“My primary responsibility is to see that the donor’s
intention is carried out. With Sage Fundraising 50,
I can track it all.”
Lynn Fredrick,
Director of Development,
Ascension School
Sage Fundraising 50 makes the grade for
Ascension School
Since 1912, Ascension School has been providing top-quality private schooling for students from pre-school through 8th grade. Benefitting from a strong curriculum and a devoted staff, Ascension School’s students score well above average on standardized tests. In an effort to further strengthen the quality of the education provided, the school board hired a full-time director of development to focus on building new and sustainable revenue sources through fundraising activities. The initiative has been a great success. One beneficiary of the fundraising is a new professional development fund that offsets the cost of sending teachers to graduate school, raising the skill level of the staff and thereby the quality of the education students receive. The tool Ascension School relies on to help it with this important work is Sage Fundraising 50.
An Educated Approach To Fundraising
When Lynn Fredrick joined the staff of Ascension School as the director of development,
the constituent database for fundraising was contained in a homegrown Access database.
Fredrick soon realized this system was not going to be robust enough to accomplish the
goals she had for increasing revenue and expanding the number of constituents donating to
the school’s programs. Tracking donations was manual and labor intensive, leaving less time
to initiate new campaigns. Fredrick, with the help of the school board technology advisor and
a school parent with a software background, selected Sage Fundraising 50 as the product
best suited to Ascension School’s needs. “We looked at a lot of different programs,” Fredrick
recalls, “and Sage Fundraising 50 was clearly the one best suited to our needs.” As a oneperson
development department, Fredrick needed a software program that was easy to learn
and use, yet powerful and flexible enough to allow her to do her job quickly and efficiently.
“We saw a demonstration and knew right away it would fit the bill,” Fredrick recalls. “And it
was reasonably priced as well.”
Another important factor was the availability of professional support. Sage Software offered the right support program for Ascension School’s needs, and Fredrick is delighted with her support experiences. “Every time I call for support, I get a great response. I’ve not ever hesitated to call,” says Fredrick. “And that’s huge for somebody who’s not an IT person.”
Easy Learning Curve
Once the software was installed, Fredrick and her advisors were easily able to import
constituent information from the old Access database. Fredrick also imported lists of current students and parents, to round out the constituent base. She
is pleased with the feature that allows her to change the status
from current student to alumnus with a couple of keystrokes.
“I need something that is not too cumbersome,” says Fredrick.
“It is a priority to get as much information into the database as I
can to get the reports I need, but I wear many other hats. I run
the alumni programs, write a newsletter, oversee all fundraising
events, work on the long range goals of the school and
contribute to the Web site.”
Fredrick uses the Relationship tab in Sage Fundraising 50 to track families. Maintaining the relationships between people makes it less likely Ascension School will lose track of anyone. If a solicitation flyer is returned with a bad mailing address, the new address can usually be traced through relatives in the system. “It’s important that I trace incorrect addresses for myself, as well as the person who’s here ten years from now,” Fredrick explains.
Build A Constituent Base
Now that the system tracks each campaign and its results
automatically, Ascension School is able to launch and manage
many more campaigns than it could before. Before Sage
Fundraising 50, the solicitation of alumni was manual and timeconsuming
and was limited to once a year on Grandparent’s Day.
With the automation Sage Fundraising 50 brings, Fredrick now
has time to run multiple campaigns. And the school has access
to detailed campaign results. For example, each mailing is now
coded so the sources of contributions can be effectively tracked,
allowing the school to focus its campaign efforts on activities that
yield the best response. “We’ve got some alumni who will send
us a check for $100 every time they get a piece of mail,” Fredrick
says. “My primary responsibility is to see that the donor’s intention
is carried out. It’s important to keep track of every gift, thank you,
and contact. With Sage Fundraising 50, I can track it all.”
Restricted gifts, where donors earmark their donations to specific activities or causes, are easily tracked within Sage Fundraising 50. A common restricted gift is one designated for the purchase of books in the library. To track the amounts used against this gift category, the library staff simply codes the purchase order to indicate the restricted gift is being used.
Ascension School is working to fill in large gaps in student information from the 1930s and 1940s. Fredrick is filling these in when she receives memorial gifts, and also by traveling to meet with alumni in different parts of the country. She can interview them about their memories and attach the audio recording of the interview to the constituent’s record in the Sage Fundraising 50 software. She has also placed a list of missing alumni on the school’s Web site, and has been able to reconnect with many people in this way. By building the constituent base, and tracking special and important details, Ascension School is better able to connect with potential donors and demonstrate the valuable service it is providing to families and the community. Using the detailed information being gathered in the software, Fredrick hopes to be in a position to print out family trees and display them at Ascension School’s centennial celebration in 2012.
Knowledge Is Power
In addition to building and communicating with its constituent
base, another important benefit of using the Sage Fundraising
50 solution lies in its flexible reporting engine. Fredrick produces
monthly reports for the school board showing the source of new
gifts and what types of programs donors are most interested in
funding. For example, there has been a strong response to the
student sponsorship program in which tuition assistance is provided
to those in need. Ascension School hopes to expand this into a full
traditional scholarship program. None of this would be possible,
says Fredrick, without the software to manage the data and provide
the reports that assist in decision-making.
Sage Fundraising 50 is earning high marks at Ascension School, for delivering the tools, the knowledge, and the power to build the school’s development program into a resounding success.
