Gifts, Donations, and Pledges How-To Information

| Overview | How to | Policies | Resources | Forms | Training | Contacts |

As an employee, you may need to submit a form. This page will assist you with finding the appropriate forms to use for Gifts, Donations, and Pledges.


HOW TO INFORMATION


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Combined Pledge/Recurring Gift

Who: Anyone

When: Use this form for monetary one-time gifts, pledges, and company matching gifts. in accordance with the policies and procedures governing monetary gifts, pledges, and matching company gifts.

How: Review the policies and procedures governing monetary gifts, pledges, and donations.  Complete the form, acquire the required signatures, and route the completed form to University Advancement.

Form: Combined Pledge/Recurring Gift

Related Information:


To find out more, go to: CSUB Foundation

Gift Acceptance Form

Who: Anyone

When: Use this form in accordance with the governing policies and procedures for donations and gifts. 

How: Complete the form, acquire the required signatures, and route the completed form to Property Control.

Form: Gift Acceptance Form

Related Information:


To find out more, go to: Property Management

Gift in Kind - Acceptance Request

Who: Anyone

When: Use this form in accordance with the CSUB Gift-In-Kind policy.

How: Review the CSUB Gift-In-Kind policy, complete the form, acquire the required signatures, and route the completed form to University Advancement.

Form: Gift in Kind - Acceptance Request

Related Information:


To find out more, go to: CSUB Foundation

Gift/Pledge form

Who: Anyone

When: Use this form for monetary one-time gifts, pledges, and company matching gifts. in accordance with the policies and procedures governing monetary gifts, pledges, and matching company gifts. 

How: Review the policies and procedures governing monetary gifts, pledges, and donations.  Complete the form, acquire the required signatures, and route the completed form to University Advancement.

Form: Gift/Pledge form

Related Information:


To find out more, go to: CSUB Foundation

Recurring Gift form

Who: Anyone

When: Use this form to authorize automatic deductions from a credit card for monetary gifts, pledges, and donations that are in accordance with the policies and procedures governing monetary gifts, pledges, and donations.

How: Review the policies and procedures governing monetary gifts, pledges, donations, and company matching gifts.  Complete the form, acquire the required signatures, and route the completed form to University Advancement.

Form: Recurring Gift form

Related Information:


To find out more, go to: CSUB Foundation