes all your constituent data in one unified database. Easy to use constituent relationship tools empower you to make smarter, timelier decisions so you can raise the most money for your cause. Our clients report doubling and tripling their donor database population! DonorPerfect saves our clients hundreds of administrative hours per-year! Flexibility Clients can easily adapt DonorPerfect to their unique information and reporting needs with no programming experience or extra cost. Ease-of-Use Our software is simple to use and intuitive to navigate. Entering gifts, producing thank-you letters and other common tasks are a snap! Integration Our complete solution encompasses all critical aspects of donor management and fundraising, and also offers tools that allow DonorPerfect to work well with other systems. Cost-Effectiveness We provide more features and benefits than competitor - otherproducts costing much more, and we include important features lacking in cheaper products. Our products are for nonprofits both large and small, and we take pride in providing unmatched value to every client. Flexible Constituent Relationship Management Track and manage unlimited data for all your constituents in one easily customized database. With sophisticated yet simple tools for linking related records, coding and filtering donor attributes, and controlling access to your data, you can finally have a centralized information resource that meets the unique needs of your organization. Targeted Fundraising Efforts Reach the right people with the right message! From generating targeted solicitations to keeping notes on potential major donors, DonorPerfect provides the tools for communicating, tracking, and managing your campaigns and results. Comprehensive Donation Processing No matter the gift type or method of donation, DonorPerfect provides a fast and accurate process for entering, recognizing, and managing every gift and pledge. Powerful Reporting & Analysis Use our many pre-designed reports to track donors, uncover hidden trends, refine solicitationactivities and analyze your results. You can also easily modify and create your own unique, professional reports with DonorPerfect s Custom Report Writer. Who Uses DonorPerfect? Civic, Advocacy and Social Service Organizations Museums Arts Groups and Foundations School and Alumni Groups Faith-based Organizations and Missions Hospitals and Health Care Membership Associations Youth and Elderly Agencies Countless Others! 1 Professional Fundraising and Donor Relations Management for Over 25 Years!

3 DonorPerfect Scales to Meet Your Needs! Whether you re a small, mid-sized, or large multi-site enterprise, DonorPerfect can scale to meet your needs. Starter Package for Growing Organizations Up to 500 records All the benefits and features of our industry leading solution at a special low price. Cloud-Based Service Instantly accessible anytime, anywhere! Mid-Sized Organizations 501 to 200,000 records As your organization grows, DonorPerfect grows with you. Your subscription scales in price so its always affordable. Enterprise Solutions for Larger Organizations More Than 200,000 DonorPerfect s SQL-based design makes it highly scalable, easily customized and simple to integrate. Securely access your data using a standard web browser on any computer (including Macs) or even on your mobile devices! Browser-Based - update your data on the road, at home, or anywhere with internet access. SaaS solution - provides professionally managed IT infrastructure and minimizes up-front investment with low volume-based monthly fees. Scalable - from hundreds to hundreds of thousands of constituent records. DonorPerfect Mobile Our free DonorPerfect Mobile App gives you access to your DonorPerfect system from your iphone, ipad, and Android devices anytime, anywhere! View your upcoming appointments Find donors near your current location; view on a map Collect fees outside the office (events. homes, etc.) Add new contacts Comprehensive donor summaries and configurable to donor s reports Search for constituents; view and update their records Review pledges, pledge balances and gift history for each donor Call, , or text constituents with one click from their record Much more... Collect Money Anywhere 2

4 Flexible Constituent Relationship Management Unlimited Data for ALL Constituents DonorPerfect makes it easy to track and manage unlimited fundraising and constituent data. You can readily access this information to guide fundraising efforts, process donations and create reports that help you plan future campaigns. Corporations & Foundations Donors Special Event Participants ONE COMPLETE INFORMATION SOURCE! Members Board Members Volunteers Never Enter Data Twice! DonorPerfect s core strength is its ability to store all constituent information in one database. You and your staff can quickly sort, select and access this data to perform almost any task you need. There s no need to ever re-enter information as you use DonorPerfect s many features and functions. A single data source also ensures that everyone is using the same up-to-date information. By maintaining a single database, you can: Target the right constituents with the appropriate messages Enable everyone to contribute to maintaining accurate constituent addresses, phone # s, addresses, etc. Ensure that constituents don t receive duplicate mailings Have a single history of contacts and financial transactions

