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Office Closed

Our offices will be closed on Monday, May 21st for a holiday. The help desk will remain open but technical support will not be available.

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Help Desk
May 29, 2012 - June 01, 2012 Southeast Regional Conference
October 01, 2012 - October 03, 2012 Finance & Human Resources Forum
Nelson Mandela
May 21, 2010

 


Managing Volunteers
Of course, nonprofit organizations use volunteers to do as much of their work as they can. Volunteers often play a special role in the solicitation process. They are often given a list of prospects to contact and then report back on the status of the call.

Managing volunteers can be very challenging. Since their involvement is likely time limited, it's probably not a good idea to spend a week training them on how to use your database system. It's also important to note that since you have very specific rules dictating what information should go where in your system, you would probably not want your volunteers to "wing it" and insert data here and there as best they can. That would be a complete disaster for your database. Imagine telling people to just put everything anywhere in your filling cabinets. You'd never find anything.

It's also challenging when your volunteers are heavily involved in your organization's relationship building activities. The information gathered in these types of activities can be extremely diverse and may need special handling on a case-by-case basis. This further complicates your database entry process. Who should do the data entry? It may be risky to let volunteers do it. Should you have a data control staff or should you have a volunteer assistant trained for that specific purpose? The answers to these questions may depend on how your organization is structured. The solution is not always simple.


e-Class: Campaign Structuring
Wednesday June 2 @ 1:30 ET

If the only structures you have in Andar are 2009 Main, 2008 Main, 2007 Main, etc., then this e-class is for you. Andar allows for multiple campaign structures in the same year without concern for double-counting. This class will cover the mechanics of creating a structure, assigning and moving accounts, when and why to rebuild. We will discuss how to use the extra structures to your advantage, including adding the structure summary to your dashboard.

Pre-requisites: Basic knowledge of Andar Campaign structure and reports.

Target Audience: This class is intended for Resource Development staff who want to take full advantage of Andar's reporting capabilities.

For fee and registration information,
please contact the Help Desk, toll-free, at 877-479-3780 x314.


e-Class: Mailing Lists, Mailing List Usages and Direct Mail tracking
Wednesday June 9 @ 1:30 ET

Are you struggling with generating mailings from Andar? In this class you will learn the required steps, with clear examples of mailings to CEOs and Leadership Givers. In addition, you will learn how to track the effectiveness of Direct Mail solicitation with Mailing List Usages.

Pre-requisites: A working knowledge of Andar including profiles, pecking orders and relationships. A basic understanding of Data Mining.

Target Audience: Any staff person who needs to send mass mailings.

For fee and registration information,
please contact the Help Desk, toll-free, at 877-479-3780 x314.


e-Class: Data Mining for Analysis - Intermediate Level
Wednesday June 16 @ 1:30 ET

Do you want to learn more about Data Mining? In this e-Class you will learn:

  • how to select and extract roll up information (ie. using the Parent/Subsidiary relationship)
  • two ways to extract designations (one row per designation vs. one row per donor)
  • how to populate a warehouse from a spreadsheet of accounts
  • when to use the 'Clear Selected Accounts' section
  • more about the AND/OR operators

Pre-Requisites: Novice level Data Mining class, or some experience with creating Data Mining Operations.

Target Audience: This class is appropriate for any staff person wanting to learn more about Data Mining.

For fee and registration information,
please contact the Help Desk, toll-free, at 877-479-3780 x314.


Andar Logo Shirt
We have opened a virtual store at Land's End. Now you can buy merchandise with the Andar/360 logo.

Buy your Andar Shirt at http://ces.landsend.com/Andar...

Note also that Helix does not get commission on the sale of merchandise through this site.


Quote of the Week
He who wishes to secure the good of others has already secured his own.

Confucius


About Helix

Helix is a leading provider of cost-effective, enterprise-wide fundraising and community support software to nonprofit organizations and corporate foundations. Drawing on its 15-plus years of service and experience with the nonprofit sector, Helix offers within its Andar/360 product, an integrated suite of functions that addresses various missions of not-for-profit organizations, such as fundraising campaign management, online giving, allocation of funds, outcome measurements, volunteer management, and community services such as Information & Referral (211).
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Friday Morning Coffee Break - Archive

Our customers say...

"Conversion was awesome, outstanding! I felt like I was the only customer, even though I knew that I wasn't."

David Colvin
Director of Information Technology Solutions
Heart of America United Way
Kansas City, MO