Gift Agreement Request Form

Gift Agreement Request Form

Submission Date*

Donor Name(s)*

Donor ID*

Joint Donor ID (if applicable)

Donor Email(s)

Include emails if the Donor(s) is interested in using DocuSign to secure electronic signatures. It is the Gift Officer's responsibility to share the agreement with the Donor(s) for review after all internal reviews have been completed, and before signatures are requested. Please notify Emily Tate (ert8b@virginia.edu) once the agreement has received all necessary approvals and is ready for signatures.

Fund/Document Type*

Select

Agreement/Fund Name*

Gift Amount*

Please make sure the gift value matches what is listed in the Agreement.

Paid by a DAF?*

If yes, please draft documentation as a Letter of Intent or Declaration of Intent.

Select

Is this a planned gift?*

(Estate Gift, Gift Annuity, CRUT, etc.)

Select

Agency*

Select or enter value

Benefitting School/Unit*

Select

Gift Officer*

Gift Agreement Contact(s) (Names)*

Gift Agreement Contact(s)(Emails)*

Email recipients listed will receive alerts when a review has been completed or a field has been updated/changed. In cases where there are multiple contacts, DO NOT use a semicolon to separate emails. Please do not list Donor emails.

Additional Notes

File Attachments - Draft Agreement

Drag and drop files here or

Send me a copy of my responses

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