{"id":9463,"date":"2023-06-05T14:24:00","date_gmt":"2023-06-05T14:24:00","guid":{"rendered":"https:\/\/www.blackbaud.com\/customer-stories\/williston-northampton-school"},"modified":"2025-03-31T11:38:32","modified_gmt":"2025-03-31T15:38:32","slug":"williston-northampton-school","status":"publish","type":"customer-story","link":"https:\/\/www.blackbaud.com\/customer-stories\/williston-northampton-school","title":{"rendered":"Williston Northampton School"},"content":{"rendered":"\n<section class=\"hero hero--customer-story\" id=\"hero--customer-story-block_b28c5fc868a00a2df1c21b40fab17784\">\n    <div class=\"hero--customer-story__container has-image\">\n        <div class=\"hero--customer-story__container-diamonds d-none d-md-block\">\n            <div class=\"diamond-top__gradient\"><\/div>\n            <div class=\"diamond-top__green\"><\/div>\n        <\/div>\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"col-9 col-lg\">\n                    <ul class=\"breadcrumbs list-unstyled\">\n    <li><a href=\"https:\/\/www.blackbaud.com\"><i class=\"fa fa-home\"><\/i><\/a><\/li>\n            <li><a href=\"\/customer-stories\">Customer Stories<\/a><\/li>\n            <\/ul>                <\/div>\n            <\/div>\n            <div class=\"row\">\n                <div class=\"col-md-5\">\n                    <div class=\"hero--customer-story__container-content\">\n                        <p><span class=\"green-eyebrow\">williston northampton school<\/span><\/p>\n<h2>Achieving an All-Encompassing View of Finances with Blackbaud Financial Edge NXT<\/h2>\n                    <\/div>\n                                            <div class=\"hero--customer-story__container-download\">\n                            <a href=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/williston-northampton-school-customer-spotlight.pdf\" target=\"_blank\"><i class=\"fa-solid fa-arrow-down-to-bracket\"><\/i> Download PDF<\/a>\n                        <\/div>\n                                    <\/div>\n            <\/div>\n        <\/div>\n                            <div class=\"hero--customer-story__container-image\">\n                        <img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"878\" src=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/hero-williston_northampton.jpg\" class=\"img-fluid wp-post-image\" alt=\"\" srcset=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/hero-williston_northampton.jpg 1400w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/hero-williston_northampton-300x188.jpg 300w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/hero-williston_northampton-1024x642.jpg 1024w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/hero-williston_northampton-768x482.jpg 768w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/>                    <\/div>\n                    <\/div>\n    <div class=\"hero--customer-story__vertical-region\">\n        <div class=\"hero--customer-story__vertical-region-diamonds\">\n            <div class=\"diamond-bottom__gradient\"><\/div>\n            <div class=\"diamond-bottom__blue\"><\/div>\n            <div class=\"diamond-bottom__white\"><\/div>\n        <\/div>\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"col-12 d-md-flex\">\n                                        <div class=\"hero--customer-story__vertical-region__vertical\">\n                                                    <img decoding=\"async\" src=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/06\/k-12-schools.svg\" class=\"img-fluid wp-post-image\" alt=\"\" \/>                            <span class=\"tag\">\n                                K-12 Schools                            <\/span>\n                                                <\/div>\n                                                                <div class=\"hero--customer-story__vertical-region__region\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 24 24\"><g stroke=\"currentColor\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"2\" clip-path=\"url(#map-pin)\"><path d=\"M12 14a3 3 0 1 0 0-6 3 3 0 0 0 0 6Z\"\/><path d=\"M17.657 16.657 13.414 20.9a2 2 0 0 1-2.827 0l-4.244-4.243a8 8 0 1 1 11.314 0v0Z\"\/><\/g><defs><clipPath id=\"map-pin\"><path fill=\"#fff\" d=\"M0 0h24v24H0z\"\/><\/clipPath><\/defs><\/svg>                                                    <span class=\"tag\">\n                                North America                            <\/span>\n                                                <\/div>\n                                    <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n<\/section>\n\n<section class=\"customer-story-single__content\" id=\"customer-story-single__content-block_1ab97e1dafade4d549e9ed9d83b95106\">\n    <div class=\"container\">\n        <div class=\"row flex-column-reverse flex-md-row\">\n            <div class=\"col-md-7\">\n                <div class=\"acf-innerblocks-container\">\n<section class=\"lede-quote\" id=\"lede-quote-block_af76f50c32a9644db9adade9816c5388\">\n                        <div class=\"longform-content-lede-quote__content\">\n                <img decoding=\"async\" class=\"longform-content-lede-quote__content__image\" src=\"https:\/\/www.blackbaud.com\/wp-content\/plugins\/blackbaud-blocks\/blocks\/acf-longform-lede-quote\/\/img\/quote-rectangle.svg\" alt=\"quotes\">\n                <p class=\"body-medium body-large\"><span class=\"blue-highlight\">We have put in place a strong system that takes advantage of the capabilities of Blackbaud\u2019s<br \/>\n<\/span> software for financial accounting and fundraising, and it works beautifully.\u201d<\/p>\n            <\/div>\n                            <div class=\"longform-content-lede-quote__name\">\n                Charles McCullagh            <\/div>\n                            <div class=\"longform-content-lede-quote__organization\">\n                <i>CFO, Williston Northampton School<\/i>            <\/div>\n            <\/section>\n\n<section class=\"lede-paragraph\" id=\"lede-paragraph-block_e9fc6ef3ad1e090769fb84d5b873114d\">\n    <div class=\"lede-paragraph__heading\">\n        <span class=\"tag\">\n            Overview        <\/span>\n    <\/div>\n    <p class=\"body-large\">\n        Williston Northampton School centers the student experience on the school\u2019s COMPASS Program,\r\nan \u201cinnovative, 360-degree approach\u201d that supports students in preparation for college as well\r\nas life. And with Blackbaud Financial Edge NXT, the school has a software setup that provides a\r\n360-degree view of Williston Northampton\u2019s finances.    <\/p>\n    <\/section>\n\n\n<section class=\"wysiwyg wysiwyg-white white-bg\" id=\"wysiwyg-block_a5f6900bd3047752330bee9e51f6dbb1\">\n            <h3>School\u2019s financial team builds a process<br \/>\neveryone can count on with trusted software<\/h3>\n<p class=\"body-medium\">Located in Pioneer Valley, minutes away from five Western Massachusetts<br \/>\ncolleges, Williston Northampton School offers uncommon opportunities to<br \/>\nits 502 middle and high school students, with two thirds boarding at the<br \/>\nhistoric school, which dates to 1841.<\/p>\n<p class=\"body-medium\">\nFor more than two decades, Chief Financial Officer Charles McCullagh has<br \/>\nused Blackbaud\u2019s accounting software to help track and share the school\u2019s<br \/>\nfinances. In fact, he implemented an earlier generation of Blackbaud<br \/>\nsoftware not long after arriving at the school in 1999, having used Blackbaud<br \/>\nat his previous workplace. He still looks back with surprise that\u2014prior to<br \/>\nadopting Blackbaud software for essential systems of record\u2014Williston Northampton had been relying on a financial system that could not<br \/>\nproduce financial statements.<\/p>\n<p class=\"body-medium\">\n\u201cWe must be able to hand the board a balance sheet, a statement of<br \/>\nactivities, and a budget to actual report,\u201d he said.<\/p>\n<p class=\"body-medium\">\nWith Financial Edge NXT and strong institutional discipline, McCullagh and<br \/>\nhis team have long had numbers they can rely on for transparent reporting<br \/>\nand setting strategic goals. \u201cYou have to set up your general ledger so it can<br \/>\ntell a story,\u201d McCullagh said. \u201cAs long as you can think like that and you have<br \/>\nthe accounting system set up to do that, then it\u2019s healthy.\u201d<\/p>\n    <\/section>\n\n<section class=\"pull-quote pull-quote__top-bottom white-bg\" id=\"pull-quote-block_c9c65a531ee2590312aa13ea7dd3c0c2\">\n    <div class=\"pull-quote__wrapper\">\n                <div class=\"pull-quote__wrapper-content\">\n            <div class=\"pull-quote__wrapper-quote\">\n                <h4 class=\"h5\">\u201cYou have to set up your general ledger so it can tell a story.\u201d<\/h4>\n            <\/div>\n            <div class=\"pull-quote__wrapper-name\">\n                 Charles McCullagh            <\/div>\n                            <div class=\"pull-quote__wrapper-role\">\n                    CFO                <\/div>\n                                        <div class=\"pull-quote__wrapper-organization\">\n                    Williston Northampton School                <\/div>\n                    <\/div>\n    <\/div>\n    <\/section>\n\n\n<section class=\"wysiwyg wysiwyg-white white-bg\" id=\"wysiwyg-block_1fcef6346f26231e4ffa056d902d44e0\">\n            <h3>Streamlining Reconciliation<\/h3>\n<p class=\"body-medium\">The school realizes further benefits by using the leading software for fundraising and relationship management, <a href=\"https:\/\/www.blackbaud.com\/products\/raisers-edge-nxt-financial-edge-nxt\">Blackbaud Raiser\u2019s Edge NXT, whichintegrates by design with Financial Edge NXT<\/a>.