Securities

STOCK CERTIFICATE IN UO FOUNDATION'S NAME

Donors should instruct their broker or company, as the case may be, to reissue a physical stock certificate in the name of the Foundation. Please note it is crucial for the certificates to only be reissued in the name of "University of Oregon Foundation."

Once the certificate has been re-issued, the new certificate should be mailed directly to the Foundation.

University of Oregon Foundation
360 E. 10th Avenue, Suite 202
Eugene, OR 97401-3273

Please include a letter of instruction stating the gift intent.

The gift valuation date is the date stamped on the security.

STOCK CERTIFICATE IN DONOR'S NAME

The donor (without endorsing the stock certificate) can also mail the stock certificate to the Foundation. On the same day, the donor, must separately mail a signed Irrevocable Stock Power form with a signature guarantee by a bank or a broker, and a Third-Party Release form. If the stock is registered in the name of a corporation, the Foundation will also need a corporate resolution authorizing the gift transfer. Please include a letter of instruction stating the gift intent.

• If mailed, the gift valuation date is the postmark date on the envelope.
• If sent via a private carrier (e.g., FedEx, UPS) or hand-delivered, the gift valuation date is the date that the Foundation receives the certificate.

View more information regarding stock gifts.