How to Guide: Creating a Link to a Single Fund Transaction Page

How to Guide: Creating a Link to a Single Fund Transaction Page

ESPI Online Giving

How to Guide: Creating a link to a single fund transaction page

For existing funds

1)Navigate to the new Online Giving site: giveto.ucsd.edu.

2)Use the search tool on the page to find your fund. The tool supports keyword searches against fund name and fund number.

3)Select the radio button next to fund you would like to select from your search results and hit “continue.”

4)Copy the URL at the top of the page (it will include a unique ID for your fund page).

5)Go to the text you want to link to that fund giving page and highlight it and in the Insert tab, select hyperlink.

6)Paste the URL into the “address” bar at the bottom of the pop-up window and press “ok.”

7)Now you have a link to that giving page from any other site.

Not working for some reason? Continue reading to get help!

Troubleshooting: what’s the problem?

For Existing funds

FAQs:

  • I know the fund I need exists, but I don’t see it when I search online.
  • I don’t like how the fund appears in the search and need to make changes.

Troubleshooting Steps:

  • Requests to change existing funds should be made via footprints. Use the request type Funds > Request Change to Existing Fund if an existing fund that you will be actively fundraising for online is not currently available in the online search tool.
  • Gift Processing will review requests to ensure that the fund is appropriate to show online. If approved, the fund will be updated to show online.
  • You can then use the search function described above to find your fund and copy the link.

For new funds

FAQs:

  • I need to set-up a new fund and want to direct donors to make gifts to my new fund online.

Troubleshooting Steps:

  • For a new Foundation fund, go to and fill out the form to submit your request. Generally, a new Foundation fund will show online automatically once created. If your fund has been created and does not appear online within 24-48 hours, contact Gift Processing to ensure it meets the appropriate criteria to show online.
  • To create a new Regents Fund, fill out the UDEV form and submit to Gift Processing.Regents funds WILL NOT appear online automatically after the fund is created. If you plan to fundraise for a Regents Funds online, you will need to request the fund be made available in the online search tool when requesting the new fund.
  • Once your new fund is created, you can then use the search function described above to find your fund and copy the link.

Questions?Please contact: Meredith Blair ().