DonorPerfect
by SofterWare, Inc. · Nonprofit & Public Sector
Cloud-based donor management and fundraising CRM built for nonprofit organizations.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
Sage IntacctQuickBooks OnlineQuickBooks Desktop- Deployment
- Cloud
- Company size
- SMB, Mid-market, Enterprise
- Pricing
- Subscription (tiered: Core / Plus / Pro)
- Founded
- 1981
- Headquarters
- Fort Washington, Pennsylvania, United States
Overview
DonorPerfect is a cloud-based donor management and fundraising CRM built by SofterWare, Inc., a privately held company that has focused on nonprofit software since 1981. It is aimed at nonprofits of all sizes, from small grassroots organizations to large multi-chapter charities, and the vendor reports serving more than 11,000 nonprofit organizations and 75,000+ fundraising professionals.
The product centralizes donor records, gift and pledge tracking, online and offline donation processing, event and volunteer management, and reporting in one system. Every subscription tier bundles Constant Contact email marketing, and higher tiers add moves management, batch gift entry, enterprise direct-mail segmentation, and custom API access. A companion DP Mobile app supports on-site donation capture and donor lookup at events.
DonorPerfect connects to accounting systems through prebuilt QuickBooks Online and QuickBooks Desktop integrations included with most plans, and through Sage Intacct Fundraising powered by DonorPerfect, a data connector that moves donor and transaction records from DonorPerfect into Sage Intacct for organizations running that financial platform. Additional partner integrations cover payment processing, auctions and events, prospect research, and volunteer management.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from SofterWare, Inc..
Features & capabilities
Donor & Gift Management
Core CRM for tracking donors, gifts, and pledges.
- Centralized, sortable donor database
- Donor Score (0-100 engagement rating)
- Unlimited custom fields with field-level access controls
- Duplicate donor detection and record merging
- Tribute, honorarium, and memorial gift tracking
- Moves management and major-donor pipeline (Plus/Pro plans)
- Batch gift entry with donor lookup
Online Giving & Payment Processing
Donation forms and payment handling for one-time and recurring gifts.
- Customizable, branded online donation forms
- Digital wallet payment options
- Automatic monthly giving with expiring-card auto-updates
- PCI-compliant payment gateway processing
- DP Text text-to-give
- Event registration tied to donation forms
Email Marketing & Donor Communications
Built-in email marketing and acknowledgment tools.
- Constant Contact email marketing bundled in every plan
- Custom fundraising email templates
- Donor Journey Builder for multi-touch campaigns
- Open and click-through rate tracking
- AI-assisted email content creation
- Automated gift receipts and video thank-you acknowledgments
Reporting & Dashboards
Standard and custom reporting on fundraising performance.
- 70+ standard reports with scheduled delivery
- Unlimited custom reports (scheduled-report volume varies by tier)
- 25+ standard dashboard graphs and widgets
- Visual fundraising goal tracking
- Calendar-based task and deadline reporting
Mobile & Data Management
Field access and administrative data tools.
- DP Mobile app for on-site donation capture and donor lookup
- Donors Near Me location-based report
- Automatic task assignment with due dates and reminders
- Four-step Excel import process
- Hosted document storage on donor records
- User access restrictions and password/IP controls
Volunteer & Event Management
Coordination tools beyond core fundraising.
- Volunteer database and coordination tools
- Virtual and in-person event management
- Auction and ticketing partner integrations (ReadySetAuction, SimpleTix, BirdEase)
- Crowdfunding support
Common use cases
- Centralizing donor and gift records for a nonprofit's whole fundraising team
- Automating monthly/recurring giving with expiring-card handling
- Running branded online donation forms and event registration
- Syncing gift and financial data with QuickBooks or Sage Intacct instead of manual re-entry
- Segmenting and emailing donor lists via the built-in Constant Contact integration
- Coordinating volunteer records alongside donor and gift data
- Tracking major-donor and moves-management pipelines on Plus/Pro plans
Strengths & considerations
Strengths
- Constant Contact email marketing bundled into every plan rather than sold separately
- Native QuickBooks Online/Desktop and Sage Intacct Fundraising integrations for accounting sync
- Free PCI compliance program to help client nonprofits meet card-data security standards
- Over 40 years focused solely on nonprofit fundraising software (SofterWare, founded 1981)
- DP Mobile app for on-site donation capture and donor lookup at events
ERP integrations
Sage Intacct Fundraising powered by DonorPerfect transfers donor and transaction data from DonorPerfect into Sage Intacct.
Posts gifts and financial summaries from DonorPerfect to QuickBooks Online automatically; included with most subscriptions.
Pricing
Exact tier pricing is quote-based by nonprofit size and feature needs. Plus adds QuickBooks integration, moves management, and up to 5 scheduled reports; Pro adds custom API access, enterprise direct-mail segmentation, and up to 100 scheduled reports. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Compliance
- PCI DSS
- Mobile app
- Yes
- Languages
- English
About the vendor
- Founded
- 1981
- Headquarters
- Fort Washington, Pennsylvania, United States
- Ownership
- Private
- Notable customers
- YMCA, Habitat for Humanity, United Way, Feeding America, Humane Society, Boys and Girls Clubs
Alternatives to DonorPerfect in Nonprofit & Public Sector
DonorPerfect — frequently asked questions
Does DonorPerfect integrate with QuickBooks?
Yes. DonorPerfect includes prebuilt integrations with QuickBooks Online and QuickBooks Desktop with most subscriptions, posting gift and financial summary data automatically so nonprofits avoid duplicate entry.
Does DonorPerfect connect to an ERP like Sage Intacct?
Yes. Sage Intacct Fundraising powered by DonorPerfect transfers donor and transaction data from DonorPerfect into Sage Intacct, for organizations that need enterprise-grade financial management alongside fundraising.
What does DonorPerfect cost?
Three tiers - Core, Plus, and Pro - start at $99/month. Plus adds QuickBooks integration and moves management, and Pro adds custom API access and up to 100 scheduled reports. Exact tier pricing requires a custom quote based on organization size.
Does DonorPerfect offer a mobile app?
Yes. The DP Mobile app lets fundraisers view donor profiles, record engagement activity, and accept on-the-spot donations from a phone or tablet.
Is DonorPerfect PCI compliant?
Yes. Payment processing runs through a PCI-compliant gateway via partner Network Merchants Inc., and DonorPerfect offers a free PCI compliance program to help client nonprofits meet card-data security standards.
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