PairSoft
Saint Andrew’s School is a private day and boarding school in Boca Raton, Florida, educating students in the Episcopal tradition, from pre-K through 12th grade. Named for the patron saint of Scotland, Saint Andrew, the school was founded in 1962 and today serves nearly 1,300 students and their families.
Fundraising at Saint Andrew’s School — whether for the annual fund, endowments, or capital projects — is essential to providing students with the top-flight resources, facilities, and educators they need to thrive and fulfill their highest potential.
But prior to 2008, the development team at Saint Andrew’s was bogged down by tedious administrative tasks and paperwork that took away precious time to build and expand their network of top donors.
“We would have stacks of donor-related documents that took up to three days to get sorted and filed,” recalled Paulette Bassil, director of data management and donor research for Saint Andrew’s School. “And each document search request would consume a lot of our staff’s time.”
Bassil was looking for a document management system that could work seamlessly with The Raiser’s Edge, the school’s fundraising and donor management software by Blackbaud. The system she turned to was PairSoft in 2008.
“Now, when I open a donor record from Raiser’s Edge, I can access his or her paperwork directly from that record using PairSoft,” said Bassil. “Especially when you have a donor on the phone, you don’t want to have to say, ‘Oh, wait. I need to go find that document.’ With PairSoft, we can respond immediately, and that’s so important in building long-term relationships with our donors.”
What has been PairSoft’s impact? Bassil identified these success indicators at Saint Andrew’s:
The strongest AP automation, document management, procurement, and fundraising automation platform for mid-market and enterprise companies with integrations to your ERP system.
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