DonorPerfect Migration Checklist (2026)

DonorPerfect is a capable donor CRM, but it does not include fund accounting, volunteer management, or event tools, and per-user fees add up as your team grows. If you are moving to a platform that connects fundraising and finance, this checklist covers what exports cleanly and where to expect manual review. For a full feature comparison, see Alignmint vs DonorPerfect.

What You Can Move

• Donor and constituent records (names, addresses, emails, phone numbers)
• Gift and transaction history
• Pledges and pledge balances
• Recurring gift schedules
• Campaign, fund, and appeal labels
• Custom fields and codes
• Contact notes and communication history

What Needs Review

• Duplicate or inactive donors you can merge or archive before import
• Pledge balances and open commitments that need careful handling
• Custom field names that no longer match your current workflow
• Campaign and fund labels that should map to a cleaner fund structure
• Third-party integrations (payment processing, email tools)
• Saved report definitions, which rebuild quickly in the new system

Migration Checklist

1. Audit your DonorPerfect data. Export a donor summary and gift summary to confirm record counts. Note duplicates, lapsed donors, and codes you can retire before import.

2. Export donors. Use DonorPerfect's export for all constituent records. Include custom fields, codes, and communication preferences.

3. Export gifts and pledges. Pull full gift history and open pledges, including amount, date, fund or campaign designation, payment method, and recurring schedule.

4. Export campaigns and funds. Download your campaign, fund, and appeal lists so fundraising structure transfers alongside donor records.

5. Map fields to Alignmint. Match DonorPerfect fields and codes to Alignmint's donor management structure, and flag fields that need manual mapping.

6. Set up fund designations. Create your fund structure in Alignmint's fund accounting before importing gifts so each donation lands in the correct restricted or unrestricted fund.

7. Import and validate. Upload your mapped files. Confirm record counts match your audit, spot-check ten to fifteen donor profiles, and verify pledge balances and recurring gifts are correct.

8. Reconnect integrations. Update payment processing, email tools, and any connections that pointed to DonorPerfect.

9. Train your team. Share logins, walk through the new interface, and confirm everyone can reach the donor records and reports they use.

10. Decommission DonorPerfect. After a parallel-run period of two to four weeks, cancel your subscription and archive your final export as a backup.

Timeline and Support

Most DonorPerfect migrations finish in one to two weeks. Alignmint offers a free migration review where our team maps your donors, gifts, and pledges, then gives you a pre-import report before anything moves.

Bottom Line

Moving from a CRM-only tool to an all-in-one platform means donor records, fund accounting, volunteer hours, and events live in one place. Every gift flows into your general ledger, and every donor profile shows both relationship history and financial impact.

Schedule Your Free Setup | Start Your Free Migration Review.

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Related:

• Alignmint vs DonorPerfect — Full feature and pricing comparison
• Donor Management Software — What to look for in a nonprofit donor CRM
• Fund Accounting — How Alignmint handles restricted funds and Form 990