Prospect Management

Prospect Name Auto-Population with Research Request

Need research on a prospect? The research request link just got a time-saving upgrade. Now when you click on request research from a prospect’s record, their name will be auto-populated […]

By Emily Clary | Prospect Management
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Dec
13

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 […]

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Nov
15

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 […]

By Megan Powell | Blog . Front Page . Prospect Management
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Oct
24

Finding your alumni (and donors, parents, and anyone else) in GAIL

If part of your planning process for mailings, events, or travel is to first see where your constituents live, GAIL has a tool for you! That’s right! The constituent density […]

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Oct
23

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 […]

By Cindy Bond | Blog . Front Page . News . Prospect Management
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Aug
21

FY19 Year-End Statistics

Last fiscal year GAIL users like you did some amazing things with marketing efforts and events and our year-end totals reflect your hard work. Way to go! See what kind […]

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Jul
18

Fundraiser Email Alerts

Psst… Hey Fundraisers! Are you using your “Prospects of” Group to its fullest extent? They’re built out to do more than just send you email notifications. You can use them […]

By Emily Clary | Prospect Management
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Jul
18

New Research Request Link for Prospects

Are you ready to request research on one of your prospects? No need to break out your detective skills just to locate where to submit the request! We’ve conveniently added […]

By Emily Clary | Prospect Management
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Jun
06

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 […]

By Leslie West | Prospect Management
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May
15

“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 […]

By Leslie West | Prospect Management
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