Project Name | Description | Status | Quarter |
Advance Upgrade: UI Revisit | Adjust Advance 2019 UI to take into account smaller screen sizes and important real estate for business use | In Sprint | Q1 |
Aggie Enterprise| Build Part 1 | Ensure all transactions continue to work after the migration to the new Chart of Accounts (Aggie Enterprise), so that money movement, other systems associated with giving service, and systems using the Chart of Accounts continue to function without disruption. | Complete | Q1 |
Anthology | Email Metric API | Configure the application programming interface for Anthology email metric so that it can better support fundraising, audience engagement, and reporting for our constituents. | Complete | Q1 |
ASGP Solicitation & Strategy | Provide data for mail, email, phone, and stewardship campaigns based on a comprehensive multi-channel strategy so that the Annual and Special Giving Program can raise funds and acquire new donors for colleges, schools, and units. | Complete | Q1 |
CAES Event Participation Dashboard | Develop a College of Agriculture and Environmental Sciences (CAES) specific event participation dashboard similar to the current Event Participation dashboard and add later add counts related to all units to better assess event value for Alumni. | Complete | Q1 |
Double Your Donation Integration | Integrate Advance with our new matching gift vendor so that we can seamlessly work with donors to find and make matching gift opportunities. | Complete | Q1 |
Employee Giving Participation Dashboard Upgrades | Enhance the employee participation report by including cash giving amounts and Development Areas of participation to increase transparency for relationship managers. | Completed | Q1 |
Faculty/Staff Load - Summer | Identify Advance entities that are Faculty, Faculty-Former, Employee, or former Employees and update employment information so that we can better assist our constituents with employee giving strategies. | Completed | Q1 |
Grad Load - Spring | Add all Spring graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Complete | Q1 |
Grateful Patient Giving Report | Develop and implement an automated monthly report that tracks the conversion of patients to donors to better steward Grateful Patients, track the pipeline, and provide more robust data security. | Complete | Q1 |
Gratitude to Give - Census File | Intake daily census file to better understand who is in the UCDH for enhanced reporting. | Complete | Q1 |
IMO/IHO Stewardship Report | Develop a weekly report to assist with stewarding/acknowledging our tributary donors, so that we no longer have to pull inefficient and time-consuming reports in order to provide a better experience to our donors. | Complete | Q1 |
International Address Standardization | Standardize foreign addresses within Advance using the Melissa Data Global Address functionality so that communications and receipts can be mailed in a timely manner. | Complete | Q1 |
Michelangelo Pro ASGP Updates | Develop additional searchable data and exportable data types in Michelangelo Pro to provide our constituents access to certain data types, such as campaign codes, segment codes, entity appeals, and current-fiscal-year giving totals. | Complete | Q1 |
Portfolio Dossier Enhancements | Enhance the Portfolio Dossier to include Gratitude to Give Scores so that we can provide efficiencies for development staff to better manage portfolios. | Complete | Q1 |
Regular Password Resets | Implement regular password reset of systems to ensure Payment Card Industry compliance and assist with off-boarding staff. | In Sprint | Q1 |
Retiree Load - Summer | Identify Advance entities that are Faculty or Employees and update their information to reflect their Retiree status so that we can better assist our constituents to engage this population. | Complete | Q1 |
UCDH Solicitation and Strategy | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | Complete | Q1 |
Aggie Enterprise | Build Part 2 | Ensure all transactions continue to work after the migration to the new Chart of Accounts (Aggie Enterprise), so that money movement, other systems associated with giving service, and systems using the Chart of Accounts continue to function without disruption. | Complete | Q2 |
Aggie Enterprise | Go Live & Post-Go Live Bug Fixes | Reserve work capacity to address the deployment of the new Chart of Accounts (Aggie Enterprise) and anything missed during the deployment. | Complete | Q2 |
ASGP Solicitation & Strategy | Provide data for mail, email, phone, and stewardship campaigns based on a comprehensive multi-channel strategy so that the Annual and Special Giving Program can raise funds and acquire new donors for colleges, schools, and units. | Complete | Q2 |
Crowdfund UC Davis - October(+ATH) | Implement a robust crowdfunding program, including vetting and approving all crowdfunding solicitations, in order to be able to track participation, acquire new donors, and increase donor participation. This will include October co-hort (25+ projects) and Athletic's Champions Achieve. | Complete | Q2 |
Enhanced personalization in Anthology/iModules | Enhance the Anthology/iModules nightly sync to include preferred names and nicknames so that we can better implement preferred name personalization with our communications. | Complete | Q2 |
Faculty/Staff Load - Fall | Identify Advance entities that are Faculty, Faculty-Former, Employee, or former Employees and update employment information so that we can better assist our constituents with employee giving strategies. | Complete | Q2 |
Fall Admissions Refresh | Update Advance with registered student information so that we can properly identify who is a current student, current parents, and their class standing at UC Davis. | Complete | Q2 |
Grad Load - Summer | Add all Summer graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Complete | Q2 |
PCI DSS 4 - Gap Assessment | Assess steps and work needed to become compliant with Data Security Standard (DDS) 4 across our Give Site and terminals in order to ensure PCI compliance. | In Sprint | Q2 |
