Planned Giving Attributes
In stewarding a deferred gift donor, there is nothing of greater importance than ensuring that a donor’s recognition preferences are honored. Accordingly, this document serves to clarify the various recognition […]
Team Spotlight: Research & Prospect Management (RPM)
Who is on the Research & Prospect Management Team? Meet RPM, that’s Research and Prospect Management if you didn’t know! This group of wonderful individuals lives to make your prospect […]
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. […]
Finding your alumni (and donors, parents, and anyone else) in GAIL
If part of your planning process for mailings, events, or travel is to first see where your constituents live, GAIL has a tool for you! That’s right! The constituent density […]
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 […]
Reminder: Send Invites and Save the Dates Through Events
As you all well know, with the fall semester comes an increase in campus events. A high number of email save the dates and postal mail invitations will be sent […]
Event Smart Query for Registered/Attended Constituents
Event Managers – don’t forget that you can easily communicate with the registrants and attendees of your events through GAIL without needing to submit an AskIT ticket for a new […]
New Naming Conventions for Event Communications
When you’ve sent out 5+ communications for the same event, it can be difficult to remember which content was included in each invitation. We’ve come up with a few event-specific […]
Team Spotlight: Annual Giving
Who is on the Annual Giving team? The Annual Giving team is made up of 10 team members. Meet them below! Ashton Sallas – Annual Giving OfficerChatise Smith – Development OfficerDavid […]
New Selection? We’ll Create a New Segment, too!
New service announcement! The Analytics and Reporting Team will now manage segments for you! Going forward, when you open a ticket and select the help topic “Reporting and Query/New Query […]