Blog

Year-End Closing Schedule FY22

Please take a moment to review our fiscal year-end processing deadlines and share with appropriate staff.  Following is the schedule for fiscal year-end close:

By Eric Schmidt | Uncategorized
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Planned Gifts in GAIL – Where are they?

One of the most common calls the Planned Giving team receives from colleagues is when they are looking for specific planned giving information in GAIL. Today we’ll help you find it! We know that a lot, if not most people, tend to approach it from the revenue tab under Recognition History, but that won’t give […]

By Megan Powell | Uncategorized
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Alumni Engagement Data in GAIL

As it grows increasingly important in our industry, Advancement Services and Alumni Relations are collaborating on efforts to capture and report alumni engagement data more effectively. For now, our strategy can be broken into three steps:   Identify: identify existing data in GAIL representing different modes of engagement Define: define areas to store different types of […]

By Emily Clary | Uncategorized
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July 2021 Records Updates

It shouldn’t come as a shock that GAIL changes every day. To see just how drastic those changes are, we decided to take a look at a few types of data updates over the last six months. Let’s dive in to see just how much data we’ve combed through so far this year!  

By Emily Clary | Uncategorized
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Team Spotlight: Donor Relations & Stewardship

Donor Relations and Stewardship (DRS) sustains and nurtures relationships with University of Georgia donors through cultivation. The four pillars of our office, acknowledgment, stewardship, recognition, and engagement, foster a stronger interest in future support. We ask the important question, “How do you turn donors into loyal supporters?” We believe the answer is an effective “thank […]

By Emily Clary | Uncategorized
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New Planned Giving Tile

Since the beginning of GAIL we have recorded planned giving interest using various methods. To streamline those efforts, the Office of Gift and Estate Planning has consolidated self-identifying donors using a new tile in GAIL that we are calling the PG tile. The tile is populated using an attribute housed in the portfolio rating tab called “Planned Giving Indicator.” There […]

By Megan Powell | Uncategorized
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BEE Email Editor Updates

If you haven’t noticed already, some major updates to everyone’s favorite email editor went into effect last week. We know things look a little different, but all the features you need to design your emails are still there! Let’s walk through the changes. The biggest change that will affect all BEE users is to the […]

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New: Request Constituent Update

New feature alert! Do you ever come across outdated information in GAIL that you don’t feel comfortable updating yourself? We’ve created a useful shortcut for that exact situation. Now when you’re on a constituent record, under the Tasks bar on the left side of the screen you’ll seen an option called Request Constituent Update. This […]

By Emily Clary | General & Updates
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How to use DocuSign PowerForms for GAIL Access

How to start a GAIL User Access PowerForm On the DocuSign PowerForm Signer Information page, you will enter information for yourself AND your direct Supervisor as it appears in OneSource USG. This will direct the electronic movement of the form in obtaining signatures, so be sure you enter the names and email addresses correctly. Once you’ve entered […]

By Eric Schmidt | Uncategorized
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