FUND NAME:
School, College or Center:
OA Designation Number:
Activity Code: _________
Date of Fully Executed Gift Agreement:
Endowment Account Number: Spendable Account Number:
Donor(s) Name:
Donor(s) Type: (FRND, CORP, ALUM)
Business /Contact Name:
Address Type:
Address:
City, State, Zip:
Phone/Cell Phone:
Email:
Primary DONOR Contact/Position:
Gift Originator/Staff or Volunteer:
PRIMARY Staff Contact:
Endowment Purporse:
GIFT AGREEMENT SUMMARY FORM
OFFICE OF ADVANCEMENT AND COMMUNITY RELATIONS
Last revised 9/10/2010
Summary of Agreement Provisions:
Donor Responsibilities/Dates:
NSU Responsibilities/Dates/Responsible Party:
PRIMARY STAFF Member Responsible For Direct Donor Communication:
Required Written or Oral Reports to the Donor/Dates/Source of Information:
Other Provisions to be Monitored:
Date sent: Signed:
Important: A copy of the fully executed agreement MUST be sent to
Donor Relations and Stewardship
Last revised 9/10/2010