Forms for Conducting Business with the Foundation

  • University personnel should use these forms when doing business with the Foundation for IUP (all forms are fillable forms and maybe filled out on the computer and printed or printed then filled out manually). Please also see IUP’s policy for soliciting private gifts and planning fundraising events.

  • Travel_Expense_Voucher_-2019
    TRAVEL EXPENSE VOUCHER See current Travel Regulations for reimbursement rates on the web at www.iup.edu/travel
    GIFT IN KIND INTERNAL CHECKLIST FORM
    GIFT-IN -KIND checklist to be completed by internal staff.
    DONOR GIFT IN KIND FORM
    Donor Gift-in-Kind form to be completed by donor.
    EVENT APPROVAL-DISCLOSURE STATEMENT 2017
    FOUNDATION FOR IUP USE ONLY: ____ All materials received ____ Approved with no changes: ____ Approved with the following changes: _______________________________________________________ _____________________________________________________________________________________________ _______________________________________
    STOCK - FIUP DELIVERY INSTRUCTIONS
    Instructions for making stock gifts to the Foundation for IUP.
    INSTITUTION OF FUND FORM AMENDED
    This form is to be used when amending a Special Purpose Fund within the Institution that is currently on file.
    INSTITUTION OF FUND FORM
    Use this form when requesting to create a new Special Purpose fund within the Foundation.
    HONORARIUM SERVICES LETTER
    Use this form when requesting honorary or service payment.
    DISBURSEMENT REQUEST FORM
    This form is used to request disbursement of funds.
    DEPOSIT TRANSMITTAL FORM
    Use this form when depositing funds into a Foundation account.
    501C3 IRS LETTER FOUNDATION
    Use this letter for verification that the Foundation for IUP is 501(c)(3).