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Gift/Pledge Transmittal
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Gift/Pledge Transmittal Form
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
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Individual Code
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Organization Code
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ID
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Title
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Father
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Justice
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First Name
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Middle Name
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Organization Information
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ID
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Zip
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Transaction Information
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Gift Type
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Proposal Constituent ID
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Proposal Name
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Pledge Payment
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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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Pledge Date (MM/DD/YYYY)
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No
Yes
*
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First Payment of $
*
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*
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Proposal Name
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Sponsorship Information
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Sponsorship Amount $
*
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Event Name
*
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Sponsorship Level
*
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Additional Information
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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
*
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Designation Name
*
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Appeal Name
*
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Please enter numbers and a decimal only.
Amount $
*
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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
*
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Designation Name
*
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Appeal Name
*
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Please enter numbers and a decimal only.
Amount $
*
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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
*
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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
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Soft Credit?
*
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Soft Credit Amount
*
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Soft Credit ID
*
Required
Soft Credit Name
*
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Add another Soft Credit Recipient?
*
Soft Credit 2
Required
Soft Credit Amount
*
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Soft Credit ID
*
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Soft Credit Name
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Matching Gift
Required
Is there a company match for this gift?
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Matching Gift Company
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Payment
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Payment Type
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Cash
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Check No
*
Tribute Information
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Is this a tribute gift?
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Tribute First Name
*
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Tribute Last Name
*
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Type
<Select>
On the Occasion of
In Memory of
In Honor of
For the Birthday of
For the Anniversary of
For the Graduation of
*
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Tribute Comments
*
Acknowledgement Instructions
Required
Purpose of gift/ Details for personalizing letter of thanks.
*
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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
*
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Add Prospect Manager?
*
Required
*
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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
*
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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 _______________
*