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Forms for Conducting Business with the Foundation

  • University personnel should use these forms when doing business with the Foundation for IUP. Please also see IUP's policy for soliciting private gifts and planning fundraising events.

  • 501(c)(3) Determination Letter
    Use this letter for verification that the Foundation is  501(c)(3).
    Deposit Transmittal Form
    Use this form when you deposit funds into a Foundation account.
    Disbursement Request Form
    Account holders must use this form when seeking disbursement.
    Disbursement Request Form (enter data directly onto form)
    With this fillable Disbursement Request Form, you may complete the form's information, print it, and send it to the Foundation for IUP.
    Guidelines for Payments to Students
    January 2015 GUIDELINES FOR STUDENTS’ DISBURSEMENTS FOR PRIZES, BOOKS, STUDY ABROAD, RESEARCH AND STUDENT TRAVEL Prize A prize is defined as the result of a student entering into an advertised competition and being named as the winner of that competition. When students receive a monetary prize the student can be paid t
    Honorarium-Services Letter
    Use this form when requesting honorary or service payment.
    Institution of Fund Form (2012)
    Use this form when requesting to create a new special-purpose fund within the Foundation.
    Institution of Fund Form (Amended)
    This form will assist you when you need to make changes to an existing Institution of Fund request.
    Travel Expense Voucher
    TRAVEL EXPENSE VOUCHER See current Travel Regulations for reimbursement rates on the web at www.iup.edu/travelName: AmountFoundation Fund Deliver Check to: Purpose of Travel: ItineraryTransportation and LodgingSubsistenceMiscellaneousDate Leave Time Return TimeList LocationsPersonal Auto MilesProvider Name & HO or TOCa
    Institution of Fund Form (Amended) (enter data directly onto form)
    With this fillable Institution of Fund Form (Amended), you may complete the form's information, print it, sign it and send it to the Foundation for IUP.
    Stock - FIUP Delivery Instructions
    Instructions for making stock gifts to the Foundation for IUP.
    Event Approval/Disclosure Statement
    All university personnel who plan special events, including fundraising events, will need to complete an 'Event Approval/Disclosure Statement" and submit it to the Foundation for IUP Executive Director.
    Donor GIft-in-Kind Form
    Donor Gift-in-Kind Form - gift-in-kind form to be completed by donor.
    Gift-In-Kind Internal Checklist
    GIFT -IN -KIND CHECKLIST Gifts-in-Kind to IUP or FIUP must be approved and reported using this form. In-Kind gifts are equipment, livestock, books, software and other tangible personal property. In-Kind gift acceptance is authorized by: Gifts to IUP OR Foundation for IUP -Vice President for University Advancement and E
    FIUP Gift Acceptance Policy
    To define guidelines and procedures governing the solicitation and acceptance of gifts by the Foundation for Indiana University of Pennsylvania (FIUP) and to provide guidance to the Indiana University of Pennsylvania (IUP) office of University Advancement (UA) and prospective donors and their advisors when making gifts to the FIUP.