Donation related forms
Community Events donation form
Donation form used for fundraising events held throughout the community to raise money for Upstate Foundation funds.
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.
Gift-in-Kind donation form - Golisano's Children Hospital
Donation form used to document non-monetary donations designated for the Golisano's Children Hospital.
Gift-in-Kind donation form - Upstate Foundation
Donation form used to document non-monetary donations to the Upstate Foundation.
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.
Donor advised fund distribution request
Use this form to submit any distribution requests to qualified charitable organizations from your fund.
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
Purchase order form
This form used to request purchases and general disbursements by Upstate Foundation Fund Advisors.
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).
Travel reimbursement form
This form is used to request payment for expenses related to travel by Upstate Foundation Fund Advisors.
Vendor solicitation form
This form is used to document the vendor selection process when competitive bids have ben solicited.
Upstate Medical University policies
Access to Donors/Coordination Policy
Standard/purpose: To provide for coordinated and efficient fundraising requests.