Changes to endowments for which the donor is no longer available (i.e. deceased) must be made under UPMIFA guidelines. Please contact Emily Lowman at firstname.lastname@example.org to initiate the process.
In order to amend an existing gift agreement for which the donor is available, contact Sarah Thomas, Director of Donor Services at email@example.com.
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.