Path to Success

On-Demand Webinars

Get comfortable completing daily tasks in DonorPerfect.

Webinar Tracks

Through a series of step-by-step videos that are easy for you and your team to understand, each of our on-demand webinar tracks allow you to see, up close, what DonorPerfect can do for you. From data entry, reporting, and beyond, get the information you need when you need it.

Structure your own success

Our foundation series is designed to teach new DonorPerfect users needed skills to achieve immediate results. We will provide you with the framework to put efficient processes into place.

We recommend viewing the webinars in each series in numbered order.

#1. What is DonorPerfect?

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#2. Data Entry 101

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#3. Importing 101

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#4. Receipting 101

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#4. Receipting 101 – Canada

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#5. Basic Reporting 101

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#6. Online Forms in DonorPerfect

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#7. Classic Forms in DonorPerfect

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#8. Payment Processing 101

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#9. The Power of Thank Yous

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#10. Finding the Data You Want 101

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#11. Finding the Data You Want 102

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#12. Using DP Reports

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#13. Creating a Mailing List

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#14. Export the Data You Want

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#15. Financial Reporting

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Foundation Series

Beginning Steps of Monthly Giving

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Online Forms for Monthly Giving

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Communicating with Donors About Monthly Giving

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The Ins and Outs of Monthly Giving Webinar

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Reporting on the Success of Monthly Giving

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Monthly Giving Series

Managing Event Details in DP

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How to Launch a Successful Crowdfunding Campaign

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Classic Forms in DonorPerfect for Events Series

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Preparing for Events

US EOY Tax Emails

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US EOY Tax Letters

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Consolidated Canadian Receipts

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End of Year

ReadySetAuction…GO!

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ReadySetAuction @Event & Wrap Up DP

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ReadySetAuction

Merging Duplicates

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Batch Gift Entry

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Volunteer Tracking

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Moves Management

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DonorPerfect and Constant Contact

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Additional Webinars

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CFRE

DonorPerfect webinars and online classes are eligible for education points toward your Certified Fund Raising Executive (CFRE) International certification. Gaining credits through CFRE International shows that you are an informed fundraising professional committed to ethical practices, industry accountability, and doing good.

Track your credits