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Technology for a Remote Workforce

Probably like many of you, we’ve been working on modernizing our tools and processes to operate even more effectively as a remote team. All of our systems for our United Way partners function remotely, but we still have a few internal processes to modernize. One of those is our Accounts Payable process — and today […]

Modernize Donor Engagement with Upic Connect powered by Salesforce

Upic Connect Demo During the United Way Respond, Recover, Reimagine, Rebuild: Donor Engagement in a New Normal conference, we will be providing demos of Upic Connect, the CRM Lite platform for small-to-mid size United Ways. We hope you will visit us at our booth to say hi and join us at one of our scheduled […]

Upic and the Virtual VITA Program

BACKGROUND     United Way Suncoast supports and operates the VITA (Volunteer Income Tax Assistance) program for the Tampa Bay area. VITA is a national program helping to ensure billions of dollars in tax returns are returned to individuals in communities across the United States. For 50 years, people with disabilities, lower income or limited English speaking ability have relied on VITA […]

Virtual Upic Week a Success!

We completed our first ever virtual Upic Week! For most of the team this was also our first virtual conference. While we missed seeing each other in-person, putting  the health and safety of our team first will always be my guiding light. Thank you to the Upic Engagement Committee who planned an amazing event full […]

Supporting Remote Teams

With many people being faced with having to work remotely during these unprecedented times; United Ways are looking for tools that can help them meet the increased demand of collaborating with internal and external contacts. Microsoft Teams is the perfect tool that combines chatting, meetings, calls and collaboration from anywhere. What do I need to […]

Upic COVID-19 (Coronavirus) Response

What Upic is Doing Upic has a robust Enterprise Risk Management framework to support the response to known and unknown risks that may occur. The ongoing global COVID-19 event falls under this umbrella. We understand our role as a critical part of your United Way team, and wanted to share what we have done and […]

Transport Layer Security (TLS) 1.2 required starting May 28th

Starting May 28th, 2020 Upic Solutions will begin applying modern encryption standards on all hosted services (Virtual Office, ePledge, ePortal). The following configurations are known to be unable to use this modern encryption.  Remote Desktop Protocol Windows 7 SP1 using RDP version 6.3.9600 and lower (This affects systems logging into Virtual Office). This can often […]


Fort Mitchell, KY– Upic Solutions, the leading technology shared services provider for United Ways, has acquired Cascade Data Solutions, a software firm also servicing United Ways. The acquisition brings non-profit and United Way expertise along with United Way customers together under one company.  “This acquisition furthers our strategy of serving as a trusted partner, helping […]

‘Tis The Season

Greetings from Upic! The Holiday season is fast approaching. As we look back on what we are thankful for here at Upic, we want to say that we are thankful for YOU! Our local United Ways. Thank you for allowing us to partner with you as you continue to work to improve the communities that […]

Meet Upic at the 2019 United Way Finance, Talent and Technology Forum

Stop by and meet the Upic Team in Ft. Lauderdale next week at the United Way Finance, Talent and Technology Forum. J.R., David, Heather, Gloria, Jim and Brianne will be there to learn, share and grow with the network.  We look forward to learning about your challenges and how our Shared Services can help with […]

Engaged, Empowered, and Volunteering!

People often ask me how do I know if I have an engaged and empowered team? I believe the true mark is if the team is doing things together outside of work. I am extremely proud of the team and culture at Upic, especially when it shines out in the community while we are volunteering. […]

Critical Windows Update – August 13, 2019

On Tuesday, August 13, Microsoft released critical security patches for Windows. According to release notes and further media by Microsoft, the patches are needed to protect from a remote code execution (RCE) vulnerability and should be applied as soon as possible. These vulnerabilities allow an attacker to run arbitrary programs on a computer, without needing […]

Philanthropy at Upic Solutions

With the completion of Upic’s annual all-team meeting, Upic Week, we are proud to announce the successful launch of Philanthropy Cloud (SPC) with our team! For the third campaign in a row, Upic associates have achieved the monumental goal of 100% participation in our campaign! I would like to thank our team for not […]

