Blog

Updated Meeting Interactions Review Process

As you know, each Initial/Return Meeting that is entered into GAIL is reviewed by a member of the Prospect Management Team, and with the help of Advancement Services, a new page has been created where you (the DO) will be able to see where in the review process your interaction is. Each of your meeting […]

By Emily Clary | Prospect Management
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New Tools

The Advancement Services teams have been busy creating new tools to enhance your GAIL experience! Select from the tools below to jump down to each relevant section. Annual Giving Analytics Constituent ListBuilder Constituent Mapping Fundraising Totals to Date Annual Giving Analytics The new Annual Giving Analytics tool is an integration of Tableau. Similarly to the […]

By Emily Clary | Uncategorized
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Gift Accounting: 2020 Year-end Processing

An important message regarding the UGA Foundation’s year-end gift processing deadlines:   Over the holidays, the best way for donors to be sure their gift is posted in 2020 is to make an online gift via credit card by 11:59 PM on December 31, 2020. Please direct donors to give.uga.edu/commit. Donors may also make a […]

By Eric Schmidt | Uncategorized
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New Tile: Cumulative Giving Societies

A new tile has been made available on constituent records that shows membership in UGA’s Cumulative Giving Societies. This tile will be a great opportunity for fundraisers to easily identify prospects who are close to having money-in-the-door giving that would either bring them into one of the Cumulative Giving Societies, or bring them up to […]

By Emily Clary | Uncategorized
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Why We Need Non-Disclosure Agreements

Lately you may have been hearing a lot about GAIL Non-Disclosure Agreements. While they may seem like just another form, they’re actually a very important piece of the puzzle that is sharing GAIL data.  NDA’s allow Advancement Services to keep track of when GAIL data is being shared. When you begin a Non-Disclosure Agreement, it […]

By Emily Clary | Uncategorized
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The Dangers of Copying Event Invitations

Danger! Alert! If you are about to copy the recipients of an old event invitation into a new one, stop what you’re doing. I don’t mean to be dramatic but… oh wait, yes I do. Copying an old event invitation can have disastrous results for your event and department overall. Maybe you’ve noticed this Copy […]

By Emily Clary | Uncategorized
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Updates to the BEE Email Editor

Our beloved email editor just keeps getting better and better! Check out some of the recent updates below to step up your email design game.  1. Content Area Alignment You now have the ability to customize your emails even further with the new content area alignment option. Pro-tip: For a personal touch, align the body to […]

By Emily Clary | Uncategorized
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New Fundraising Reports

You can now find up-to-the-minute fundraising totals in GAIL. These new reports draw on the best features of the monthly Development Detail Report and the Site Fundraising Report. To find the new reports, navigate in GAIL to the Fundraising tab. Under Custom reports, clicking on ‘Development Detail’ will take you to a 2-page report.  The […]

By Emily Clary | Uncategorized
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Keep Your Information Secure with a Password Manager

Let’s say you have taken the next step in being more secure online. Rather than using the same password for your desktop, your Outlook email, your personal email, GAIL, and your bank account, you decide to change them up a bit. Now you’re probably wondering how you are supposed to remember all of those different […]

By Eric Schmidt | Uncategorized
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New GAIL Access Forms for Student Workers

Our student workers, graduate assistants, and interns are very helpful when it comes to updating the secure information in GAIL! However, we have made some updates to our GAIL access form to ensure that our records stay safe and accurate. Check out some of the tips below to get your team started on the right […]

By Eric Schmidt | Uncategorized
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