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.

Donor Engagement

End of Year

Managing Event Details

Givecloud Express Events & Registrations

Givecloud Express Events & Registrations

Hello and welcome to our On Demand webinar where we will be reviewing the Givecloud Express event registration page and …
Classic Forms in DonorPerfect for Events Series

Classic Forms in DonorPerfect for Events Series

Where yesterday’s topic was events management, and we actually touched heavily on today’s topic of DP Online Forms 101, what …
Managing Event Details in DP

Managing Event Details in DP

Hello, everybody. Good afternoon. Welcome, welcome, welcome. While everybody is filing in here today, hope you’re in the right place …
How to Launch a Successful Crowdfunding Campaign

How to Launch a Successful Crowdfunding Campaign

Okay, it is one o’clock now, Eastern Time. Glad to get started with everybody. Want to introduce myself and what …
ReadySetAuction...GO!

ReadySetAuction…GO!

So fantastic. It is now one o’clock Eastern time, everybody. So we are going to get started. Norma says we …
ReadySetAuction @Event & Wrap Up DP

ReadySetAuction @Event & Wrap Up DP

Good morning or good afternoon, everybody. My name is Arlene Lessee. I’m a member of the training team here at …

Monthly Giving Series

Managing Event Details

Givecloud Express Events & Registrations

Givecloud Express Events & Registrations

Hello and welcome to our On Demand webinar where we will be reviewing the Givecloud Express event registration page and …
Classic Forms in DonorPerfect for Events Series

Classic Forms in DonorPerfect for Events Series

Where yesterday’s topic was events management, and we actually touched heavily on today’s topic of DP Online Forms 101, what …
Managing Event Details in DP

Managing Event Details in DP

Hello, everybody. Good afternoon. Welcome, welcome, welcome. While everybody is filing in here today, hope you’re in the right place …
How to Launch a Successful Crowdfunding Campaign

How to Launch a Successful Crowdfunding Campaign

Okay, it is one o’clock now, Eastern Time. Glad to get started with everybody. Want to introduce myself and what …
ReadySetAuction...GO!

ReadySetAuction…GO!

So fantastic. It is now one o’clock Eastern time, everybody. So we are going to get started. Norma says we …
ReadySetAuction @Event & Wrap Up DP

ReadySetAuction @Event & Wrap Up DP

Good morning or good afternoon, everybody. My name is Arlene Lessee. I’m a member of the training team here at …

Foundation Series

#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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The power of thank yous

#5. Receipting 101 – Canada

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#6. Reporting 101

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#7. Payment Processing 101

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A man working on Report Foundations.

#8. Report Foundations

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The thumbnail for Listing Reports in OnDemand webinars.

#9. Listing Reports

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#14. Export the Data You Want

#10. Export the Data You Want

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#13. Creating a Mailing List

#11. Creating a Mailing List

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Financial Reporting

#12. Financial Reports

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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

A woman using Managing Event Details in DP for On Demand Webinars.

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 for On Demand Webinars

Classic Forms in DonorPerfect for Events Series

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ReadySetAuction...GO!

ReadySetAuction…GO!

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ReadySetAuction @Event & Wrap Up DP

ReadySetAuction @Event & Wrap Up DP

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Givecloud Express Events for the On Demand webinars

Givecloud Express Event Fundraising Solution

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Managing Event Details

A woman using forms.

Online Forms in DonorPerfect

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A woman using classic forms.

Classic Forms in DonorPerfect

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A man using Givecloud.

Givecloud Express Donation Form

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2 people working on the computer.

Online Forms for Canada

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Online Giving Solutions

US EOY Tax Emails

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US EOY Tax Letters

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Consolidated Canadian Receipts

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A man using On Demand Webinars for Canadian EOY Receipts.

Consolidated Canadian Receipts (French)

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End of Year

A woman merging duplicates.

Merging Duplicates

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A woman using Batch Gift Entry.

Batch Gift Entry

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A woman on a laptop using Quickbooks for On Demand Webinars.

DonorPerfect and QuickBooks Online

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A woman using Tributes for the On Demand Webinars.

Tributes in DonorPerfect

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Women working on managing pledges for On Demand Webinars.

Managing Pledges in DonorPerfect

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A man using Calculated Fields for On Demand Webinars.

Calculated Fields

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Data Management

A woman using volunteer tracking.

Volunteer Tracking

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A woman using moves management.

Moves Management

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A woman using DonorPerfect and Constant Contact.

DonorPerfect and Constant Contact

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A man working on Contact Management for the On Demand webinars.

Contact Management

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The Smartactions thumbnail for ondemand.

SmartActions

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Donor Engagement

The thumbnail for Grant Tracking for On Demand webinars.

Grant Tracking

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OnDemand report builder.

Easy Report Builder

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SmartAnalytics

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A woman working on Segmentation.

Segmentation

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Additional Webinars

CFRE Logo 2024

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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