Documents

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Gift Forms

- Auction Items - Sales, Tax, Gifts (Excel)
- Authorization for Public Recognition
- Declaration of Intent form
- Gift of Service Form
- In Kind Gift Form and Instructions
- In Kind Gift Special Events Form
- Mail-Phone Gift Form
- Payroll Deduction Authorization Form
- Pledge Form
- Split Gift Deposit Worksheet – Checks, Cash, or Credit Cards (Excel)

Foundation Projects

- Non-Scholarship Endowment Guidelines Form
- Project Authorization Form
- Project Closure Form

Harris Related Forms

- Harris Event Request Form
Download and complete in Adobe Acrobat, not web browser supported

Post-Conference Attendee Report

- Post-Conference Attendee Report

Prospect Research & Management

- Performance Portfolio Review Form

System Access Forms

- Confidentiality Agreement
- User Access Form

UF Endowments

- Awards vs. Scholarships
- CSU, Chico Scholarships Policy EM 08-06
- California Probate Code – UPMIFA
- Info on Establishing a Scholarship
- University Foundation Investment Policy
- University Foundation Tax Exempt (CA FTB) Determination Letter
- University Foundation Tax Exempt (US IRS) Confirmation Letter
- University Foundation Tax Exempt (US IRS) Name Change Letter

- Annual report for the CSU system
- The University Foundation website

In March 2015, the Foundation Board updated, improved, and approved the following governing documents:

UF Scholarship / Award

- Award Endowment/Annual Guidelines Form
- Award Payment Form
- Payee Data Record Form
- Scholarship Endowment/Annual Guidelines Form