Articles in this Newsletter May 10, 2019

Pay a Pledge Directly to a Designated Account

Pledges and designation payments can come in many forms. They can be made directly from the donor to his/her designated account, they can be from his/her organization to the designated account, or they can come from a third-party processor to the designated account.

How should you record those pledges and payments and designations while making sure that:

  1. Andar will not create a Balance Due for the donor, and
  2. The envelope Deposit will exclude that payment in the check-and-balance process, and
  3. The Donor Choice Payout Process will not count that designation when determining the payable amounts for that designated agency?

We have an answer for you! On the pledge/payment transaction, use one of the two Pay Direct Payment types within Andar, “Pass Through” or “No Admin. Pay Direct.” Always make sure that:

  • The pledge is fully designated
  • The pledge and payment amounts are equal to each other (and are also equal to the total of the pay-direct designation)
  • The pledge doesn’t include any non-pay-direct designations

Learn more about “Pay Direct and Paid Direct” from the Help Glossary, and visit the link below to see how one United Way entered someone’s pledge that was being paid directly to the designated agency.

Pledge Processing Volumes Got You Down?

Having many pledges coming in is excellent news. What's not so great is not having the time or enough people to process large volumes of pledges.

Get support from Andar Software to manage campaigns, reporting, and uploads.

Housekeeping Rebuilds You Should Be Running

Are you running rebuilds regularly? If you're not, you could be leaving critical functionality and analytics on the table.

One crucial rebuild that will help you analyze the data already captured in Andar/360 is the "Ranking Rebuild." Check out the following list to see what rebuilds you should run and how frequently they need to take place.

Don't Re-invent the Wheel, Use Style Sheets Instead

Did you know Andar has a library with different digital assets just waiting to be used by you?

Download giving buttons for your e-Pledge website, layouts for your printed Bio Tabs and Dashboards, branded email templates, and much more.

Quote of the Week

“Volunteers do not necessarily have the time; they just have the heart.”

Elizabeth Andrew

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