Path to Success
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.
#2. Data Entry 101
#3. Importing 101
#4. Receipting 101
#5. Receipting 101 – Canada
#6. Reporting 101
#7. Payment Processing 101
#8. Report Foundations
#9. Listing Reports
#10. Export the Data You Want
#11. Creating a Mailing List
#12. Financial Reports
Foundation Series
Managing Event Details
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
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