Fiscal Year 2026 Priority Projects
| Project Name | Description | Status | Quarter |
|---|---|---|---|
| ASGP Solicitation & Strategy (Q1) | 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 | Q1 |
| Automate Social Fundraising Entity Matching/Creation | Automate entity match and creation process for Social Fundraising campaigns. | Not Started | Q1 |
| Crowdfund UC Davis - September | Implement a robust crowdfunding program (including vetting and approving all crowdfunding solicitations) to track participation, acquire new donors and increase donor participation. This will include an SOM-specific Crowdfund focused on Children's Hospital project fundraising. | Not Started | Q1 |
| Capture and Secure Storage of UCDHS Physician Referral Patient Data | Develop a secure HIPAA-compliant solution to store physician referrals for the Grateful Patient program. | Not Started | 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. | Not Started | Q1 |
| FundMiner Integration | Integrate a new gift administration and fund management tool to assist with gift fund compliance and manage fund monitoring. | In Sprint | Q1 |
| GREAT Code Modernization | Modernize GREAT code in order to improve maintenance and stability. | Not Completed | Q1 |
| Gift Unique Identifier | Enhance GREAT & Accounting systems to have and display unique indentifiers for all gift transactions. | Not Completed | Q1 |
| Health Solicitation & Strategy (Q1) | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | In Sprint | Q1 |
| Patient Calling Program Dataflow | Automate weekly data transfer to support the Patient Calling Program | Not Started | Q1 |
| Personnel Action Form | Develop a new personnel action form to collect data and provide electronic approval routing for personnel/payroll related actions such as reclassifications, stipends, and equity. | In Sprint | Q1 |
| ASGP Solicitation & Strategy (Q2) | 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. | Not Started | Q2 |
| Crowdfund UC Davis - October | Implement a robust crowdfunding program (including vetting and approving all crowdfunding solicitations) to track participation, acquire new donors, and increase donor participation. This will include October co-hort (25+ projects) and Athletic's Champions Achieve. | Not Started | Q2 |
| Crowdfund UC Davis - December | Implement a robust crowdfunding program (including vetting and approving all crowdfunding solicitations) to track participation, acquire new donors and increase donor participation. This will include Toy Drive | Not Started | Q2 |
| Faculty/Staff Load Winter | 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. | Not Started | Q2 |
| Grad Load Summer (in November) | Add all Summer graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Not Started | Q2 |
| Grad Load Spring (in September) | Add all Spring graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Not Started | Q2 |
| Health Solicitation & Strategy (Q2) | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | Not Started | Q2 |
| Prospect Managment Intake Form | Develop an app-based solutioned to faciliate the input of various prospect and proposal information into Advance | Not Started | Q2 |
| RUBY Optimization | Optimize the RUBY report suite to enhance application stability, simplify maintenance, and streamline future enhancements. | In Sprint | Q2 |
| Retiree Load - Summer | Identify Faculty and Employees in Advance, updating or creating Advance records to reflect retiree status, so we can better engage with this population. | Not Started | Q2 |
| ASGP Solicitation & Strategy (Q3) | 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. | Not Started | Q3 |
| Annual Gift 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. | Not Started | Q3 |
| Crowdfund UC Davis - February | Implement a robust crowdfunding program (including vetting and approving all crowdfunding solicitations) to track participation, acquire new donors and increase donor participation. This will include the Feb. co-hort only. | Not Started | Q3 |
| DO Metrics Logic Update for Campaign 3 Reporting | Update DO Metrics Reporting Logic to align with the next campaign's metrics. | Not Started | Q3 |
| Grad Load Fall (in March) | Add all Fall graduates and their associated data to Advance so that they can be easily identified as UC Davis alumni in data pulls. | Not Started | Q3 |
| Health Solicitation & Strategy (Q3) | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | Not Started | Q3 |
| Mailbox server transition | Partner with UC Davis Information & Educational Technology to transition all current mailboxes from current location to an approved secure university location in order to meet increased security measures as outlined by the University of California Cybersecurity Mandate | Not Started | Q3 |
| Updating Single Sign-on Security standards to meet security standards | Partner with UC Davis Information & Educational Technology to upgrade Single Sign-On Security standards in order to meet increased security measures as outlined by the University of California Cybersecurity Mandate | Not Started | Q3 |
| UC Cybersecurity Mandate 2025 Follow-up | Partner with UC Davis Information & Educational Technology to implement security updates as outlined by the University of California Cybersecurity Mandate | Not Started | Q3 |
| Winter Admissions Load | Update Advance with incoming student information and their parents so that our constituents can form fundraising strategies for this group. | Not Started | Q3 |
| ASGP Solicitation & Strategy (Q4) | 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. | Not Started | Q4 |
| Develop and Implement a Day of Giving for UC Davis | Develop and improve upon our processes for the Give Day in April 2025 so we can raise more funds and acquire more donors. | Not Started | 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 |
| 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. | Not Started | Q4 |
| Grad Load Winter (in June) | 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 |
| Health Solicitation & Strategy (Q4) | Provide data to support the solicitation and stewardship efforts of UC Davis Health annual giving to raise funds and increase donor count. | Not Started | Q4 |
| Retiree Load - Spring | Identify Faculty and Employees in Advance, updating or creating Advance records to reflect retiree status, so we can better engage with this population. | Not Started | Q4 |
| Automate Gift Processing for IRA and Donor Advised Fund. | Streamline gift processing within GREAT for Individual Retirement Account (IRA) and Donor Advised Fund (DAF) giving transactions. | Not Started | Flex |
| GREAT Entry View Page Update | Update GREAT Entry view pages to include team assignment and tender type. | Not Started | Flex |
| DCC/Gift Club 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 | On Going |