5 All donor information at your fingertips! DonorPerfect s intuitive navigation puts all constituent data just a mouse click or two away. Additional donor data Easily customized screens allow you to organize your data in the way that best fits your organization. OTHER HIGHLIGHTS: Information Management Tabs and links provide one-click access to all donor data Instant duplicate checking at time of entry Seasonal and multiple address tracking Global data replacements Web hyperlinks Quick counts and totals of records meeting specified criteria Restricted access to screens, records and processes based on user rights Attach documents to constituent records Key donor information in easy to understand reports This report shows a complete giving history, including useful summaries for all gifts or only gifts of a particular type. 4

6 Flexible Constituent Relationship Management Truly customizable screens, fields and information! DonorPerfect s flexibility allows it to be easily customized to meet your unique information needs! DonorPerfect is extremely easy to learn and use, and I was a complete novice. I also like how the software can be customized to my exact needs. Sharon Johnson Capital Campaign Coordinator, Providence Classical School Organized according to your exact needs! We pre-configure DonorPerfect for you. As your needs change, it s simple for you to customize screens, reports, selections, and more yourself! No programming required! DonorPerfect is designed to fit the way you work not the other way around! 5

7 DonorPerfect s Flexibility Allows It to be Customized to Meet Your Unique Information Needs! Track donor relationships via linking Link constituents to an unlimited number of other records to track families, employees and other ways in which donors are associated. In this example, relationships between fellow alumni are discovered. Easily categorize and organize your donors An unlimited number of constituent attributes, such as volunteer, board member, etc. can be tracked. These codes, like every field in DonorPerfect, can be used to easily target mailings and filter records in any report. A marketplace of tools and services to integrate with your DonorPerfect system. Import Module Add or update donor and/or gift data from other products XML Toolkit Create real time data exchange with your website or web applications Export Easily create files containing selected constituent data Your Website Wealth Screening Tools Legacy Databases Matching Gifts INTEGRATES WITH: Sponsored Event Tools Tracking DonorShops & CampaignShops Auction Systems Online Donations Forms Lock Box Transfers QuickBooks Much More! 6

8 Targeted Fundraising Efforts Tools for Every Type of Campaign From generating targeted solicitations to recording contacts with potential major donors, DonorPerfect provides the tools for communicating, tracking and managing your campaigns and results. All you need to manage: Direct Mail Major Donors Capital Campaigns Cultivation Grants Endowments Annual Giving Planned Giving Telethons Special Events Criteria Selection More Focused Slicitations Reap Better Results! Simply select or create a filter based on the constituents or giving history you want, including recency and frequency of giving. Then personalize your fundraising communications by merging into mailings, s, faxes and more! To Merged Information To Merged Information DonorPerfect is a MUST for people who need to know their donors better and maximize their fundraising. Jack Kalla AISH 7

9 Merge the Exact Data You Want into Mailings, s, and More! Instantly produce personalized letters or s for one, all, or selected constituents. You can also quickly create an export file of selected records for your mail house. From Filter Selection From Filter Selection Professional - looking solicitations and newsletters no web programming! Create, send, and track results for graphical (HTML) . This service includes design templates, as well as tools, to help you collect addresses from website visitors. Our integration provides seamless list management and synchronization of campaign results, which can be saved and reported on forever in DonorPerfect. 8

10 Targeted Fundraising Efforts Contact Management Maintain a record of letters and solicitations sent, calls and other constituent contacts. By assigning due dates, you can produce reminder lists to assist in your donor cultivation activities. This to-do list can even pop up each morning to remind you of follow-up activities. Contact Manager Screen Capital Campaign Report Major Donor Cultivation Grouping contact activities into a moves management effort allows development staff to plan, coordinate, and track cultivation efforts. Wealth Screening Access invaluable data on donor giving capacity from more than 25 data sources using our unique integration with DonorSearch s prospect research tools. Imagine real estate holdings, pension/ income data, philanthropic data, stock ownership, and more, available and linked to each donor s record. 9

