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Gift and Pledge Adjustment Request Form
Submitter Information
Date
*
required
Requested by
Phone Number
Current Gift Information
Receipt Number
Receipt Date
*
required
Donor Name
Donor ID Number
Adjustments
Requested Update(s)
*
Required
Change donor
Add or remove donor
Change allocation/fund
Change gift to pledge payment
Change pledge payment to gift
Write off pledge
Add/update appeal
Add/update proposal
Change pledge payment schedule
Other
Change associated donor (include supporting documentaton)
Add or remove donor
Added donor credit should be
Choose an option
Change allocation (include supporting documentation)
Change gift to payment on pledge
Write off pledge (include approval of Senior VP of UO Advancement or designee)
Add/update appeal
Add/update proposal
Change pledge payment schedule
Comments
Select a reason for this adjustment request
Choose an option
Other reason
Should the donor be issued a new/amended gift reciept?
*
Yes
No
Supporting Documentation
Please upload any applicable supporting documentation.
Upload File
Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)
Upload File
Upload supported file (Max 15MB)
Submit
Thanks for submitting!
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