February 20, 2009

 


Patch
Patch 2009.01.01 will be available for download early next week.

Click to download it...


Expectancy Gifts
MIG: Andar/360 has just brokered a cease-fire between finance and resource development departments. For years, gifts acquired by resource development staff were rejected by finance due to the lack of formal donor commitments and various other documentation finance requires. Now, with patch 2009.01.01, resource development can track these gifts in their own “expectancy gift” screen within Andar. When the actual paper-work is received and the gift is entered by finance as a transaction in Andar, the matching resource development expectancy gift will automatically be linked to the transaction. Now bequests, gifts of insurance and many other such “future” gifts can be entered in Andar and related to various accounts such as financial advisors, solicitors, natural or primary partners. Because amounts and expected dates are often not known, we made just about every field as optional.

Read Project 41808...
Read Project 43799...


Gift Relationships
MIG: Both financial transactions and expectancy gifts can now be related to the various accounts involved in the gift. Corporate and foundation gifts can be related to the actual individuals for leadership and thank you letter purposes.

Summary totals are also shown on all accounts involved in the gift.

Read Project 41809...


United Way Users Group Conference
One week before the conference... It's not too late to register.

Looking forward to seeing many of you there.

Click to read more and register.


Quote of the Week
The sage does not hoard. Having bestowed all he has on others, he has yet more; having given all he has to others, he is richer still.

Lao-Tzu


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).
Back

Friday Morning Coffee Break - Archive