Success Tag Archive

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.


[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

Who's Abandoning Their Pledges?

Are people starting their pledges and not finishing them? Find out who they are in Andar/360 so that you can follow up with them and send them a gentle reminder.

To do this, go to the main menu in Andar/360 > e-Community > e-Community Reports > Web Access Log Inquiry, and there you’ll see all web activities. Click on the filter button to see the “e-Pledge Abandoned” option. Better yet, add this report to your dashboard using the “Maintenance List” app to have easy access to the data!

Get Details

See An Increase in Donations

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

Receive More Donations by Putting a Moves Management Strategy in Place

Logo UW Broward County
United Way of Broward County, Fort Lauderdale, FL
Fundraising Reach
$18 Million Annually
Andar MIG (Major Individual Gift)
Moves Management


United Way of Broward County implemented a Moves Management strategy to increase their donations.

It was becoming really hard to manage such a large base of prospect donors, and this United Way knew they had to change how they outreach in order to increase their impact power.



There were little strategy and structure behind how United Way of Broward County approached individuals in companies. It was common for them to decide on who to contact, but there wasn’t much data backing up their decision-making. For instance, they were able to see that if only 15% of employees in a company donated, there was the potential for outreach to the remaining 85% of employees, but that was too vague of a number to be strategic. Of that 85%, they didn’t know what level those individuals were and what strategy to use to approach them. They needed to look deeper into their data.

United Way of Broward County also realized that their presentation potential had dwindled over the years. Where in the past they would do fifty or sixty presentations at each company, now they were only going in for the big leadership kickoff meeting — this meant that their in-person reach was much smaller, and they needed a new plan of action for outreach.


"By using Moves Management, we are now strategic about who we have on the database, and the next move that we need to make. It’s keeping us more focused.”

Tony Hopper, VP, Workplace Development, United Way of Broward County



United Way of Broward County implemented Moves Management meetings which they didn’t have before. These meetings occur every couple of weeks, and only once a month during campaign season. During the sessions, they pull reports from Data Mining Operations from Andar and then assign Moves Management lists to managers that can focus on who they are looking at moving through their companies and cultivating.

Thanks to the data in Moves Management, they were able to identify people who were good candidates for in-person events. Instead of sending out an impersonal email blast to the entire database, they concentrated on calling prospective donors from their Moves Management lists to personally invite them. Doing this made their outreach more effective because they targeted individuals who had a high potential of interest. They also used the Moves Management data to identify individuals that were good candidates to speak at events because they had a history of participation and giving.


"Where we used to send out a full email blast to the full database, we’re now using Moves Management to identify prospective donors that we should call to invite them to events. This makes our outreach more targeted and personalized.”

Tony Hopper, VP, Workplace Development, United Way of Broward County



The new Moves Management strategy enabled United Way of Broward County to switch their focus from individual giving to major giving. As an example, they run the report of individuals who give $2,500 or above, and add them to the Moves Management list as “Cultivators,” so that during the summertime even if the campaign isn’t running, they are reaching out to those people to meet with them one-on-one and invite them to events.

They also carefully analyzed what being in the “leadership” level meant for donors and why they donated. This change in focus resulted in substantial growth in their three highest leader levels. They noted 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.)

What’s next for United Way of Broward County? They’ll start using prospecting codes to segment and personalize their outreach, which will maximize their Moves Management process even further.


Download PDF of Case Study

Improve the Donor Experience

How did this United Way improve the donor experience?

They used their donor data to make smart strategic changes. Watch the full video of Chris Gutterud, Data Systems Manager at United Way of Central Minnesota to get the details.

Watch Now

Using Donor Data to Personalize the Donor Experience


Transcript of Video

Customer Success Story

Project: Using Donor Data 
Solution: Andar/360, Andar e-Pledge, Andar Texting, Andar i-Attend

Customer: United Way of Central Minnesota, Minnesota, USA
Featuring: Chris Gutterud, Data Systems Manager


Hi, my name is Christopher Gutterud. I am the Data Systems Manager at United Way of Central Minnesota.


What are some of your organization’s challenges?

Our struggles have been kind of interesting over the last year. We’ve had staff turnover, a new CEO, we’ve had slightly declining campaigns, we’ve just had a struggle with the different mediums we use for communication; and for actually focusing on our donor engagement, to get them to want to donate. The numbers were going down so we needed to find a way to turn around and make everything work to a positive and flip this around, to get a better campaign, to provide better communication and understanding to our community of what United Way does.

What changes did you want to make?

To go to three focus areas instead of five. To change the way that we go from a campaign fundraiser to a cause fundraiser, to look at how we are focusing our data on our donors and making that into a priority and organizing all of our ways of knowing how to contact them.

How did you make those changes?

