Planned Gifts in GAIL – Where are they?
One of the most common calls the Planned Giving team receives from colleagues is when they are looking for specific planned giving information in GAIL. Today we’ll help you find […]
Alumni Engagement Data in GAIL
As it grows increasingly important in our industry, Advancement Services and Alumni Relations are collaborating on efforts to capture and report alumni engagement data more effectively. For now, our strategy […]
Development Officer Activity Report
The Development Officer Activity Report is an important tool for our fundraisers. The report is refreshed daily at 5AM and can be accessed at any time. This report is the most […]
New “Engagement Interest” Interaction Sub-Category
We have created a new interaction Sub-Category for Indicated willingness to help. When entering your interactions you will need to select the Category “Engagement Interest” and then the Sub-Category “Indicated Willingness to help” as […]
New Required Field on Interactions
The Owner field when entering a new interaction has been made required. The user creating the interaction will be added to this field by default and the field must be […]
Updated Meeting Interactions Review Process
As you know, each Initial/Return Meeting that is entered into GAIL is reviewed by a member of the Prospect Management Team, and with the help of Advancement Services, a new […]
New Fundraising Reports
You can now find up-to-the-minute fundraising totals in GAIL. These new reports draw on the best features of the monthly Development Detail Report and the Site Fundraising Report. To find […]
Edits to First Step of Plan Start Date
Previously when creating a new prospect plan, the start date of the first step defaulted to match the start date of the plan. We’ve edited this to now include a […]
Additions to New Plan Form
A few new options have been added to the Add a Proposal (Plan & Opportunity) form on the Prospect tab of constituent records. Now when setting up a new plan, […]