Have you ever wondered when and why a person receives the “Donor” active constituency on their record in GAIL? Until now, this constituency was populated on the individual or organization record of the person who gives (based on hard credit dollars). For example, if spouse A gives and spouse B receives recognition credit, only spouse A would have […]
Nothing works better than a personal solicitation. OK, that’s not a news flash; just a reminder. As we’re all pushing toward the June 30 finish line, there are many solicitations in mailboxes and in the email queue to afford last minute giving opportunities. But don’t wait on a piece of mail or an email from […]
You know how much money has come in the door to a particular fund, but do you have a way to see it visually? Thanks to Phyllis Cooke at the Law School for this suggestion. IT has created various smart fields that will allow you to see your giving totals in graph format.