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Forms

Biographic Forms

  • Entity Update Form (Online)
  • New Activity Form (doc)

Gift Forms

  • Cash/Securities Gift Information Form (doc)
    • Sample Gift Form/Corporation (doc)
    • Sample Gift Form/Individual (doc)
  • Fundraising Event Form (pdf)
    • Fundraising Event Procedures (pdf)
  • Gift-in-Kind Acceptance Form (pdf)
    • Gift-in-Kind Acceptance Procedures (pdf)
    • Gift-in-Kind Quick Reference (pdf)
    • Donor Declaration of Value (pdf)
  • Pledge Form (doc)
    • Pledge Guidelines (pdf)
  • Real Estate Acceptance Checklist (pdf)
    •  Real Estate Acceptance Procedures (pdf)
    •  Real Estate Gift Fact Sheet (pdf)
  • Faculty Staff Payroll Deduction (Adobe Sign)

Output Forms

  • Output Request Form (Online)

Planned Giving Forms

  • Endowment/Gift Agreement Summary Sheet (pdf)

Other useful forms and documents can be found by visiting the Planned Giving and Endowments web site at plannedgiving.calpoly.edu

Security Forms

  • Request for Advance Account
  • Security and Confidentiality Agreement (pdf)

Miscellaneous Forms

  • Mini-Project Request Form (doc)

 

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