Page last reviewed on 3/1/2024. Pages are reviewed annually.
The UW's online Beneficiary Portal tool helps to automate the student thank you letter collection process. The tool allows departments to communicate with student recipients through customized requests and collect letters through an online form. It makes it easy to review the responses and share them with your donors by printing the letters onto letterhead or displaying them online for donors in their My UW Giving portal.
UW Endowment & Donor Services team provides training and support for Beneficiary Portal. The CAS Advancement Services team coordinates several group training opportunities each year, or you can reach out to central Endowment & Donor Services to schedule a personal one-on-one or group-setting training at any time by emailing donorsvc@uw.edu.
Resources
Back to TopPlease contact Lindsay Bailey in CAS Advancement Services or central Endowment & Donor Services with any training or support requests. Below are some helpful training documents and links to resources to help guide you.
UW Endowment & Donor Service's Guide to Beneficiary Portal
Beneficiary Bulk Upload Template
Sample Beneficiary Portal Messages
Helpful Tip: If you'd like to be able to share copies of the messages you send to students through Beneficiary Portal with advisors, be sure to check the box to BCC yourself on all emails at the top of the "Manage Your Messages" page. You can then forward your copies of those messages with colleagues.
Training
Back to TopThe Advancement Services team coordinates group Beneficiary Portal trainings as needed for Arts & Sciences departments and centers. If you are in need of some training or a refresher before the next training, please view the recording of our most recent training session, or reach out directly to the UW Endowments & Donor Services team at donorsvc@uw.edu. Vuong Tran can arrange a time for a 1:1 training with you, or with multiple people from your unit.
Questions?
Not sure if Beneficiary Portal would benefit your department or center? Consider asking the fundraiser you work with for advice, or reach out to Lindsay Bailey on the Advancement Services team.
Please contact the Advancement Services team anytime at casadser@uw.edu with questions or for more information.