USM Foundation

Forms

Business Forms

Account Agreement Form
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Account Agreement Update Form
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Account Transfer Form
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Business Travel Approval Form
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Celluar Phone Usage Form
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Deposit Form - Gifts
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Deposit Form - Non-gifts
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Disbursement Request Form
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Disbursement Request Form Page 2
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Expense Report
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Fair Market Value Worksheet
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Gift of Stock/Mutual Fund
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Gifts of stocks or mutual funds are an inexpensive and effective way to support our institutions. Stock certificates can be reassigned directly to the Foundation or may be transferred through the donor’s broker. The mean market value of the certificate as of the date of the transfer will determine the value of the gift for tax purposes. It is best to consult with your tax advisor to understand the potential tax benefits related to stock gifts.

The process for donating mutual funds is different than the process for donating stock. The mutual fund process can take as long as 6-8 weeks. The donor should plan accordingly when making a mutual fund donation at year-end.

Please complete our Gifts of Stock form prior to initiating a stock or mutual fund gift.

Inbound Transfer Notification Form
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Invoice Form
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Invoice Form with Editable Remit to Address
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Memorandum of Understanding Sample Format
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Memorandum of Understanding Worksheet
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Two Year Carryforward Spending Request
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Underwater Spending Request Form
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