Transitioning systems takes effort, but it’s an important and beneficial task to take on. It was a change the organization was ready for.
Prior to using REACH, everything had been done manually.
Accounting data was manually entered into QuickBooks. Recurring donations meant storing card information, permission forms and manual entry for each credit card update.
Sponsors were individually emailed with status updates on their sponsorships.
Square and PayPal were used to process donations and accept payments for sales at events and fundraisers.
This all worked, but was very time consuming. Flexibility and security were a growing concern.
Rick was in the midst of setting up an Access database when he thought, there must be a better way.
A quick Google search for ‘donor database with sponsorship capability’ led him to REACH.
He compared prices and features with competitive software and decided to take advantage of REACH’s 60-day free trial.
Rick learned that the number of tasks that REACH can simplify for his organization was immeasurable.
So much so, that he’s had to prioritize implementation based on need and incorporate REACH in stages.