Gift Agreement Templates
Find gift agreement templates for use by the UC San Diego Advancement and campus community.
Follow the two-step process below to guide the selection of the appropriate gift agreement template for a particular gift opportunity.Step #1: Please open and review the Gift Agreement Guiding Questions below:
Gift Agreement Guiding Questions
- Who exactly will be contributing the gift? Select the correct category:
- Personal Gifts (for individuals)
- Donor-Advised Fund Gifts (skip to Question #3 next)
- Choose this version when individuals intend to exclusively make recommendations to their donor-advised fund.
- Foundation Gifts
- Corporate Gifts
- How will the donor be contributing the gift? Select the correct category:
- Outright (one-time gift made immediately)
- Pledge (an irrevocable commitment for gift(s) to be made in the future)
- Pledge agreements cannot be used if the donor intends to direct gifts via a third-party entity (such as a donor-advised fund, foundation, etc.).
- Intention (not a legal commitment)
- Choose this version when donors will make their gifts directly OR via a third-party entity (such as a donor-advised fund, foundation, etc.).
- Also applicable for revocable bequests.
- Gift In Kind (skip Questions #3 and #4)
- If the gift in kind is art, please contact our office as soon as possible for additional consultation.
- Will the gift establish a new gift fund or support an existing gift fund? Select the correct category:
- New Fund
- Existing Fund
-
Is the supported fund a fully expendable fund (also known as a “current use fund”) or an endowed fund? Select the correct category:
- Fully Expendable
- Endowed
Step #2: Using the answers to the Gift Agreement Guiding Questions, please open and select the corresponding gift agreement template below:
Personal Gifts
Outright:
Pledge:
Intention:Gift In Kind:
Donor-Advised Fund Gifts
Foundation Gifts
Outright:
Pledge:
Intention:
Gift In Kind:
Corporate Gifts
Outright:
Pledge:
Intention:
Gift In Kind:
Research Gifts
Use the form below to provide the information necessary to review and process research-related funding documentation. All charitable contributions to UC San Diego must meet the criteria outlined in the University of California Classification of Gifts and Sponsored Awards and should follow the Best Practices for Donor-Facing Fundraising Collateral, which apply to any materials prepared by the campus for donor solicitation.
Please contact Gift Policy Administration for additional consultation if the gift agreement involves any special considerations, such as:
- Endowed Chairs
- Namings of a Space or Program
- Memberships or Sponsorships
- Scholarships, Fellowships, and Awards with Specific Criteria
- Matching Gifts
- Gifts In Kind of Art