Saint Andrew’s School Case Study

PaperSave helps Saint Andrew’s School create more time for building valuable donor relationships

Make Financial Decisions With Confidence and Intelligence

Give yourself full visibility by implementing an automated procurement solution that will help you control costs, ensure you’re getting the best purchasing value, and help you easily implement policy, approval, and routing changes.

The Project

Challenge

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.”

Solution

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 PaperSave 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 PaperSave,” 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 PaperSave, we can respond immediately, and that’s so important in building long-term relationships with our donors.”

Results

What has been PaperSave’s impact? Bassil identified these success indicators at Saint Andrew’s:

  • Document search requests, which took 10 to 20 minutes each to process, now take 1 to 3 minutes maximum.
  • Document filing that often took up to 3 days, can now be completed within minutes.
  • Digitizing donor documents has reduced the need for file cabinets, freeing up office space for more productive uses.
  • The development department’s employees are happier because they can spend less time on paperwork and more time serving donors.

Let's Talk

View Demo

Follow Our Blog

Seamless, Dynamic Integrations

Your organization can enjoy true integration with a variety of leading technology platforms to help make your work easier and more efficient.

Pricing That Fits Your Needs 

Enjoy flexible and affordable pricing options based on your organization’s unique requirements, the features you want, and the integrations you’re looking for.