Blog

New State Tabs in Advizor – Prospect Identification

State tabs for Florida, California, Texas, New York City, and New England have been added to Prospect Identification! Use these  maps to locate constituent records residing in these states.

By David Ornelas | Advizor . Blog . Front Page
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When to use the Giving Link Generator

UGA’s Giving Link Generator creates a URL hyperlink that can connect your external communications/solicitations to your GAIL marketing effort. These external communications can include: printed materials, social media pages, and websites.

By Leslie West | Blog . Front Page . Uncategorized
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FY16 & FY17 Annual Giving by Unit

Two new projects titled FY16 Annual Giving by Unit and FY17 Annual Giving by Unit have been added to Advizor.

By David Ornelas | Advizor . Blog . Front Page
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Prospect Management Policies and Procedures

The Prospect Managment Policies and Procedures manual has been updated as of June 20, 2017. Click on the document below to review or download as a PDF document.

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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!

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Smart Fields

GAIL Users, as a reminder, when reviewing data in the Smart Fields tab of the constituent page please know that this information serves as a periodically refreshed snapshot of giving information on a constituent record. If/when you see a “$0” value also keep in mind that this indicates no gifts have been donated to this […]

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Matching Gift Relationships

In an effort to maximize the potential matching gifts some companies offer, the Gift Accounting, Records Maintenance, and Annual Giving teams have come together to make some changes all users will begin to recognize in GAIL. First, the records team has been working hard to create employee to employer relationships on constituent records over the […]

By David Ornelas | Blog . Front Page . Resources . Revenue
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Tributes and Memorials Update

After many months of team efforts and hard work, we have re-worked the GAIL Tributes process making it become a smooth automatic weekly process saving valuable time for the Donor Relations staff in their preparations of communicating gift acknowledgements to all ‘in honor of’ and ‘in memory of’ letter recipients. 

By David Ornelas | Blog . Front Page . Revenue . Uncategorized
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Constituent Credit Total Report

Need shortcut to find giving totals for every school/college/unit on a Donor’s constituent page? Use the Constituent Credit Total Report to filter by date, revenue or recognized gift type, and revenue type!

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FY17 GAIL Statistics

How did GAIL contribute to fundraising during FY17? Through multiple marketing efforts, events, and phoneathons, GAIL recorded $3.1 million “cash in the door” gifts. GAIL was also able to reach hundreds of thousands of constituents through both email and postal mailings. Want to see how the numbers breakdown?  

By David Ornelas | Blog . General . News . Revenue . Uncategorized
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