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How do I amend an existing gift agreement?

Changes to endowments for which the donor is no longer available (i.e. deceased) must be made under UPMIFA guidelines. Please contact FAI to initiate the process.

In order to amend an existing gift agreement for which the donor is available, contact Donor Services.

Once the gift agreement has been successfully amended, please submit a Chartfield request to reflect all changes to the gift agreement in Financials and the Advance system. Please follow this link for instructions.

Updated on August 31, 2023

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