FUNDRAISING GROWTH PLATFORM

Transcription

1 FUNDRAISING GROWTH PLATFORM

2 Grow with DonorPerfect DonorPerfect fundraising growth platform empowers you to achieve the goals that are meaningful to your organization. Whether you re a new nonprofit or an established entity, your DonorPerfect growth platform can be scaled and molded to serve your fundraising needs today and expand with you over time. Gain insight into donors Enhance the quality and value of your data. Improve online fundraising Expand your network and boost revenue. Engage and develop donors Get the word out with multi-channel communications. Boost revenue from fundraising events Make giving a main attraction. Improve donor retention Turn one-time donors into lifetime supporters. Make time for what matters most Streamline operations with time-saving administrative tools. 1

3 Growing with DonorPerfect is easy. Your growth hub is packed with all the features you need to get organized, save time, and raise more money for your organization. Our team designs your core system to effectively manage your data and supercharge your fundraising initiatives. Growing with DonorPerfect is personal. Your nonprofit is one of a kind, so don t settle for a system that can t mold to meet your needs. DonorPerfect includes a core donor management system with integrations and extensions we call growth tracks. Growth tracks chart your next steps based upon the goals you d like to achieve, such as donor retention, donor engagement, online fundraising, events, financial reporting and accounting, and donor data enrichment. Growing with DonorPerfect is affordable. With DonorPerfect fundraising growth platform, you only pay for the features you use. Your core system is comprised of essential fundraising capabilities and how you build upon it from there is entirely up to you. easy personal affordable 2

4 The Complete Solution for Growing Nonprofits Donor Data & Insights Online Fundraising Constituent Engagement Your Growth Hub Fundraising Events Operational Efficiency 3

5 Your Growth Hub DonorPerfect s core system is built to grow with you. Equipped with donor management functionality, integrated gift processing, and custom reporting, it acts as a growth hub and central starting point for all of your fundraising and engagement efforts. Save time through seamless automation. Designed to keep you organized and save you time, DonorPerfect enables you to access the information you need in seconds on any desktop or mobile device. With DonorPerfect, you can automate your most time-consuming administrative tasks including receipting, pledge processing, and reporting. Break down data silos. Best of all, DonorPerfect manages all of your data in a single, secure cloud-based system, which ensures that your staff members are always equipped with the most up to date information no matter where they re based. growth 4

6 Everything in One Place With DonorPerfect s Growth Hub, you can manage donations, contacts, receipting, reporting, , and all of your fundraising initiatives from the same place. Tracking information about donors, prospects, volunteers, staff, and all of your other constituents will allow you to make informed decisions that maximize fundraising results. Most Awarded Fundraising System Your Growth Hub also enables you to: Benefit from constituent relationship management features such as bio and contact information Target the right constituents with appropriate messaging Enable everyone to contribute to the maintenance of keeping accurate constituent addresses, phone numbers, addresses, etc. Ensure that constituents don t receive duplicate mailings Reference a single, updated history of contacts and financial transactions Create pop-up alerts and reminders, send s, enter data into fields, and launch websites automatically Deliver multi-channel messaging to your donors via direct mail, , and texting 5 The fact that everything for report building is in one place makes the entire process MUCH easier. plus DonorPerfect Was the Only Solution that Received an Excellent Rating in the Features and Functionality that Matter Most to Nonprofits. EXCELLENT ADDING AND TRACKING DONATIONS EXCELLENT PROSPECTING AND PROPOSALS - Sarah, Global Teams See the whole report at donorperfect.com/top-rated

7 Organized According to You from the Start Your organization is unique, so why wouldn t you treat your fundraising software the same way? We set up your DonorPerfect system they way you want it. Our team of implementation professionals will review your forms, procedures, and specific data tracking requirements and personalize your system to meet your needs. Our team ensures a smooth and efficient process to reduce errors and minimize wasted time. As your needs change, DonorPerfect is designed so that you can easily customize screens, reports, selections, and more on your own with no programing required. Know Your Donors, Grow Your Donors Your Growth Hub is equipped with integrated online gift processing through DonorPerfect Payment Services, so you can record donor information, activity, and gifts automatically. DonorPerfect Payment Services ensures that all of your data is recorded correctly and stored in the appropriate donor records so you can stay organized and feel confident knowing that your gift reporting is accurate and up to date. Your reports can tell you who has given recently, who gives the most, and whom you d like to reengage, along with other critical fundraising metrics. 6