Retiree Load - Winter | Identify Advance entities that are Faculty or Employees and update their information to reflect their Retiree status so that we can better assist our constituents to engage this population. | Complete | Q2 |
UCDH Solicitation and Strategy | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | Complete | Q2 |
DCC Income Summary Report PBI conversion | Migrate the DCC Income Summary Report to a more into to a new reporting platform to improve stability and increase functionality. | Complete | Q2 |
Annual and Canadian Receipts | Generate and send receipts to our recurring gift donors and donors who have requested to only receive one receipt per year. Generate and send specific receipts to Canadian donors in order to preserve our status as a non-profit organization under Canadian law. | Complete | Q3 |
IS-12 Disaster Recovery Testing | Refine and test our disaster recovery plan twice a year to ensure that we are ready for natural and other disasters. | Complete | Q3 |
ASGP Solicitation & Strategy | Provide data for mail, email, phone, and stewardship campaigns based on a comprehensive multi-channel strategy so that the Annual and Special Giving Program can raise funds and acquire new donors for colleges, schools, and units. | Caomplete | Q3 |
Crowdfund UC Davis - December(Toy Drive + Giving Tuesday) | Implement a robust crowdfunding program, including vetting and approving all crowdfunding solicitations, in order to be able to track participation, acquire new donors, and increase donor participation. This will include the Children's Hospital Toy Drive (mid-Nov-Dec. 25) and a handful of Giving Tuesday projects in late Nov. /early Dec. | Complete | Q3 |
Crowdfund UC Davis - February | Implement a robust crowdfunding program, including vetting and approving all crowdfunding solicitations, in order to be able to track participation, acquire new donors and increase donor participation. This will include the Feb. co-hort only. | Complete | Q3 |
DO Metrics FY Changeover Enhancement | Enhance and implement a more efficient "freeze" process for the DO Metrics reporting suite in Power BI to minimize downtime and increase the accuracy for the reports. | In Sprint | Q3 |
Give Site Shopping Cart and Expanded Giving Options through Site Part 1 | Start implementing a shopping cart feature on our Give Site (give.ucdavis.edu) to allow donors to select multiple allocations. This will provide a better donor experience and modernize our Give Site similar to other major fundraising programs. In addition, we will expand the giving options to include the use of Venmo, PayPal and Apple Pay processors. | In Sprint | Q3 |
Grad Load - Fall | Add all Fall graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Complete | Q3 |
Migrate PMR data to new server | Migrate prospect-related data to a more accessible space so that Prospect Research Management can efficiently use and maintain prospect data. | Not Started | Q3 |
UCDH Solicitation and Strategy | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | Complete | Q3 |
Winter Admissions Load | Update Advance with incoming student information and their parents so that our constituents can form fundraising strategies for this group. | Complete | Q3 |
ASGP Solicitation & Strategy | Provide data for mail, email, phone and stewardship campaigns based on a comprehensive multi-channel strategy so that the Annual and Special Giving Program can raise funds and acquire new donors for colleges, schools and units. | In Sprint | Q4 |
Develop and Implement a Day of Giving for UC Davis | Develop and improve upon our processes for the Give Day in April 2024 so we can raise more funds and acquire more donors. | In Sprint | Q4 |
Faculty/Staff Load Spring | Identify Advance entities that are Faculty, Faculty-Former, Employee, or Former Employees and update employment information so that we can better assist our constituents with employee giving strategies. | Complete | Q4 |
Fall Admissions Load - Phase 1 (May) | Update Advance with incoming freshman student and parent information so that our constituents can form fundraising strategies for this group as soon as the data becomes available. | Not Started | Q4 |
Fall Admissions Load - Phase 2 (June) | Update Advance with incoming student and parent information so that our constituents can form fundraising strategies for this group as soon as the Statement of Intent to Register (SIR) data is available for transfer students. | Not Started | Q4 |
Grad Load Winter | Add all Winter graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Not Started | Q4 |
Receipting (CG-001) updates | Optimize the receipting process to decrease workload and enable the team to focus on other processes of the gift cycle. | In Sprint | Q4 |
Retiree Load - Spring | Identify Advance entities that are Faculty or Employee and update their information to reflect their retiree status so that we can better assist our constituents to engage this population. | In Sprint | Q4 |
UCDH Solicitation and Strategy | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | In Sprint | Q4 |
DCC Reports and Maintenance | Maintain and enhance our Davis Chancellors Club and other Gift Club reports so that we can continue to ensure data accuracy. | In Sprint | Ongoing |
Advance Upgrade | Reports | Convert all relevant reports from Advance 9.8.1 to more interactive platforms so that Advance users will have better, more consistent access to the data they need to be successful. | Complete | Flex |
Give | Batch Edit Enhancement | Ensure that Gift Services can modify Online Giving pledges, including the amount and length of pledge. | Not Started | Flex |
GREAT | Securities Enhancement | Implement functionality in GREAT that allows securities gifts to be moved directly to Advance. | Not Started | Flex |
GREAT Notification - Address Update | Update GREAT notifications to provide updated address contact information. | Not Started | Flex |
MelissaData Enhancements | Enhance our servers to accelerate the speed at which Advancement Services can match entities in Advance. | Cancelled | Flexf |
