Crowdfund UC Davis Guidelines
Crowdfund UC Davis Guidelines
Before crowdfunding, it is the Project Lead’s responsibility to review and understand the following Crowdfund UC Davis guidelines. UC Davis reserves the right to revise these guidelines at any time.
Crowdfund UC Davis, under the direction of the Annual & Special Gifts Program (ASGP), in its sole discretion, will determine the eligibility of participating projects. Crowdfunding at UC Davis is currently managed via the ScaleFunder platform at crowdfund.ucdavis.edu. Crowdfund UC Davis may discontinue an active fundraiser at any time because of a project’s failure to comply with these guidelines.
Projects will be hosted on the Crowdfund UC Davis platform for a pre-determined amount of time, typically a one-month-long period. Some exceptions may apply. Shorter campaigns tend to drive urgency and perform strongly.
Development and Alumni Relations (DEVAR) may request a list of potential donors prior to the project’s approval or launch date. This may be used to determine project eligibility and goal capacity.
The same group may not fundraise in consecutive campaigns, but may be eligible for future crowdfunding efforts.
For questions regarding these guidelines, please contact email@example.com.
Fund Establishment and Requirements
To ensure compliance with UC Davis guidelines, all projects must have an established and approved philanthropic UC Davis Foundation or Regents gift fund to which donations can be accepted and then distributed to the respective campus unit’s account on the Davis ledger.
Groups may use a gift fund associated with a sponsoring unit, such as a department, program or center, with the approval of the development area. If an appropriate sponsoring unit gift fund is not available, DEVAR will determine whether the project qualifies for its own gift fund as long as there is a finance officer available to manage the account and the sponsoring development area approve.
Gift funds and accounts must be approved by ASGP and Advancement Services before the project can begin fundraising. Projects without established and approved funds will not be accepted.
Gifts received must be used for the project’s stated purpose. Individuals are strictly prohibited from keeping any portion of the funds raised as a profit or compensation. All projects must be non-profit in nature.
Projects must support UC Davis programs and initiatives. Funds cannot be redirected to a third-party, external charity or other non-profit. UC Davis cannot act as a “pass-through” entity to provide funding to other charities.
If the project is not fully funded within the allotted period, any monies raised will still be allocated to the project. All funds, even without meeting the goal, should be spent to offset the cost of the promoted project or utilized to the group’s best ability. Projects should notify their donors and inform them how their donations will be spent.
Most gifts will be raised online through crowdfund.ucdavis.edu. Some offline funds may be used toward the project’s goal. This includes, but is not limited to, cash, checks, gifts of stock and other funds awarded or received during the crowdfunding campaign. Crowdfunding projects cannot count gifts from pledges, bequests, gifts already allocated to another fund, matching gifts, or money raised through sales, such as bake-sales, car washes, or other “give-to-get” fundraising. All gifts must be collected prior to the project’s deadline.
All funds raised from outside of the Crowdfund UC Davis platform, ScaleFunder, must be delivered to DEVAR for deposit. If a delivered gift is intended to count toward a Crowdfunding project total, please attach a note indicating the project and associated fund. This is to ensure that the donor receives proper credit and receipts as well as manage project reporting. If this occurs, contact the Manager of Crowdfund UC Davis for instructions.
There is a 6% gift processing fee per transaction for current use funds through Crowdfund UC Davis. Funds deposited into project accounts will already have these fees removed from their totals; however, project totals online will display the full amount.
DEVAR, through the crowdfunding platform ScaleFunder, will provide official tax receipts to the donors.
UC Davis is a 501(c)3 non-profit educational institution with a mission of teaching, research and public service that reflects a passion for critical inquiry, debate, discovery and innovation, and a deep commitment to contributing to a better world. All projects must comply with the institution’s mission. Projects cannot violate any laws or UC Policies. UC Davis reserves the right to decline any project based on content or discontinue an active campaign at any time due to changes in the group’s eligibility status.
When applying for Crowdfund UC Davis, Project Leads agree to adhere to the deadlines provided and to attend a required training session on Crowdfunding best practices.
A Crowdfunding Contract, which outlines how the money will be spent, is also a required agreement to be signed by the project lead before the Crowdfund UC Davis page will be activated.
As noted above, projects will be hosted on the Crowdfund UC Davis platform for a pre-determined amount of time, typically a one-month-long period. In addition to the above requirements, Project Leads must provide the following for their site:
• Project description and case for support
• Images for description, social sharing and crowdfunding home page
• Project leader bios and photos
• Budget breakdown (how donations will be spent)
• Non-monetary perks for donations at multiple increments
• Signed Crowdfunding Contract noted above (must be signed before the project can begin fundraising)
• Project updates throughout the campaign
• Ongoing outreach to promote the project after launch
• Video (it is the Project Lead’s responsibility to create, film and edit) *not required, but highly encouraged for site visibility*
• Personal thank you (i.e., stewardship) messages after the campaign concludes to thank donors, let them know of their impact on the project and its progress
All content on project pages will be approved by DEVAR, which has the right to edit, or require project content edits, at any point in the campaign.
There is a $5 minimum donation requirement through the Crowdfund UC Davis platform, ScaleFunder.
Monetary premiums and monetary perks are not to be used to incentivize gifts. Such items as t-shirt giveaways or other promotional items are not permissible, as they affect a donor’s right to a tax deduction.
Projects should have specific goals and be driven by tangible accomplishments – for example, purchasing new equipment, funding travel fees, or providing student workshop opportunities. Projects without a specific goal are generally less successful and may not qualify for their own project page.
It is up to the project teams to market their campaign and provide outreach. The larger the crowdfunding project group, the more likely they will succeed. Groups should consist of at least five people that will focus on marketing and outreach. Groups that are able to achieve 30% of their goal within the first 48 hours of a campaign are more likely to achieve their total goal.
Project Leads are responsible for promoting their campaigns via social media, email, phone calls and on-campus, when appropriate; preparing personal thank-you messages to donors; and submitting regular updates on their project.
DEVAR does not provide any contact data on alumni, parents, friends or students. It is up to the participants in Crowdfund UC Davis to contact their personal affinities and contact lists. While DEVAR may promote the crowdfunding platform during campaigns, groups should not rely on this for fundraising success. The manager of the Crowdfund UC Davis program will work with groups to generate ideas for marketing and outreach.