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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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

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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ReadySetAuction...GO!

ReadySetAuction…GO!

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ReadySetAuction @Event & Wrap Up DP

ReadySetAuction @Event & Wrap Up DP

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Givecloud 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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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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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