Author: Cindy Bond

Aug
25

Helpful ‘Comments’ Tips for Contact Reports/Interactions

New prompts have recently been added into the Comments section of Contact Reports (and Interactions) when you choose a Contact Method of either “Initial Meeting” or “Return Meeting”. 

By Cindy Bond | Blog . Front Page . Prospect Management
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Jul
13

UGA’s School/College Degrees, Degree Areas and Majors/Departments

Do you ever find yourself needing a convenient reference listing all degrees/majors for your school or college?  That list has just been compiled for you from the GAIL system and is […]

By Cindy Bond | Blog . Front Page . General & Updates
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Jun
06

UGA Foundation Year-End Schedule

The fiscal year is quickly drawing to a close. Please see UGA Foundation’s year-end schedule below. To reiterate that credit card payments successfully charged online by a donor by 11:59 […]

By Cindy Bond | News
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Gift Accounting 2016 Year-End Processing

An important message regarding the UGA Foundation’s year-end gift processing deadlines:

By Cindy Bond | News
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Jun
16

May 2016: New Graduates, Staff, and Deceased

The following data has been or will soon be updated and available in GAIL— May Grads, Employment and Deceased…

By Cindy Bond | Blog . General & Updates
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Jun
13

Development Officer Impact Report

Do you need a quick way to check  your status with your asks, visits and interactions?  Good news!  There’s a report that will do just that!

By Cindy Bond | Blog . Prospect Management
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FY16 UGAF Year-End Closing Schedule

Please take a moment to review the fiscal year-end processing deadlines and share with appropriate staff.

By Cindy Bond | Blog . General & Updates
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May
17

Acknowledgements – New Prospect Fields

Based on feedback from the Donor Relations teams’ visits across campus focused on Stewardship, new fields have been added to everyone’s Acknowledgements processes to include Prospect Manager and up to […]

By Cindy Bond | Blog . Front Page . Revenue
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May
17

FY17 Cut-Off for PDF Deposit Transmittal Process

The new online Deposit Transmittal form has been introduced recently and has been adopted by several units already.  This online version is replacing the old .pdf process with a soft […]

By Cindy Bond | Blog . News . Revenue
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REMINDER: Exclusions in Marketing Efforts

Blackbaud CRM’s latest upgrade contained a glitch which overwrote many exclusion preferences on marketing efforts.  That glitch has been corrected, although activated marketing efforts may now incorrectly appear to have […]

By Cindy Bond | Blog . Direct Marketing Efforts
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