Forms

Automatic Bank Draft Form
To set up a monthly bank draft for donations

Automatic Credit Card Form
To set up a monthly credit card draft for donations

Banner Data Confidentiality Agreement
To request alumni information from Banner
(alumni lists, mailing address data, email addresses, etc.)

Banner Computer Printout Request Form
To be completed and submitted along with the Banner Data Confidentiality Agreement when requesting access to Banner Data.

Non-Donation for Deposit Form 
To be completed and submitted to the Foundation Account Clerk in Wood-Stegall along with all NON-Donation checks, cash, etc.

Foundation Deposit Breakdown Form
To be completed and submitted to Development along with deposits to Foundation accounts

Foundation W-9
For donor use in filing charitable contributions (if applicable)

Gift in Kind Packet
For non-monetary gifts

Gift vs. Grant
MTSU Policies and Procedures describing the vast majority of distinguishing characteristics of gift and grant transactions

IRS Determination Letter - verification of 501 (c) (3) status
For donor use in filing charitable contributions (if applicable

Payment Authorization Form—Foundation (updated July 14, 2006)
To request payment(s) to be made from a Foundation account (interactive form)

Payroll Deduction Authorization Form—Development and Foundation
To request payroll deductions to be deposited to a Foundation account

Student Caller Application (Phonathon)
To apply for a Phonathon Caller position with the Development Office (MTSU students only)

Student Caller Job Description (Phonathon)

Describes the vast majority of distinguishing characteristics of gift and grant transactions.