Make Your Institution a Top Priority for Alumni Donors

Your institution needs donations to thrive. With fundraising automation and document management solutions, you can build stronger relationships with your alumni donors and process their gifts faster.

Spend Your Time NURTURING DONORS, NOT PROCESSING THEIR GIFTS

Your university or foundation’s administrative offices are bustling. At any given moment, alumni donors are writing checks or making pledges. But if you’re entering and committing all of these gift batches by hand, it can take weeks to send receipts and thank you notes. PairSoft removes this bottleneck by automating your gift processing workflow and integrating directly with your fundraising and/or CRM system.

Spend Your Time Advancing Your Institution’s Mission, Not Managing Paper

Your university or foundation’s administrative offices are bustling. At any given moment, alumni donors are writing checks or making pledges. But if you’re entering and committing all of these gift batches by hand, it can take weeks to send receipts and thank you notes. PairSoft removes this bottleneck by automating your gift processing workflow and integrating directly with your fundraising and/or CRM system.

MEET YOUR GIFT REVENUE GOALS WITH FUNDRAISING AUTOMATION

Here’s how your organization can benefit from PairSoft’s dynamic dynamic gift processing, invoice processing, and document management solutions:
  • Reduce manual data entry and filing
  • Commit gifts from anywhere on or off campus
  • Automate your gift processing
  • Efficiently manage financial, donor, and gift documents
  • Simplify audit preparation
  • Improve data compliance and keep alumni donor data secure
  • Boost your ROI
Give your staff time to refocus on meaningful work that advances your institutional goals and builds stronger connections with your alumni donors and local community.

Integrations

How We Help:

Smart, Web-Based Forms

Physical forms can slow down your processes and create inefficiencies that affect donor relationships and staff morale.

Instead of mountains of physical forms, you can transition to easy-to-use web-based forms. PairSoft’s OCR will auto-fill forms using the captured document, and by setting required fields, you can rest assured that approvers will get every detail they need to commit the batch. This means you can put your donors’ gifts to work faster than ever.

How We Help:

Paperless, Automated Document Management

PairSoft helps higher education institutions use technology to improve efficiency, and not just for the accounting department. PairSoft can improve the storage and processing of personal records to better serve alumni donors.

From donor checks and credit card information to thank you notes and communications, you can keep all of your documents in a centralized repository. And by tagging and indexing documents alongside donor profiles in your CRM or ERP, PairSoft enables you to search and retrieve information in seconds with a simple query.

“I didn’t want my staff to have to spend time filing. Everybody hates to file. And then what are we left with? Paper files, which are still only accessible to people in that building. We wanted a product that would be out of the box, ready to go.”

 — Cassie Ritter Hunt, Director of Advancement Operations, Washington and Lee University

How We Help:

Intuitive Workflows

With PairSoft’s help, you can also build automated, easy-to-use workflows that automatically collect and store your institution’s information, documents, and transactional data. This can lead to faster invoice processing, more satisfied donors, and operational efficiencies. 

You can ensure that your stakeholders follow your internal policies, comply with regulatory requirements, and can easily delegate or collaborate on projects.

How We Help:

Fundraising Automation Suite

Eliminate wasted time and paper from photocopying gifts. PairSoft’s unique process allows documents to be captured, automatically separated, and filed as entry is being done in RE Batch. For higher gift volumes, PairSoft automates the process by leveraging the OCR engine to extract data from gift remittances, reducing data entry.

We can help your fundraising teams:

  • Establish workflows that help you meet deadlines and nurture relationships with prospective and current donors.
  • Integrate your payment, fundraising, and CRM platforms, reducing the need for manual data entry.
  • Automate thank you emails and tax-compliant receipts.

How We Help:

Streamlined Invoice Processing

Users can submit, review, and approve invoices and employee expenses at any time, from anywhere, using PairSoft’s mobile app and platform. Right from their phone, they can take quick action on approval requests for expenses and even submit documents using their camera.

How We Help:

Simplified Audit Readiness and Compliance

Higher education institutions that manage personal information are governed by several data compliance standards such as FERPA, PCI DSS, and GDPR. Although the requirements may vary, each legislation requires institutions to protect personally identifiable information with appropriate security measures. Cloud-based document management ensures compliance because it houses sensitive data in highly secure off-site servers that are proactively managed by a team of experts.

Document management can also meet specific data retention requirements. Financial records must be kept for seven years for tax purposes, making them difficult to track. With our platform, your staff can set retention schedules and create workflows that automatically destroy documents past their retention period.

And when it comes to audits, say goodbye to pulling documents individually. PairSoft integrates with your host system’s Query tool, allowing you to pull documents for monthly closes and audit requests. Create the query, and within a few clicks the documents are available for you. Another click will send the metadata to Excel with a hyperlink back to the document.

window.onload = function() { console.log("custom script loaded") document.getElementsByClassName('elementor-element-36166569')[0].addEventListener('click', function() { this.style.display = "none"; }) }