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Southwestern University GIFT AND PLEDGE STATEMENT Please complete both pages and return with your gift to Southwestern University, Office of Gift Programs, P.O. Box 770, Georgetown, TX 78627-0770;
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How to fill out gift and pledge statement
How to fill out a gift and pledge statement:
01
Start by gathering all the necessary information such as the donor's name, contact details, and the purpose of the gift or pledge.
02
Clearly indicate whether it is a gift or a pledge statement.
03
Provide the date of the gift or pledge.
04
Include the amount of the gift or pledge. If it is a pledge, mention the terms of payment (monthly, quarterly, annually, etc.). If it is a non-monetary gift, describe the nature or value of the gift.
05
If applicable, mention any restrictions or conditions associated with the gift or pledge.
06
Provide details on how the donor would like the funds or gift to be allocated. This could include specific programs, projects, or areas within the organization or institution.
07
Include any additional information or instructions from the donor if applicable.
08
Ensure that the gift and pledge statement is signed and dated by both the donor and a representative from the receiving organization.
09
Keep a copy of the completed gift and pledge statement for your records.
Who needs gift and pledge statement:
01
Non-profit organizations: Non-profit organizations often rely on donations and pledges to fund their operations and programs. Keeping accurate gift and pledge statements is essential for proper financial management and reporting.
02
Educational institutions: Schools, colleges, and universities often receive gifts and pledges from alumni, sponsors, or other supporters. Gift and pledge statements help track and acknowledge these contributions.
03
Religious organizations: Churches, temples, and other religious institutions may receive financial gifts and pledges from their members or contributors. Tracking these donations using gift and pledge statements is important for financial transparency.
04
Charitable foundations: Foundations that provide grants and financial support to various causes may receive gifts or pledges themselves. Maintaining accurate gift and pledge statements allows them to track their incoming funds and manage their granting activities effectively.
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What is gift and pledge statement?
Gift and pledge statement is a document that discloses gifts and pledges received by an individual or organization.
Who is required to file gift and pledge statement?
Individuals or organizations who have received gifts or pledges are required to file gift and pledge statements.
How to fill out gift and pledge statement?
Gift and pledge statements can be filled out by providing details of the gifts or pledges received, including the amount, date received, and the donor's information.
What is the purpose of gift and pledge statement?
The purpose of gift and pledge statement is to provide transparency and accountability regarding gifts and pledges received.
What information must be reported on gift and pledge statement?
Information such as the amount of the gift or pledge, date received, donor's information, and any conditions attached to the gift or pledge must be reported on the statement.
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