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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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Prospect Manager vs. Primary Plan Manager

Do you find yourself asking questions regarding the difference in the Prospect Manager and the Primary Plan Manager? If so, this is for you. Watch this short video to learn more.

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Use Maiden Name as Search Criteria in GAIL

Do you find yourself needing to search for a constituent using “maiden name”? If so, this is for you! A new search criteria field has been added that will allow you to search using maiden name without having to involve any advanced search options. 

By Danielle Free | Blog . Front Page . General & Updates
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Advizor is live!

Advizor is a new visualization tool designed to identify trends and analyze the root cause of our data within GAIL. Training for this tool is happening now!  

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Visualizations for Giving Totals

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. 

By Danielle Free | Blog . Front Page . General & Updates
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Step and Contact Report Combination

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!

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Corporate and Foundation Relations Consolidated Giving Report

*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 […]

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