Foundation Forms and Resources

The University of Montevallo Foundation

The University of Montevallo Foundation provides boundless opportunities to the students, faculty and staff at the University, through scholarships, academic and programmatic support, enriching experiences and capital campaign/project support.

The University of Montevallo Foundation was established in December 1973, incorporated in 1974, and is a separate 501(c)(3) non-profit organization. The Foundation is guided by a Board of Directors made up of community leaders, alumni, and various supporters.

Our Foundation staff are here to serve you. Should you have any questions about your accounts, donations, scholarships, or more, please contact the Foundation office at (205) 655-6215.

Forms

Foundation Hand-Delivered Gift Receipt
Use this form when accepting a gift delivered directly to you or your department.

Download Gift Receipt

Expenditure Request Form (ERF) — $1,000 or More
For requesting reimbursement from a Foundation account for expenditures of $1,000 or more.

Download ERF $1,000 or More

Expenditure Request Form — $999 or Less
For requesting reimbursement from a Foundation account for expenditures of $999 or less.

Download ERF $999 or Less

Event Record Keeping Form
For documenting guests, revenue and other information associated with Foundation-supported events.

Download Event Record Keeping Form

New Foundation Account Form
For requesting the establishment of a new Foundation account.

Download New Foundation Account Form

Foundation Contacts and Responsibilities

Who Does What Chart
A quick reference for Foundation staff responsibilities and who to contact for different Foundation-related needs.

Learn Who Does What

Meet the Staff