Prospect Management

Corporate Info Tab on the Organization Page

The Corporate Info tab on the Organization page has been updated with more details representing subsidiary structures of larger companies. Individual records with identified employee relationships to these organizations provide employee giving, employee counts, and prospect plan activities. Use this tab to view the financial impact.  

By David Ornelas | Blog . Prospect Management
DETAIL

Constituent Timeline Tab

GAIL users, have you noticed the Constituent Timeline tab on the Constituent Page? The timeline currently allows you to show and hide all recognition and interactions related to a constituent. Advanced filtering and the ability to include communications are planned to be added in the near future.

By David Ornelas | Blog . Front Page . Prospect Management
DETAIL

New Stewardship Recipient Tile (Fund Rep)

A new tile has been created that will allow you to see at a glance whether the constituent you’re viewing in GAIL is a Stewardship Recipient of a fund, and will include a scrolling list of all funds they are a Stewardship Recipient for, as applicable.  This constituent information still lives on the Stewardship Recipients […]

By Cindy Bond | Blog . News . Prospect Management
DETAIL

NEW! Shortcut for Adding Interactions & Contact Reports

For speedier input of your Interactions and/or Contact Reports, a new shortcut has been established where you can click to add Interaction from the “Documentation and Interactions” Tile on any constituent record.  This will allow you 2 choices:  1) Plan Step w/ Interaction (use this to file a Contact Report for your Plan), or 2) […]

By Cindy Bond | Blog . News . Prospect Management
DETAIL

Planned & Estate Giving Attributes

The Office of Gift and Estate Planning has added two new attributes on constituent records to determine if a donor receives benefits (birthday card, tie/scarf, etc) or to indicate anonymous listing status.

By David Ornelas | Blog . Front Page . Prospect Management
DETAIL

Helpful ‘Comments’ Tips for Contact Reports/Interactions

New prompts have recently been added into the Comments section of Contact Reports (and Interactions) when you choose a Contact Method of either “Initial Meeting” or “Return Meeting”. 

By Cindy Bond | Blog . Front Page . Prospect Management
DETAIL

How to Determine a Planned Giver in GAIL

GAIL Users, do you need assistance determining a Planned Giver in GAIL?

By David Ornelas | Blog . News . Prospect Management
DETAIL

Confirmed Assets Tab

The Confirmed Assets tab on the Prospect’s constituent page indicates any confirmed (per Target Analytics) publicly available information about the prospect’s real estate, business, stock, and “other” assets. It also includes confirmed wealth indicator and income/compensation information.

By David Ornelas | Blog . Front Page . Prospect Management
DETAIL

GAIL Prospect Mapping vs. Advizor Prospect Identification

Development Officers, ever wonder what the difference is between the Prospect Mapping in GAIL and Advizor’s Prospect Identification project?

By David Ornelas | Blog . Prospect Management
DETAIL

Phone Center Interactions

Phone center interactions on the constituent page are updated nightly and now indicate calling program campaign details and results.

By David Ornelas | Blog . Front Page . Prospect Management
DETAIL