11 Special Events Made Easy! DonorPerfect provides useful event tools and reports without the need to purchase add-on software! Event participants and fees Seating, table and team assignments Per unit or flat pledges for walk-a-thons, bike-a-thons, etc. Auction gifts and purchases Event summary reports Much, much more! Edit events quickly! Manage events with a simple step-by-step wizard. (Left) Setup table/team assignments with the ease of a mouse click. Special Events Report 10

12 Comprehensive Donation Processing DonorPerfect Helps You Manage All Revenue Sources No matter the gift type or method of donation, DonorPerfect provides a fast and accurate process for entering, recognizing and managing every gift and pledge. Everything You Need to Process: Gifts Pledges Soft Credits Matching Gifts In-Kind Donations Split Gifts Memberships Processing Donations: Easy as 1-2-3! Credit Card Payments & Bank Drafts Online Donations Recurring Payments Single Gift Entry From Single & Batch Entry Select the desired thank-you letter as you enter each gift. STEP 1: Record Regardless of whether you prefer to quickly enter individual gifts (above), use the batch entry (at right) or scanning tools to manage higher volume gift entry, DonorPerfect accommodates any type of gift. Batch Entry Detail Gift batches must match the deposit total to be posted. 11

13 To Thank-You Batch STEP 2: Acknowledge Every gift, regardless of how it was entered, becomes part of your outstanding thank-you batch, ensuring that each gift is automatically acknowledged with the most appropriate letter. Thank-You Batch STANDARD THANK-YOU Your Logo Dear Justin, Thank you for your recent donation of $ Your support helps us achieve our goal of 100% funding for research which will someday We d like to invite Ackland family to Thanks again for next year s annual Sincerely, CAMPAIGN ACKNOWLEDGEMENT Your Logo Dear Jack, Thank you for your very generous pledge of $ to our building fund. Your support helps us achieve our goal of 100% funding for research which will someday help to find a cure for this deadly illness. We d like to invite the entire Dunn family to our fundraising gala this fall, so you can meet your fellow donors. Thanks again for your support. SPECIAL EVENT CONFIRMATION Your Logo Dear Dianne, Thank you for sponsoring a table at our recent auction. Your generous gift of $ helps us achieve our goal of 100% funding for research which will help to find a cure for this deadly illness. We d like to invite the entire Feinstein family to join us...as celebrate Jones family to Thanks again for next year s annual Sincerely, Sincerely, General Ledger STEP 3: Manage Gifts can be reported in many ways, including by designated GL codes, as shown on this report. They can then be easily posted to your accounting system. DonorPerfect s optional Accounting Interface Module allows you to import your Gift transactions to QuickBooks. 12

14 Comprehensive Donation Processing Donor gift History Review the Entire Giving History of Any Donor Every gift and pledge, including the amount, solicitation method, gift restrictions and gift type, is recorded and summarized. Soft Credits Powerful Soft Credits Any gift can be designated easily as a soft credit to an unlimited number of other donor records. This allows you to notify, recognize, and track matching gifts and tribute giving, as well as recognize donors who influence others to give. SmartActions TM Extend Your Donation Processing Automation with DonorPerfect! SmartActions allows you to set up actions that your DonorPerfect system will carry out automatically when specific conditions are met. For example, if a gift of $500 or more is entered (the condition), an notification is sent to the Development Director and a call is set up in the DonorPerfect Online Contact Manager (the action). Actions include: Send out an notification Create a Contact or Other Info record Update a field Display a pop-up message Open a new browser window and display a specified URL 13

15 Matching gifts Double the value of eligible gifts with this web-based database of matching gift programs and guidelines. Using this service, you or your donors can quickly and easily research employer matching gift programs. Track and Manage Memberships DonorPerfect can track and manage members just as easily as donors. Reports include membership rosters, lapsed memberships, income analysis, membership analysis (by income or counts), premium fulfillment, and upgrades and downgrades. 14