Upic Week 2019

Upic will be holding our annual team meeting July 22nd – 26th. During this week Member Services help desk will have special hours on the following dates – July 22nd – 8 am – 6 pm EST July 23rd – 8 am – 6 pm EST July 24th – 8 am – 6 pm EST […]

Windows XP, 7 and 8 End of Life

With security and feature updates being released at a blazing pace by Microsoft to keep up with security threats and modern business needs, it’s critical that computers accessing Upic infrastructure are kept on modern, supported Operating Systems. We plan on deprecating support for unsupported Operating Systems in January of 2020, which will result in systems […]

Upic Engage 2019

Come join us for the first annual Upic Engage – designed to help local United Ways engage, impact, and grow in their community, donors, and United Way network connections. Immerse yourself in two days of sharing best practices, meeting new faces, and celebrating the good work being done today. We are working on an incredible […]

Learning, training, certifying on Salesforce™

    Congratulations to Eric Seller for becoming Upic’s first Salesforce Certified Administrator. Our team has been hard at work not only deploying solutions the United Way network can use on Salesforce, but also on becoming platform experts. Our goal is to have a least 20% of our Upic team certified by the end of […]

Email not synchronizing on your mobile device?

Microsoft recently made some changes to push the adoption of the Outlook app on mobile users. This could cause some synchronized accounts to fail. If you are having trouble resuming mail sync, please remove the account, reboot your device, and then add the account back. You may receive an email from Microsoft that looks like […]

New Feature in Virtual Office!

You may have noticed a new pop up recently when logging into Upic’s Virtual Office. Microsoft has released a new application called Teams that will replace Skype For Business. In order to help you stay current; Upic has begun to include access to the new Microsoft Teams application within Virtual Office! The application includes the […]

Upic Partners with Salesforce™

Upic has been hard at work over the last few months working to become a Registered Salesforce Consulting Partner. “With the changes happening in the non-profit space and United Way network we felt it was important to partner with a company that not only is the leading provider of cloud-based software, serving over 39,000 non-profits, […]

Great Rivers Conference 2019, Upic to present NPSP

We are so excited to be a part of the Great Rivers Conference for 2019 and host the Live United Lounge with United Way of Central Illinois and Kishwaukee United Way on Feb. 21st, 8-10pm.  Come see our presentation on NPSP on Feb 19th at 3:15pm, Salesforce as your Donor Management System.  Upic is a […]

Upic’s Modernization of United Way Platforms

As we look back at a very successful 2018 for Upic, we wanted to share our vision of the future. The future is cloud-first platforms that are easily accessible, secure, and meet your needs. We are working hard to ensure cloud-native platforms supporting the direction of the United Way network are available for you when […]

Living United and Giving Back

The Upic team continues to get out into the Cincinnati community and give back.  Thank you to Strategic HR for inviting us to their food packing event! Our goal was to pack 12,000 meals for those in need. We ended up packing over 14,500 meals and had a blast doing it!   

Vishing, Facebook and Credit Freezes

Yesterday, I covered the risks of phishing and a few steps that can be taken to greatly improve account security. We continue to bring up phishing as an area of concern, as it is the most common breach point for an organization. Today I’ll cover another type of attack, called vishing, that is on the […]

Don’t become a phish!

Phishing has become more common and more sophisticated on the internet as users and attackers become more savvy. While the standard Nigerian Prince (aka Nigerian 419 scam) is still present, most people are aware of it and no longer fall for it. E-mail filters catch these with high certainty, and even those that make it […]

New Account Manager – Gloria Gooch

  Hi, my name is Gloria Gooch.  I am the new Account Manager and am excited to be a part of the Upic team.   My professional experience as Account Manager includes working with government, education and commercial accounts for Cincinnati Bell Telephone and Charter Communications.  I am looking forward to getting to know everyone within […]

Team Building and Serving Our Community

Not only is our Upic team hard at work supporting our United Ways during campaign season, but we also take time to volunteer. Our team was hard at work at the Freestore Foodbank, packing over 2400 meals for those in need.    

