Blog

Rearranged Revenue Tabs for Constituent Records

You may have noticed revenue tabs are rearranged in GAIL 4.0. There is now a Gifts subtab under the Revenue tab.

By Danielle Free | Blog
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Giving Anonymously

Understanding the various levels of anonymity can be tricky. We get it. Continue reading to learn how to easily tell whether a person and/or gift is anonymous.

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CDPG Donor Recognition Preferences

  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 […]

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Preparation for Campaign Reporting

As our comprehensive campaign gears up for its public phase, GAIL is ready to meet our reporting challenges in monitoring progress toward goals. The Gift Accounting group will also begin providing these totals in the Monthly Fundraising Report to ensure these goals and results are noticed and reviewed. Note: Reporting guidelines for the campaign and […]

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$10K+ New Gifts, Pledges and Planned Gifts Report

There’s a new report available in GAIL! The CDMG – $10K+ New Gifts, Pledges and Planned Gifts Report will give you information that closely aligns with the $10K Support Report. Continue reading to lean more.  

By Danielle Free | Blog . Front Page
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Faculty/Staff Giving Report

A new faculty/staff giving report is now available in GAIL. The giving totals that pull into this report are based off of campaign logic and look at the campaign tags from the previous fiscal year (FY15). 

By Danielle Free | Blog . Revenue
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Constituent Note Report

A new notes report has been created to allow you to search for constituent notes over a time period based on date, note type (Class Note, Awards/Scholarships, Obituaries, etc), note author (mostly GAIL users), and the note source (CRM or via the Web).

By Danielle Free | Blog
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Fundraiser Goals by Fiscal Year

If you’re a development officer and wondering what your goals are for this fiscal year, you’re in luck. Each development officer has (or will have) goals listed in GAIL going forward. 

By Danielle Free | Blog . Prospect Management
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Announcing GAIL 4.0!

You may not be aware of this, but you are currently using the 3.0 version of GAIL, but not for long as we’ll be upgrading to the newest version in just a few short weeks. Continue reading for a full run down of the events that will lead to the upgrade.

By Danielle Free | Blog . General & Updates
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Add Step and Interaction Shortcut

There’s a new shortcut in GAIL that we’re calling the “Add Step and Interaction” button, and it’s for you, Development Officers! Remember how filing a contact report means you have to go into your Prospect Plan and file it there? Well, those days are long gone!

By David Ornelas | Blog . Prospect Management
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