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Forms


University Advancement Forms (in alphabetical order)

Acceptance of Gift (Last Updated 07/25/06)  
Acceptance of Gift Instructions (PDF)
Acceptance of Gift Instructions (Word)
Acceptance of Gift Form (PDF)
Acceptance of Gift Form (Word)
Acceptance of Gift Form (Excel)

Authorization for Use of Student/Alumni/Friends Data (Last Updated 08/29/06)  
Authorization for Use of Student/Alumni/Friends Data Form

Bequests/Life Income Agreements (Last Updated 04/29/02)
Bequests/Life Income Agreements Form
Bequests/Life Income Agreements Form
Declaration of Bequest Intent (Last Updated 06/09/08)
Declaration of Bequest Intent (Last Updated 06/09/08)

Corporate & Foundation Routing Slip for Letters of Inquiries, Proposals, & Stewardship Reports (Last Updated 03/28/08)
Corporate & Foundation Routing Slip for Letters of Inquiries, Proposals, & Stewardship Reports Form
Corporate & Foundation Routing Slip for Letters of Inquiries, Proposals, & Stewardship Reports Form

Development Event Request (Last Updated 05/09/02)
Development Event Request Form
Development Event Request Form

Endowment Donor Agreement Contract (Last Updated 03/16/04)
UET/Foundation Account Form
UET Endowment Donor Contract - Program Form
UET Endowment Donor Contract - Scholarships Form

Payroll Deduction (Last Updated 08/170/07)
Payroll Deduction Authorization Instructions
Payroll Deduction Authorization Form
Payroll Deduction Request Worksheet

Pledge Agreement (Last Updated 02/18/08)
Pledge Agreement Instructions
Pledge Agreement Instructions
UET Pledge/Donation Agreement Form
UET Donation & Recognition Agreement Form
Foundation Donation & Recognition Agreement Form

Prospect Research (Last Updated 06/18/02)
Individual, Corporation or Foundation Research
Individual, Corporation or Foundation Form Instructions
Individual, Corporation or Foundation Form Instructions
Individual, Corporation or Foundation Form
Individual, Corporation or Foundation Form
Major Donor Prospect Forms
Major Donor Prospect Form Instructions
Major Donor Prospect Form Instructions
Major Donor Prospect Form
Major Donor Prospect Form
Foundation Search Forms
Foundation Search Form Instructions
Foundation Search Form Instructions
Foundation Search Form
Foundation Search Form

Sample Stock Transfer Letter (Last Updated 11/30/06)
Sample Stock Transfer Letter for Cal Poly Pomona Foundation, Inc.
Sample Stock Transfer Letter for Cal Poly Pomona University Educational Trust (UET)

Software License Valuation (Last Updated 11/21/01)
Software License Valuation Form
Software License Valuation Form