Prospect Management

Aug
22

2016 GAIL & Advizor Survey Results: Part 1

2016 GAIL & Advizor User Survey Results – Part 2 Below are more comments and responses from the GAIL & Advizor user survey.

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Jun
13

Development Officer Impact Report

Do you need a quick way to check  your status with your asks, visits and interactions?  Good news!  There’s a report that will do just that!

By Cindy Bond | Blog . Prospect Management
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Apr
21

Simplified Prospect Management Steps for Fundraisers

On the road visiting donors, or back in the office trying to manage your portfolio? Where do you start?  There are many very important items that need to be recorded […]

By David Ornelas | Blog . Front Page . Prospect Management
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Apr
21

The Online Deposit Transmittal Form: Things You Should Know

As a reminder to all departments with frequent UGA Foundation activity, the new online deposit transmittal form is available.  Please use this process with your next Foundation deposit. http://dar.uga.edu/deposit. This […]

By David Ornelas | Blog . General & Updates . Prospect Management
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Feb
22

How to Attach a Funding Proposal to a Prospect Plan

Please remember to attach Funding Proposals to each appropriate Prospect Plan(s).  Also, let’s be sure to limit the size of these files for uploading into GAIL, as GAIL isn’t the repository for hi-resolution […]

By David Ornelas | Blog . Prospect Management
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Feb
22

New Echelon Scores in GAIL

Echelon is just ONE wealth indicator (and specifically – this one points to asset liquidity).  Although these variables are currently unverified, it is a way to identify some new constituents […]

By Cindy Bond | Blog . Prospect Management . Revenue
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Jan
25

What are LAIT Scores?

The research score known as the LAIT score is one method of tracking prospects by prioritizing fundraising efforts. It assists fundraisers in directing cultivation and solicitation energies toward those individuals […]

By Danielle Free | Front Page . Prospect Management
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Oct
20

Giving Anonymously

Understanding the various levels of anonymity can be tricky. We get it. Continue reading to learn how to easily tell whether a person and/or gift is anonymous.

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Oct
20

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 […]

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Oct
12

Fundraiser Goals by Fiscal Year

If you’re a development officer and wondering what your goals are for this fiscal year, you’re in luck. Each development officer has (or will have) goals listed in GAIL going […]

By Danielle Free | Blog . Prospect Management
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