Resources & Forms
- Alumni & Donor Records
- Donor Relations
- Information Services
- Prospect Management
- Prospect Research
- Other Resources
Alumni & Donor Records
- Recording Procedure for 7-Account Gifts
- Gift Transmittal
- Pledge Transmittal
- Notification of Gift Transmittal (BA-151)
- Deferred Gift Transmittal
- Silent Auction Donation Form (Guidelines)
- Add An Entity to Advance
- Pledge Intent Form
- NC State University Standard Gift Acceptance Policy 2012
- Stock Transfer
Development Communications and Donor Relations
- Thank You 101
- Donor Facility/Program Naming Proposal Form
- Honorary Donor Facility/Program Naming Proposal Form
- Facility Naming Agreement (Revised 11/18/09)
- Standard Endowment Agreement
Information Services
- Report requests should now be made through Advance.
- 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
- Add an Entity to Advance
Prospect Research
- Research requests on individuals and corporations should be submitted via the request form in Advance. For any other type of requests, please contact the Director of Prospect Research, Tania Drummond, directly via email at tdrummon@ncsu.edu or by phone (919) 515.1105.
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
Other Helpful Resources
- FAI Development Officers' Toolbox
- Recording Procedure for 7-Account Gifts
- Sample Deposit Slip (Instructions)
- Semi-Annual Pledge Review Procedures
- When Donors Want to Pay for an Advancement Event
- NC State University Standard Gift Acceptance Policy 2012
- Standard Operating Procedure: Advancement Data Use & Donor Privacy 2012
