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The Problem: Manual Gift Processing Is Eating Your Team's Time
Spring is a busy season for advancement teams. As you gear up for your giving day and prepare a budget for the coming fiscal year, take a moment to consider whether the tools you use to engage donors, solicit funds, and process gifts are letting you realize your full potential.
For too many advancement offices, gift processing still looks like this:
- Staff manually re-keying gifts from online forms into a legacy database
- Batch processing that requires hours of review, matching, and correction
- Finance reconciliation that depends on overnight exports and manual GL mapping
- Pledge reminders sent by hand, often late or not at all
- Soft credits, matching gifts, and tribute tracking managed in spreadsheets
The result? Your best people — the ones who know your donors — are spending their days on data entry instead of relationship building. That's not just inefficient. It's a missed opportunity for your mission.
What Is QSS2?
QSS2 is Sleek Consulting's Premium Gift Processing accelerator suite — one of 36 best-of-breed, ready-to-personalize solutions built exclusively on the Salesforce Education Cloud platform. With over 14,000 development hours invested, QSS2 represents decades of advancement expertise translated into a modern, automated, AI-powered gift processing engine, Day 1 ready to personalize to your business rules.
QSS2 covers the full gift processing lifecycle:
- Commitments, Transactions & Gift Entry — all gift types, payment methods, and designation splits
- Batching & Batch Processing — intelligent batch creation, approvals, and closure
- Receipting & Acknowledgements — automated, personalized, and rule-driven
- Soft Credits & Matching Gifts — automatic gift role assignment and matching gift tracking
- Pledge Management — reminders, payment schedules, and fulfillment tracking
- GL & Subledger Integration — real-time finance reconciliation to credits and debits
- Online Giving and Event Staging — gifts flow directly from the giving page into the processing pipeline
Where Automation Creates ROI
Gifts Never Leave Where They Land
With QSS2, gifts submitted through your online giving page flow directly into Salesforce for processing, with matching and duplicate rules applied automatically. No re-keying. No data loss in transit. No reconciliation between two disconnected systems. For Occidental College's Day for Oxy campaign, this meant processing over 2,500 donations in three days, with all gifts reconciled in under a week and a record $2,013,500 raised from 2,289 donors over a 36-hour period.
Automated Batching Eliminates Manual Review Cycles
QSS2's batching engine intelligently groups transactions, applies business rules, and surfaces exceptions — so your gift processing team spends time on what matters, not on hunting for discrepancies. At Gonzaga University, QSS2's automated gift accounting flows are on track to save the Gift Entry team more than 200 hours per year.
Automatic Soft Credits, Gift Roles & Matching Gifts
QSS2's Automatic Gift Roles and Soft Crediting feature eliminates manual tracking entirely. Relationships are configured once, and soft credits are assigned automatically every time a gift is processed, with a complete transaction history and audit trail. Matching gift identification and tracking follow the same principle — built into the workflow, not bolted on.
Automated Pledge Reminders & Payment Schedules
QSS2 sends automated, personalized pledge reminders based on configurable schedules — ensuring donors never fall through the cracks and your team never has to manually track outstanding payments. Outstanding pledge dashboards give leadership real-time visibility into pledge fulfillment rates and revenue forecasting, with no manual report-building required.
Real-Time GL Integration — From Donor to Ledger
For institutions running Banner, Jenzabar, Colleague, PeopleSoft, or Workday Finance, QSS2's API integration automates GL mapping, batch exports, deposit reconciliation, and fee tracking — replacing overnight batch exports and manual reconciliation steps with real-time financial visibility across both departments.
Reduced Write-Ins and Designation Errors
When giving forms are directly synchronized with CRM designations, donors select from the right options and gifts land exactly where they belong. Occidental College saw a reduction in write-ins of over 50% after implementing QSS2's synchronized giving form and designation management.
Fewer errors means less staff time correcting them — and more donor trust in the giving experience.
Real Results from Real Institutions
Occidental College — Day for Oxy 2025
"The 2025 Day For Oxy set new benchmarks for future campaigns. Over the 36-hour campaign period (April 22–23), Occidental College raised a record $2,013,500 from 2,289 donors — both all-time highs. All gifts were processed in under a week." - Natalie Greenhouse, Senior Director of Advancement Services, Occidental College
- 2,500+ donations processed in three days
- 49% increase in overall online giving ($) compared to the prior year
- The Oxy Fund received over $550,000
- Write-ins reduced by over 50%
- Sleek and Occidental College received the Salesforce Partner Innovation Award in 2025
Gonzaga University — Gift Accounting Modernization
"Gonzaga collaborated with Sleek to modernize Advancement business processes with QSS for Education Cloud — saving their Gift Entry team more than 200 hours per year." - Mary Jean Eastman, CRM Product Manager, Gonzaga University
- Automated flows and subledger automations personalized to Gonzaga's business rules
- Gift Entry team freed from routine manual processing cycles
- Story featured at Dreamforce 2025 on Salesforce+
QSS2 Is Best of Breed — Built on Industry Best Practices
QSS2 is not a generic Salesforce configuration. It is a best-of-breed accelerator built on over 350 years of combined advancement industry experience, incorporating:
- Proven legacy fundraising processes from Banner, Raiser's Edge, Jenzabar, and other systems — modernized for the Salesforce platform
- Industry business process documentation in the form of QRGs (Quick Reference Guides)
- Art of the Possible training and workshops delivered by experienced advancement professionals (SMEs)
- Day #1 personalization — ready to adapt to your business rules out of the box
- Alignment with the Salesforce Education Cloud data model for long-term platform growth
"QSS2 is the most reliable and most advanced gift processing solution on Education Cloud — time-tested, end-to-end, and built to deliver ROI from Day One."
Ready to See QSS2 in Action?
Join us for our upcoming webinar:
Automating Gift Processing & Biographical Updates
April 21st | 12:15 PM – 1 PM ET
See how advancement teams are eliminating manual data entry, accelerating gift batching, and keeping constituent records current — all inside a unified Salesforce environment powered by Sleek's QSS2 Gift Processing suite.
We'll walk through live demos showing you exactly how automation handles the work that's eating up your staff's time:
- How gifts move from receipt through batch processing and chart-of-accounts mapping without manual intervention
- How bio updates — life stage changes, alumni awards, club affiliations, parent data, reunion and homecoming coding — run automatically in the background
- How online giving stages directly into the processing pipeline to eliminate re-keying and errors