Campus Resources

Below are helpful OSU Foundation forms and procedures for our campus partners.

Fundraising/Auction Forms & Procedures

  1. Auction Gift Deposit Form Instructions
  2. Auction Gift Deposit Form
  3. Charitable Contributions: Substantiation and Disclosure Requirements
  4. Fundraising Auction Checklist

Signature Authority Change Forms & Procedures

  1. Instructions-Requesting Change to Existing Signature Authority
  2. OSUF Signature Authorization Change Request Form
  3. OSUF Signature Authorization-Project(s)
  4. OSUF Signature Authorization-College/Department(s)

Online Reporting

  1. Online Reporting Access Form
  2. Report Training
  3. Okta Setup

Miscellaneous Forms

  1. Accounts Payable Record Keeping Guidelines
  2. Advance Form
  3. Bank Draft Form
  4. Expense Codes for Vouchers
  5. Gift Deposit
  6. Gift-in-Kind Form
  7. Gift-in-Kind Tips and Guidelines
  8. Gift-in-Kind Donor Form
  9. International Wire Information Form
  10. Non-Gift Cash Gifts & Other Revenue
  11. Non-Gift IRS Solicitation Language
  12. Payroll Deduction Form
  13. Request for Reinvestment
  14. Transfer to Funds
  15. Voucher Template, effective January 2015
  16. Voucher Template, old
  17. W-9 Form
  18. W-9 Guidelines

Financial Information

See below for frequently accessed financial documents and information.

  1. 501(c)(3) Letter
  2. The Form 990 is available upon request. Please contact the OSU Foundation for more information.

Endowment Reports

Each fall we prepare Endowment Reports for our donors to provide information about their endowment funds and the management and performance of the OSU Foundation’s Pooled Investment Fund. Below is the general information piece we produce to accompany those reports each year.

  1. Endowment Report FY 2023
  2. Endowment Report FY 2022
  3. Endowment Report FY 2021
  4. Endowment Report FY 2020
  5. Endowment Report FY 2019
  6. Endowment Report FY 2018
  7. Endowment Report FY 2017
  8. Endowment Report FY 2016
  9. Endowment Report FY 2015
  10. Endowment Report FY 2014
  11. Endowment Report FY 2013
  12. Endowment Report FY 2012
  13. Endowment Report FY 2011
  14. Endowment Report FY 2010
  15. Endowment Report FY 2009
  16. Endowment Report FY 2008

Disclosure Statement

The Oklahoma State University Foundation is a 501(c)(3) tax-exempt organization soliciting tax deductible private contributions for the benefit of the Oklahoma State University. The Foundation is registered to solicit charitable contributions with the appropriate governing authorities in all states requiring registration. A copy of the current financial statement is available by writing to P.O. Box 1749, Stillwater, Oklahoma 74076-1749, by calling 405.385.5102, or if you are a resident of the following states you may obtain registration and financial information directly by contacting:

CALIFORNIA: The Attorney General’s website at

MARYLAND: For the cost of postage and copies from the Maryland Secretary of State, State House, Annapolis, Maryland 21401, 410.974.5534, 800.825.4510.

MISSISSIPPI: The official registration and financial information of the Oklahoma State University Foundation may be obtained from the Mississippi Secretary of State's office by calling 888.236.6167. Registration by the Secretary of State does not imply endorsement by the Secretary of State.

NEW JERSEY: Information filed with the Attorney General concerning this charitable solicitation and the percentage of contributions received by the charity during the last reporting period that were dedicated to the charitable purpose may be obtained from the Attorney General of the State of New Jersey by calling 973.504.6215 and is available on the Internet at Registration with the Attorney General does not imply endorsement.

NEW YORK: A copy of the most recent financial report is available from the Office of the Attorney General, Department of Law, Charities Bureau, Attn: FOIL Officer, 120 Broadway, New York, New York 10271.

PENNSYLVANIA: The official registration and financial information of the Oklahoma State University Foundation may be obtained from the Pennsylvania Department of State by calling toll free, within Pennsylvania, 800.732.0999. Registration does not imply endorsement.

WASHINGTON: Secretary of State at 800.332.GIVE.

WEST VIRGINIA: West Virginia residents may obtain a summary of the registration and financial documents from the Secretary of State, State Capitol, Charleston, West Virginia 25305. Registration does not imply endorsement.

Please contact our Office of General Counsel at 405.385.5100 if you have questions regarding solicitation or registration requirements concerning the OSU Foundation.