<\/p>\n<p class=\"body-medium\">When Deborah Lennon, the school\u2019s Director of Finance and Auxiliary<br \/>\nOperations, started at the school in 2007, she saw the advantages of<br \/>\nintegration and set up a reconciliation process with her counterpart on the<br \/>\nschool\u2019s advancement team to eliminate the duplicative data entry that she<br \/>\nknows other schools still grapple with.<\/p>\n<p class=\"body-medium\">\u201cThe automated integration between Financial Edge NXT and Raiser\u2019s Edge<br \/>\nNXT saves me a ton of time,\u201d Lennon said.<\/p>\n<p class=\"body-medium\">Williston Northampton\u2019s financial team sticks to a routine monthly<br \/>\nreconciliation that includes all school accounts, rather than waiting until<br \/>\nthe end of the quarter or year\u2019s end for what can sometimes be a lengthy,<br \/>\ninefficient reconciliation that requires hashing over outdated transactions for<br \/>\ndays, if not weeks.<\/p>\n<p class=\"body-medium\">\u201cThe reporting features in Blackbaud are user friendly, intuitive, and<br \/>\ninformative,\u201d Lennon added. \u201cBeing able to use detailed general ledger<br \/>\nreports along with statement of functional expense reports provides<br \/>\nbudget managers both detail and summary information that allows them to<br \/>\nsee their activity and use these tools to make spending decisions for their<br \/>\ndepartment, while working towards staying within their budget for the year.<br \/>\nIn turn, this helps the school overall with fiscal year budgeting and spending.\u201d<br \/>\nWilliston Northampton is a school, not a business, McCullagh said. Yet it<br \/>\nhas business-like activities that need to be reported on to departments and<br \/>\nother stakeholders in a reliable and timely way. \u201cWith Financial Edge NXT,<br \/>\nthe reports are set up in such a way that you get what you need almost<br \/>\nimmediately,\u201d he said.<\/p>\n    <\/section>\n\n<section class=\"pull-quote pull-quote__top-bottom white-bg\" id=\"pull-quote-block_1cfb42d3dbf764122e97e2e66bde32f0\">\n    <div class=\"pull-quote__wrapper\">\n                <div class=\"pull-quote__wrapper-content\">\n            <div class=\"pull-quote__wrapper-quote\">\n                <h4 class=\"h5\">\u201cThe automated integration between Financial Edge NXT and Raiser\u2019s Edge NXT saves me a ton of time.\u201d<\/h4>\n            <\/div>\n            <div class=\"pull-quote__wrapper-name\">\n                Deborah Lennon            <\/div>\n                            <div class=\"pull-quote__wrapper-role\">\n                    Director of Finance and Auxiliary Operations                <\/div>\n                                        <div class=\"pull-quote__wrapper-organization\">\n                    Williston Northampton School                <\/div>\n                    <\/div>\n    <\/div>\n    <\/section>\n\n\n<section class=\"wysiwyg wysiwyg-white white-bg\" id=\"wysiwyg-block_f5086a5c4f16a779d83b95127d2ee1a0\">\n            <h3>Tailoring Reports for Different Audiences<\/h3>\n<p class=\"body-medium\">Using Financial Edge NXT, the school\u2019s finance team can create a summary<br \/>\nof activity that\u2019s tailored to a specific audience and drill into deeper levels<br \/>\nof details easily through choices on a dropdown menu in the Visual Chart<br \/>\nOrganizer. Exporting the relevant information to an Excel spreadsheet for<br \/>\nfurther sharing is easy, too. \u201cIt takes no time at all. It\u2019s pretty simple to do,\u201d<br \/>\nLennon said.<\/p>\n<p class=\"body-medium\">\nThat means the financial team can quickly respond to expense questions<br \/>\nfrom school department heads with specifics\u2014or show prospective and<br \/>\nengaged donors exactly how the school uses restricted funds. McCullagh<br \/>\nexplained: \u201cIf a donor asks, \u2018How are you going to use my money?\u2019 we can run<br \/>\na report right now and say, \u2018This is how we drew money last year out of the<br \/>\nrestricted funds, and this is how we allocated the earnings or losses for the<br \/>\nyear.\u2019 We can show this in detail, even in monthly increments.\u201d<\/p>\n<p class=\"body-medium\">\nThey can also effectively answer to the Board of Trustees, which is always<br \/>\nfocused on the financial needs of the school in the strategic planning<br \/>\nprocess. McCullagh has worked with many boards through the years and<br \/>\nunderstands the trustees have high expectations of the financial team. He<br \/>\nalso knows his team will confidently meet those expectations with reporting<br \/>\nthat\u2019s accurate, easy to follow, and insightful.