Development Officers, you may have noticed a few new items and alerts in GAIL as you’ve viewed constituent records. The Constituent Development team is working with Blackbaud to update our WealthPoint scores on most records in the system. The notification “feature” is an automatic function in GAIL over which we have little control – so […]
Development Officers, several changes have been made to the Development Officer Impact Report to provide you with the most accurate and current data for your plans and opportunities. First, the report itself has been renamed the Major Gift Impact Report.
Event Managers, a smart query has been created specifically for each of your schools/colleges/units. Please be sure you use only the one with your naming convention (ex: “A&S – Event Attendees”). There is only one smart query per unit so others on your team will also have access to use it. **This process will overwrite […]
Office of Gift and Estate Planning Deferred Donor Recognition Preferences 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 options available to a planned giving donor and summarizes the method for capturing […]