Dennis Renschler Joins the Upic Board of Directors

We are very excited to announce that we have added another new board member, Dennis Renschler. We continue to bring in people who know the United Way business, to help us to continue to improve our organization and keep us on the leading edge! Dennis Renschler, Metro United Way

Upic Week is here!

Upic will be holding our annual team meeting July 23rd – 27th. During this week Member Services help desk will be staffed from 8AM-8PM Eastern at a reduced capacity, should you get voicemail please leave a message and we’ll get back as soon as possible. We recommend sending non-urgent requests by email to The […]

Sign up for Office 365 Training Today!

Our Office 365 Training will be starting in the next few weeks! These training sessions are available to everyone. Sign up today! More dates will be announced late August 

Security Alert for Small Office / Home Office – VPNFilter

On May 23 and further updated on June 6, Cisco announced the discovery of a malware attack targeting small office and home office network devices. This malware gives the attacker the ability to read your internet traffic, steal passwords, spread more malware and to disable the device. This threat has been verified by numerous third-parties, […]

United Way Southeast Regional Conference – Gatlinburg

Eric and I (David) are at the United Way Southeast Regional Conference in Gatlinburg, TN. Come visit us and say hi! We’d love to meet you and discuss how Upic can help you engage with your donors, or solve your technology challenges. We did some sight seeing on our way here, visiting the birthplace of […]

Upic Kickoffs National Volunteering Week Early!

The Upic team was busy at work Friday helping Habitat for Humanity build housing for those in need in our community. We enjoyed working side-by-side with the new home owner and the team at Habitat for Humanity!

Keeping your computer protected

In today’s risky environment it is more important than ever to keep your computer up to date. The two most important ways to protect your computer system and your United Way are by keeping Anti-Virus software up to date and keeping Windows Updates current. If your organization uses Upic Desktop Managed Services, doing those things […]

Need help integrating Philanthropy Cloud with your Donor Managment System

We can help! As UWW and announce the coming Philanthropy Cloud, Local United Ways may be wondering how to integrate data in to their local system We currently are handling this integration for a number of our members and are happy to work with you to embrace these exciting changes and focus on engaging […]

Upic Gives Back

Upic goes to work every day helping support local United Ways and their mission, but did you know we also passionately and actively engaged in giving back to our community. Checkout out our mascot for a hint of what is next.  

Fundraising for Impact Summit 2018

The Upic team will be at the United Way Fundraising for Impact Summit in Houston next week. We encourage you to stop by and say hi, or discuss ideas to improve donor engagement. We’ve been working on new ways to engage with individuals through Facebook ads and other media, and would love to learn what […]

Great Rivers 2018

Upic will be at the 2018 Great Rivers Conference, come visit us and meet the Upic team. We’re excited to be holding the session “Where did my donors go? Reconnecting with Lost Donors on Facebook”. During the session we’ll share our learnings from our use of the Facebook ad platform to reconnect with lost donors, […]

United Way NPG and DSOG Meetings

The Upic team is at the United Way NPG and DSOG meetings this week. We’re excited to learn more about how DSOG and Rubicon can transform United Way giving and engagement. If you are in Alexandria and would like to meet and discuss these projects with the Upic team, reach out and let us know. […]

Meltdown and Spectre Vulnerabilities

Last week information was released on a set of vulnerabilities that have been collectively named Meltdown and Spectre.  Initial reports were that only systems running Intel processors were impacted, but as more information was released we learned that just about every computer with a processor in it from the last 20 years is impacted by […]

Upic Solutions Live Training!

If you are looking for Office 365 Training – click here   Our Virtual Office Training starts this week and will continue until August. These sessions are available to everyone. Sign up today!

Upic Holiday Hours

We would like to wish all of our United Way partners a Happy Holidays! Upic will be closed the following days to observe Christmas and New Years. December 25th and 26th & January 1st

Virtual Office Live Training

As we move closer to our Virtual Office migration we will start to offer live training sessions to ease transition. These training sessions are open to everyone. Below is the list of dates and times we will offer training.

