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 can grant 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. Recommend experience: e-Community, Payouts.
Description coming soon.
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.
Discover how using Andar/360 as your “single source of truth” synchronizes your organization’s data and drives smarter decisions across fundraising, finance, programs, and leadership. Get better performance and make a greater impact with the system your team depends on.
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!
Description coming soon.
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 contributes to clean financial records and why reviewing them before running payouts saves time and prevents mistakes.
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, actionable 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.
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.
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.
Description coming soon.
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.
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.
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 for Donor Choice Payouts and Pledge Processing, then pull data directly into reports when updating the general ledger. Learn best practices to set up, maintain, maximize the GL interface.
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.
Description coming soon.
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.
Description coming soon.
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.
Transaction errors happen, whether from donor mistakes, changing details, or simple oversight. Learn how to adjust transactions, write off amounts, change accounting dates, update/cancel envelopes, and export corrections to keep records accurate, reports clean.
Whether you are new to Andar/360 or a seasoned user, this conference is designed to deliver actionable insights you can use right away. Plus, with one pass your entire team can attend!
Early bird team pricing is available now. Secure your spot and bring the team for learning that advances your impact.
