Name: DonorPerfect Community Conference 2025 [Login Code 2025]
Start: 03/06/2025 01:00 PM +00:00
End: 04/06/2025 10:00 PM +00:00

Since 2007, DonorSearch has provided nonprofit organizations with the information and support that they need for greater fundraising success. Trusted by more than 7,000 active users, DonorSearch is the go-to prospect research company for finding philanthropic information on leading philanthropists.
In 2021 DonorSearch emerged as the de facto leader of nonprofit premium machine learning solutions with the introduction of DonorSearch Ai. In 2022, DonorSearch also became the first to democratize AI/ML solutions to nonprofits of all sizes through their proprietary datasets and models. As of February 2022, all DonorSearch screening services include rankings that go beyond wealth, philanthropy, and connections. DonorSearch now delivers data-driven, science-based scores using client-provided information to measure prospect/donor engagement.
DonorSearch services and products are provided in the form of sophisticated visualization tools, data warehousing, CRM integrations, electronic screenings, detailed prospect profiles, acquisition services, and exceptional client support.

DonorSearch

Every DonorPerfect system comes with a Constant Contact account*, allowing you to take advantage of top-rated email marketing tools that fit right into your everyday fundraising operations. Your donor data is automatically synced with Constant Contact so you can focus on your communication strategy - create segmented lists to target important donor groups, customize pre-made templates to your mission, and track engagement on a real-time analytics dashboard.
- Access 30 fundraising email templates written just for DonorPerfect users - Create professional emails with no design or coding needed - Segment your email list to send targeted messages with ease - Track opens, clicks, and bounces using the analytics dashboard - Boost online giving with email buttons that link to your donation form - Build a responsive website that supporters can access on any device - Brand your emails and website to build trust in your organization
 *If you already use Constant Contact, there&rsquo;s no need to keep up with multiple subscriptions - in most cases, we can roll the existing account into your DonorPerfect bundle for significant savings. Our robust connectivity with Constant Contact gives you the power to say the right things to the right people by syncing donor records and emailing contacts automatically.

Constant Contact

Sage is a global company offering accounting and business management software solutions for small to medium-sized organizations. Our flagship cloud solution, Sage Intacct for Nonprofits is a comprehensive financial management solution that streamlines grant, fund, project, and donor accounting while delivering real-time visibility into KPIs. As a DonorPerfect strategic partner, we are announcing the launch of Sage Intacct Fundraising powered by DonorPerfect. This is a new offering by Sage and DonorPerfect that combines the best fundraising solution with the best fund accounting solution. This new offering helps nonprofits strengthen stewardship, build influence, grow funding, and achieve mission success.
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Sage

Microsoft Tech for Social Impact is dedicated to providing affordable and accessible technology to help nonprofits of all sizes achieve their mission. That&rsquo;s why we offer grants and discounts for our products and services to eligible nonprofits around the world, including solutions like Azure, Dynamics 365, and Microsoft 365, as well as solutions custom-built for nonprofits like Fundraising and Engagement for Dynamics 365 Sales.&nbsp;

Microsoft TSI

We are Givecloud, a human-first tech company that is passionate about empowering nonprofits worldwide with innovative fundraising solutions. Our mission is to help World Changers focus on their mission, not their admin. With our platform, nonprofits can enhance the way people give and experience fundraising, leading to increased donations, advocacy, and loyalty.
Trusted by over 2000 organizations, we are committed to delivering first-in-class innovation, reliable technology, and exceptional customer support to help you achieve your fundraising goals and put the fun back in fundraising!
Our goal is to help you do your life's best work. Givecloud ensures that more and more nonprofits are freed up to make a difference in the world. Together, we can eradicate diseases, end human trafficking, control the climate, protect wildlife, and ensure fewer philanthropic resources are wasted. As the leader in fundraising solutions, we optimize the generation of loyal, generous, and easy-to-manage support for your mission. Our design-first experiences leave donors in total awe, resulting in an increase in average donation amounts, monthly donors, and donor coverage revenue.
Over the past ten years, thousands of organizations have trusted our technology and leadership in Design First Engagement to raise hundreds of millions of dollars. Will you be next? The proof is in the pudding: $500 million in fundraising, over 2 million delighted donors, 2000+ impact-driven nonprofits, and 72% fundraising growth.
Our mission is to untie the hands of World Changers like you. By building better relationships through intentional and trusted engagement, leveraging technology to streamline operations, and allowing you to focus more money on your mission, we will increase the impact of our world's charities and nonprofits. We serve people, and we are here to help people.

