Articles in this Newsletter October 16, 2020

[WEBINAR] Using Your Donor Data to Effectively Engage Your Donors

Please join us on November 12th, 2020, at 2:00 pm ET in this one-hour webinar to learn how to collect and leverage your donor data to raise more money and better engage with your donors.

This webinar combines Perspectives Consulting's 30+ years of United Way donor research with Andar Software's technical expertise. Perspectives Consulting will show you the four types of data your United Way needs to collect on your donors and why this data is critical to your fundraising success. Andar Software will then show you how to strategically leverage this data to engage your donors and strengthen your relationship with them.

1. Identify the four types of donor data you need to attract and engage your donors based on research with United Way donors
2. Illustrate how Andar/360 can help your United Way strategically engage your donors
3. Explore methods your United Way can use for collecting donor data

Register for free here

e-Class Training

Please join us for an upcoming e-Class*. These group trainings will cover:

  • e-Pledge Refresher - October 30, 2020 (Register)
  • Basic Data Mining - November 4, 2020 (Register)
  • Advanced Data Mining - November 10, 2020 (Register)

If you have questions please let us know.

*There is a fee for each e-Class.


Employee Payroll Deduction e-Pledge Options

Did you know that a company can give their employees the option to pay off their Payroll Deduction pledge in one lump sum? They can even decide to have the money taken from only 1 paycheck!

Here's how:

For example, if a company pays its staff 24 times a year, 24 would be the Number of Pay Periods that should appear on the e-pledge webpage.
(You can store the Default Number of Pay Periods on the company account profile > General tab > Numbers subtab, or you can save each employee's number of pay periods on their employment relationship.)

By introducing a new question on the webpage and asking for "Number of Deductions to Make," the donor can decide the number of times they want money deducted from their paycheck – such as 24 or 1. The donor can see a drop-down for choosing the number of deductions that works for them.

For details on how to do this, see the following online documentation.

Pay close attention to the web options named "Number of deductions changeable" and "If changeable, number of possible deductions" (in the "Pledge Entry – Payroll Deduction" web option group).

Quote of the Week

"What do we live for, if it is not to make life less difficult for each other?"
George Eliot

Table of Contents

Archive by Year