Author: Emily Clary

“Anticipated FY to Close” Column Added to Data List

A column for “Anticipated Fiscal Year to Close” has been added to the Prospects & Plans data list on constituent records. We encourage you to continue adding this data to your new and existing opportunities. Once you have, you’ll be able to see it all in one place, as well as export and sort the […]

By Emily Clary | Uncategorized
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Building Deliverable Emails

Of course it’s important to create nice looking emails to send to your constituents, but did you know that some of your email elements could actually be keeping them out of inboxes? Use this article as a resource when crafting emails to ensure that they are deliverable and spam filter approved! Images, videos and files, […]

By Emily Clary | Uncategorized
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Quarantine Crossword Puzzle

Take a quick break with our quarantine-themed crossword puzzle! When you’re finished and need the key, it’s located at the bottom of this page. Answer Key:

By Emily Clary | Uncategorized
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Team Spotlight: IT

What does the Information Technology (IT) Team do? The Information Technology Department is responsible for maintaining and supporting all technology needs for the UGA Foundation and Division of Development and Alumni Relations. This includes the Foundation’s financial (ONESolution/FAME) systems, fundraising (GAIL) system, hosting for all DAR associated websites, providing file share capabilities, assisting with vendor […]

By Emily Clary | Uncategorized
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Edits to First Step of Plan Start Date

Previously when creating a new prospect plan, the start date of the first step defaulted to match the start date of the plan. We’ve edited this to now include a 30 day buffer. Now when you create a new plan, the start date of the first step will be 30 days after the start date […]

By Emily Clary | Prospect Management
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Mentor Program Interactions

As the UGA Mentor Program continues to grow, you should expect to see more references to it in GAIL. Currently two types of interactions are being added to the records of Mentors. The first type will be titled UGA Mentor Program and indicates involvement in the program. The second type will be named CCTR – […]

By Emily Clary | Uncategorized
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A Whole New World… of Working from Home

We’re all feeling it. Working from home is incredibly different from our cozy workstations and offices on campus. We’re all missing the comforts of our offices, the buzz of campus life, and of course, our coworkers! You’ve probably already heard of it, but MS Teams is a great way to stay in touch with your […]

By Emily Clary | Uncategorized
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Name Update – Parent Giving

As you may already know, the DAR team formerly known as Parents & Families changed their name to Parent Giving a few years ago. They should be referred as such in GAIL moving forward however for consistency’s sake, their naming convention will remain CDPF. If you have any references to this team on your own […]

By Emily Clary | Uncategorized
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Additions to New Plan Form

A few new options have been added to the Add a Proposal (Plan & Opportunity) form on the Prospect tab of constituent records. Now when setting up a new plan, you’ll see a drop down to designate your site, a checkbox to indicate whether the plan includes a planned gift, and finally (if the Solicitation […]

By Emily Clary | Prospect Management
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New Add a Spouse Button

We’ve created a new way to add a spouse to a constituent in GAIL! Rather than looking for the option on the main task bar, now there is an Add Spouse option directly on the Relationships tab.  If the constituent is currently unmarried, the button will read Add Spouse. However if the constituent is currently […]

By Emily Clary | Uncategorized
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