Upstate Foundation Forms

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.