Fundraising Documents: Less Busy Work, More Relationship Building

The Pain: Fire Drill Fundraising Reporting is Time Consuming, Error Prone, and Inconsistent

Picture this: Your major gifts officer has a meeting with a seven-figure donor in 30 minutes. She needs an account summary showing giving, membership, priority points, ticket purchases, and lifetime commitment values. The process? Run an e-query report. Export to Excel. Open the mail merge template (assuming it's updated). Format the document. Check for errors. Print. Hope nothing looks off.

This scenario plays out daily in development offices across collegiate athletics and performing arts centers. Without standardized document generation, teams resort to individual workarounds.

The result: Hours lost to administrative tasks, inconsistent donor communications, and development professionals walking into critical conversations unprepared.

In looking to design a solution for this, Nick Fulton, Sr. Product Manager for Paciolan’s fundraising platform, said, “My goal was a win-win where our client operators save time on manual tasks and their donors gain autonomy to handle their own needs.”

The Solution: On-Demand Self-Service Documents

PAC io's Fundraising Documents, which generates configurable branded PDFs, brings document generation directly into your platform with five configurable templates:

• Invoices

• Annual Tax Statements

• Acknowledgments

• Account Summaries

• Fund Batch Reports

The real differentiator? Donor self-service through My Documents. Unlike other major ticketing platforms that require staff intervention for every document request, this approach lets donors access their own invoices and tax statements on demand. Your team stops fielding routine document requests and focuses on relationship building instead.

The Results: Less Busy Work, More Relationship Building

Our early access development clients report document generation that previously took hours now takes minutes.

"Fundraising Documents has made our documentation processes for acknowledgements, invoices, and tax information so much more efficient," says Ali Walker, Assistant Athletics Director for Annual Giving at Mississippi State. "Our staff appreciates the simple and quick functionality. Our donors appreciate the timeliness in which we can send documentation."

For organizations managing thousands of donor relationships, these efficiency gains compound quickly.

Ready to see how Fundraising Documents works for your organization?

• Learn more and give employees the right permissions to access Fundraising Documents (Community Article)

• Learn how to set up your initial configuration for Account Summaries (Community Article)

• Learn how to enable the new features for your donor's My Documents screen (Community Article)

• Watch our Learning Center Series presentations on Fundraising Documents and My Documents (Watch)

As always, feel free to contact us to schedule a demonstration.