Extensive nonprofit CRM experience.
From Andar to Salesforce NPSP, we’ve worked on the platforms you use every day.
Support That Helps You Fundraise Smarter
Fundraising is more than transactions. It’s about building trust, demonstrating impact, and making every donor interaction count. Core services include:
Campaign & CRM Support
Get more from your fundraising tech stack.
- Guidance and setup for platforms like Andar, Donation Tracker and CRM services
- Campaign configuration and appeal setup
- Data audits and reporting best practices
Pledge Processing
We manage the details so your team can focus on donor relationships.
- Payroll deduction & workplace giving setup
- Real-time pledge capture and reconciliation
- Gift entry and allocation tracking
Smart Donor Data Management
Your donor database should empower giving, not complicate it.
- Duplicate prevention and record cleanup
- Donor segmentation and tracking
- Secure access controls and audit logs
Fundraising Analytics and Training
Helping fundraising leaders make smarter decisions faster.
- Campaign performance reporting
- Custom dashboard development
- Staff training and ongoing coaching
Why Fundraising Teams Partner With Upic
With over 25 years of experience combined across a diverse range of expertise.
Relief during high-stakes seasons
Flexible support when you need it most: midcampaign, during audits, or understaffed
Built-in training
We don’t just do the work – we explain the why, build documentation, and upskill your staff.
Pledge peace of mind
Reconcile gifts with clarity, accuracy, and donor trust intact.
Fundraisers Who Trust Us
View Full Testimonial…Pleased we are again with the professionalism, with the hospitality, with training, with the leadership and that’s just been wonderful so that we can then do our job and live our mission…
View Full TestimonialTo our friends at Upic, we could not do our work without you. You are truly a part of our team, and we appreciate you so much. Thank you for everything that you do.
View Full TestimonialWe’re in the business of helping people, help each other. And having a company like Upic that knows United Way, that breathes United Way, it is very important.
