Gift Agreement Workflow Questionnaire

If this gift is to support an already established fund, or create a current use fund, and does not include the naming of a University element or newly named endowment, you may be able to use the one page Gift Pledge Form or one page Planned Gift commitment Form. Please contact Darlene Hazamy (dhazamy@fau.edu) or Kristina Gregg (k.gregg@fau.edu) to determine if these short forms would be appropriate for your gift.

After obtaining Donor signature, deliver the signed Pledge Form to Gift Planning to further secure FAUF’s signature(s).

Updated Pledge Form

If the Donor’s intent with this Gift is to create a newly named Endowment or to name a University Element, please complete the below questionnaire.

* Download the form before completing it to save the text you enter.

Donor Information

Gift Information

Please note that the final draft of the Gift Agreement must be approved by the signing administrator noted on the agreement prior to the final execution form being created. A signature on the draft or an email from the administrator to Darlene is sufficient.

Is this a First Gen Scholarship Gift?
Is the Gift Anonymous?
Central Acknowledgement Letters
Unit Acknowledgement Letters
Endowment Reports to be mailed by Central
Central Recognition Website listing
Code as No Solicit
Code as No Mail
Code as No Contact ever
Does the Gift Include Research?
Has Division of Research been contacted (Miriam Campo)?
Gift-In-Kind
Has the Dean or Director, as applicable, approved receipt of gift?
Has Donor included funds to maintain the Gift-in-Kind?
If artwork, have you been in contact with the University Art Committee?
If scientific equipment, has College involved agreed in writing to accept?

Fund Information

New
Endowed
Scholarship

Payment Information

Amount

Vehicle

Amount

Other Information

Has the FAU fund recipient approved these terms
Is this for an Element Naming
Any other special conditions?

Please contact Darlene Hazamy (dhazamy@fau.edu) with any questions.