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)