Changes to Event Attendees Smart Query Names
Please be aware that the following smart query names have been edited to provide better clarity on which smart query you need for your event communication. This name change applies to these specific smart queries for every School/College/Unit “Event Attendees”. Also, please be sure to not change the name of these predefined smart queries. These […]
Name Stack Option for Postal Mailings
If you have been wishing you had the option to print individual names in a stacking order on your printed mailings (as opposed to one combined Addressee), well now you do! While the Addressee field will remain in all exported excel file definitions, we can add 2 new fields so that you can select which […]
Assigning Event Attributes for CASE Reporting
Are you planning a virtual event? An in-person event? A hybrid of both? New event Attributes have been created and applied to recent historical events in GAIL to allow reporting to CASE on statistical information for each event type. When setting up events going forward, please assign the appropriate attribute for your event, including each […]
How to unblock a constituents email address
There are many constituents in GAIL that we cannot reach due to there being a Do Not Email alert on their email address record. In an effort to combat this situation, you may use the “Block Removal” request link to share with those constituents on an as needed basis. When sharing this form with blocked […]
Team Spotlight: Parent Giving
The focus of the Office of Parent Giving is to enhance and grow the culture of parent philanthropy throughout the UGA campus. The goal of the PLC (Parents Leadership Council) Grants Program is to help students thrive and dramatically enhance the undergraduate experience by creating a healthier, safer, and more enriching campus. Our team works […]
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 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 […]