New Fund Agreement Request

Your name*

First*

Last*

Your email*

CCs

Enter email addresses of people you would like included in this request, each address separated by a comma.

Is this gift part of a matching campaign?*

Yes
No

Have you obtained WFAA approval for the match?*

Yes
No

Complete the Match Initiation Form available internally to WFAA staff, or contact your WFAA development representative.

Please share the name of the matching campaign

Acknowledgement of fund requirements

There is not an existing fund that meets this purpose (or this is a modification of an existing fund).
The campus unit is aware of and supportive of this new fund.
I confirm that the gift(s) associated with this new fund request complies with WFAA’s gift acceptance policy.
If donors will be signing the agreement, I confirm that the donor(s) are comfortable with their identity being known to WFAA and/or University staff. (If not, please email legalaffairs@supportuw.org rather than submitting this form.)

Unit*

Unit signatory name and title

Department

Department signatory name and title

Fund type*

Please note that quasi-endowments need special approval by Fund Administration. Describe your business need and/or reference any prior approvals or help tickets.*

Is this request for a new or existing fund?*

New fund
Existing fund

Proposed fund name*

Current fund name*

Fund number*

Is there a fund agreement on file?*

Yes
No

Please describe the changes which prompted this request for a new agreement*

Agreement type*

Has this naming request been approved, or pending approval, by the Regents and/or Chancellor as appropriate?*

Yes
No

Please explain in text box below, or pause submission and discuss the approval process with your manager or WFAA development representative.*

Donor name(s)*

Donor 4WARD Account or Contact numbers*

Has the recommended fund minimum been met?*

Yes
No

Gift documentation

Gift amount

Planned gift status

Planned gift documentation is on file and included with the documents for this submission
Planned gift documentation is in progress
Other – please use the text box below to explain circumstances.

Date signed

Other

Explain the circumstances

Description of item to be named, and language on signage*

Donor recognition preference*

Does the gift involve an agent, executor, or other representative of the donor(s)?*

Yes
No

Please share signatory name and title, contact information, and any other pertinent details.*

Please describe the donor intent and operational details below.*

Please describe the operational details below*

Your gift agreement writer, legal counsel, and fund administration colleagues will make every effort to finalize the agreement and new fund set-up expeditiously. However, please check here if there is a need to rush this request.

Expedite request

Please indicate below the date needed and special considerations requiring urgency

Other notes and questions - highlight special circumstances, include references to prior help tickets and links to supporting documentation.

Optionally attach other supporting documentation.

New Fund Agreement Request

Summary