How to Determine a Planned Giver in GAIL
GAIL Users, do you need assistance determining a Planned Giver in GAIL?
Confirmed Assets Tab
The Confirmed Assets tab on the Prospect’s constituent page indicates any confirmed (per Target Analytics) publicly available information about the prospect’s real estate, business, stock, and “other” assets. It also includes confirmed wealth indicator […]
GAIL Prospect Mapping
Development Officers, ever wanted to see a map using Prospect Mapping in GAIL? GAIL’s Prospect Mapping tool allows you to view Constituent records on a map by single and multiple […]
Phone Center Interactions
Phone center interactions on the constituent page are updated nightly and now indicate calling program campaign details and results.
UGA Dashboard Tab
Need to find contact, education, employment history, relationships, interactions, current, and previous group memberships all in one place? Check out the new UGA Dashboard to view this as a one […]
New Zillow Icon on Constituent Address Tile
A Zillow icon has been added to the address tile of the constituent profile. This saves a “cut and paste” effort for prospect managers when verifying donors’ whereabouts and estimated home values. […]
How to Include the Planned Giving Attribute in a Query
Planned Giving attributes have been moved within the attributes folder from the “Prospect Management Attribute” and can now be found under “Planned Gift Info Attribute.” All affected queries have been […]
Prospect Management Policies and Procedures
The Prospect Management Policies and Procedures manual has been updated as of February 21, 2019. Click on the document below to review or download as a PDF document.
File a Contact Report using GAIL Mobilize
Development Officers, have you used GAIL mobilize to file contact reports using the dictation feature on your mobile device? Follow the instructions below to take advantage of this great feature!
Interaction Page Enhancements
Need to search for a specific interaction? No problem! Use the handy filters in the newly added Comments field to search all interactions for a specific keyword. In addition, you now […]