Foundation / Resources / Forms

Foundation Finance Information

The following forms are provided for the convenience of Foundation account administrators. Please submit check requests and supporting documentation to FoundationFinance@cofc.edu for processing. Confidential information should be submitted via Secure Share or One Drive with the proper security settings selected.

• Foundation Expense Policy
• Foundation Finance Training
• Foundation Accounts Payable Schedule
• Contact the Foundation Finance team

FORMS AND OTHER DOCUMENTS:

• Check Request Form (pdf, 248.0 KB)
• Award Recipient Form (pdf, 40.0 KB)
• Award Acceptance Tax Form (pdf, 83.0 KB)
• Honoraria Form (pdf, 35.0 KB)
• IRS Form W-9 (pdf, 35.0 KB)
• Non-State Pay Form (pdf, 78.0 KB)
• Student Emergency Assistance Form (pdf, 202.0 KB)
• Alcohol Management Plan Form (pdf, 108.0 KB)
• Authorization Agreement for Direct Deposit of Accounts Payable (pdf, 805KB)

DEPOSITS TO FOUNDATION ACCOUNTS:

Please print the form below to make a deposit at the Foundation office. Please confirm availability with the Gift Administrator prior to visiting.

Do not use campus mail to make deposits.

• Foundation Account Deposit Form (pdf, 31.7 KB)

FOUNDATION ACCOUNT SETUP / MAINTENANCE:

Please contact the Foundation Finance Team for more information. Listed below are general guidelines for approved uses of Foundation accounts:

1. Source of funds: includes contributions or grants
2. Use of funds:  approved academic programs or projects
3. Department may need to segregate activity for efficient reporting
4. Must have approval of dean or department chair

• Restricted Account Authorization Form (pdf, 12.8 KB)
• Authorized Signers Form (pdf, 68.7 KB)