Introduction

Every year we report on the performance of endowment funds and their impact to the university. The preliminary listing helps us in ensuring data accuracy and integrity.

This site will guide you through all aspects of the endowment preliminary listing.

The Airtable-based preliminary listing process remains in place. However, we have taken steps to shorten the workflow to request changes.

Quick Start Guide

Returning User

  1. Open the table of contents and select the view most relevant to you
  2. When prompted, log in to your Airtable account (created last year) using your UC Davis email. You should now be able to access all views.
  3. If you forgot your password, you can reset it here
  4. Review the data that falls under your purview, and request changes only where needed.

New User

  1. Watch the tutorial video to understand how to navigate Airtable & request changes
  2. Open the table of contents and select the view most relevant to you
  3. When prompted, create an Airtable account using your UC Davis email. You should now be able to access all views.
  4. Review the data that falls under your purview, and request changes only where needed.

For more detailed information, please use the sidebar on the left to navigate through the site. If you are on mobile, scroll up and tap menu. Should you have any questions, please reach out to Daniella Hanson

2025 Updates

Email Address Collection

Given the transition to digital reports, stewardees will receive access instructions via email. As such, we continue to focus in this year’s preliminary listing on obtaining email addresses for stewardees. In the change forms on Airtable you will be prompted to add an email address for a stewardee if we do not have one on file.

We obtained many new email addresses over the last years. However, we still do not have emails on file for many recipients.

Given that the majority of donors are receiving digital reports, we are not including mailing addresses in the preliminary listing. If a record you are reviewing has no email addresses on file, please ensure that their mailing address in Advance is correct as that is where their printed report will be sent.

Endowment Cleanup

We are continuing the endowment cleanup process. You are encouraged to use the Donors without an RM as well as Funds without a stewardee views. Funds without a stewardee will have –UNSTD as part of their identifier code. You will find a link to these funds in this link or navigating to ‘No Stewardee - Grouped by school’ in the Airtable table of contents.

Please make an effort to identify a stewardee. If a specific fund is not to be stewarded, please let us know why by submitting a “make a change” form and following the proper procedures.

Deceased Stewardees

We have removed most deceased stewardees as report recipients. When we could find a spouse, they were added to the fund. However, if someone else should be stewarded (or if the descendant is not in Advance), please review how to fill out a change form in Airtable and ensure Advance is updated.

We are happy to meet with you and walk you through the data and Airtable. If you would like to arrange a time, please email Daniella Hanson.