Stock Certificates You Hold
Stock Certificate Changed to the 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 at the following address:
University of Oregon Foundation
1720 E. 13th Avenue, Suite 410
Eugene, OR 97403-1905
Please include a letter of instruction stating the purpose for the gift. The gift valuation date is the date stamped on the security.
Stock Certificate Remains in the Donor's Name
The donor (without endorsing the stock certificate) can 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 transfer. Please include a letter of instruction stating the purpose for the gift.
If mailed, the gift valuation date is the postmarked 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.