16 Comprehensive Donation Processing Automated Pledge Processing - DonorPerfect Tracks Future Payments for You. Every aspect of managing one-time or periodic payment pledges is made easier with DonorPerfect. OTHER HIGHLIGHTS: Donation Processing Optical Character Recognition (OCR) scanning Split gifts Collect Fees anywhere with DonorPerfect Mobile App Batch audit trail Deposit slips Any pledge payment schedule, even irregular ones, can be accommodated. DonorPerfect automatically tracks pledge balances, prints reminder letters, and tracks delinquent pledges. Budgeting and cash flow projections can be enhanced with reports like this that analyze current pledges. This analysis is very useful for individual and grant cash projections. 15

17 Online Fundraising WebLink TM : Forms for online donations, registrations, memberships, item sales, volunteers, and more. FREE with your DonorPerfect system! Unlimited forms completely integrated with DonorPerfect Automatic or manual data download Solicitation, campaign, GL, and other codes auto-applied to payments for easy filtering and reporting in DPO Over twenty easy-to-use nonprofit form templates WebLink Form Styler TM. included for you to edit form colors, layout and fonts no web design experience needed Automatic donation and registration receipts customized with your messaging WebLink Pro availabe as an upgrade to add new or unique fields DonorShops: An online e-commerce and fundraising tool Sell products Custom website Raise money online Integrates with DonorPerfect Goal oriented fundraising Sponsorships Supporter login / portal Integrated Credit Card & Electronic Payment Processing Tools DonorPerfect offers a variety of fully-integrated tools for every type of credit card processing, including one-time payments, automatic collection of monthly pledges, and online payments. NO Credit Card Terminal EZ-EFT NO Separate Software NO Double Entry SmartGive TM : Your solicitations and other s can have smart links that are personalized for each recipient. When clicked, your constituent s information is pre-populated in the online form. You can also include SmartGive TM URLs in printed mailings as well. Insta-Charge TM : Process credit/debit cards (even e-checks) directly from DonorPerfect. EZ-EFT TM : Automate recurring gifts and pledge collections to improve donor retention. All Processing Tools Use SafeSave TM All credit card and bank account data is securely processed and stored on our PCI-certified gateway which eliminates concerns associated with storing cardholder data on your computers.

18 Powerful Reporting & Analysis Sophisticated and Flexible Tools to Help You Report and Evaluate Your Results Use any of our vast assortment of pre-designed reports to track your donors and results. You can easily modify and create your own unique, and professional reports with DonorPerfect s Custom Report Writer. Campaign Effectiveness Reports such as these help you analyze your fundraising efforts by solicitation method and/or campaign. Every DonorPerfect report can be generated using absolutely ANY criteria you desire. Donation Summaries and Analyses A wide assortment of reports break down your donations by giving levels, fund designation, or other criteria. Reports help you understand trends, improve campaigns, and make better decisions for future fundraising efforts. Report Export Report Export Any report can easily be exported to a spreadsheet for further analysis or graphing, or as a PDF or HTML file for publishing to your website or ing to your board. 17

19 Report Hyperlinks This solicitation analysis demonstrates how DonorPerfect allows you to quickly drill down to view greater detail. Grant Tracking DonorPerfect provides detailed reports to track grant requests, funding status and critical dates. Constituent Reporting / Donor Retention Reports on individual donors and their giving histories can also be quickly produced. These are samples of a Five Year Giving Report and a LYBUNT Report (Last Year But Unfortunately Not This Year). Use these reports to improve donor retention. It s less costly and more likely to get donations from previous donors than new donors. Smart Analytics TM Custom report writer Although DonorPerfect includes many pre-designed reports, our Smart Analytics TM Custom Report Writer allows you to easily modify reports or design your own professional reports, which can be saved, modified and run again. Choose any field, including user-created fields Sort, select, subtotal, and group on any fields Generate your customized report with whatever headings and totals you want Schedule report distribution to key stakeholders 18

