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Give a Cash Gift
Double the Impact of Your Gift
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Gift/Pledge Transmittal
Form
Gift/Pledge Transmittal Form
Gift/Pledge Transmittal Form
Revenue Type
Revenue Type
Charitable
Non-Charitable
*
Constituent Information
Constituent Type
<Select>
Individual
Organization
*
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Select constituent type
Individual Code
<Select>
Friend
Alumni
Staff
Faculty
Trustee
Board Member
Parent
*
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Organization Code
<Select>
Other Organization
Family Foundation
Other Foundation
Corporation
Corporate Foundation
Religious Organization
Fundraising Consortia
*
Individual Information
New Record?
*
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Check if this is a new Individual record
ID
*
Gender
<Select>
Male
Female
*
Title
<Select>
Mr.
Ms.
Mrs.
Assemblyman
Assistant Chief
Attorney General
Bishop
Captain
Chief
Colonel
Commander
Commissioner
Congressman
Congresswoman
Councilman
Councilwoman
Countess
Dean
Deputy Chief
Detective
Dr.
Estate of
Father
General
Governor
Judge
Justice
Lt.
Lt. Governor
LTC
Major
Mayor
Miss
Monsignor
Pastor
President
Professor
Quartermaster
Rabbi
Representative
Reverend
Senator
SGT
Sheriff
Sister
The Honorable
Vice Mayor
*
First Name
*
Middle Name
*
Last Name
*
New Home Address?
*
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Check if this is a new Home address
New Business Info?
*
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Check if this is a new Business address
Business Info?
*
Home Address
Address
*
City
*
State
*
Zip
*
Home Phone
*
Cell
*
Home Email
*
Employment/Business Information
Organization Name
*
Job Title
*
Address
*
City
*
State
*
Zip
*
Business Phone
*
Cell
*
Business Email
*
Organization Information
New Record?
*
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Check if this is a new Organization record
ID
*
Organization Name
*
New Organization Contact?
*
New Organization Address?
*
Organization Contact
Contact Name
*
Contact Title
*
Contact Phone
*
Contact Email
*
Organization Address
Address
*
City
*
State
*
Zip
*
Phone
*
Website
*
Transaction Information
Anonymous Gift?
*
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Check if this gift is ANONYMOUS
Gift Type
<Select>
Gift
Pledge Payment
New Pledge
Sponsorship
*
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Select type of gift
Gift Information
Gift Date (MM/DD/YYYY)
*
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MM/DD/YYYY
Gift Amount $
*
Link Gift to Proposal?
*
Proposal Constituent ID
*
Proposal Name
*
Pledge Payment
Payment Date (MM/DD/YYYY)
*
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MM/DD/YYYY
Payment Amount $
*
New Pledge Information
Pledge Date (MM/DD/YYYY)
*
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MM/DD/YYYY
Pledge Amount
*
Pledge Duration (Number of Years)
<Select>
1 Year
2 Years
3 Years
4 Years
5 Years
*
Please specify pledge for a period of five years or less.
*
Pledge Frequency
Monthly
Quarterly
Semi-annually
Annually
*
Beginning Month
<Select>
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
*
Beginning Month
<Select>
Jan
Apr
Jul
Oct
*
Months
<Select>
Jan and Jun
Jun and Dec
*
Beginning Year (YYYY)
*
First Payment Enclosed?
No
Yes
*
First Payment of $
*
Link Pledge to Proposal?
*
Proposal Name
*
Sponsorship Information
Sponsorship Amount $
*
Event Name
*
Sponsorship Level
*
Additional Information
*
Designation
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
*
Designation ID
*
Designation Name
*
Appeal Name
*
Amount $
*
Split Gift?
*
Designation 2
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
*
Designation ID
*
Designation Name
*
Appeal Name
*
Amount $
*
Split Gift
*
Designation 3
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
*
Designation ID
*
Designation Name
*
Appeal Name
*
Amount $
*
Split Gift
*
Designation 4
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
*
Designation ID
*
Designation Name
*
Appeal Name
*
Amount $
*
Soft Credit
Soft Credit?
*
Soft Credit Amount
*
Soft Credit ID
*
Soft Credit Name
*
Add another Soft Credit Recipient?
*
Soft Credit 2
Soft Credit Amount
*
Soft Credit ID
*
Soft Credit Name
*
Matching Gift
Is there a company match for this gift?
*
Matching Gift Company
*
Payment
Payment Type
<Select>
Cash
Personal Check
Business Check
ACH/Wire Transfer
Stock
*
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Select payment type
Check No
*
Tribute Information
Is this a tribute gift?
*
Tribute First Name
*
Tribute Last Name
*
Type
<Select>
On the Occasion of
In Memory of
In Honor of
For the Birthday of
For the Anniversary of
For the Graduation of
*
Tribute Comments
*
Acknowledgement Instructions
Purpose of gift/ Details for personalizing letter of thanks.
*
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.
*
Primary Prospect Manager Name
*
Add Prospect Manager?
*
*
Add Prospect Manager?
*
*
Submission Information
Prepared by
*
Email
*
Date (MM/DD/YYYY)
*
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MM/DD/YYYY
----------Foundation Use Only----------
Approved by: ______________________________________ Date _______________
*