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.
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
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.