Documents & Forms
Supporting the Dreams of Achievement for Women & Their Families
Charitable Engagement Documents & Forms
A comprehensive list of forms and documents that are referenced in the Charitable Engagement Manual, in addition to, workshop presentations highlighting DREF programs and services.
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Donation or Pledge Form Form used by individuals or Delta chapters/regions when contributing to The Delta Foundation; this form is specifically used by Delta when establishing Donor Restricted Fund |
Establishing a Donor Restricted Fund or Scholarship Form Form used to establish a Donor Restricted Fund or Scholarship Fund at The Delta Foundation |
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Fund Change Request Form Form used to change information related to a Donor Restricted Fund or Scholarship Form, e.g. name of fund, name of Authorized Representatives, contact information, etc. This form should be submitted whenever there is a change in chapter leadership to ensure that your chapter will receive its quarterly reports. Particularly, this should be done following chapter elections. |
Fundraising Event Application and Agreement Form used by Delta to notify The Delta Foundation of an upcoming fundraising event. Chapters must receive approval from DREF before promoting/advertising the event, selling tickets, or soliciting for sponsors; therefore, chapters must submit this form as early as possible. Also, all advertisement (ex. promotional items, sponsorship letters) must be co-branded with the DREF logo. |
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Grant Report Form Form used to report output/outcome of funds, grants, and scholarships awarded by The Delta Foundation to Delta; formerly identified as Final Grant Reporting Form |
Grant Scholarship Agreement Form used to document terms of agreement for grant and scholarship awards made by The Delta Foundation |
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Individual or Chapter Grant Request Form Request form is provided for use by Delta chapters ONLY. Requests from non-Delta parties will not be accepted. |
Individual or Delta Scholarship Request Form Form used to request funds for scholarship funds |
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Remittance Form Form used by Delta to remit group contributions (donations from special events and other fundraising activities) to their Donor Restricted/Scholarship Fund at The Delta Foundation |
Workplace Giving Form Form used by donor to inform The Delta Foundation that a matching gift, monthly donation, and/or general donation will be made on their behalf |
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Service Provider Agreement Form used to document terms of agreement for service contracts made by The Delta Foundation |
Charitable Engagement FAQs
For additional information please refer to the following FAQs regarding Charitable Engagement Services. If you have additional questions please send an email to your Chapter’s Regional Liaison.
The faqs are available for download below.