L&S Form: UW Foundation Access Request

Instructions related to the request form for UW Foundation access for L&S departments/programs. This page was last updated in June 2026.

L&S Form: Request Access to UW Foundation

This request form is typically used by supervisors to request Foundation access for their employees. This provisioning will provide you with access to https://www.uwadvancement.org/login/ . Questions can be directed to Jana Valeo.

Types of access:

GFM - Gift and Fund Management: Most common access; this is required for Disbursements and other financial actions. It also contains some donor info needed for stewardship.
4Ward - Wisconsin Advancement Resource Database: Less commonly needed, contains more detailed donor information needed for donor relations.

Alternatively, you may request ad hoc reports and data via the forms on the Advancement Hub: https://www.uwadvancement.org/resource/request-lists-reports/

New Users

Once your access has been processed by WFAA, you will receive a confirmation email from the WFAA training@supportuw.org with instructions to get started on training. You will not be able to login until training is complete.

Previous Users

Your username will be the same, but depending on when the last time you accessed GFM, you may/may not need to complete training or reset your password: https://secure.uwadvancement.org/PasswordHelper.aspx

Request form fields

Responses will be sent by one of the campus unit administrators for L&S:

Jana Valeo, jana.valeo@wisc.edu
Amanda Mahr, amanda.mahr@wisc.edu
Annie Powers, annie.powers@wisc.edu

The name and email of the person completing the form are automatically recorded.

Request form fields
Field	Description
Employee Name	Name of employee who needs access added / removed / modified
Employee Work unit	Name of L&S Department / Program
Employee Title	Employee's HR job title
Employee Email	Employee's email. Use an '@wisc.edu' email address. Other domains (e.g., @unit.wisc.edu) will not work for their Foundation access.
Requesting	Select from the following options: Access for new user Change for Current User Remove Access

Add or modify access

Add / Modify Access
Field	Description
Effective Date	Effective date of their access, if adding a new user, or the effective date of the change.
Supervisor Name	Name of supervisor
Have they previously had access to the UW Foundation website?	Yes / no question
Foundation funds	Describe the funds the employee needs to access. Does the employee need access to all department funds, or sub-department funds? If there are centers within a department, please list those. If they only need access to a subset of funds, like only student related funds, please note that as well.
Will they process financial transactions using Foundation funds?	Yes / no question Examples: deposits, disbursements, or reconciliations, etc.?
Access to donor information	Do they need access to donor information to process thank you notes and other stewardship related activities? If so, please describe the information needed.
Donor stewardship	Is donor stewardship their primary job? If so, please describe access needs.

Removing access

Remove Access
Field	Description
Removing access - effective date	List the effective date to remove their access.

End of Form

End of Form
Field	Description
Additional information	Optional. List additional information or context if needed.
Form feedback	Optional. Please let us know if you have any feedback about this forms or related L&S KBs.

Related info on the WFAA website: Best Tools and Practices for Gift and Fund Management