8 Integrated Gift Processing Your DonorPerfect Payment Services Account is included with your DonorPerfect system. All you have to do is activate it! Choose DonorPerfect Online Forms, and: Save lots more time thanks to integration. Get the full donation through Donor Covers Costs. Accept recurring gifts with no donor login required. Choose from over 25 pre-designed, mobile-responsive templates and customize with your logo and colors! Recurring Gift Processing/ Monthly Giving Take the hassle out of processing monthly gifts, pledges, and membership renewals with pre-authorized payment processing that s fully secure, PCIcompliant, and integrates with DonorPerfect. In Person and Over the Phone Gift Processing Instantly authorize credit card and bank account gifts in person and over the phone through DonorPerfect. Perfect for one-time donations, this tool sends gift and donor information right into your DonorPerfect system. Pre-Filled Donation Links SmartGive links make online giving easier and faster for your donors. With this time-saving feature, you can generate form links that are pre-filled with donor information, so they can give in seconds. Account Updater Service Increase processing success and save time by eliminating the need to manually track and update expired or replaced credit cards. With Account Updater, you ll process more recurring gifts without any extra administrative work. Credit/Debit Cards And Checks No matter how your donors choose to give and process - whether by credit or debit cards, ACH e-check bank transfers, or even paper checks - you can accept donations directly through DonorPerfect. DonorPerfect Online Forms can be used for donations, event registration, memberships, volunteer signups, surveys, and more! r 7

9 Report Center Acting as a central hub for all-things reporting, Report Center enables you to access the information you need with ease by organizing all reports within a single dashboard. Report Center stores all of your critical data right at your fingertips. Report Center features: Standard Reports: These provide the actionable data that nonprofit organizations need most, including donor retention, lapsed donors, lifetime value of a donor, top donors, and campaign/solicitation analysis. Favorite Reports: Add your most frequently used reports to your Favorites so you can get to them in seconds. Quick Filtering: Using the sidebar filter, you can report on data by date range, gift amount, and any other criteria you choose. Easy Report Builder: Creating your own reports is easier than ever through a simple process that takes the complexity out of customization. My board loves the financial reports I can pull. I turn them into PDF files and them all done within DonorPerfect. - Michelle Hinson, CInstitute for Public Relations Scheduled Easy Reports: Schedule your custom report in Report Center, and it will be automatically sent eports to key stakeholders. Targeted messaging is crucial when you re looking to engage donors. DonorPerfect s reports can help you easily segment your donors based on their giving history and donor attributes, so you can ensure that you re reaching out to the right people with the right messaging every time. 8

10 Sophisticated Campaign & Fundraising Analysis Monitor campaigns and solicitations, track donor giving, and stay on top of grants. Easily export reports to PDF, Word, and spreadsheets for charts and graphs. Analyze your fundraising efforts by solicitation method and/or campaign with campaign effectiveness reports. Break down your donations by giving levels, fund designation, and other criteria through donation summaries and analyses. Track grant requests, funding status, and critical dates. Produce reports on individual donors and their giving histories quickly and easily. Improve donor retention with reports such as the Five Year Giving Report and LYBUNT Report (Last Year But Unfortunately Not This). 9

11 Grow On the Go with DPMobile DPMobile is designed to equip both development professionals and volunteers to collect donor information and gifts on-the-go swiftly and seamlessly. Accept donations in seconds with a quick swipe of a credit card using DPMobile Swipe or key donor information directly into the app. All donor and gift information collected through DPMobile flows right into your DonorPerfect system at the office, so the day after the event you don t have to re-enter data. And thanks to the matching logic built into all DonorPerfect products, there s no need to worry about finding and deleting duplicate records. DPMobile ensures that you ll retain crucial donor details. You can even record voice notes that are translated to text and ready for you in the appropriate donor record the next time you log into DonorPerfect. Available for FREE on ios and Android 10DPMobile

12 Grow Your Most Valuable Relationships DonorPerfect keeps track of all your constituent contacts by storing detailed information, including: Salutations and mailing addresses for primary and secondary residences, as well as workplaces. Do not contact requests. Household members and connections between family members, co-workers, and other relationships. Detailed contact history, including a record of letters and solicitations, calls, and other constituent contacts. In addition to tracking contact information, DonorPerfect s to-do functionality enables you to schedule contacts at a time of your choosing then reminds you or those you designate of contacts that are due. Powerful Segmentation and Targeting Features Focused solicitations reap better results, and DonorPerfect has the powerful and easy-to-use filtering tools you need to precisely target your solicitations. In DonorPerfect, you can filter by any attribute including flags, mail code, solicitation code, and recency or frequency of giving. You can use your chosen filters to create lists and reports. Moves Management Grouping contact activities into a moves management effort enables development staff to plan, coordinate, and track cultivation efforts. Moves management gives you the ability to design, schedule, and carry out a set of contact moves for a group of donors. These moves identify, build relationships, and solicit contributions from prospective donors. Make it Personal DonorPerfect makes it easy to get the word out about your cause and to stay in touch with donors through intuitive, personalized communication tools. relationships 11

