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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 it! We know that a lot, if not most people, tend to approach it from the revenue tab under Recognition History, but that won’t give […]

By Megan Powell | Uncategorized
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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 can be broken into three steps:   Identify: identify existing data in GAIL representing different modes of engagement Define: define areas to store different types of […]

By Emily Clary | Uncategorized
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July 2021 Records Updates

It shouldn’t come as a shock that GAIL changes every day. To see just how drastic those changes are, we decided to take a look at a few types of data updates over the last six months. Let’s dive in to see just how much data we’ve combed through so far this year!  

By Emily Clary | Uncategorized
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Team Spotlight: Donor Relations & Stewardship

Donor Relations and Stewardship (DRS) sustains and nurtures relationships with University of Georgia donors through cultivation. The four pillars of our office, acknowledgment, stewardship, recognition, and engagement, foster a stronger interest in future support. We ask the important question, “How do you turn donors into loyal supporters?” We believe the answer is an effective “thank […]

By Emily Clary | Uncategorized
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New Planned Giving Tile

Since the beginning of GAIL we have recorded planned giving interest using various methods. To streamline those efforts, the Office of Gift and Estate Planning has consolidated self-identifying donors using a new tile in GAIL that we are calling the PG tile. The tile is populated using an attribute housed in the portfolio rating tab called “Planned Giving Indicator.” There […]

By Megan Powell | Uncategorized
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How to use DocuSign PowerForms for GAIL Access

How to start a GAIL User Access PowerForm On the DocuSign PowerForm Signer Information page, you will enter information for yourself AND your direct Supervisor as it appears in OneSource USG. This will direct the electronic movement of the form in obtaining signatures, so be sure you enter the names and email addresses correctly. Once you’ve entered […]

By Eric Schmidt | Uncategorized
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Development Officer Activity Report

The Development Officer Activity Report is now live in GAIL! The report is refreshed hourly (8-5) on weekdays and can be accessed at any time. You can locate it in GAIL by clicking Development Officer Activity Report from the Fundraising functional area. Once the report loads, click your name to see specifics behind the totals […]

By Emily Clary | Uncategorized
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Events Custom Search

Did you know you can search for events in GAIL using a date range? This is a great feature if you’re not exactly sure what an event was named or the actual date it occurred. Simply click the drop down arrow on the Events functional area and choose Events Search (Custom). Then you’ll see the […]

By Emily Clary | Uncategorized
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New: Cumulative Giving Society Report

There’s a new method in GAIL for tracking how close our donors are to meeting the requirements for cumulative giving societies! You can access the Cumulative Giving Report on the Analysis functional area in GAIL by clicking on Custom Reports then Cumulative Giving Societies. You’ll be able to edit the recognition level percentages to view […]

By Emily Clary | Uncategorized
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