Well the first thing we had to do was, we had to have all of our information in the same place. We used other third-party vendors, Constant Contact, Mobile Cause, Galaxy Solutions for volunteering. We used all these, and they would do their job, but they wouldn’t communicate into the database of Andar. So, the vision was, we’re going to move everything into Andar, we’re going to utilize Andar and use Andar to contact the people better. To have a better understanding of who we’re contacting and why we’re contacting, get real on the donor information that we have, use the data that we have – because we have a lot of data! – but actually use it in ways that we can contact these donors and make it more of a personalized vision.

What was the process like?

Our whole staff had Andar training for a week. Somebody came in and taught the staff the functionality of Andar. That was kind of the first step in getting us to where everyone is utilizing the system. From there we went to creating a lot more dashboards and focusing what we were getting out of Andar in the dashboards and realizing DMOs, automatic letters going out for Thank Yous, just making our processes better. You know, work smarter, not harder.

We have done so many different things. We’ve got the texting module that we can do text-to-give, we just purchased the i-Attend module, we’ve actually done the attendance for events in Andar. We’ve done all these things that we used to use spreadsheets for, that we used to use other third-parties for, and now we’re integrating it all into Andar, and by doing that we’re just making our processes that much smoother, that much easier – and we can do more with less.

Get the Scoop on How One United Way Manages Their Events

How do you manage your events?

Hear how Aness Symons, Associate Director, Communications & Donor Experience at United Way Elgin Middlesex, manages her organization’s events using Andar i-Attend. In the video, Aness goes into specific event examples, including how they manage registration types, attendance reporting, and how they follow up with attendees after events take place.

Watch Video

Donor Texting at Events Hosted by United Way of Central Minnesota


Transcript of Video

Customer Success Story

Project: Text Donations at Events
Solution: Andar Texting

Customer: United Way of Central Minnesota, Minnesota, USA
Featuring: Chris Gutterud, Data Systems Manager


Hi, my name is Christopher Gutterud. I am the Data Systems Manager at United Way of Central Minnesota.


Aside from emails, how do you gather donor data?

We’re actually collecting cell phone numbers and we’re utilizing that in our system. We can now go to an event, and say, “Text the keyword to our number 85511.” They’ll send the text, they’ll get an automatic link back to them to go to our webpage and make a donation for what we just talked about at that event.

We had fair success in our first attempt at this. At our spring celebration we had over one hundred people respond of the two hundred and fifty people that attended. So, it was a great success for us to have that response of people that actually took their phone out and texted the keyword. It’s something we had in the past with Mobile Cause, but now it’s all through us and all through Andar — and we can track it, and it’s in our system, and we can use that.

How do you use the new donor information?

In the other platform we had, we only knew if they gave. We would never know if they went out to the webpage. We would never be able to track, you know, sometimes you get people that go out there and say, “I’m going to do it a little bit later. I’m going to actually donate later.” We now can track how many people actually went to the webpage, and then they can see how many people actually donated from that. So, we have traction, not just about the dollars, we have the traction of who has the interest, which puts them on that donor journey saying you cared; we’re going to use that information down the road. Even if you didn’t donate this time, of those hundred, even if they didn’t donate, now they’re on that journey that says, “We care about food for children in the summer time,” whatever that event that we do it at is at, and that’s what we had it for.

Integrated Software Technology Can Save You Time and Output Better Data


Transcript of Video

Customer Success Story

Project: Software Technology Integration
Solution: Andar e-Community, Andar e-Pledge, Andar i-Attend, Andar i-Access, Andar e-Volunteer

Customer: United Way Elgin Middlesex, London, ON
Featuring: Aness Symons, Associate Director, Communications & Donor Experience


My name is Aness, I work for United Way Elgin Middlesex, and I have been here for about eight years now; and I’ve had a number of different roles since I’ve been here. I started out-in Fund Development, I did that for three years, and then we actually had purchased Andar and they wanted somebody with a fundraising background who kind of understood the tool to move into a fulltime Andar position for a couple of years to really look at maximizing and how we were using it. So, I did a two-year secondment, which turned into a fulltime long-term position; and then most recently last year I became Associate Director of Communications.


Which Andar Modules do you use?

We are using just about every module that Andar offers. Obviously, workplace e-Pledge is the one we use the most. We use it with all of our largest accounts. We use it in different ways, so some use the self-registration setup, some have use pre-populate everything for them, others are using the single sign-on (SAML single sign-on), so we are using all of the different options which is really nice; and for a number of our workplaces we actually have all of those options set up. So, even if they’re using SAML and they can log in through their internet, we also have a generic link set up for them, so that if somebody is having problems they can go to that link, self-register; and we’re really working toward a “no wrong point of entry” with e-Pledge which we’re getting really positive feedback on.

