Page last reviewed on 9/26/2024. 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 the CAS Advancement Services team 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.
Beneficiary Portal Training (an online, on-demand, self-paced course)
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 Endowment & Donor Services team provides support for Beneficiary Portal. Training for the tool is available as a self-guided e-learning course in the Advancement Learning Platform (ALP), as well as in a full user guide. For any questions about Beneficiary Portal, please reach out to donorsvc@uw.edu.
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-Weaver on the Advancement Services team.
Please contact the Advancement Services team anytime at casadser@uw.edu with questions or for more information.