Gift Officer Toolkit

The Advancement Toolkit is designed to collect all the information, forms, fact sheets, PDFs of print publications, and stories that gift officers might need in their work. Information is organized by affinity area.

Affinity Fundraising Areas

Arts

Athletics

Bread Loaf

Education In Action

Environmental Leadership

Faculty Support

Financial Aid

General Information

Global

Monterey Institute

Project on Creativity

Solar Decathlon

Student Life

Departments

Gift Planning

Parent Giving

Higher Education Articles

Cost and Relevance

Templates

Intention forms, Sample Fund Agreements

Initiative Intention Form

Initiative Standard Intention Form

Endowed Fund Agreement Template

Endowed Expendable Fund Agreement Template