Advancement Services Forms

 

Data/Record Support   

CRM Advance Data Request < for requesting lists
Data Standards
Request for Name Change
Update or Create Record for
Individual or Organization

Prospect Research  

Request for Constituent Research
Admin Constituent Appt Outlook Template

Foundation   

Bequest to the UofM
New Fund Request With or Without Gift Agreement
One-Life Gift Annuity Agreement
Waiver of Foundation Policies & Procedures for the Establishment of a Foundation Fund

Foundation Gift Agreement   

Bruns Scholarship Challenge Agreement
Current Expendable Agreement
Endowment Agreement
Foundation Agreement Amendment
Foundation Forms
Foundation Fund Routing Scholarships

Gift Records   

Cash Gift Transmittal > this now lives on Teams
Electronic Funds Transfer (EFT/ACH) Authorization
Gift In Kind Acceptance
Planned Gift Transmittal > this now lives on Teams
Pledge Agreement Template

Other Resources   

Advancement Officer Self-Service Banner Manual  Computer Technical Support at UMhelpdesk
Confidential Statement of Intent 
Fundraising Project Approval & Priority Request
Mail Merge Template for Formal or Standard Address
Alcohol Request Form