Securities
ELECTRONIC STOCK TRANSFERS
There is a reasonable chance that the Foundation already has an existing account with a donor's brokerage firm. The stock transfer can take place within that firm, from donor to Foundation account. If there is no Foundation account set up at the brokerage, then the donor should ask his/her broker to transfer stock to one of the Foundation's brokers. Please note: Transfer instructions may change from year to year. Even if you have donated securities in the past, be sure your broker contacts us before the transfer is made. We hope to prevent any transfer problems from occurring.
To ensure proper credit of your gift, we ask that you notify us in advance of any electronic transfers of securities. You may notify us online by e-mailing us at uofrec@uofoundation.org, send a letter via mail, or fax to 541.344.8079. The information you provide should include a description of the securities donated, the number of shares of stock or face amount of bonds, your name, address, phone number and e-mail address if available.
University of Oregon Foundation
1720 E. 13th Avenue, Suite 410
Eugene, OR 97403-1905
The gift valuation date is the date that the stock is received in the Foundation's account.
For more information, or for the Foundation's current brokerage account information, please contact the Compliance Department at 541.302.0288, or tamic@uofoundation.org.