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 […]
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 […]
Nov
15
Planned Giving Attributes
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 […]