Prospect Management

Major Gift Impact Report Updates

Development Officers, several changes have been made to the Development Officer Impact Report to provide you with the most accurate and current data for your plans and opportunities. First, the report itself has been renamed the Major Gift Impact Report.

By David Ornelas | Blog . Prospect Management
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Follow-Up Reminders for Prospects That Are Not In A Plan

Fundraisers, follow the steps below to view general interactions that are not attached to plans.

By David Ornelas | Blog . Front Page . Prospect Management
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Plan Name Column on Interactions 

A new column titled Plan Name has been added to the Interaction record displaying the Prospect Plan’s name and hyperlink.

By David Ornelas | Blog . Front Page . Prospect Management
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Live Alumni Data

Live Alumni is an application that tracks alumni and donor information securely while updating GAIL on a quarterly schedule. Over the last year, this resource has linked over 90,000 LinkedIn URL’s to constituent records in GAIL, along with primary business and employee relationship listings. With a Live Alumni user account, you will have the ability to […]

By David Ornelas | Blog . Front Page . Prospect Management
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Student Education Records

New student majors and minors are available for all current students. This includes multiple degree listings, 4 minors,  and 3 areas of emphasis. “Completed” certificate information has been updated as of December 2016 on constituent records, as well as multiple degrees with different majors.

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Best Practices for Entering Interactions on Organization Records

GAIL users, please make sure to enter interactions on Organization records in the Primary record of the search results. To verify the primary record follow the steps below… 

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“Prospects of” Groups Now Include Plan Participants

The various “Prospects of” groups now automatically include as members any plan participants (e.g., spouses, foundation contacts, companies, etc.) that are listed on Development Officer’s active plans.

By David Ornelas | Blog . Front Page . Prospect Management
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Calendar Year End Giving Reminder

Development Officers, as you discuss calendar year end giving with donors, please refer your “prospects of_” group record for current giving information.

By David Ornelas | General & Updates . News . Prospect Management
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Video Tutorial: Advizor Prospect Identification

If you find yourself stuck in Advizor’s Prospect Identification project, then we have an announcement for you. Client Services has developed an instructional video to guide you through navigation, functionality, and several other common features to help you get your data. Stay tuned for more videos!

By David Ornelas | Advizor . Blog . Front Page . Prospect Management
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New Opportunities Tile

There is a new “Opportunities” tile in GAIL that displays opportunities for the constituent and their spouse.

By David Ornelas | General & Updates . News . Prospect Management
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