Service Overview
Gift or Payment Expected
Use this form if you learn from a donor that they are sending a gift or pledge payment and you want Advancement Operations to alert you when the gift arrives so that you can close the loop with the donor. It is particularly helpful if you use this form to notify us in advance of gifts expected via stock transfer or wire.
Record a New Commitment
Use this form to request that Advancement Operations record a new pledge (aka gift intention), planned gift, or grant award. If the gift/grant will be used to establish a new designation, this form will trigger a workflow for the necessary gift documentation drafting, review, and signatures. If the gift/grant will be recorded to a designation that already exists, you will need to attach pledge documentation (typically an email exchange with the donor).
Gift/Event Registration Adjustment or Assistance
Use this form to request an adjustment (such as to a gift’s designation or a pledge’s installment schedule); a refund for an event payment; linking a gift or pledge to an opportunity; re-issuing a gift receipt; or any other gift questions or issues.
Available To
Faculty and Staff
Getting Started
Click the desired red button to start a request for assistance.