Forms and Templates

Pledge and Gift Forms

Pledge Form (PDF)
Gift in Kind University (PDF)
Gift in Kind Foundation (Microsoft Word Doc)
Account Application Forms (zip)


Endowment and Current Use Agreements

Endowed Fund General Agreement (Microsoft Word Doc)
Endowed Scholarship Gift Agreement (Microsoft Word Doc)
Current Use General Gift Agreement (Microsoft Word Doc)
Current Use Scholarship Gift Agreement (Microsoft Word Doc)
MOU Endowed Fund (Microsoft Word Doc)
MOU Current Use Fund (Microsoft Word Doc)
Amendment for Gift Agreement (Microsoft Word Doc)
Deed of Gift Template Agreement (Microsoft Word Doc)
Donor Advised Fund Agreement Language (Microsoft Word Doc)


Gift Minimums and Guides

Named Funds and Opportunities Minimums (PDF)
Legal Guidance for Underrepresented Student Group Scholarship (Microsoft Word Doc)
Legal Guidance for Awarding Financial Aid when Donor Wishes Selection that Gives Preference for Race or National Origin (PDF)


Guidance

Questions? Please contact Bonny Cakourous, Administrative Assistant, Stony Brook Foundation at (631) 632-6536 or bonnie.cakouros@stonybrookfoundation.org.
SBF Training for Advancement Officers (PPT)

To request a list or report, an email query, a Raiser’s Edge event or an online event registration page, use the Advancement Project Request Form.
Questions? Contact Michael Multari at (631) 632-4404 or michael.multari@stonybrook.edu.


Stewardship Report Templates

Want to provide your donor with an impact report on their gift(s)? Read these Impact Report Guidelines.
For help producing your impact report, contact Sam Levine in Donor Relations at (631) 632-4677.