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Gift Agreement Templates

Last Updated: July 3, 2023 12:03:29 PM PDT
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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

  1. 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
  1. 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.
  1. Will the gift establish a new gift fund or support an existing gift fund? Select the correct category:
    • New Fund
    • Existing Fund

  1. 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

Donor-Advised Fund Gifts

Foundation Gifts

Corporate Gifts

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
For questions, please contact Luiz Ferreira at lferreira@ucsd.edu.