Foundation Forms
FUND MANAGEMENT DOCUMENTS
Donor Documents
- Department-Initiated New Fund RequestUse when there is not a donor signing the new account agreement. [PDF] [Word]
- Endowment Gift Agreement SAMPLEA sample Endowment Gift Agreement for reference. [Word]
- Expendable Gift Agreement SAMPLEA sample Expendable Gift Agreement for reference. [Word]
- Letter of IntentPledge form for use when the donor is giving their own money, and/or when some or all of the money will come from a third party (matching gift, donor advised fund, etc.) [Word]
Gift Processing
- Anonymous Gift WorksheetUse this form if the donation is to be anonymous. Complete all areas so all departments are aware of anonymity levels. Submit with Gift Transmittal. [PDF] [Word]
- Electronic Payment & Change FormUse this form to change donor information and electronic payment options. [PDF]
- Gift Transmittal FormUse this form to submit donations received direct from a donor. Include all materials from the donor to substantiate donor intent. [PDF] [Word]
- Non-Gift Transmittal FormUse this form to submit funds which are not associated with a donation (i.e. revenue from an auction). [Word]
- Stock Gift NotificationUse this form to notify the Foundation of a potential gift of stock; you will then receive details on how to complete the transaction. [PDF] [Word]
Disbursements
- 2012 Per Diem High Cost Location ListUse this to determine per diem rate for 2012 travel reimbursement. Listed locations $65 M&IE, $177 lodging. Off list $52 M&IE, $111 lodging. [PDF]
- 2011 Per Diem High Cost Location ListUse this to determine per diem rate for 2011 travel reimbursement. [PDF]
- Campus Expense GL NumbersUse this list to choose expense GL Numbers to put on campus CDR [PDF] [Word]
- Check Disbursement RequestUse this form to withdraw money from a Foundation account. [PDF] [Word]
- Missing Receipt AffidavitUse this form to provide details for travel and entertainment expenses without a receipt. This may cause the processing to be delayed or denied depending on the situation. [PDF] [Word]
- Personal Services ConfirmationUse this form to confirm that services provided by an individual should be treated for tax purposes as being provided by an independent contractor and to obtain their tax identification number. [Word]
- Signature Verification FormUse this form to designate account signers and provide sample signatures. [PDF]
- Transfer Between Foundation FundsUse this form to transfer money from one Foundation account to another Foundation account. [PDF] [Word]
- Transfer to UO CDRUse this form to transfer money from a Foundation account to a University account. [PDF] [Word]
- Travel & Entertainment LogUse this form to provide details for travel and entertainment when purchasing with Foundation credit card or wanting personal reimbursement. [PDF] [Word]
Administration, Information & Guidelines
- Department Change NotificationUse this form to change the department of a Foundation account. [PDF] [Word]
- Request to Close FundUse this form to close a Foundation account. [PDF] [Word]
- Check Disbursement Request InstructionsHow to withdraw money from a Foundation account. [PDF] [Word]
- Fund Definitions and Document RequirementsWhat forms are needed to establish new accounts. [PDF] [Word]
- Gift Payment MethodsThe different ways donors can give; and how to process those gifts. [PDF] [Word]
- Notification Period for Cash AvailabilityRegarding processing time requirements for current fund spending and quasi-fund transfers to current accounts. [PDF]
- Pledge Acceptance GuidelinesHow different commitments are recorded. [PDF] [Word]
SYSTEM SUPPORT DOCUMENTS
New User Setup
- New User Account RequestMac users must have Firefox version 3.6.19 to use Advance. Click on the button below to download it. [PDF] [Word]
- Confidentiality AgreementRequired prior to receiving access to confidential Foundation information. [PDF] [Word]
Data Request
- Information Tech Work Order InstructionsInstructions for the Work Order Request Form. [PDF] [Word]
- Information Tech Work Order RequestUse this form to request data output from the constituent database. [Excel]
Mac users must have Firefox version 3.6.19 to use Advance. Click here to download it.