20 Powerful Reporting & Analysis SideBar Reporting What if you could take something you do at work every day, and produce better results in one-fifth the time? That s what SideBar Reporting can do for you it makes building selection filters easy and efficient! Similar to travel websites, SideBar Reporting enables you to change parameters on the fly to quickly view new information. You can enter filter criteria, view the report, and refresh the report with different criteria without ever leaving the report screen! Plus, you can graph some of this data right there on the screen, instead of exporting to Excel, to gain a better understanding of the data and make better decisions. Benefits & Features Quickly change filters and selections and view results on the same screen Generate charts on-screen for quicker absorption of data Reduce mouse clicks by 80% to save reporting time Test filters, selections & scenarios before running longer reports Available for most Listings, Financial asn Custom Reports Along the left, you may configure the report options such as the sort order, the Report Header, or other applicable options. Also along the left, you can enter filter criteria directly into the SideBar fields such as Amount of Gift, Gift Date, etc. Then view the results in your report that match your filter on the screen, in Word, or in Excel. 19

21 Dashboard Allows You to: Track key fundraising metrics at a glance Drill down for more details Set up views by user or organization Choose from multiple widget formats Keep track of what s most important to you Social Media Integration DonorPerfect s social media integration enables you to update a donor s information on-demand in your DonorPerfect database to their Facebook and Twitter accounts, and store a link to their LinkedIn profile in the Stay Connected section of DonorPerfect. Twitter Integration Send tweets from within DonorPerfect View Tweets, follow, send direct messages, & view followers Benefits Now you can keep up-to-date on all of your constituents recent activity and information, as well as keep in touch with each of them personally. Plus, you can reach out to your most connected donors by tracking who has the most friends or followers. For example, someone who may not be your target for a major donation could be the perfect person to help spread your communications (upcoming events, new campaigns, breaking news, etc.). 20

22 Implementation and Support Training Data Conversion and Enhancement Services We know how important it is to get your existing information transferred successfully to your new fundraising software. Our Data Services Team has the experience and tools to get the job done right. Whether you are moving from a simple Excel spreadsheet or combining data from a wide variety of legacy applications, we can provide a free, no-obligation data conversion quotation. In addition to importing client data, our data conversion services include: Combining databases List enhancement (CASS certification, Zip+4, NCOA, deceased record notification, prospect research) Merging, purging and de-duping Establishing consistent coding of donors Phone appending and area code updating Demographic data appending and deceased records notification Other database cleanup The cost of a data conversion is based on the volume of records, quality of data, and services to be performed. DonorPerfect Software made my job so much easier by having everything at my fingertips. Karen Duell Community Blood Center/ Community Tissue Service Our Training professionals are ready to help you get the most from DonorPerfect. We offer a variety of training options designed to meet each client s individual needs and budget. Webinars Virtual classes that use the Internet to bring our professional training services to the convenience of your desktop. Regional Classes Regularly scheduled regional training classes offer hands-on training in computer labs throughout the country. We offer classes for new as well as experienced users. Individualized Training We also offer individualized training on-site or on a virtual basis. These options are most appropriate when you have specialized training needs or prefer training with your system and data. On-Site Training: Face-to-face training at your site is often a desirable way to train a group of your staff together. Virtual On-Site Training: Using desktop-sharing technology, we remotely observe your computer s screen, seeing what you see and talking you through each step, While using your system and data. One-on-One Training: Sign up for a 50 minute one-on-one session scheduled during regional training classes. Support DonorPerfect is backed by the best Support Team in the industry. They re like having another staff member that can assist you with any questions you have about the software, reporting, best practices, and more. We offer a variety of Support plans designed to meet each organization s budget and service requirements. All our Support plans include: Unlimited support by phone, chat or Automatic, free regular product updates and enhancements State-of-the-art remote web assistance tools Monthly etips and periodic client newsletters Clients Only web site for news, downloads, User Forum, FAQs, and other client resources Support ticket tracking system to keep you updated on your incidents via 21

