News

It’s time for performance reviews, hooray!  Said no one, ever.  But, why not?  Why is this time of year so dreaded by employees and managers alike? Maybe it’s because your performance review process involves your employees spending countless hours recapping minute details of their work in the last year.  Or, maybe it’s the pages upon …

Performance Management Read More »

Upic and Microsoft have teamed up to provide training on Microsoft products. New users and experts alike will find new tips and tricks to excel at the tools we all use daily. This training series is free for all United Way staff to join and learn how to maximize the use of the Office 365 …

Upic Training Partnership with Microsoft – Upcoming Sessions Read More »

Over the past year, Upic has focused on transforming and expanding the software and services that we provide to the United Way network. We have listened to our partners and built expanded solutions to meet your needs based on your feedback. We appreciate your input and hope you will keep it coming! Here is a …

Upic Investing Into the Future of United Ways Read More »

Integrated Online Giving powered by Salesforce.org Elevate® that allows you to create giving pages for various causes and campaigns. You can create campaigns where donors can easily donate online. Giving can be one-time or recurring. Best of all it integrates with CRM Lite – the leading CRM for United Ways! Come see us at one …

Integrated Online Giving Is Here! Read More »

Can you believe that title?  “In-Person Conferences” are back!  After two years of virtual conferences, I am so excited to be able to announce our sponsorship of the Great Rivers 2022 and the Southeast Regional Conference this year.  Please join Upic Solutions and your fellow peers at these conferences.  Attend one of our sessions and …

2022 In-Person Conferences Read More »

As the pandemic continues to increase food insecurity throughout our communities, Upic remains committed to helping eliminate food deserts and transform lives. We helped assemble 816 power packs at the #FreestoreFoodbank, helping to feed children on the weekends and throughout the holidays. If you are looking for a great place to donate or volunteer please …

Giving Back and Feeding our Community Read More »

Although I had hoped we would be having Upic Week, our annual all-team meeting, in-person in 2021 Covid had other plans. As we continue to prioritize the health and safety of our team and their families, we elected to have Upic Week virtually once again! I owe a special thank you to the Upic engagement …

Upic Week 2021 Reflections! Read More »

The Holiday season is upon us. 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 we live and …

Happy Holidays from Upic! Read More »

October 18, 2021 – In November, Upic Solutions will reach a key milestone as it implements its 50th CRM Lite system within the United Way network. Upic’s CRM Lite is a powerful donor relationship management system that gives United Way teams new campaign insights, pledge and payment reporting, and dashboards providing real-time information into their …

Upic Celebrates Its 50th CRM Lite Implementation! Read More »

Upic will be holding our annual team meeting October 25th – 28th, we will be operating our normal hours of 8AM-8PM Eastern with reduced staffing during these periods each day: Monday, October 25: 3PM-6PM Eastern Tuesday, October 26: 1PM-3PM Eastern Wednesday, October 27: 1PM-4PM Eastern Thursday, October 28: 3PM-5PM Eastern Should you call and get …

Virtual Upic Week is here! Read More »

OVERVIEW  The United Way of Greater Lima in Ohio fights for the health, education, and financial stability of the people in their community. Founded over 100 years ago, the non-profit works with partner agencies and programs focused on the improvement of lives in Allen County. President and CEO, Derek Stemen, recently joined the non-profit and …

United Way of Greater Lima Implements Effective Remote Campaigns During Pandemic, Increasing Companies by 10% Read More »

Upic Connect Demo During the United Way Respond, Recover, Reimagine, Rebuild: Operational Excellence 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 …

See Upic Connect at the Operational Excellence in a New Normal Conference Read More »

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 …

Modernize Donor Engagement with Upic Connect powered by Salesforce Read More »

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 …

Virtual Upic Week a Success! Read More »

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 …

Supporting Remote Teams Read More »

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 …

Upic COVID-19 (Coronavirus) Response Read More »

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 …

UPIC SOLUTIONS ACQUIRES UNITED WAY SOFTWARE PROVIDER CASCADE DATA SOLUTIONS Read More »

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 …

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

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. …

Engaged, Empowered, and Volunteering! Read More »

With the completion of Upic’s annual all-team meeting, Upic Week, we are proud to announce the successful launch of Salesforce.org 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 …

Philanthropy at Upic Solutions Read More »

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 …

Upic Week 2019 Read More »

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 …

Upic Engage 2019 Read More »

    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 …

Learning, training, certifying on Salesforce™ Read More »

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 …

Email not synchronizing on your mobile device? Read More »

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, …

Upic Partners with Salesforce™ Read More »

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 …

Great Rivers Conference 2019, Upic to present NPSP Read More »

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 …

Upic's Modernization of United Way Platforms Read More »

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!   

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.    

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 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 answercenter@upicsolutions.org. The …

Upic Week is here! Read More »

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 …

United Way Southeast Regional Conference – Gatlinburg Read More »

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!

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.  

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 …

Fundraising for Impact Summit 2018 Read More »

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, …

Great Rivers 2018 Read More »

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. …

United Way NPG and DSOG Meetings Read More »

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 Solutions will be closed on the following days in observance of  holidays: New Years Day: Friday, January 1, 2021 Martin Luther King Day: Monday, January 8, 2021 President’s Day: Monday, February 15, 2021 Memorial Day: Monday, May 31, 2021 Independence Day Monday, July 5, 2021 Labor Day: Monday, September 6, 2021 Thanksgiving Day: Thursday, …

Upic Holiday Hours Read More »

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.

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 …

Upic Gives Thanks at the Freestore Foodbank Read More »

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 …

Announcing Virtual Office is moving! Read More »

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 …

Learning, engaging, celebrating, and giving back – ComSpark 2017 Read More »

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 …

Constituent Engagement with Facebook Ads Read More »

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)  

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 …

Hurricane Irma Planning – Upic Update Read More »

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 …

Upic Team Giving Back to our Community Read More »

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 …

Why we Live United at Upic Read More »

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 …

Upic Team Meeting Read More »

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 …

Upic Customer Appreciation Reception at 2017 Andar Users Conference Read More »

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 …

Andar Integration Changes Read More »

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 …

Helix and Access International Acquired by Volaris Group Read More »

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), …

United Way Finance, Talent and Technology Management Forum Read More »

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 …

Upic's Next Generation Cloud Platform Read More »

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

Upic Solutions announces the launch of our new mobile- and tablet-friendly website at UpicSolutions.org. 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. UpicSolutions.org was created with “responsive web design,” which will make …

New mobile- & tablet-friendly website Read More »

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. …

Faircloth to step down as Upic CEO Read More »

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.