Update: Exclusions in Marketing Efforts
The recently reported issue of missing Marketing Effort exclusions and solicit codes has been resolved. However, it is still advised to double check your efforts prior to sending them out, and as […]
Acknowledgements – New Prospect Fields
Based on feedback from the Donor Relations teams’ visits across campus focused on Stewardship, new fields have been added to everyone’s Acknowledgements processes to include Prospect Manager and up to […]
FY17 Cut-Off for PDF Deposit Transmittal Process
The new online Deposit Transmittal form has been introduced recently and has been adopted by several units already. This online version is replacing the old .pdf process with a soft […]
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 […]