Foundation Forms (Internal Use)

UWRF Foundation Forms

• Information Request Form: Please use the Information Request Form when requesting information/data from the UW-River Falls Foundation. Please allow 7-10 days to process your request.
• Fundraising Project Request Form: The UWRF Foundation receives many requests from colleges, departments, faculty and staff to support a variety of fundraising projects.  The Fundraising Project Request Form assists the Foundation and campus leadership in prioritizing projects that have the highest potential benefit to campus and best allocates limited resources.

Fund Forms

• Fund Expenditure Guidelines: These guidelines outline permissible and prohibited expenses from Foundation accounts. If you are responsible for spending from a Foundation account, please reference and familiarize yourself with this policy as you make a request for payment.
• Request for Payment Form: Request for Payment Form: Use the Request for Payment form to have money paid from your UWRF Foundation account to a university account.
• Request for Transfer Form: Use the Request for Transfer form to transfer funds from one UWRF Foundation account to another UWRF Foundation account. An example would be transferring money from your Foundation department account to a Foundation scholarship account.
• Deposit Form: Fund managers should use the deposit form when they need to deposit money into their UWRF Foundation account.
• Fund Change Form: Use the Fund Change form to update fund information (manager, name, purpose, etc.) of an existing Foundation account.
• Foundation New Account Form: Use the Foundation New Account form when you are establishing a new fund.
• Close Account Request Form: Use the Close Account Request form when you are interested in closing a UWRF Foundation account.

If you have questions about these forms, please contact the Foundation Office at 425-3545.