Mac OSX High Sierra Vulnerability

UPDATE (Nov 30, 2017): Apple has released a fix for this vulnerability, and it is available to update from the App store.   Yesterday, a vulnerability was reported to Apple and the rest of the world, impacting users running Mac OS High Sierra (10.13.x). This vulnerability allows anyone with access to the system to login as […]

Upic Gives Thanks at the Freestore Foodbank

Tuesday Morning, a contingent from Upic went to the Freestore Foodbank to help with the annual Thanksgiving Food Distribution.  Hunger is a problem that continues to impact the community all year long, and we’ll continue to work with the Freestore Foodbank and other area nonprofits to ensure everyone has access to a safe source of […]

Donor Engagement – Dealing with Donor Churn

Donor Churn is an interesting statistic, but doesn’t tell the whole story, If we instead look at the dollars tied to those lost donors, we can get a clearer picture of how it will affect our campaigns. If we combine this with growth rate of retained donors and new gifts, we can now start projecting […]

Announcing Virtual Office is moving!

Upic is excited to announce our move to Amazon Web Services in the coming year. With this move we will be able to provide a faster, more reliable service along with the newest Office 365 product offering. New features include: No third-party software to install to access Virtual Office, quick and easy access from any […]

Wi-Fi Vulnerability

A vulnerability in wireless networking, commonly referred to as Wi-Fi, was disclosed to the public today. This vulnerability allows an attacker near you to impersonate the network and get your system to connect to their network instead. There is no fix for this at present, but there are steps you can take to reduce your […]

Learning, engaging, celebrating, and giving back – ComSpark 2017

The Upic team spent the last two days with 2000+ technology workers and 150+ companies in our region learning, engaging, celebrating, and giving back. We participated in panels, hosted round-tables, mentored college and high school students, and networked with thought leaders from around the region tackling the latest issues and hot topics in innovation and […]

Vision 2020

From our CEO To our stakeholders, In the 16 years we have been doing business, helping United Ways grow, adapt, and evolve has been the driving force behind everything we do at Upic. Technology is only useful if it enables United Ways to transform the way they engage with donors, empower employees, optimize operations, and […]

Constituent Engagement with Facebook Ads

To paraphrase the famous bench ad, “Facebook advertising works!” At Upic, we need to market just like any other business. We started digital marketing prior to the United Way Finance, Talent and Technology Management Forum, and want to share some of what we’ve learned. Our key takeaway thus far is that we’ve been able to […]

Credit Card Skimmers

Credit card skimmers are devices that steal your credit card magnetic stripe information, which are then used by criminals. One common location of the skimmers are at gas stations, where there are many credit card readers, no attendant nearby, and lots of transactions. The skimmers come in many forms, but one of the most commonly […]

Equifax Breach

News reports have been flooding in with coverage of the recently revealed Equifax breach. As Equifax is one of the “big three” credit reporting agencies, this is a large incident impacting all Americans — whether or not your data was stolen. While they are still researching the scope and extent of the breach, it is […]

Community Connect: Speaker request for a Workplace Campaign Rally

Check out our latest video on how to make a speaker request for a Workplace Campaign Rally.

Bob Berdelle and Tina MacVeigh Join the Upic Board of Directors

We are excited to announce that we have added two new board members. They will both bring fresh and diverse perspectives and expertise with technology and United Way operations. Bob Berdelle, United Way Worldwide (retired)  Tina MacVeigh, United Way of Greater Cincinnati (Chief Strategy Officer)  

Hurricane Irma Planning – Upic Update

I have had a lot of you ask about our Florida employees, so here is an update. I am thankful that all of our Upic employees in Florida have elected to evacuate and are safe and sound out of harms way. We do have several United Way partners in Florida and we have been busy helping them […]

ePledge Security and Browser Compatibility

  At Upic, we host ePledge campaigns for many United Ways across the country, and we take security seriously. We continuously make improvements to our systems and configuration to support industry best practices, securing data while at rest in our data centers and while “at flight” on the way to them. One topic which has […]

Upic Team Giving Back to our Community

Upic goes to work every day helping support local United Ways and their mission, but did you know we are also passionately and actively engaged in giving back to our community. Checkout our latest team volunteering event at the Freestore Foodbank. We packed and sorted nearly 2000 pounds of food. Ok it was 1974 pounds, did […]

Why we Live United at Upic

In a time when we seem more divided than ever, I like to remind people that not everyone is that way. People often ask me what does the United Way do? I think the PSA below, that United Way Worldwide has provided, answers that question. Please take 60 seconds of your day to watch and […]

How come everytime I come to the desert it rains?

