Publications

Endowment Update is the Upstate Foundation’s annual report to donors who have given to endowment campaigns. Endowments are vital to the work and mission of Upstate Medical University, providing permanent, ongoing funding for important work in research, education, and patient care.

Upstate Today & Tomorrow is developed from an income tax and estate tax perspective for estate planning attorneys, financial planners, and donors interested in creating a legacy of caring. These timely ideas and stories highlight the profound impact of a planned gift to the Upstate Foundation. Click here to read the current issue.

Frequently used Upstate Foundation forms in a fillable format. 

 

Donation related forms 

Donation form

Donation form used for general donations to the Upstate University Hospital. 

Friend in Deed donation form

Donation form used for the Friend in Deed Annual Fund for Upstate University Hospital. 

Planned giving notification of estate gift intention

This form is to be used to document any intention by donors to include The Upstate Foundation in their estate. 

Pledge sheet form

Form used to make a pledge to the Upstate Foundation. 

Pledge sheet form with named giving option

Form used to make a named gift pledge to the Upstate Foundation.

 

New fund related agreements and forms

Donor advised fund agreement form

This is the agreement required to be filled out when a donor chooses to open a new donor advised fund with the Upstate Foundation. 

Endowment agreement form

This is the agreement required to be filled out when a new endowment is created with the Upstate Foundation. 

New fund form

This form is used to request the creation of a new fund. 

 

Purchase order related forms

Single sole source form

This form is to be submitted with any purchase requistion that exceeds an aggregate value of $20,000 where competitive bids have not been solicited (or are not available). 

Vendor solicitation form

This form is used to document the vendor selection process when competitive bids have ben solicited. 

Name Owner Date  
Endowment Update 2022   Kristen Penfield 11/3/2022 10:05:35 AM    

Upstate Today & Tomorrow - Fall 2022   Kristen Penfield 10/17/2022 2:54:19 PM    

Upstate Today & Tomorrow - Spring 2022   Kristen Penfield 4/13/2022 9:48:17 AM    

Upstate Today & Tomorrow - Fall 2021   Kristen Penfield 11/1/2021 8:08:11 AM    

Endowment Update 2021   Kristen Penfield 10/19/2021 2:03:32 PM    

Upstate Today & Tomorrow - Spring 2021   Kristen Penfield 4/14/2021 1:07:16 PM    

Endowment Update 2020   Kristen Penfield 11/30/2020 8:18:08 AM    

Upstate Today & Tomorrow - Fall 2020   Kristen Penfield 11/30/2020 8:17:28 AM    

Upstate Today & Tomorrow - Spring 2020   Kristen Penfield 4/22/2020 4:43:04 PM    

Upstate Today & Tomorrow - Fall 2019   Kristen Penfield 10/31/2019 11:43:54 AM    
 
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