23 Want to Learn More? We invite you to review our interactive demo. Afterwards, call to schedule a personal demonstration of DonorPerfect s capabilities. Our software consultants will guide you through our working evaluation program and answer any questions you have. Let s get started! Call (800) ! The Company Behind DonorPerfect SofterWare, Inc., based in Horsham, Pennsylvania, is a leading provider of software to nonprofit organizations, with over 13,000 clients throughout the world. We were founded in 1981 with a mission to develop and support software that is easy to learn, easy to use, and adaptable to users unique needs. The company has grown over 30 years from a small entrepreneurial business to a $35 million+ privately-owned company. We have no outside investors or shareholders, so our only commitments are to our clients and our staff. We credit our longevity and success to our team s dedication to providing complete customer satisfaction through outstanding products and services. SofterWare s staff of over 170 professionals (not all pictured) includes programmers, trainers, support teams, and account managers, many of whom have had first-hand experience working with and for nonprofits. The combined expertise, dedication, and longevity of the staff are some of SofterWare s primary competitive advantages. For more information on SofterWare and its products, please visit For more information on DonorPerfect, please visit

24 DonorPerfect Major Features Information-Management Constituent Relations Management User-defined fields and screens Relational household records Unlimited names and addresses Cross-reference records Web site links Membership Renewal notices Track upgrades and lapsed memberships Statistical analysis Membership lists and reports ID cards Volunteers Volunteer assignments Hours and dates of service Scheduling Recognition reports Alumni and Students Class lists Phon-a-thons Maiden names Multiple addressing School reporting module DonorPerfect Mobile Free app for ios and Android devices Collect payments anywhere Fundraising Efforts Targeted Mailings and Address labels Bulk mail reports ZIP code bundles Personalized communications Mail house exports Insta-Merge Broadcast s and faxes Grant Tracking Proposal management Status reports Foundation profiles Cash flow analysis Contact Management Tickler file Appointment reports Unlimited notes Major donor profile reports Moves Management** Hosted File Storage** Attach documents to records Major Features Social Media Integration** Facebook, Twitter and LinkedIn Special Events Dinners and galas Auction reports Golf tournaments Walk-a-thons, bike-a-thons, etc. Sponsor levels Table/seat assignments Event summary reports DonorSearch* Integrated prospect research tools and weath screening Access to Donations records E-Marketing and Tracking Seamless integration of lists and campaign data with Constant Contact TM Easily create HTML-based s, newsletters and more! No programming or graphic design experience needed Tracks opens, click-throughs, bounces, etc. Donation Processing Gift Management Automated acknowledgements and receipts Soft credits and split gifts Integrated Credit Card Processing EZ-EFT Preauthorized pledge fulfillment by credit card/direct debit DonorShops* Personalized Fundraising webpages for supporters, board members, events Insta-Charge Virtual terminal for processing payments WebLink Online Forms Online gifts, tribute giving, memberships, ticket sales and item sales Tribute giving Batch audit trail Deposit slips Quick gift entry Pledge Processing Unlimited payment schedules Automated pledge reminders Delinquent pledge reports Cash flow projections Quick pledge entry SmartActions ** Business Rules for DonorPerfect Online Matching Gifts* Web access to employer matching gift data Reporting and Analysis Campaign and Solicitation Effectiveness Solicitations and appeals General Ledger summaries Giving analysis Donation Summaries and Analyses Pledge tracking Capital campaign analysis Major donor analysis Constituent Reporting Cross-tabulations and graphs Relationships and affiliations Over 100 reports included! SideBar Reporting Change report filters on the fly Smart Analytics Custom Report Writer** Modify any pre-designed or standard report Create your own reports Easily select fields, sorts and queries Column totals and sub-totals Integration Tools Import Module Add or update donor and/or gift data XML Toolkit** Real time synchronization of data with website or other applications Accounting Interface** Integrates with QuickBooks Export Reports in PDF, spreadsheet or document formats Create files containing selected constituent data via Custom Report Writer * Available as additional modules. ** Included with some DonorPerfect Online bundles. Additional option for others. (800)