David and I have arrived at the Western Regional Conference in Las Vegas (ok it is really Henderson). Stop by our table and say hi! We are looking forward to an exciting week of learning, networking, and catching up with all our United Way friends.

Community Connect: Workflows Demonstration for ADT Members

When a donor gives enough to join the Alexis de Tocqueville Leadership Group, your Major Gifts officer wants to know immediately to reach out and thank them. In this video, Eric demonstrates how Community Connect can be configured to notify the Major Gifts officer by email when there is a new Leadership Group member. This […]

Upic Team Meeting

Upic will be hosting it’s annual team meeting the week of July 24 to July 28. During that week Member Services help desk will be staffed from 8AM-8PM Eastern at a reduced capacity, should you get voicemail please leave a message and we’ll get back as soon as possible. We recommend sending non-urgent requests by […]

Security Awareness Training

Security awareness is increasingly important in today’s digital world. According to Forbes (2016), the cost of cybercrime is expected to reach $2 trillion by 2019. There is a tremendous need for companies both large and small to protect themselves against cyber threats. Through its partnership with KnowBe4, Upic offers United Ways comprehensive defense against cyber […]

WannaCry Ransomware

Today there was a large increase in ransomware attacks on computers across the globe, where hackers lock data up and hold it for ransom. The attack targeted computers that weren’t updated against a vulnerability with an available fix. This is one reason why many United Ways choose to host their data on Upic’s Virtual Office, […]

Upic Customer Appreciation Reception at 2017 Andar Users Conference

Upic Customer Appreciation Reception Wednesday, May 3, 2017, 6:00pm-8:00pm Appetizers and Refreshments While you’re in the Cincinnati Ohio area for the 2017 Andar Conference, join Upic Solutions for a reception with appetizers and refreshments on Wednesday, May 3, 2017 from 6:00pm-8:00pm. The reception will be held at Thirsty’s Oasis , a Sports Bar & Grill […]

Giving Back

Over the past year, JR and I have discussed how we can help communities directly, giving back in our own unique way. At Upic Solutions we help United Ways accomplish their mission every day. The work we do helps impact communities across the country indirectly. When we have our company all-hands meeting this summer, we’re […]

We are excited about Upic’s new Community Connect CRM!

David, Jim, Andrew, and I just returned from the Fundraising for Impact Summit and are very excited with the reaction and ideas around the new CRM product we announced at the conference: Upic Community Connect.  We were able to meet and demo to many of our United Way friends from across the country, and some new […]

Looking for an Email Marketing Transformation?

Upic Solutions has partnered with ClickDimensions to bring the best Email Marketing and Marketing Automation to Community Connect. ClickDimensions is 100% integrated with our Community Connect solution and provides you with powerful tools to connect with your donors. Please see the video below for additional information.

See Why Community Connect is powered by Microsoft Dynamics 365

I believe Microsoft’s CEO, Satya Nadella, says it best in this video, “The dream always has been, how can we transform how work is done.” We are helping United Ways with their Digital Transformation by transforming donor engagement and campaign management through the use of Community Connect powered by Dynamics 365. Digital Transformation is the profound and accelerating […]

Introducing Upic Community Connect CRM

   Upic Solutions Helps United Ways with New Community Connect CRM February 1, 2017 Upic Solutions, the leading technology and services company who supports only United Ways, announces the release of Upic Community Connect, built around Microsoft Dynamics 365. Upic Solutions, a Microsoft Cloud Solutions Provider, is leveraging years of experience in cloud technology, applications, […]

