Prospect Management

Tracking Pending Interactions That Are Not Connected To Plans

Most fundraisers use the Pending Activity tab on their My fundraiser page to keep track of pending plan steps. However, not all pending interactions are connected to a plan. Are we out of luck? Do we need to manage this manually? Certainly not! You can customize your Pending Activity tab to include these non-plan interactions. […]

By Leslie West | Prospect Management
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“Prospects of” Group Quick Add Option

How do you usually add members to your prospects of group? Most fundraisers opt to go the direct route via the members tab of their prospects of group. On this tab you can click the Add button and search for and select constituents to add to your group. Why do I need to add constituents? […]

By Leslie West | Prospect Management
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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 […]

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Interactions: Contact Method Dictionary

Taken from Chapter 7 of the Prospect Management Policies & Procedures Guide manual from February 21, 2019. 7 Interactions Interactions serve as a way to transparently track the University’s contact with its constituents. By entering Interactions into GAIL, Development Officers are not only providing important information to other Development Officers, but also preserving institutional history […]

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New “Add a proposal” form

There is a new “Add Proposal” form that combines multiple Plan and Opportunity setup actions into one seamless process.  The interactive “Add Proposal” form guides users through only the required data points depending on the plan stage and the impending gift solicitation.  Less commonly used elements of plans and opportunities were removed to streamline a […]

By Cindy Bond | Blog . News . Prospect Management
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Research Request Tab: “Requested On” Column

If you’re a fundraiser, the Research Request sub-tab on your constituent profile shows a list of all the research requests you have made. This provides a nice way to keep up with all the research you’re working with, when you requested it, when it’s due, if it is complete or in progress, who is conducting […]

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Editing Opportunities from the Pending Activity Tab

If you’re a fundraiser, the fundraiser tab on your constituent profile houses a great tool: your pending activity page. Here you can see your list of pending plan steps and interactions for your prospects in one place. You can file contact reports for plans you’re working on, edit steps or mark them complete directly from […]

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Attention Fundraisers! New “Research” tab on prospect records!

There’s a new “Research” tab on prospect records in GAIL! GAIL has a new “Research” tab which consolidates into one place the information presently appearing in different areas of the database. The new Research Tab reflects pertinent modeling score/rating information, prequalification notes, profile information, and research-confirmed assets: real estate, businesses, securities, wealth indicators, income/compensation, and […]

By Cindy Bond | Blog . News . Prospect Management
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Alumni Association to Utilize Prospect Plans

The Alumni Association staff will soon begin to utilize GAIL’s prospect management tools for their engagement plans. You will begin seeing new prospect plans appear possibly on some existing assigned prospects.  These plans will be used for managing their engagement plans with Chapter Leaders, SAA, Past AA Presidents, etc., rather than for fundraising specifically.  There […]

By Cindy Bond | Blog . Front Page . Prospect Management
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Qualifications Have Moved from Plan Type to Plan Stage

In an effort to streamline and simplify, Prospect Management has disabled the qualification plan type for use going forward and instead will rely on a Qualification step/stage within any gift plan.  The most recently completed or next pending step determines a plan’s stage.

By Leslie West | Blog . Front Page . Prospect Management
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