Blog

Apr
21

Revenue vs. Recognition – What’s the Difference?

Do you know the difference between revenue and recognition? Constituent revenue includes only those commitments and payments that were made personally by that constituent, and as a result, the Revenue Summary […]

By David Ornelas | Blog . Front Page . Revenue
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Apr
21

Simplified Prospect Management Steps for Fundraisers

On the road visiting donors, or back in the office trying to manage your portfolio? Where do you start?  There are many very important items that need to be recorded […]

By David Ornelas | Blog . Front Page . Prospect Management
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Apr
21

Network Downtime Notice

Security of our electronic data is the utmost importance for all of us.  Working with UGA EITS to better secure our physical servers, we have found it necessary to move […]

By David Ornelas | Blog . General & Updates
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Apr
21

The Online Deposit Transmittal Form: Things You Should Know

As a reminder to all departments with frequent UGA Foundation activity, the new online deposit transmittal form is available.  Please use this process with your next Foundation deposit. http://dar.uga.edu/deposit. This […]

By David Ornelas | Blog . General & Updates . Prospect Management
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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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Mar
18

Online Deposit Transmittal Form

Need to submit a Deposit Transmittal Form? The Online Deposit Transmittal Form is now available!

By David Ornelas | Blog . General & Updates
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Mar
17

Educational Institution in Query

With the recent Blackbaud update, changes were made to the Educational Institution field in query. Going forward, please use the “Educational Institution Record” located in the “Educational Institution” table which […]

By Cindy Bond | Blog . Query
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Feb
22

How to Attach a Funding Proposal to a Prospect Plan

Please remember to attach Funding Proposals to each appropriate Prospect Plan(s).  Also, let’s be sure to limit the size of these files for uploading into GAIL, as GAIL isn’t the repository for hi-resolution […]

By David Ornelas | Blog . Prospect Management
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Feb
22

Marketing Effort Automatic Refresh

There are several reports in GAIL that show the progress and success of marketing efforts, these generally rely on the user(s) to manually ‘refresh’ their efforts individually prior to running a Marketing […]

By Cindy Bond | Blog . Direct Marketing Efforts
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Feb
22

New Echelon Scores in GAIL

Echelon is just ONE wealth indicator (and specifically – this one points to asset liquidity).  Although these variables are currently unverified, it is a way to identify some new constituents […]

By Cindy Bond | Blog . Prospect Management . Revenue
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