The 2026 Andar User Group Conference (UGC 2026) is built for United Way professionals who want to get more from their tools, strengthen internal capacity, and stay ahead of an evolving nonprofit landscape. This year's UGC keynote speakers, Karen Graham and Kivi Leroux Miller, bring both the strategic perspective and the practical guidance your team can put to work immediately.
Discover how to navigate Andar/360 with confidence. This session covers the essentials: searching for accounts, accessing core CRM information, using communications and notes effectively, and helpful tips and tricks to streamline your workflow.
The Agency Portal gives agencies direct access to donor choice reports. Learn how to set up your portal (menu options, web roles, reporting, email usage) and use the Save & Send function for Donor Choice Payouts. Recommended experience: e-Community, Payouts.
United Ways are making Andar their single source of truth and increasing their community impact. From managing agency applications/evaluations to coordinating community challenges and internal programs, discover how to fully leverage the Community Building module.
Touchpoints, communication logs, and KPIs play a distinct role in tracking interactions and measuring progress in Andar. Discover how these features differ, how they partner, and when to use them to get clearer reporting and more effective relationship management.
Move beyond spreadsheets and broad campaign-level goals. This session will show you how to apply goals at the account level using modeling and imports, then leverage tracking parameters to enhance your reporting and campaign analysis. Remember: what gets tracked, gets done!
What happens when you disable/delete a user? How can you keep data clean without breaking the audit trail? Discover how to manage user accounts when staff leaves, demystify Logon Denied vs Delete, clarify what data stays, and get simple best practices; no SQL required.
Learn about eAdmin, the powerful visual editor designed to modernize e-Community page management. Add, update, modify content directly from the eAdmin web interface. See what you're changing as you work. Transform a manual process into a streamlined intuitive workflow.
This session focuses on CRM adoption and best practices, addressing both the strategy behind CRM investments and the practical steps required to get staff confident and engaged. Attendees will gain insights they can apply immediately to improve data quality and user adoption.
Leadership giving is complex when gifts span individuals, spouses, workplaces. Discover how Andar helps you maintain accurate records by automatically tracking leadership levels, handling combined giving, and distinguishing workplace and individual contributions.
No need to click through menus to find your regular Finance reports. Introducing an installable Finance Dashboard! This tool puts your most-used reports and menu items in one convenient place - personalize it to your workflow, save time, streamline processes.
Connect data to strategy. Once information is captured in Andar, it surfaces across the system and delivers a clear view of stakeholder engagement. Learn how dashboards, DMOs, and automation transform scattered data into insight that improves results/relationships.
Use powerful dashboards to simplify Community Building - the module dedicated to your Allocations and Impact processes in Andar/360. Distill important information about your agency applications, volunteers, outcomes and outputs into easy-to-manage Dashboards.
This session highlights key reports that help you spot overpayments, missing pledges, and ineligible agency accounts. Learn how each report identifies issues that need to be addressed before completing the payout, and what can wait until after the payout.
Discover how to track volunteer hours, product drive collections, and distribution details with ease. Whether you use e-Volunteer or not, Andar provides powerful tools to manage volunteer activity and gain a clear understanding of how stakeholders engage with you.
Learn the fundamentals of building a Data Mining operation. Discover how to define your target accounts, extract information needed, and design operations that minimize manual data manipulation and sorting. This provides clean results with less effort.
Uncollected pledges affect your bottom line. Discover how to use Andar to create donor statements for print or email. Also, ePledge users learn how click-and-pay statements make it easy for donors to pay balances online. Finance processing experience is an asset.
A strong campaign structure is vital for accurate tracking/reporting. Discover best practices to help you build and maintain your structure, manage multiple setups, identify unstructured accounts, and perform an annual clean-up to keep data organized and reliable.
Most fundraising campaigns aren’t broken, they underperform because of small gaps that add up to missed revenue and lost donors. In this session you’ll learn how to audit fundraising campaigns, e.g what to look for at each campaign stage, how gaps impact results.
Andar offers powerful reports, but finding the right ones can be overwhelming. This session walks you through our favorite campaign reports—what data they provide, how to find them, and how to use them efficiently to get the insights that matter most.
Executive Plus is a very versatile tool. It transforms data into customized tables, charts, and graphics for emails, Thank You letters, statements, receipts, e-Community websites. Discover what EP apps can do for you. Note: Focus is on possibilities, not SQL coding.
Get expert strategies to prevent duplicates, as well as tools to find and resolve them if they do. Learn how system preferences, web settings, import validation, duplicate-detection lists, and mass-merge features keep your database clean, reliable, easy to manage.
Discover how to use BioTabs, “the ultimate organizational hub”. Gather fragmented data from across an entire account and combine it into a single, intuitive dashboard. Eliminate tab fatigue, get a 360-degree view of your data, and make faster, more informed decisions.
This session explores current trends in nonprofit marketing, with a focus on storytelling, campaign planning, and staff training. Get actionable ideas to improve how your organization communicates, connects with donors and partners, and aligns marketing efforts across teams.