13 Merge Letters Merge the exact data you want into mailings, s, and more. Instantly produce personalized letters in Microsoft Word or s for all your constituents or a select group. You can also quickly create an export file of selected records for your mail house. Constant Contact: Professional s, Newsletters, and Analytics Benefit from the nonprofit community s most trusted marketing solution. Constant Contact seamlessly integrates with DonorPerfect and is included free with your subscription. With Constant Contact you can: Create eye-catching s, newsletters, solicitations or constituent alerts with easy-to-use mobile-responsive templates. Target the right recipients based on any criteria, including giving history. Measure the success of your campaigns including opens, bounces, opt-outs, clicks, social shares, and more! Easily upload your list or use our integration to sync your DonorPerfect dynamic lists. Store an unlimited history of campaign and constituent metrics in DonorPerfect. Ensure your message goes through with a 97%+ successful delivery rate. Use free coaching and education from Constant Contact marketing experts who are as committed to your success as you are. Word, Excel, and Outlook Integration Our integrations with Microsoft Word and Excel enable you to export reports and communications formatted exactly the way you want them. Microsoft Outlook users can easily generate DonorPerfect contact entries based on correspondence with donors, while Outlook Calendar integration allows users to export contacts from DonorPerfect to their Outlook Calendars. 12

14 Gain a Partner in Your Growth With DonorPerfect, you re set up for growth from Day One. Our support and professional services teams are here to ensure that you and your team are using your DonorPerfect fundraising growth platform to effectively and efficiently reach your goals. Implementation/System Design A dedicated member of our implementation team will work with you one-on-one to customize your DonorPerfect system to meet your nonprofit organization s unique needs. Personalized Training Tracks by Role and Experience Level Learn and grow with tailored-to-you training options. Make the most of your software investment with helpful training opportunities that fit into your schedule and budget. Advisory Services Stop putting off the dreaded to-dos. Work with a DonorPerfect expert who will lighten your load by performing IT, development, and communications tasks for your organization. They can also equip you to perform these tasks on your own using best practices, handy tools, and time-saving features. fundraise personalized success my gro Top-Rated Phone, , and Chat Support We re here for you any time you need us. Our support team is standing by to answer your questions and equip you with best practices and solutions that will make your work day easier. 13 i

15 Your (Flexible) Investment evolve Growth is a journey, so invest accordingly. Any path to success can run into bumps and detours along the way, and that s why DonorPerfect is always flexible. There s no long term commitment required! wth Upgrade or trim your month-to-month subscription as your needs change and the fundraising landscape evolves. It s that simple. flexible Simplify nvestment 14

16 Go Beyond the Basics with Growth Tracks Think about the goals you want to achieve, then add capabilities to your core system as you choose to pursue them. No matter which growth track you choose, your success is based upon the same end result - growth. DONORPERFECT The essential tools you need to engage and retain your donors, manage fundraising activities, and raise more money online, offline, and in person. + GROWTH TRACKS Additions to your DonorPerfect system that help you achieve more and accelerate your fundraising strategies. Your path from good to great. Extend the power of DonorPerfect into key areas of fundraising to improve your results. Your next best move. Pursue new initiatives as you grow with tools and features tailored to your goals. Your organization s evolution. Move with the ever-changing landscape of fundraising. The latest innovations could be the key to your growth. 15 growth tracks

17 Donor Data & Insights Growth Track Wealth Screening Prospect Research NCOA Custom Reporting Online Fundraising Growth Track Text-to-Give Matching Gifts Crowdfunding Custom Website Creation CORE SYSTEM Donor & Member Management Fundraising Reporting & Analytics Donor Retention & Development Online & Mobile Donation Forms Donation Processing Personalized Communications Mobile App for iphone & Android Automatic Monthly Giving Constituent Engagement Growth Track Advocacy Volunteer Management Alumni Management Fundraising Events Growth Track Operational Efficiency Growth Track Auction Management Ticketing Mobile Card Reader QuickBooks Integration Automatic Check Scanning growth tracks16

18 Get Growing From personal system implementation to the customizable fundraising growth platform, your DonorPerfect experience is designed to supercharge your organization s growth. Remember, there are no long term commitments and learning more is free. So get growing! Call us today at or register for a group demo at donorperfect.com/groupdemo. Check Out Independent Reviews of DonorPerfect See why DonorPerfect consistently earns top marks. Most Awarded Fundraising System