Author: Cindy Bond

Birthday Card Correspondence vs Interactions

A guide for when to use one or the other. Happy Birthday! Everyone loves to be remembered on their birthdays, especially our alumni and donors. GAIL has a specific module for handling the monthly data lists for this! Please reach out to Client Services for a quick walk through on this process. This process actually tags the […]

By Cindy Bond | Uncategorized
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Did Someone Say “Batch Interactions”?

What is this thing?  And how do I get it? If you’ve ever wished you could key in one interaction and have it copy to multiple constituent records, or wished that you could keep a list of various interactions in a spreadsheet and have those imported into GAIL onto constituents records – that day is […]

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Mr. Direct M. Placeholder vs. Universe

If you are using Mr. Placeholder’s finder number for tracking your postal mail marketing effort, you should double-check that the record is actively included in the marketing effort export information. Before activating a marketing effort, it’s important to verify that “Mr. Placeholder” qualifies to be included in the final results. Find out how with these […]

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Prospect Referrals – Archived, Rejected & Particpants

Fundraisers: Learn how to show/hide archived referrals, how rejected referral notices are generated, and participants can now be added to referrals! Fundraisers can now filter out archived referrals on their “My Prospect Referrals” tab. Currently, all archived referrals are filtered out by default, however, you now have the ability to view them by checking the […]

By Cindy Bond | Blog . Front Page . News . Prospect Management
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Security for Sharing GAIL Data

Often, sharing GAIL data is necessary for mailing out your communications, but we need to ensure we are following the security rules and guidelines as outlined in our policies.

By Cindy Bond | Blog . Front Page . News
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New “Add a proposal” form

There is a new “Add Proposal” form that combines multiple Plan and Opportunity setup actions into one seamless process.  The interactive “Add Proposal” form guides users through only the required data points depending on the plan stage and the impending gift solicitation.  Less commonly used elements of plans and opportunities were removed to streamline a […]

By Cindy Bond | Blog . News . Prospect Management
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Approved Vendors for GAIL Mailings

As outlined in policies and procedures, we require a Non-Disclosure Agreement form to be on file with the Client Services office prior to sharing any GAIL data with outside resources.  Typically, you might contract with a vendor to print and process your mailings using data from GAIL (newsletters, solicitations, invitations, etc.)  We want to provide […]

By Cindy Bond | Blog . News
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Attention Fundraisers! New “Research” tab on prospect records!

There’s a new “Research” tab on prospect records in GAIL! GAIL has a new “Research” tab which consolidates into one place the information presently appearing in different areas of the database. The new Research Tab reflects pertinent modeling score/rating information, prequalification notes, profile information, and research-confirmed assets: real estate, businesses, securities, wealth indicators, income/compensation, and […]

By Cindy Bond | Blog . News . Prospect Management
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Alumni Association to Utilize Prospect Plans

The Alumni Association staff will soon begin to utilize GAIL’s prospect management tools for their engagement plans. You will begin seeing new prospect plans appear possibly on some existing assigned prospects.  These plans will be used for managing their engagement plans with Chapter Leaders, SAA, Past AA Presidents, etc., rather than for fundraising specifically.  There […]

By Cindy Bond | Blog . Front Page . Prospect Management
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Welcome New Client Services Staff!

The Client Services team has just expanded!  We’d like to introduce our 2 new staff members to the GAIL community! Michael James “MJ” is the new Training & Support Specialist and will be learning the ropes over the next few months in order to start taking over all training classes and provide front-line support to […]

By Cindy Bond | Blog . General & Updates . News
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