New interest categories, BEE updates, and more!

New: Constituent Interest Categories

Advancement Services and DARCOMM have teamed up to bring you some new Constituent Interest categories! See a list of the categories that have been added and reach out to let us know which you want to see next.

Office of Business Engagement & Innovation

A Site and Naming Convention have been added to GAIL for the Office of Business Engagement & Innovation (led by Dr. Kyle Tschepikow). Please preface any related prospect plans, events, marketing efforts, etc., with “OBE - “ going forward.

GAIL Updates: October Service Pack

There is a new service pack tentatively planned for October that will erase files in GAIL created before March 15, 2021. Read more about this upcoming change.

Meet our Donor Relations & Stewardship team! Learn all about the work they do and fun facts about some of our favorite Stewies.

BEE Updates: GIFs, Emojis, and a Customizable Workspace

BEE just keeps getting better and better! With this latest update, you can collapse the main menu for more design space, add GIFs directly from Giphy, use emojis in your text, and more. 

Planned Gifts in GAIL: Where are they?

One of the most common calls the Planned Giving team receives from colleagues is when they are looking for specific planned giving information in GAIL. This article will help you find it!

Upcoming GAIL Training Classes

Ready to expand your GAIL knowledge? Check out our September class schedule.

Now Scheduling Team Refresher Training

Are there multiple people on your team with GAIL access? We hope so! If it's been more than a year since you first got trained, sign your team up for a refresher training. We are now offering them on all GAIL topics.

 

Want to submit an article for next month's Tips & Tricks?

Contact Emily Clary.

Client Services Communication Specialist

Image

Development and Alumni Relations

Office of Client Services

 

communication preferences | privacy policy | view in browser