Andar Integration Changes

Helix recently announced plans to add additional security and data integrity measures to Andar. While much is still unknown about these plans, Upic will be communicating with Helix and the Andar CAB to better understand and inform the Upic community how these changes will affect them. As the security of donor data and integrity of Andar […]

Helix and Access International Acquired by Volaris Group

On November 15, 2016 Réal Bédard announced the sale of Helix, the developers of the Andar/360 donor management system, to the Volaris Group. This same announcement also revealed the sale of Access International, the developers of the competing Enterprise donor management system to that same company. The acquisitions were coined to be business as usual by Réal. Andar/360 […]

Upic Improves ePledge Performance by Nearly 50%

In early 2016 we embarked on a journey to help measure and improve the performance of ePledge through the use of industry standard tools. Our primary tools were CA Blazemeter, Apache JMeter, New Relic and Google Analytics which helped to simulate and record ePledge performance characteristics during our stress tests. We shared these results at the Andar […]

Upic Million Step Challenge

Now that campaign season is in full swing and our team is starting to feel like they are chained to their desk, we are launching our million step challenge starting October 1st! We have equipped each team member with a Fitbit and signed everyone up to a Fitbit group to share our progress. Our goal […]

United Way Finance, Talent and Technology Management Forum

JR, Jim and I traveled to Orlando to meet with friends, new and old at the United Way Finance, Talent and Technology Management Forum. We were able to meet with United Ways, big and small, from across the country. In those conversations there were a few common areas of interest: Risk Management, Business Intelligence (BI), […]

Upic’s Next Generation Cloud Platform

Upic created its first cloud data center in 2001, allowing United Ways to share resources and efficiencies not otherwise attainable. In the 15 years since, we have iterated and improved upon that concept resulting in our current 4th generation cloud data center. We engineered and built our second generation data center before Amazon (2006), Microsoft […]

Protecting your United Way from the latest [Cisco] vulnerability

On August 17, 2016, Cisco announced a high severity vulnerability for Cisco ASA firewalls. The discovery of the vulnerability is an interesting read, but I’ll let them cover the story and not rehash it here. No patch is available yet, but by following IT best practices the risk to your systems will be minimized. As […]

United Way Western Regional Conference Welcomes Upic with a Rainbow!

Jim Mead and I have arrived at the United Way Western Regional Conference in Albuquerque. Stop by our table and say hi!

New mobile- & tablet-friendly website

Upic Solutions announces the launch of our new mobile- and tablet-friendly website at The site is designed to be consumed from a desktop PC, a mobile phone, or a tablet with equal ease. We chose WordPress for is ease of use and rich features. was created with “responsive web design,” which will make […]

JR Howard named new Upic CEO

July 30, 2015 On behalf of the Board of Directors of Upic Solutions (Upic), Karen Mathison, Board Chair and President & CEO of United Way of Greater Toledo has announced the appointment of Mr. Josh R. “J.R.” Howard III, MCSE to the position of Chief Executive Officer effective August 17, 2015 J.R. has served as […]

Faircloth to step down as Upic CEO

Winston Faircloth, the CEO of Upic Solutions, has announced he will step down from the organization at the end of September 2015. With 33 years of service in executive positions at Upic and three United Ways, Faircloth will continue to lead the organization while the Upic Solutions Board of Directors searches for a new CEO. […]

Want to connect to Virtual Office?

Perhaps you received a new tablet or mobile device as a graduation gift.  Connect to Upic Virtual Office by downloading our free 2X Client software.  Visit our virtual office download page for step by step instructions.  

Updating your Upic Outlook profile

Contributor: Craig Irvin Now there is a simple way for you to update your Upic Outlook profile, which makes it easier to connect with 20% of the United Way staff across the USA via our Global Outlook Directory.  Within the Upic network, you now have the ability to view free/busy calendar schedules and create contacts […]

Now Serving 20% of United Way Technology Market

Members of the United Way Western Information Network (UWWIN) have collectively decided to join the Upic Solutions information/technology collaboration serving the United Way market in the U.S.A.