Online Giving Website Frequently Asked Questions

How do I become an Online Giving Website Administrator for my school/college/unit?

You must come to one Online Giving Website Administrator Support Session to be granted access to make updates to your school/college/unit webpages. You can access our training schedule here:  http://ais.ucdavis.edu/learningcenter/schedule_nonav/trainingschedule.html

I am creating a new fund, how do I get a fund added to the Online Giving Website?

The basic steps to add a fund to the Online Giving Website are, in this order:   

1) Add account to KFS through your normal procedure; 

2) Send DEVARHelpDesk@ucdavis.edu your request to have the account (allocation) added to Advance; then

3) Request that your school/department/unit Online Giving Website Administrator add the fund to the Online Giving Website.

I am an Online Giving Web admin, and I’d like to know how to change a webpage from one allocation number to another allocation number.

Disable the old fund webpage, and build the new fund webpage – keep the new one enabled.


I am an Online Giving Web admin, and I’d like to know how to move a fund under a different area on the website.

E-Mail the DEVAR Help Desk with information on the move needed.   Advancement Services Online Giving Website Superusers  can make this move.

I am an Online Giving Web admin, and I’d like to know what kind of photos I should be concerned about posting.

Primary concern for photos is laboratory photos. Always be sure that any people in the lab photos are meeting the safety requirements for that particular type of lab.

My donor would like to cancel their recurring monthly gift. What are the proper steps to do that?

Provide the donor name, AIS ID, monthly gift amount, allocation number/name and any other gift details to the DEVAR Help Desk. Do not request/accept/record any credit card information! The DEVAR Help Desk will create a ticket for the Gift Team to cancel this gift. Typical turn-around time for this is 48 hours. Gift Team will notify the requestor when this has been canceled.

My donor, who has a recurring monthly gift, has informed me that their credit card number has changed. What are the proper steps to update their card?

This will be handled in two parts:

1)  Cancelation of Current Gift:  Email the DEVAR Help Desk, with donor name, AIS ID, monthly gift amount, allocation number/name and any other gift details. Do not request/accept/record any credit card information! The DEVAR Help Desk will create a ticket for the Gift Team to cancel this gift. Typical turn-around time for this is 48 hours. The Gift Team will notify the requestor when this has been canceled.


2) Re-establish gift with new card:   Once original gift is canceled, the point of contact with donor will ask the donor to re-enter the gift into the online giving website at https://give.ucdavis.edu Do not request/accept/record any credit card information from the donor!

How are receipts handled in the new website?

The donor will get an automatic emailed receipt at the time of their gift. For recurring monthly donors, they will get an automatic emailed receipt at the time of their first gift that mentions their gift is monthly. Recurring monthly donors will not get automatic emailed receipts after the first gift. For recurring monthly online donors, Advancement Services will generate an annual (calendar year) receipt.

How will school/college/units be notified of gifts to their area?

Notifications to Web Admins who were granted permissions to update the New Online Giving Website will be generated as soon as the gift is complete on the website. Please note – at that point the gift is not yet accepted and processed on Advance. The gifts should be completed in Advance 1-2 days later.

Notifications at this time will only go to those that were designated as Web Admins in the new Online Giving Website. In the future, we will have increased capability to set up other staff to receive donations (once the “GREAT” system is in place).