Get a complete view of your campaign performance at a glance. Explore the new dashboard apps and premade dashboards designed to simplify campaign management and give you the insights you need, fast.
Whether you need to collect donations, recruit volunteers, manage tribute gifts, or track/distribute product drives, Andar helps you mobilize support fast. Learn how custom registration pages, pledge forms, and other features help you respond quickly, efficiently.
Navigate the rollover process with confidence. This session covers both campaign and non-campaign rollover, explaining what each selection on the rollover screen means and how your choices impact your database.
See three real-world examples, from automated welcome sequences and account updates to real-time incentive dashboards, where simple, creative improvements transform internal efficiency. Walk away with recommendations and actionable steps to simplify your daily workflows.
Processing gifts of stocks and securities doesn't have to be difficult. In this session, learn step-by-step how to record stock and securities transactions in Andar.
Unlock the power of targeted donor outreach = combine Data Mining + Mailing List + Email tools. Create segmented lists, design reusable email templates, and track campaign results in Andar. Discover what generates revenue, identify where to expand efforts.
The team from United Way of Greater Twin Cities demonstrates how a single-database strategy has revolutionized their internal workflows. UWGTC shows how eliminating data silos can unify event attendance, automate custom reporting, and bridge gaps between Finance and Fundraising.
Tired of manually entering data? Streamline your data imports using Andar Connector. This session covers setting up an import file, understanding validation and process settings, resolving errors, and creative ways to leverage imports beyond the basics.
Centralize data with Andar surveys. Share via link, embed in an e-Community page, or complete surveys in Andar to capture feedback and auto-update records. Learn survey types, creation, and effective use. Eliminate 3rd-party tools and keep all your data in one place.
Streamline accounting with the General Ledger interface. Automatically populate GL accounts on transactions, then pull the data for importing or manually updating your General Ledger.
Manage volunteers more efficiently, gain insight into their engagement. Discover new apps and pre-made dashboards that track and measure volunteer time in the community. Whether you use e-Volunteer or not, this session offers valuable tools for working with volunteers.
Having a smooth process for month-end reconciliation makes it easier. Discover reports that help you close each month with confidence. Leverage A/R Trial Balance Summary, Deposit Register, and DC Summary Management reports to ensure clean records, alignment.
Dashboards unlock the value of event attendance data. Andar tracks event attendance, no i-Attend needed, and displays the information on a dashboard that’s accessible to your team; including Marketing. Discover dashboard apps that give a high-level view of donors.
Go beyond application collection to streamlined evaluation. The Community Building module creates online evaluation forms that can be reviewed and scored as they're submitted. Guide users to specific sections, make the process more efficient, consistent, manageable.
As workplace giving and traditional annual campaigns decline, organizations must find new, creative ways to inspire donors. This session explores practical tools and best practices for capturing and managing gifts that fall outside typical campaign structures.
Get expert tips to simplify your Receipting process; e.g. selecting transaction types, refining templates, validating data, saving parameters, using dashboards to organize. Discover how email receipts save time/money, learn strategies to be faster, more efficient.
Increase leadership/major-gift donors with Step-up Programs. Discover how to design/manage multi-year commitments that help donors gradually reach higher giving levels. Create community/workplace programs, promote in e-Pledge, track progress, automate transactions.
Charts show high-level details/trends faster than table data. Andar's charting system allows customization to quickly display key insights. Discover Dashboard and BioTab apps that use charts, and unique chart types like Word Clouds, Maps, Executive Plus visualizations.
Transaction errors happen! Learn how to adjust transactions, write off amounts, change accounting dates, update/cancel envelopes, and export corrections to keep your data as clean as possible.
Whether you are new to Andar/360 or a seasoned user, this conference is designed to deliver actionable insights you can use right away.
The Andar User Group Conference (UGC) returns April 7th to the 9th, 2026. The annual event brings together United Way professionals from across North America for three days of learning, connection, and practical insight. We are thrilled to announce the two nationally respected keynote speakers anchoring this year’s UGC event - Karen Graham and Kivi Leroux Miller. Watch for these industry-leaders to deliver timely, actionable perspectives on technology adoption and nonprofit communications.
Karen Graham is a widely respected nonprofit technology strategist, consultant, writer, and speaker, with deep expertise in CRM selection, adoption, and long-term success. She works closely with nonprofit organizations to bridge the gap between technology strategy and day-to-day operations, helping teams understand not only which systems to use, but why they matter, and how to ensure they deliver lasting value.
Karen’s experience spans the full CRM lifecycle, including evaluation, implementation, governance, staff adoption, and continuous improvement. Her work is grounded in the real-world challenges nonprofits face, such as limited resources, competing priorities, and the need for systems that support collaboration across departments.
At UGC 2026, Karen’s keynote will focus on CRM adoption and best practices. She will explore the strategic rationale behind CRM investments alongside the practical steps required to build staff confidence, improve data quality, and increase organizational alignment. Attendees will leave with insights they can apply immediately to strengthen CRM usage and maximize the impact of their technology investments.
