Case Study: Kiwanis Club of Indianapolis achieves streamlined dues and donation invoicing, saving volunteer time and protecting QuickBooks data with QuoteWerks

Local Chapter of International Non-Profit Seeks Simplified yet Flexible Solution for Managing Dues and Donation Assessments

The Kiwanis Club of Southwest Orlando, a local chapter of Kiwanis International with 30+ members rapidly expanding its support from one to seven foundations, needed a simpler way to manage membership records, dues and donation assessments. Relying on QuickBooks Pro 2007 forced volunteers into the accounting system, creating security, accuracy, licensing cost and time‑consumption issues; the club sought a low‑cost, intuitive solution that would automate invoicing and integrate with QuickBooks without heavy training or deployment overhead.

Working with Aspire Technologies, the club implemented QuoteWerks Professional (with its Contact Database and Layout Design Tool) to create customized invoice templates, store member data, email statements and transfer transactions seamlessly to QuickBooks. The change reduced QuickBooks license exposure, cut volunteer back‑office time, improved data security and reporting, and enabled the club to track dues and foundation contributions more efficiently—freeing resources to focus on community outreach.

Kiwanis Club of Indianapolis

Megan Altman

Accountant