Menu
Automating Process for Deactivating Expired & Inactive GAIL User Accounts
As you are all aware, DAR IT takes the security of our donor information very seriously. One of the fundamental ways to protect information is to limit access to it, and a primary principle of this is that unused user accounts need to be closed when they are identified. This principle, common to many information […]
Did Someone Say “Batch Interactions”?
What is this thing? And how do I get it? If you’ve ever wished you could key in one interaction and have it copy to multiple constituent records, or wished that you could keep a list of various interactions in a spreadsheet and have those imported into GAIL onto constituents records – that day is […]
Planned & Estate Giving Attributes
In stewarding a deferred gift donor, there is nothing of greater importance than ensuring that a donor’s recognition preferences are honored. Accordingly, this document serves to clarify the various recognition options available to a planned giving donor and summarizes the method for capturing this data in GAIL. Recognition Preferences – The Options: When donors complete […]
Team Spotlight: Research & Prospect Management (RPM)
Who is on the Research & Prospect Management Team? Meet RPM, that’s Research and Prospect Management if you didn’t know! This group of wonderful individuals lives to make your prospect research and portfolio management dreams a reality! But who are they exactly? Previous Next Matthew Alexander, Development Analyst Ian Buchanan, Development Analyst Danielle Free, Senior […]
Prospect Referrals – Archived, Rejected & Particpants
Fundraisers: Learn how to show/hide archived referrals, how rejected referral notices are generated, and participants can now be added to referrals! Fundraisers can now filter out archived referrals on their “My Prospect Referrals” tab. Currently, all archived referrals are filtered out by default, however, you now have the ability to view them by checking the […]
Security for Sharing GAIL Data
Often, sharing GAIL data is necessary for mailing out your communications, but we need to ensure we are following the security rules and guidelines as outlined in our policies.
Marketing Efforts Planning Calendar
If you’ve ever wanted to peer into a crystal ball and see the future, look no further than the GAIL Planning Calendar. Located in the Marketing & Communications functional area, the Planning Calendar includes all of the marketing efforts and events that have ever been added to GAIL. It even includes the upcoming travel dates […]
Maintaining Business Addresses in GAIL
When sending postal mail correspondences through GAIL, one of our most important tasks is making sure that our communication is reaching our constituents. Sometimes this may mean contacting constituents at their place of business instead of at their residence. When a business address is added to the contact tab of a constituent’s profile, we can […]
UGA Score and Campaign Giving Info Tiles
Recently, the new UGA Score was unveiled to assist in fundraising efforts and prospect identification and research. This new score can now be added to a constituent’s profile as an info tile so you can see it right away when you land on a profile page. The Reeher metric MG EVI is also posted (if […]
Personalize BEE Emails Using Informal Salutations
Get the most out of your BEE merge tags by choosing to use either a constituent’s formal or now the new informal salutation in your email greeting. A merge tag is a field you can incorporate into your BEE email template to populate specific information from a constituent’s record. For example, you can place a […]