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 […]
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 […]
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 Do you ever come across outdated information in GAIL that you don’t feel comfortable updating yourself?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 […]
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 […]
Development Officer Activity Report
The Development Officer Activity Report is an important tool for our fundraisers. The report is refreshed daily at 5AM and can be accessed at any time. This report is the most […]
Events Custom Search
Did you know you can search for events in GAIL using a date range? This is a great feature if you’re not exactly sure what an event was named or […]
New: Cumulative Giving Society Report
There’s a new method in GAIL for tracking how close our donors are to meeting the requirements for cumulative giving societies! You can access the Cumulative Giving Report on the […]
Tips for Address Processing and Name Format Options
Do you find yourself needing to send communications to a person’s residential address even though they may have their business address selected in GAIL as their primary address? No problem! […]
Birthday Card Correspondence vs Interactions
A guide for when to use one or the other. Happy Birthday! Everyone loves to be remembered on their birthdays, especially our alumni and donors. GAIL has a specific module for handling […]
Solicit Codes & Storing Constituent Messages in GAIL
A Quick Review on Solicit Codes Solicit codes, found on the Communication Preferences tab on constituent records, are the way we manage opt outs in GAIL. There are broad codes […]