Frequently Asked Questions

Donor Management / Aegis CRM

Is Aegis CRM the same as MyBernard?

Yes, in December 2016 Bernard Data Solutions integrated with Aegis Premier Solutions and became Aegis Premier Technologies. Our core technology offering, Aegis CRM, is the same tool which was formerly named MyBernard and Rapid Entry.

I’m interested in learning more about your donor management offering, Aegis CRM. How can I get more information?

To get more information or to schedule a demo, please email us at sales@aegispremier.com.

I’m an existing customer. How can I contact Support?

Support can be reached via the online portal by logging in at crm.aegispremier.com or via email at support@aegispremier.com. Our Support team is based in Denver, Colorado and is available 8 AM – 7 PM EST, Monday through Friday.

My existing CRM is out of date and our vendor doesn’t keep up with the latest trends in technology. How often is your donor management system updated?

We are always making improvements to Aegis CRM, ensuring you always have the most recent version of the solution at your fingertips.

How do I know my donor’s data is secure?

We understand the sensitivity of your data and have taken steps to ensure you and your constituents are protected with a three layer security scheme:

  • Our data center has passed exhaustive security audits from outside firms to ensure that your data is secure.
  • Access to Aegis CRM is controlled through 256 bit SSL, an industry standard for accessing websites in a secure manner. Additionally, any financial information that is necessary for storage is encrypted using 3DES algorithms and is PCI Compliant.
  • Sophisticated user-specific access rights ensure that you control who views, edits and runs reports and queries on your data.

My existing CRM is slow. I sometimes wait days for a list pull or a report to finish running; it really impacts our work. Is Aegis CRM any better?

With the experience of the development team who has worked with 100+ million record databases, Aegis CRM has been architected to ensure the best performance possible when working with your data. Aegis CRM is designed using the latest development and testing models to ensure guaranteed up-time and data integrity, to-date we experience 99% uptime. See our real-time uptime stats here.

Where does the name Aegis come from and how do I pronounce it?

To put it simply, in Greek mythology aegis refers to the shield carried by Athena and Zeus. The modern definition more broadly stands for protection.

Aegis Premier Solutions strives to be a trusted partner for our clients. We will “protect” our clients’ valuable and sensitive data and take every possible effort to shield clients from the hassles related to donation processing and data management.

There are multiple accepted pronunciations of the word, but our company is pronounced ˈē-jəs. 

Donation Processing / Caging

If we switch to Aegis Processing Solutions for our donation processing services, can we keep our current PO Box?

Yes. Aegis Processing Solutions will work with your existing PO Box or you can open a PO Box in Topeka, Kan., where our facility is located.

What are the costs for reshipment?

Costs vary depending on location. Please contact Aegis Processing Solutions at 866.936.6671 for a quote.

If we switch to Aegis Processing Solutions for our donation processing services, can we keep our existing bank?

Yes, or you can ask us for a recommendation for a bank that gives our clients special pricing. For a detailed quote contact us at 866.936.6671.

Can Aegis Processing Solutions process Acknowledgements without doing my caging?

Yes, Aegis Processing Solutions can customize an agreement to fit your needs, whether you use our company for a single service or take advantage of our entire suite of donation processing services.

What is the turnaround time associated with processing my donations?

Our clients receive next day turnaround for reports, data and deposits.

What is the setup time for Aegis Processing Solutions to take over my donation processing/caging?

Setup time varies by client, by usually takes between 2-4 weeks depending on the bank and database company.

Does Aegis Processing Solutions offer merchant services?

Yes. Our Merchant Services program offers interchange-plus pricing with month-to-month contracts, low monthly fees and no early termination penalties. We are so confident we can save you money, that we will donate $500 to your cause if we can’t.

Is Aegis Processing Solutions PCI Compliant?

Yes! Your security is our top concern. Aegis Processing Solutions maintains a secure environment that is Level 3 compliant with the Payment Card Industry Data Security Standard (PCI DSS).

What insurance coverage does Aegis Processing Solutions have?

Aegis Processing Solutions employees are fully bonded by a company-wide bond. Insurance policies are maintained to reimburse for loss of money or property due to fraudulent or dishonest acts committed by our employees.

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