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Supporting �our mission �with smart internal investments

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Recommendation to the board

Invest in a constituent relationship management (CRM) system that is specific to nonprofits and fundraising
Transfer fundraising data from disparate tools into one central, shared location

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Opportunities for improvement

We can make better-informed, strategic decisions when our data is clean and ready for use, and leading CRMs offer pre-built reports for effective data analysis
Our current tools aren’t adequate for our needs

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Opportunities for improvement

We’re leaving money on the table when our fundraiser(s) spend time and energy on administrative tasks and data management that can be automated, instead of building and maintaining key donor relationships or crafting strategically targeted solicitations
Our fundraising growth could double the national average in just one year by switching to a leading fundraising software solution

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The benefits of a formal system

Time

We’ll be able to spend more time where it matters most: delivering on our mission

Organization

A CRM can serve as a bank of institutional knowledge, and a single source of truth.

Automation

The right CRM will process online donations and automate the thank-you process to ensure gifts don’t fall through the cracks.

Credibility

Consistent branding across receipts, appeals, and thank-yous will strengthen our credibility with donors.

Ease

Streamlining gift processing and grant tracking will significantly reduce our stress and workload around regular audits

Wrestling with data never (insert mission-specific idea here, i.e. fed someone who was hungry, offered vital support for victims of domestic violence). A more efficient system means we can focus even more on serving our community.
We all know that turnover in the nonprofit sector is high, and it comes at an incredible expense in terms of both hiring and losing valuable knowledge. Storing our collective knowledge in a centralized database means new staff will have access to all of the information former staff had, cutting down on learning and training time off the bat.
We can create templates for all of our most frequently-used communications within a good CRM, and having consistency across these pieces will show our supporters that we mean business. Branded, PCI-compliant online donation forms with autofill options that are safe and secure will also help our fundraising efforts grow while making giving a joyful and easy experience for our donors.
Standardized record keeping will offer invaluable support for our accounting (team/staff/volunteer), making audits a much smoother experience

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Recommendation: DonorPerfect

DonorPerfect has 50,000 current users, and their clients have raised over �$100 billion since their founding in 1981
It offers access to a network of industry experts and a community of nonprofit professionals
The system is intuitive and the support team is rated best-in-class
Options for partner integrations, including Constant Contact, ReadySetAuction, and more mean we can manage events, mass communications, and other tasks with ease

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User reviews

DonorPerfect is very easy. When I started with the organization 5 years ago, within 3 weeks I was figuring out how to do everything in DonorPerfect, and their support team is top-notch. They’re excellent.”

-Eden Autism Services Foundation

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User reviews

I love DonorPerfect. When you are looking for a way to ensure that you provide the best customer service to your donors and need some place to capture all of their information, look no further.”

-Milwaukee Youth Symphony Orchestra

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User reviews

I have worked with other programs, and DonorPerfect has, by far, been the easiest to learn and to integrate. But more than that, I love the people who work for DonorPerfect. I feel like I know the people on the team.”

-Colorado Open Lands

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DonorPerfect is in line with our values

Employee-owned and independent since 1981
Team structure means they succeed when we succeed
Social good through �DP Gives Back

DonorPerfect is employee-owned, which means they won’t get bought out by private investors, which can result in abrupt changes to the product or forced upgrades to their more expensive software. We’ve seen this happen with other nonprofit CRMs, and they leave their customers in a lurch.
They also reinvest 20% of their profit in Research & Development to evolve with the industry and implement customer feedback.
They retain 90+% percent of their clients. In fact, client referrals, and nonprofit staff that move to new nonprofits are their best source of new customers because they insist on using DonorPerfect.
DonorPerfect earns most of its revenue through gift transactions and donation processing, meaning they are truly invested in our fundraising success. When we do better, they do better, too.
DonorPerfect walks the walk - they support their clients and local nonprofits through outright donations, employee matching gifts, and offer their staff paid time off to volunteer for the causes that mean the most to them.

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The value of our investment

DonorPerfect helps clients save up to 15 hours per week on administrative tasks
Clients report doubling or even tripling their constituent base after switching to DonorPerfect
Raising more money in less time means we’ll have the energy and resources to not just survive, but thrive

A part time employee at 15 hours/week would cost us around $X per month (lowest estimate is $7.25/hour, $108.75/week or $435/month - make sure to adjust this to your region’s minimum wage or your organization’s pay ranges).

With DonorPerfect packages starting at $99 per month, we could save over $4,000 (swap out with your organization-specific number) each year in administrative costs alone

As our donor base grows, so too will our ability to serve our community. They’ll help us raise more money, of course, but it also means a wider pool from which we can recruit volunteers, new board members when needed, and solicit ideas from more people who care about us and the work we do.
Freeing up staff time and energy from rote tasks means we’ll be free to get creative, brainstorm and test innovative ideas, and spend our time on meaningful projects. This is good news for both our mission and staff retention - another potentially huge cost-saving measure.
ROI calculator for more savings estimates that are specific to your organization: https://www.donorperfect.com/fundraising-software/return-on-investment/

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Pricing and next steps

STEP 1

Review and accept proposal (month-to-month, no termination fees)

STEP 2

Initial deposit then set up monthly or annual payments

STEP 3

Meet with Onboarding Coordinator to start data transfer and onboarding process

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Thanks!

Any questions?

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