Documents

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Gift Processing Forms

Please contact the Gift Processing Department at (530) 898-4488
for more info regarding gift processing forms and procedures.

- Gift of Service Form
- Make a Gift Form - Give Instantly Online
- Payroll Deduction Authorization Form
- Make a Pledge Form

Foundation Projects

- Scholarship Inquiry (Email)
- Project Authorization Form
- Project Closure Form

Event Registration

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

Post-Conference Attendee Report

- Post-Conference Attendee Report

System Access Forms

- Confidentiality Agreement
- Request for System Access

Governence Documents

- California Probate Code – UPMIFA
- 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

- Awards vs. Scholarships
- Award Payment Form
- CSU, Chico Scholarships Policy EM 08-06
- Info on Establishing a Scholarship
- Payee Data Record Form

Internal Documents

- Bay Documents