The new online Deposit Transmittal form has been introduced recently and has been adopted by several units already. This online version is replacing the old .pdf process with a soft cut over early FY17 (July 2016). If you have not attended training or watched the training videos (here), please sign up for a class or […]
Development Officers and Fundraisers! Do you need a quick way to find out how much money your school has raised this fiscal year, or how much has been raised for the Campaign to date? While this isn’t ‘real time’, you can access this information using the Campaign Report project of Advizor. Click here for details.
Do you know the difference between revenue and recognition? Constituent revenue includes only those commitments and payments that were made personally by that constituent, and as a result, the Revenue Summary and Revenue History tabs exclude some important gifts. The complete view of a donor’s giving history is found in their Recognition Summary and Recognition History tabs. […]
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 in the UGA family for potential giving, primarily while their students are on campus. Freshman, and some Sophomore, Parent records have been updated to include […]
Do you need to see information for several organizations in one group? If so, you can now view “Corporate Information” found on the Parent Company’s record. Follow these simple steps:
Have you ever wondered when and why a person receives the “Donor” active constituency on their record in GAIL? Until now, this constituency was populated on the individual or organization record of the person who gives (based on hard credit dollars). For example, if spouse A gives and spouse B receives recognition credit, only spouse A would have […]