Fundraising Forms

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Fundraising Forms

 

SOLICITATION REQUEST FORMS:

 

Solicitation or Event Request (SIU Foundation Solicitation Request PDF)

(This is the first form to complete when beginning a new fundraiser i.e.: Newsletter, Solicitation Letter, Event, etc. This form is where you get your coding from)

 

Fair Market Value Worksheet (FMV Form.pdf)

(To determine the Charitable and Non Charitable portions of an “admission price”)

 

Email Blast Request

(Use this to determine text for email blast to alums and donors-must accompany information request form)

 

DEPOSIT FORMS:

 

Deposit Form

 

(Use for Deposits that are 100% donation. )

 

Contributions with a Non-Tax Deductible Portion Deposit Form

(Use when there is a non deductible portion of a gift- i.e. donors receive something in return for their gift thus reducing their charitable amount)

 

URO Form (Uro.PDF)

(Used to transfer money received to a university account to a foundation account)

 

IN KIND FORMS:

 

Gift In Kind Form (not part of an event)

(Requires signature of Dean)

 

Gift In Kind Form (part of an event)

(Requires Dean’s signature)

 

Special Event Gift In Kind Transmittal Form

(Use when you have more than 5 Gift in Kinds to submit. Requires Dean’s signature just on transmittal form)

 

MISC FORMS:

 

Fundraising Forms Explanation

 

Information Request Form

(Use when requesting names, addresses, etc from the alumni database. To be used when doing mailings)

 

Privacy Statement (Privacy Statement.pdf)

(All personnel that has access to names and addresses and other confidential information about alums should sign)