Agreement Details

Is this gift for a current use or endowed fund?

Is this a Gift Agreement or a Statement of Intent?

Is the donor making a gift through a Donor Advised Fund (DAF)?

What is the DAF Entity? Ex: Fidelity Charitable

What is the DAF Fund Name? Ex: Powell Family Fund

Donor Information

Select donor type One donor, two donors, organization

Donor Name

Advance ID for:

Organization legal name

Organization short name

Advance ID for:

Organization representative's name

Organization representative's title

What is the donor's interest? Ex: the Wasco County 4H Youth Development Programs Ex: supporting the Finish in Four Initiative

What is the donor's connection to OSU?

Campus Information

Select the College/Unit/Area

Campus Signer

Select a college first

Gift Details

Is this an Outright Gift or a Pledge?

Gift Amount:

Donor to make gift by:

Payment Schedule:

(a)	on or before	Pop It
(b)	on or before
(c)	on or before
(d)	on or before
(e)	on or before

Is this gift to establish a new fund, or add to an existing fund?

Select a Fund

Is the gift for both endowment AND current use?

For each payment, how much is for current use and how much is for endowment? Current Use:
Endowment:

Enter the name of the new fund

Minimum gift amount required to establish a new fund:

For reference on minimum gift amounts, see:
Faculty Support Endowment Levels
Scholarship Endowment Levels

Is this for the Finish in Four initiative?

Area of study

Is this for either a scholarship or fellowship fund?

Is this a faculty position fund?

Faculty Position Title: Ex: _______ Faculty Scholar

Is this gift going towards a facility?

Does this gift fulfill a board giving commitment?

Priority Points

Information to help generate the PDF

What is the purpose of the fund? Ex: The Fund is to be used to provide support for Wasco County 4H Programs. For athletics gifts that could benefit students, add "...including student-athlete benefits if permissible"

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