University Alumni Legacy Scholarship Endowment Form

Create a Lasting Educational Legacy with Alumni Scholarship Endowments

Alumni scholarship endowments represent one of the most meaningful ways to give back to your alma mater while creating opportunities for deserving students. This University Alumni Legacy Scholarship Endowment Form makes it simple for universities and educational institutions to collect detailed information from alumni donors who want to establish named scholarships and create lasting impact.

Why This Template Works for Educational Institutions

Managing scholarship endowments traditionally involves multiple meetings, extensive paperwork, and coordination between development offices, planned giving teams, and legal counsel. This Paperform template streamlines the entire process into one professional, on-brand experience that guides alumni donors through fund naming preferences, contribution structures, scholarship criteria, and even estate planning considerations.

The form captures everything you need in one place: donor information, endowment naming preferences, funding amounts and payment schedules, detailed scholarship criteria (academic requirements, financial need considerations, preferred majors or student characteristics), recognition preferences, and preliminary estate planning details. Conditional logic ensures donors only see relevant sections based on their contribution type—whether they're making an immediate gift, pledging over time, or including the endowment in their estate plans.

Seamless Workflows for Development Teams

Once an alumni donor submits their endowment form, Stepper (stepper.io) can automatically route the information to your development team, create follow-up tasks for gift officers, generate draft scholarship agreements via Papersign (papersign.com) for legal review, update your donor CRM, and schedule personalized thank-you communications. This means your advancement team spends less time on administrative coordination and more time building meaningful relationships with your most generous alumni.

For universities looking to scale their planned giving programs, this template provides the professional foundation needed to make endowment giving accessible, transparent, and compelling. Whether you're a small liberal arts college or a large research university, Paperform's flexible design options let you match your institution's brand while maintaining the gravitas appropriate for significant philanthropic commitments.

Trusted by educational institutions worldwide, Paperform is SOC 2 Type II and GDPR compliant, ensuring your donors' sensitive financial and estate planning information remains secure throughout the process.