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