Forms & Resources

ATLAS New Designation Request Form

ATLAS New Designation Request Form (docx)

General Guidelines for Counting Gifts and Commitments

Gifts of Service

New Fund Request Form

New Fund Request Form (pdf) - BEN Financials New Fund Request Form - Form to request a New Fund Number

Operating Gifts Endowment and Reporting User Guide

Payroll Deduction Transmittal Form

Payroll Deduction Transmittal Form (doc) - Gift donation via Payroll Deduction

Security Transfer Request Form

Security transfer request form (pdf) - Form to donate shares of stock, mutual funds or other types of financial instruments to the University as a gift.

University of Pennsylvania Naming Policy

This Policy applies to all naming by the University of Pennsylvania and its operating divisions and subsidiaries (the “University” or “Penn”) for recognition purposes, whether occurring before or after the effective date of this Policy. Effective - May 15, 2109 Revised - September 16, 2020