Givecloud

Want an overview of the tools and tips shared in each day 2 session? Click <a href="https://www.donorperfect.com/fundraising-guide/" target="_blank" rel="noopener">this link</a> (and bookmark it!) to access our comprehensive Fundraising Guide.

Conference Resources

We&rsquo;re a total payments solution for credit, debit, and e-check (ACH) transactions. Using innovative technology and PCI-DSS level 1 security, we strive to offer a seamless experience for both clients and merchants.
DonorPerfect Payment Services is built with you and your clients in mind as we specilaize in integrated payments in the non-profit sector.
Our team of dedicated payments experts has years of experience working with non-profits and integrated payments, so you can exepct us to have the answers to any questions you have.&nbsp;
Servicing over 5,000 non-proft merchant accounts, DonorPerfect Payment Services has been a leader in the integrated payments industry for nearly 20 years, and will continue to shape its future through smart innovations and unparalleled customer experiences.

DonorPerfect Payment Services

DonorPerfect Sales

Join Lauren Sheehan, President of DonorPerfect, and Moiz Muhammad, Director of Product, for a candid look behind the curtain at DonorPerfect. Lauren will share what makes DonorPerfect unique &mdash; from our people and values to our unwavering commitment to both client and employee success across the U.S. and Canada. Then, Moiz will walk you through recent enhancements, offer a glimpse into what's ahead, and share how your voice directly shapes the future of the platform. This 25-minute session is all about transparency, vision, and &mdash; most of all &mdash; connection.

Lauren Sheehan

Moiz Muhammad

Building a Stronger Connection: Behind the Scenes at DonorPerfect

Kick off your day with our trainer, Sean McClellan, and an exclusive panel featuring seasoned DonorPerfect users who have mastered the art of donor management, engagement, and fundraising efficiency. These power users will share their best-kept strategies, real-world experiences, and insider tips on leveraging DonorPerfect to strengthen connections and drive fundraising success.

Sean "Mac" McClellan

Katie Paone-Kulp

Emily Bonavitacola

Heather Gaghan

Mastery: Insights from DP Power Users (Client Panel with Heritage Conservancy)

Building lasting donor relationships is a winning strategy from <a href="https://www.donorperfect.com/fundraising-guide/" target="_blank" rel="noopener">The DonorPerfect Fundraising Guide</a>. In this session, uncover key techniques to nurture deeper connections with prospects and donors using DonorPerfect&rsquo;s powerful tools. Learn how to personalize interactions, track engagement, and implement smartactions that keep supporters invested in your mission for years to come.&nbsp;
Product Focus: Contact Management and Scheduled Donor Outreach, SmartActions&nbsp;

Arlene Lesse

Cultivate: Unlock the Power of Lasting Donor Relationships

Every great storyteller knows that the right message at the right time can transform donor results. In this session from <a href="https://www.donorperfect.com/fundraising-guide/" target="_blank" rel="noopener">The DonorPerfect Fundraising Guide</a>, you&rsquo;ll discover how to craft compelling narratives, segment your audience effectively, and leverage DonorPerfect tools to create powerful, personal connections with your donors. Walk away with proven techniques to inspire action and build long-term relationships.&nbsp;
Product Focus: CC Lists and Data/AI Bot/Direct Mail QR Code, Filter, Scheduled Reports&nbsp;

Sarah Lalonde

Engage: Tap into the Art of Donor Storytelling

A strong monthly giving program provides reliable revenue, deeper donor connections, and long-term impact&mdash;and you don&rsquo;t need a big team or budget to make it happen. In this 30-minute power session from <a href="https://www.donorperfect.com/fundraising-guide/" target="_blank" rel="noopener">The DonorPerfect Fundraising Guide</a>, learn practical strategies to promote recurring giving, increase retention, and leverage tools like DonorPerfect&rsquo;s automation and online giving features to turn one-time donors into lifelong supporters.&nbsp;
Product Focus: Monthly Giving/DP Payment Services (soft mention of new service we can help you get this done in 2 hours); stats on smaller organizations (less than 6k records) poll on count of records; link to webinar/class/training

