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) Donor Advised Fund Agreement Language

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)


Questions? Please contact Bonny Cakourous, Administrative Assistant, Stony Brook Foundation at (631) 632-6536 or
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

Stewardship Reports

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

For students seeking information about the annual scholarship recipient questionnaire, please refer to these Frequently Asked Questions. You may also wish to review our sample profile as you are thinking through your responses. To complete your questionnaire, please visit the Student Impact form.