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 […]
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 […]
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.
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!
*Please ensure that a Non-Disclosure Agreement has been signed before sharing information with an individual or vendor outside of GAIL. When sharing data all documents must be sent through the SendFiles application. http://apps.dar.uga.edu/GAIL/ask-it/ Once the appropriate mandatory forms have been received, then you may use UGA’s secure file transmittal method of SENDFILES. Do not ever send […]