This year we did move our individual giving back to Andar, through e-Pledge, which has also been really positive for us because we get that information in real time. The second somebody goes on to give, we know. Likewise, if they go on, they start a pledge and they don’t complete it, we know. So, we can follow up with them that day, and say, “Hey, we noticed you went on, started the pledge process, didn’t finish it, did you need any help? Did the system go down? Did you have questions?” Whereas when we were using another tool, we weren’t getting that type of feedback so we couldn’t be as responsive to what our donors needed.

We’re also doing all of our events now through Andar. So, we’re getting a much broader picture of who’s actually engaging with us, not to mention the data capture that we’re getting. Because now we control what questions are we asking each time somebody signs up for an event. We’re capturing those emails, we’re capturing their interests, all in one place, and we can compare that against, “Have they donated? Have they attended other events?” So, it’s just giving us a much broader picture. So, I would say, having all of those different pieces working together is kind of the real win. We have everything in one spot.


How is Andar’s integrated model useful to you?

We’re such a small shop that, really, even when you look at the time it takes to set up multiple tools, let alone take the time to get that information out of that secondary tool into your system of record, it’s just wasteful. We don’t have the manpower to be doing that and duplicating every single thing we do. Now we’re able to do all of our events through Andar, we’re able to do volunteer management through Andar, our online pledging, and we don’t have to be piecemealing things together.


Do you set up each Andar Module separately?

When you set up the backbone of e-Community, all of the different modules automatically are templated to match. When we set that up for e-Pledge, now it’s already accessible for i-Access, and the volunteer module, and the events module. We don’t have to do it again.


How does Andar e-Community save you time?

It carries over into every area of the tool that we’re using online. So, by setting it up once, it’s now ready for the pledging, for our CB application (investment application, for those who don’t know what CB is), our event registration, and again, it’s all tied into Andar, our system of record, we don’t have to duplicate things. So just by doing it right once, we have it available in every different platform that we might need to use online.


What mistakes have you seen other organizations make?

The things I see a lot is people creating things as one-offs. So, again, going back to the individual giving – I’ve talked to a number of United Ways who I know use Andar and they’re using these third-party platforms to do this, or do that, and then when we get into the conversation of, “Why are you doing that because now you have to manually enter all that information into your system?”

They say, “Oh, we really wanted this function and Andar can’t do that.” “Sure it does. We use that. We have…”

“Oh, well you can’t do perpetual pledging.” “Yes, we have that set up.”

“Oh, well we couldn’t easily do monthly donations.” “Yes, we do that.”

So, I think a lot of times people make an assumption because they don’t have it set up that the system can’t do it, so for me the big thing is ask.

We’re doing things in our system that people have no idea are even possible, but we just asked the question. “Here’s what we’d really like see. We’d like an automated email to go to this person every time this happens.” “Yeah, we can do that.” So, yeah, just ask!


What tips would you give to other organizations?

I would say, take a real look at what you’re already using and what you’re investing in. If you have multiple tools that you’re using to get what you need, I would seriously consider looking at getting the broader modules of Andar. I know even within United Way, there are a number who have the basic Andar, but they don’t have the Executive Plus, they don’t have the e-Community modules and I would say, if you’re spending money on these other tools anyway, it’s definitely worth the investment and the time up front to just get it all in one place. Once it’s set up, it’s done! And there are all kinds of templates, and there’s sharing.

If we’re using this tool over here that nobody’s really heard of, but it’s five cents a transaction cheaper; that’s great, but then as soon as I have a problem, who do I really ask? Whereas, with Andar, there are enough of us using it, there’s a support team; that as soon as something happens, you know you can brainstorm with other people. Whether it’s other United Ways who are having the same issue, or whether it’s customer service coming up with the solution, it just makes sense to have it all in one place. All in one tool that other people are using.


What benefits have you gained from using e-Community?

It has made our analysis of what we’re doing much simpler. We, at one point, were sending emails via Constant Contact, and then directing them to one of our other tools here, or they might bounce to Eventbrite and then back to our system. Now we can trace from the very beginning. So, we send the email, who clicked on the email, who registered, how much did that person give this year, we can get a consistent report for each donor’s experience, which really helps guide how we approach them in the future.

This year, we’ve also implemented surveys into a lot of what we’re doing. A lot of our emails that we send out, even our Thank You email, has a survey on the back end asking people about their experience with us; and we’re able to have that all right on their record in Andar. If they have a preference for getting phone calls as opposed to emails, if they’re particularly interested in one of our impact areas, we have that at our fingertips instead of having to go dig into multiple tools. So, I think it will really be over the next couple of years, as we’re consistently using this information, that we’re going to see that increase.

One of our key focuses right now is donor retention, because it’s the leaky bucket and we’re hearing it everywhere. People are losing donors right, left and centre. So, we’re really looking at, (a) How do we improve the donor experience? So, from the first time that they click on one of our emails, what they see online – Is it easy? Is it intuitive? Down to what do they like? What are their responses and really tracking that, so that year over year we can keep improving it. And really start to cater our communications and donor experience to the individual.