Resources & Forms
- Alumni & Donor Records
- Donor Relations
- Information Services
- Prospect Management
- Prospect Research
- Other Resources
Alumni & Donor Records
- NC State University Standard Gift Acceptance Policy
- Recording Procedure for 7-Account Gifts
- Gift Transmittal
- Pledge Transmittal
- Notification of Gift Transmittal (BA-151)
- Stock Gift Transmittal
- Deferred Gift Transmittal
- Silent Auction Donation Form (Guidelines)
- Add An Entity to Advance
- Pledge Intent Form
Donor Relations
- NC State University Donor Recognition
- NC State Criteria & Procedures for Naming Facilities & Programs
- Thank You 101
- Donor Facility/Program Naming Proposal Form
- Honorary Donor Facility/Program Naming Proposal Form
- Facility Naming Agreement (Revised 11/18/09)
- Development Events Calendar (Updated 8/15/11)
- Standard Endowment Agreement
Information Services
- Online Report Request
- University Advancement Security Access (SARS) Online Request Form
- Advance Training Schedule (Registration)
- WebI Training Material (.doc) (.pdf)
- WebI Training Schedule ( Registration )
- WebI Report Types & Descriptions
Prospect Management
- Best Practices for Prospect Management
- Contact Report Directions
- Major Gift Proposal Directions
- Major Gift Proposal Quick Reference
- Prospect Assignment Directions
Prospect Research
Presentations & Papers
- IRS Event and Sponsorship Rules
- IRS Is Not a Four Letter Word – If You Understand the Rules
- Who Can Make a Pledge?
- Why Donations From Private Foundations Are Different
