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Jul
25

GAIL Training Diagram

Ever wonder what GAIL training sessions to attend in order to update records, request and process data, or send mass communications? Well we have the answer for you! Take a look at […]

By David Ornelas | Blog . Front Page
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May
19

Setting Permissions on Queries

From time to time, the reporting group may need to check, edit, or help you with queries. In order to do this, it is very important that all users remember […]

By David Ornelas | Blog . Front Page
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May
19

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 […]

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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May
17

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 […]

By Cindy Bond | Blog . Front Page . Revenue
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Apr
21

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 […]

By David Ornelas | Blog . Front Page . Revenue
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Apr
21

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 […]

By David Ornelas | Blog . Front Page . Prospect Management
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Feb
18

New Constituent Profile Custom Tiles

Two custom tiles are now available for you to add to a Constituent Profile. The first is the Primary Relationships (Custom) tile, this includes job title and is intended to replace the current Primary […]

By David Ornelas | Blog . Front Page . General & Updates
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Jan
25

What are LAIT Scores?

The research score known as the LAIT score is one method of tracking prospects by prioritizing fundraising efforts. It assists fundraisers in directing cultivation and solicitation energies toward those individuals […]

By Danielle Free | Front Page . Prospect Management
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Nov
20

Alumni and Annual Giving Report

The custom Alumni and Giving Report has been adjusted to reflect the revamped Degree Areas and FY15 giving.

By Danielle Free | Blog . Front Page . Revenue
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Nov
20

GeorgiaFunder Updates: Donor Counts & Dollar Initiatives

GeorgiaFunder, UGA’s crowdfunding application, can now support donor count contests as well as dollar initiatives. The screen shot below will show you a sample GeorgiaFunder project that is utilizing this […]

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