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Real help as you set up and use DonorPerfect

With DonorPerfect, you’ll have a responsive team working alongside you to get your fundraising CRM in place and ready for your day-to-day work.

Expert guidance you can rely on

We’ve helped thousands of nonprofits of all sizes get started with DonorPerfect. Your onboarding team will respond to your questions, guide you through setup, help you make informed decisions, and give you the tools to build a system that supports your fundraising.

Get up and running

We’ll walk you through each part of the setup—from organizing your data to accepting donations—so you can work through the process with clear direction and expectations.

Step #1

Work with your onboarding coordinator

Your dedicated coordinator keeps your onboarding on track, provides updates, and connects you with the right specialists so you always know what’s next.

Step #2

Build a system for your organization

We take the time to understand your goals and empower you to set up DonorPerfect to support how your team manages donors and fundraising.

Step #3

Prepare and transfer your existing data

If you select our data transfer service, a specialist will help map and move your data. Credit card migration is also available for organizations with at least 25 stored cards.

Step #4

Start accepting donations

We’ll guide you in setting up payment processing and an online donation form, so you’re ready to accept gifts and automatically record them in DonorPerfect.

Step #5

Train your team

Join live onboarding classes designed for new customers or learn the basics through foundational on-demand webinars so your team can learn to use DonorPerfect effectively.

Step #6

Continue building over time

As you use DonorPerfect, you can expand and refine your system to fit your needs with personalized training or Professional Services.

We are very happy with DonorPerfect and how easy it is to use.”

– Susan O., Donor Relations and Marketing Coordinator

Help and resources for everyday use

Once you’re up and running, you’ll have a team you can reach and resources to help you get the most out of DonorPerfect and continually improve your fundraising.

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Talk to a real person

Connect with top-rated DonorPerfect experts by chat, email, or phone when questions come up.

Find answers anytime

Sign up for classes, search the knowledgebase, or watch on-demand sessions for guidance.

Explore free resources

Access blogs, templates, checklists, and guides to help you plan and grow your fundraising.

DonorPerfect’s excellent customer service is why I always recommend it to others.”

– Beth B., Outreach and Development Coordinator

Trusted by organizations like yours

Over 75,000 nonprofit professionals trust DonorPerfect, and many raise up to 25% more in their first year. Proudly employee-owned, we focus on customers—not investors—so we deliver the experience you rely on.

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Get started with DonorPerfect

When you choose DonorPerfect, you’re getting a donor management system—and a team that helps you set it up, use it, and continue improving over time.