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Gift/Pledge Transmittal
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Gift/Pledge Transmittal Form
Revenue Type
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Revenue Type
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Constituent Information
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Constituent Type
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Individual
Organization
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Individual Code
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Friend
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Organization Code
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Individual Information
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ID
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Gender
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Male
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Title
<Select>
Mr.
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Assemblyman
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Captain
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Colonel
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Detective
Dr.
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Father
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Judge
Justice
Lt.
Lt. Governor
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First Name
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Middle Name
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Last Name
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New Home Address?
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Home Address
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Address
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Zip
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Home Phone
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Home Email
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Employment/Business Information
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Organization Name
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Job Title
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Address
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State
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Zip
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Organization Information
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ID
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Organization Name
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Organization Contact
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Contact Name
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Address
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City
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State
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Zip
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Phone
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Website
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Transaction Information
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Anonymous Gift?
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Gift Type
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Gift
Pledge Payment
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Gift Information
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Gift Date (MM/DD/YYYY)
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MM/DD/YYYY
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Gift Amount $
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Link Gift to Proposal?
*
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Proposal Constituent ID
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Proposal Name
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Pledge Payment
Required
Please enter a date with the format MM/DD/YYYY.
Payment Date (MM/DD/YYYY)
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MM/DD/YYYY
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Payment Amount $
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New Pledge Information
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Pledge Date (MM/DD/YYYY)
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MM/DD/YYYY
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Pledge Amount
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Please specify pledge for a period of five years or less.
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Beginning Month
<Select>
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Jul
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*
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Beginning Month
<Select>
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*
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Months
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Jan and Jun
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*
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Beginning Year (YYYY)
*
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First Payment Enclosed?
No
Yes
*
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First Payment of $
*
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Link Pledge to Proposal?
*
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Proposal Name
*
Sponsorship Information
Required
Sponsorship Amount $
*
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Event Name
*
Required
Sponsorship Level
*
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Additional Information
*
Designation
Required
Is this a new designation?
No
Yes
*
Please make sure that you complete one of the following forms:
Current Use Named Scholarship Commitment Form
Current Use Named Program Commitment Form
Endowed Named Scholarship Commitment Form
Endowed Named Program Commitment Form
*
Required
Designation ID
*
Required
Designation Name
*
Required
Appeal Name
*
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Please enter numbers and a decimal only.
Amount $
*
Required
Split Gift?
*
Designation 2
Required
Is this a new designation?
No
Yes
*
Please make sure that you complete one of the following forms:
Current Use Named Scholarship Commitment Form
Current Use Named Program Commitment Form
Endowed Named Scholarship Commitment Form
Endowed Named Program Commitment Form
*
Required
Designation ID
*
Required
Designation Name
*
Required
Appeal Name
*
Required
Please enter numbers and a decimal only.
Amount $
*
Required
Split Gift
*
Designation 3
Required
Is this a new designation?
No
Yes
*
Please make sure that you complete one of the following forms:
Current Use Named Scholarship Commitment Form
Current Use Named Program Commitment Form
Endowed Named Scholarship Commitment Form
Endowed Named Program Commitment Form
*
Required
Designation ID
*
Required
Designation Name
*
Required
Appeal Name
*
Required
Please enter numbers and a decimal only.
Amount $
*
Required
Split Gift
*
Designation 4
Required
Is this a new designation?
No
Yes
*
Please make sure that you complete one of the following forms:
Current Use Named Scholarship Commitment Form
Current Use Named Program Commitment Form
Endowed Named Scholarship Commitment Form
Endowed Named Program Commitment Form
*
Required
Designation ID
*
Required
Designation Name
*
Required
Appeal Name
*
Required
Please enter numbers and a decimal only.
Amount $
*
Soft Credit
Required
Soft Credit?
*
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Soft Credit Amount
*
Required
Soft Credit ID
*
Required
Soft Credit Name
*
Required
Add another Soft Credit Recipient?
*
Soft Credit 2
Required
Soft Credit Amount
*
Required
Soft Credit ID
*
Required
Soft Credit Name
*
Matching Gift
Required
Is there a company match for this gift?
*
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Matching Gift Company
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Payment
Required
Payment Type
<Select>
Cash
Personal Check
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ACH/Wire Transfer
*
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Check No
*
Tribute Information
Required
Is this a tribute gift?
*
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Tribute First Name
*
Required
Tribute Last Name
*
Required
Type
<Select>
On the Occasion of
In Memory of
In Honor of
For the Birthday of
For the Anniversary of
For the Graduation of
*
Required
Tribute Comments
*
Acknowledgement Instructions
Required
Purpose of gift/ Details for personalizing letter of thanks.
*
Required
Special Instructions
*
Prospect Manager Credit
Prospect Managers (PM) may share in the credit for fundraising metrics, with prior approval by the Vice President and Executive Director since they will share an active role in the fundraising outcome of the relationship.
*
Required
Primary Prospect Manager Name
*
Required
Add Prospect Manager?
*
Required
*
Required
Add Prospect Manager?
*
Required
*
Submission Information
Required
Prepared by
*
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Please enter a valid email address with the format youraddress@yourdomain.
Email
*
Required
Please enter a date with the format MM/DD/YYYY.
Date (MM/DD/YYYY)
*
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MM/DD/YYYY
----------Foundation Use Only----------
Approved by: ______________________________________ Date _______________
*