GAIL Policies for Access and Sharing of Data

Please be reminded and informed of the Policies for having access to the GAIL database and data by reviewing the following information.

Changes with Acknowledgement Processes

Please be aware that those of you actively running your Acknowledgement Processes may notice extra constituents in your results the next time you run your process(es). These constituents may populate into your results and appear to be older gifts than you would expect. The reason for this is we have removed the criteria to “Only […]

Gift Report by Site

If you need a report that is directly associated with Annual Giving, this one is for you! This report shows all annual giving (including individual transactions, donor names, and designations) for all payments to a particular area. You can easily get to this report by clicking into the Revenue functional area. The report will be […]

UGAF – Pledges by Site (Report)

If you find yourself wishing there was a report that would allow you to easily view pledge information, you’re in luck! The UGAF – Pledges by Site report has two main purposes:

Events – Preferred Name Format

Have you had issues surrounding only one spouse pulling into the addressee column in your excel file when pulling lists from GAIL? Thanks to IT there is a new name format (Events – Preferred Name Format) that will pull in both spouses – regardless of which spouse truly meets the selection criteria.

Registrants – More Details Tab has a new addition!

Do you find yourself needing to see giving totals for those individuals/organizations that have registered to attend your event? If so, this is for you! Two new columns have been added to the Registrants – More Details Tab (found within your event in GAIL) for this exact purpose. Continue reading to learn more.

Problems When Viewing Vanguard Images

Some versions of Google Chrome’s PDF reader are not working when viewing Vanguard images. If this is affecting you, please use this work around.

Address Processing Options

Do Address Processing Options leave you feeling confused? This can be a hard concept to wrap your head around, but let’s see if this helps!