<\/p>\n<p class=\"body-medium\">\n\u201cWe have put in place a strong system that takes advantage of the<br \/>\ncapabilities of Blackbaud\u2019s software for financial accounting and fundraising,\u201d<br \/>\nMcCullagh said, \u201cand it works beautifully.\u201d<\/p>\n    <\/section>\n\n<section class=\"pull-quote pull-quote__top-bottom white-bg\" id=\"pull-quote-block_6d2ccfc0bd9ec27d34f30b864db2c4e7\">\n    <div class=\"pull-quote__wrapper\">\n                <div class=\"pull-quote__wrapper-content\">\n            <div class=\"pull-quote__wrapper-quote\">\n                <h4 class=\"h5\">\u201cThe reporting features in Blackbaud are user friendly, intuitive, and informative.\u201d<\/h4>\n            <\/div>\n            <div class=\"pull-quote__wrapper-name\">\n                Deborah Lennon            <\/div>\n                            <div class=\"pull-quote__wrapper-role\">\n                    Director of Finance and Auxiliary Operations                <\/div>\n                                        <div class=\"pull-quote__wrapper-organization\">\n                    Williston Northampton School                <\/div>\n                    <\/div>\n    <\/div>\n    <\/section>\n<\/div>\n                                    <div class=\"customer-story-single__content-download\">\n                        <a href=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/williston-northampton-school-customer-spotlight.pdf\"><i class=\"fa-solid fa-arrow-down-to-bracket\"><\/i> Download PDF<\/a>\n                    <\/div>\n                            <\/div>\n            <div class=\"col-md-5 col-lg-4 offset-lg-1\">\n                                <div class=\"customer-story-single__sidebar has-image\">\n                                            <div class=\"customer-story-single__sidebar-logo\">\n                            <img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"250\" src=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/williston_logo_250px.jpg\" class=\"img-fluid\" alt=\"\" srcset=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/williston_logo_250px.jpg 250w, https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/07\/williston_logo_250px-150x150.jpg 150w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/>                        <\/div>\n                                        <div class=\"customer-story-single__sidebar-content\">\n                        <h5>Williston Northampton School<\/h5>\n                                                                            <h6>Powered by<\/h6>\n                            <div class=\"customer-story-single__sidebar-products\">\n                                <ul class=\"list-unstyled\">\n                                                                                <li>\n                                                <a class=\"cta-text-arrow\" href=\"https:\/\/www.blackbaud.com\/products\/blackbaud-financial-edge-nxt\">\n                                                    Blackbaud Financial Edge NXT                                                <\/a>\n                                            <\/li>\n                                                                                    <li>\n                                                <a class=\"cta-text-arrow\" href=\"https:\/\/www.blackbaud.com\/products\/blackbaud-raisers-edge-nxt\">\n                                                    Blackbaud Raiser&#039;s Edge NXT                                                <\/a>\n                                            <\/li>\n                                                                        <\/ul>\n                            <\/div>\n                                            <\/div>\n                                                                <div 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https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/08\/Logo_OBU_250px-150x150.jpg 150w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/>                                <\/div>\n                                                    <div class=\"related-customer-stories__card-content\">\n                                                            <div class=\"tag\">\n                                    Fundraising                                <\/div>\n                                                    \n                            <div class=\"related-customer-stories__card-content__heading\">\n                                <h5>Oxford Brookes University<\/h5>\n                            <\/div>\n                            <a class=\"related-customer-stories__card-content__link tag\" href=\"https:\/\/www.blackbaud.com\/customer-stories\/oxford-brookes-university\">Oxford Brookes University<\/a>\n                        <\/div>\n                    <\/div>\n                   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