How to Complete a Gift and Special Deposit Form

Summary

The Gift and Special Deposit Form is used to submit gift information. The form is completed through the Gift and Fund Management website, printed, and mailed to the UW Foundation, US Bank Lockbox.

Key Takeaways

Such information is confidential and may only be used in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.

What Is a Gift and Special Deposit Form?

The Gift and Special Deposit Form is used to submit gift information to the UW Foundation in an efficient manner. The form is completed through the Gift and Fund Management website, printed, and mailed with the gift and any accompanying documentation to:

UW Foundation
U.S. Bank Lockbox
Box 78807
Milwaukee, WI 53278-0807

How to Access and Complete a Gift and Special Deposit Form

The form is accessed through the Gift and Fund Management website.

Click Fund Management.
Click Gift and Special Deposit Request.
- Page 1 Requester Info
  - Complete your name and contact information as the person completing the form and requesting the gift deposit.
  - Complete your school/college unit.
  - Complete department, if applicable.
  - Click Next.
- Page 2 Deposit Details
  - Select Deposit Type
  - Select payment Type.
  - Complete gift deposit information section.
    - Fund number and fund name
    - Donation amount
    - Goods/services amount and description, if applicable
      - If the donation included nondeductible goods/services, then this should be completed.
    - Complete constituent information.
  - Add another deposit, if applicable.
- Click Save
- Page 3 Review/Print
  - Review, complete, and print
- Printed Gift Deposit Form
  - Obtain necessary signature per your school/college process.

Bundle the checks and all accompanying documentation (letters, checks stubs, invoices, etc.) and the Gift Deposit Form in one envelope and mail to:

UW Foundation
U.S. Bank Lockbox
Box 78807
Milwaukee, WI 53278-0807