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Prospects of Group: Have your prospects given this fiscal year?

Nothing works better than a personal solicitation. OK, that’s not a news flash; just a reminder.  As we’re all pushing toward the June 30 finish line, there are many solicitations in mailboxes and in the email queue to afford last minute giving opportunities.  But don’t wait on a piece of mail or an email from […]

By Danielle Free | Blog . Prospect Management
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Deceased Alumni Report

Do you find yourself needing a listing of your deceased alumni? If so, this is the report for you. This new report gives you the ability to generate a list of deceased alumni for a particular college/school in a certain date range.

By Danielle Free | Blog . General & Updates
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How often is constituent information updated in GAIL?

Do you ever wonder how often or when constituent records and lists are updated in GAIL? If so, read this:

By Danielle Free | Blog . General & Updates
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Step and Contact Report Combination

There’s a new shortcut in GAIL that we’re calling the “Add Step and Interaction” button, and it’s for you, Development Officers! Remember how filing a contact report means you have to go into your Prospect Plan and file it there? Well, those days are long gone!

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How to Submit a Prospect Research Request

Entering a Request Navigate to the Prospects functional area and  select “Add a Prospect Research Request”. Enter your request criteria in the screen that appears. **Use the criteria descriptions noted below** My Fundraiser Page status definitions as related to Research Requests Pending = Request has NOT been assigned Assigned = Request has been assigned to […]

By David Ornelas | Blog . Prospect Management
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Individual Constituent Display Name

No more do you have to deal with those pesky empty parentheses following the display name in GAIL! For any constituent who has a nickname indicated, you’ll see that reflected within the parentheses. If there is no nickname, you’ll see only the display name. Also, primary class year is now included in the display name. Years […]

By Danielle Free | Blog . General & Updates
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Prospect Summary Briefing Report

Are you ever asked to provide a complete summary of information for a prospect, donor, event attendee, etc.? A new Prospect Summary Briefing report will allow you to compile this with a few clicks.  

By Danielle Free | Blog . Prospect Management
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Email Statistics by Date Report

Do you find yourself needing to compare statistics for 2 or more emails? If so, you’re in luck. A new report has been created that will allow you to do just this.

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ASCEND to GAIL Conversion Codes

PSA Codes: Attributes PSA Codes: Appeals PSA Codes: Committees PSA Codes: Interactions PSA Codes: Solicit Codes PSA Codes: Events PSA Codes: Funding Interests PSA Codes: Wealth Ratings PSA Codes: Educational Involvement Ascend Codes: Solicitation Preferences Ascend Codes: Mail Preferences

By Leslie West | Blog
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Giving Information Added to the Registrants-More Details Tab

Do you find yourself needing to see giving totals for those individuals/organizations that have registered to attend your event? If so, this is for you! Two new columns have been added to the Registrants – More Details Tab (found within your event in GAIL) for this exact purpose. Continue reading to learn more.

By Danielle Free | Blog . Events Management
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