Engagement Tag Archive

How do you adapt a renowned in-person fundraising luncheon into a virtual event?

The team at United Way of Broward County recently hosted its Annual Magnolia Luncheon virtually. We spoke with Stephanie Metrie, Manager of Public Relations and Marketing, who shared details on what tech to use, preparation tips, and how to keep attendees engaged.

Read on to get ideas that you can apply to your organization’s future virtual events!

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What are some questions you should consider when evaluating the effectiveness of your Customer Relationship Mangement database?

Read our latest blog article to find out.

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United Way of Broward County saw a 30% increase in Signature donations ($7,500), a 20% increase in Pillar donations ($5,000), and a 9.5% increase in Alexis de Tocqueville donations ($10,000 and above.) Found out how in this Success Story.

Take Me There

Do you know what move state your prospects are in? What their linkage ability or interest is?

You can manage and view all of this data by account manager when you use the Prospect Metrics Details App in Andar MIG. Learn how to add prospect metrics details to a dashboard by visiting Customer Support!

Take Me There

If you own the MIG module you can have Andar/360 power your Marketing Automation. It is easy to run prospect nurturing campaigns and deliver custom content based on your donors' interests.

Learn how to set up an easy drip campaign in this video series.

Take Me There

Thank you for all those who attended our best practice round table meeting talking about online giving.

Click to view the recorded webinar.

For resources from the webinar please visit: www.AndarSoftware.com/Roundtable

For questions please ask Eric.

Our next discussion topic will be announced soon.

Use the Volunteer Hours Report to calculate volunteer hours based on a variety of criteria. It will provide details such as volunteer name, account#, team, opportunity name, opportunity number, date and hours worked along with totals.

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Check out a sample report...

See a list of all Andar/360 reports...

Join us for our next best practice round table meeting. We will be talking about online giving.

Users will be sharing their experience with running online giving sites along with those who only receive pledges from online campaigns. Join us for tangible and actionable information regarding online giving. There will be time for Q&A. There is no fee. This round table will be recorded.

July 26, 2018 - 2:00 PM EDT: Click to Register.

If you are interested in being a panelist or if you have questions please ask Eric..

Do you accept donor pledge payments online? Why not? Andar/360 allows donors to view giving/designation history along with the ability to pay their pledge online*. This can be done through the new Statements web page or via the existing Account History page. Whether it is a Bill Me pledge, or a Payroll pledge, or even a pledge submitted on paper, donors can go online to view their statements in .pdf and make payments online for their gifts. Corporate gifts can also be paid online.

Online help...

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Want us to walk you through setting this up?

*The Andar/360 e-Pledge module is required.

Have you heard of GDPR? Do you wonder how it affects or could affect your organization? Check out this TechSoup article...

Also learn more about Account Privatization.