Kivi Leroux Miller is a nationally recognized nonprofit marketing and communications expert and the author of The Nonprofit Marketing Guide. With decades of experience working alongside nonprofit organizations, Kivi helps teams sharpen their storytelling, administer more effective campaigns, and build sustainable marketing and communications capacity.
Known for her practical and straightforward approach, Kivi focuses on strategies that are realistic for nonprofit teams, particularly those working with limited time, budgets, and staff. Her work emphasizes clarity, consistency, and audience-centered messaging that drives engagement and action.
In her UGC 2026 keynote, Kivi will explore current trends shaping nonprofit marketing and communications, with a strong focus on storytelling, campaign planning, and staff training. Attendees will gain actionable ideas to improve how their organizations communicate impact, connect with donors and partners, and align marketing efforts across teams.
UGC 2026 is designed to help United Way professionals get more value from their tools, strengthen internal capacity, and stay ahead of evolving nonprofit challenges. With keynote sessions from Karen Graham and Kivi Leroux Miller, this year’s conference will deliver both strategic perspective and practical guidance you can put to work right away.
Early-bird registration is now open. Secure your team's spot and take advantage of discounted pricing by purchasing your team ticket today - buy one ticket, invite the entire team! Visit the UGC registration page to register and bring the team to join us in April.
For United Ways across North America, tax season is more than an administrative milestone. Tax season is a period that tests financial controls, data integrity, cross-department alignment, and organizational readiness. As campaign volumes increase and donor expectations continue to rise, the systems that support Finance teams, particularly during tax season, matter more than ever.
Leadership teams are increasingly recognizing that year-end donor receipting and reporting are not isolated operational tasks. These duties are highly visible demonstrations of the organization’s stewardship, accountability, and trust within the community. nonprofit-specific CRM platforms, like Andar/360, play a central role in ensuring Finance teams can meet these expectations with confidence.
The period that follows the completion of campaign season places multiple, heavy demands into a short window of time. The additional demands include issuing or reissuing donor receipts, reconciling pledges and payments, responding to donor inquiries, and preparing for an audit review. When these activities rely heavily on manual processes or disconnected systems, the risk profile increases.
Under these demanding conditions, United Ways feel the impact through:
Utilizing tools, such as Charts and Biotabs within Andar/360, can help transform tax season from a reactive scramble into a controlled, repeatable process that aligns with strong financial governance.
The aim of automation is not to replace staff expertise. Its goal is to eliminate unnecessary manual work so that expertise can be applied where it matters most.
For United Way Finance teams, automation within their CRM supports:
By automating routine processes with Andar/360, Finance teams spend less time processing transactions and more time reviewing exceptions, managing risk, and supporting leadership with timely insights.
Audit readiness should not depend on heroic efforts performed by the Finance team once a year. Strong systems are built to include audit support directly into daily operations.
Andar/360 enables audit confidence through:
For the leadership team, this translates into fewer surprises, faster audit cycles, and greater assurance that processes and controls are functioning as needed and intended.
During tax season there is intense pressure placed on Finance teams to overcome challenges quickly. But, speed without maintaining control invites risk. Tools within Andar/360 can help reconcile this danger by applying validation rules and data integrity checks before donor receipts are generated.
Common issues such as duplicate donor records, misapplied gifts, or incorrect receipt totals are often the result of faulty manual processes or fragmented data. When controls are automated, accuracy improves and timelines shorten. For leadership, this balance reinforces confidence that growth in campaign volume does not come at the expense of the organization’s financial integrity.
Tax season touches multiple teams, including Finance, Resource Development, Donor Services, and IT. When these groups operate independently in silos or rely on detached systems, coordination breaks down and the organization’s performance suffers.
Andar/360 acts as a single source of truth. It can ensure:
Leadership benefits from smoother collaboration, fewer escalations, and a more unified organizational response during critical periods.
As United Way campaigns continue to evolve, payroll deduction programs, online giving, corporate matches, and hybrid donation models introduce a complexity that many CRM systems struggle to manage.
The Andar/360 platform is designed to scale with:
Investing in a scalable CRM system protects Finance staff from burnout and, for leadership teams, it ensures that operational capacity keeps pace with mission growth.
As leadership evaluates CRM readiness, the following are key capabilities to prioritize:
The above are not simply technical considerations. These capabilities are foundational to effective stewardship, risk management, and organizational resilience.
Tax season is an opportunity for United Ways to demonstrate operational excellence and financial leadership. With Andar/360’s dependable CRM tools in place, Finance teams can deliver accurate, timely, and auditable outcomes, with fewer challenges.
Automation, audit readiness, and efficiency are no longer optional. These are essential to maintaining donor trust, supporting staff members, and ensuring that the leadership team can stand confidently behind the organization’s financial processes. Because Andar/360 is purpose-built for United Ways, it plays a principle role in making that confidence possible.
