Please contact Advancement Services at ext 4639 or advservices@sandiego.edu. The office will review your request and will send confidentiality forms (these require multiple signatures) if your request for access is approved. Please note: Users are required to attend training before their accounts are activated.
Your Advancement CRM username and password are the same as your MySanDiego username and password. If you need assistance resetting your password, please contact the ITS Help Desk at ext 7900 or help@sandiego.edu.
Please contact Advancement Services at (619) 260-4639 or advservices@sandiego.edu.
Legal Credit (Primary):
“Individuals, corporations, foundations, or other entities that make gifts to USD of their own assets shall be given legal credit (hard credit) in their giving records maintained by the Office of Advancement Services.” Section VII of the UR Gift Acceptance Guidelines
Soft Credit (Secondary):
“Individuals related to donors by marriage or other legal arrangement, and owners or partners, either wholly or in part, of donating corporations, companies, practices, or firms, and persons serving as administrators or executors of a private or family foundation, trust, or other charitable entity shall be given “soft credit” in their giving records to connect person(s) responsible for a family’s or an entity’s gift.” Section VII of the UR Gift Acceptance Guidelines
Solicitation Credit (Tertiary):
“Individuals who, by their personal decision or influence, facilitate a corporate or foundation gift to the university from its corporate or foundation resources shall receive “solicitation credit” in their giving records to connect person(s) responsible for a corporate or foundation gift. Such individuals may be entitled to invitations, stewardship benefits, or special recognition in appreciation for their role; however, they do not receive gift credit on their personal giving record at the university.”
Section VII of the UR Gift Acceptance Guidelines
Legal credit for a matching gift is credited to the company making the gift to match that of an employee or associate. Matching gifts are allocated in accordance with the company's policies, usually to the same fund as was the initial gift from the individual.
If the biographical update is in conjunction with a gift, please attach an Add/Change Form to the Gift Processing Form. If the biographical update is not in conjunction with a gift, please use the Entity Update Form available within Advance Web. To have an organization added to Advance, please use the Add/Change Form for Orgs.
Please submit your request through the Advancement Services support form. We will coordinate with your office to review and clean your mailing list. Advancement Services uses AquaMailer software for this process. AquaMailer reviews and delivers new addresses (if applicable) from the National Change of Address (NCOA) registry through the United States Postal Service.