Retain: Understand the Power of a Monthly Giving Program

Every donor interaction is a step in their journey with your organization&mdash;are you guiding them toward deeper engagement? In this 30-minute power session from <a href="https://www.donorperfect.com/fundraising-guide/" target="_blank" rel="noopener">The DonorPerfect Fundraising Guide</a>, discover how to leverage DonorPerfect&rsquo;s tools to track engagement, personalize outreach, and ensure every touchpoint strengthens your connection with supporters.&nbsp;
Product Focus: Donor Journey (soft mention of new service we can help you get this done)&nbsp; Link to virtual class, services&nbsp;

Kelly Ramage

Nurture: Mapping Donor Journeys for Stronger Connections

<a href="https://www.donorperfect.com/fundraising-guide/" target="_blank" rel="noopener">The DonorPerfect Fundraising Guide</a> isn&rsquo;t just about reaching donors&mdash;it&rsquo;s about keeping them engaged for the long haul. Learn how to cultivate relationships with major donors, strengthen personalized connections, and leverage DonorPerfect tools to ensure your top supporters stay invested in your mission. This session will equip you with the strategies to make every interaction count and build stronger, more lasting donor relationships.&nbsp;
Product Focus: Major Donors&nbsp;

Donna Mitchell

Sustain: Maximize Major Donor Impact

The best fundraisers know that data is their secret weapon. In this session from <a href="https://www.donorperfect.com/fundraising-guide/" target="_blank" rel="noopener">The DonorPerfect Fundraising Guide</a>, discover how to use DonorPerfect&rsquo;s reporting and filtering tools to turn data into action. Learn how to analyze donor behaviors, personalize outreach, and anticipate supporter needs to build more meaningful, strategic connections that drive results.&nbsp;
Product Focus: Filters and Reports&nbsp;

Amanda Tadrzynski

Analyze: Transform Data into Meaningful Donor Engagement

<a href="https://www.donorperfect.com/fundraising-guide/" target="_blank" rel="noopener">The DonorPerfect Fundraising Guide</a> teaches that a simple "thank you" can strengthen relationships and inspire ongoing support. In this session, learn how to streamline and personalize the donor acknowledgment process with DonorPerfect&rsquo;s automation tools. Discover how cultivating a culture of appreciation can enhance donor retention, increase engagement, and amplify your fundraising success.&nbsp;
Product Focus: Receipts and AI Bot, AMG, Online Giving, Thank from Donor to Acknowledge&nbsp;

Sean Potero

Appreciate: Build Donor Loyalty Through Gratitude

A strong connections strategy starts with clean, accurate data. In this session from<a href="https://www.donorperfect.com/fundraising-guide/" target="_blank" rel="noopener"> The DonorPerfect Fundraising Guide</a>, learn best practices for maintaining precise donor records to improve fundraising efficiency and maximize engagement. Discover how proper data management can help you make smarter decisions, personalize outreach, and build stronger relationships with your donors.&nbsp;
 Product Focus: Clean Data&nbsp;

Agenda

Speakers.css-1digydy{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#686868;font-family:'Poppins',sans-serif;margin-left:0.8rem;}33 Speakers

Mallory Erickson

Floyd Jones

Tammy Zonker

Robbe Healey

T. Clay Buck

Tim Lockie

Meena Das

Dana Snyder

Vanessa Chase Lockshin

Sean "Mac" McClellan

Donna Mitchell

Arlene Lesse

Kelly Ramage

Sarah Lalonde

Janet Carroll

Amanda Tadrzynski

Sean Potero

Sarah TeDesco

Josh Bloomfield

Thomas Nettesheim

Michael Blanton

Lori Is Testing the Form

Lauren Sheehan

Moiz Muhammad

Matthew Montoya

Joe Scanlan

Roberto Campo

Zara Jennings (Givecloud)

Eleanor Stasio