Ways to Give The generous support of people like you helps to educate students, strengthen our research, and prepare tomorrow’s leaders. There are a variety of ways to support the University of Oregon and gifts of all sizes are a powerful investment in our mission and community. Whether you are making a one-time gift, making a pledge of recurring contributions, considering a planned gift, or establishing an endowed fund, the best giving plan considers both your desire for how and when the university will use the funds and which of your assets best matches those of your financial and/or tax situation. Outright gifts are the easiest and most direct way to give to the University of Oregon. These include credit card, check, money order, electronic funds transfer, securities (stocks, bonds, mutual funds), real estate, or tangible property. For some, a direct rollover distribution from their IRA may be the best method for making an outright gift. Gifts will be directed to the Undesignated Gift Fund unless you specify otherwise. Gift Fee The Foundation assesses a 5% gift fee. This fee is transferred directly to the University of Oregon to provide ongoing, essential funds for the university's advancement efforts and emerging priorities. ​ To be effective, fundraising requires financial resources to offset direct operational costs related to soliciting, processing, and stewarding private contributions. Revenue generated by this gift fee helps offset these costs and provides necessary resources to grow constituent engagement and encourage philanthropic support for the University of Oregon. Give Online Giving to the University of Oregon online is a safe and convenient way to support a program or department that you are passionate about. Select a fund from the list provided or enter the fund you would like to support in the space for "additional gift instructions". Give Now Give by Mail Send in a completed giving form with your check to: University of Oregon Foundation Gift Services 1720 E. 13th Avenue, Suite 410 Eugene,OR 97403-2253 ​ Please make checks payable to the "University of Oregon Foundation". Giving Form - Give by Phone If you wish to pay by credit card over the phone, please call Gift Services at 541.302.0300 Monday – Friday between 8:30 am and 4:30 pm PST. Wire Transfer Bank wire transfers are the fastest and most secure way to send cash to the university. Domestic and international transfers originate from your financial institution. If you would like to make a gift via wire transfer, please contact the Gift Services Department at giftservicesdept@uofoundation.org or Administrative Services at 541.302.0300 . Online Wire Transfer Form Gifts of Stocks, Bonds or Other Securities Giving a gift of publicly traded stock may provide greater tax benefits than giving cash. Your broker can assist you in making a gift of stock via a direct transfer to the University of Oregon Foundation. The Foundation has a range of brokerage accounts to accept your gift of securities. To make a gift via stock to our main account, you can download and complete the Stock Transfer Form. If you have questions or need information for our additional brokerage accounts, contact our Stock Gifts team at stockgifts@uofoundation.org . Please note that the Foundation cannot send the form to your brokerage firm to initiate your gift. Online Stock Transfer Form Recurring Gifts Recurring gifts are an easy, automatic way to support the University of Oregon with a continuous and dependable source of funding. It is a convenient, customizable, and environmentally friendly method of giving that works with any budget or schedule. You can set up your recurring gift by credit card by visiting our online giving page and selecting "Recurring Gift" under the gift frequency section. Once you have entered your payment information and submitted your recurring gift, the University of Oregon Foundation will automatically deduct gifts from your credit card in accordance with the amount and frequency you selected. Give Now Matching Gifts Your gift to the University of Oregon could be matched dollar for dollar by your employer. Most companies award a 1:1 match, while others elect to provide a larger amount that can triple or even quadruple the value of your donation. Your employer’s personnel office can provide you with information on how to take advantage of your company’s matching gift benefit. Matching Gifts Pledge Commitment A pledge is a signed and dated commitment to make a gift by paying over a period of time. This allows you to spread payments and tax benefits over a period of up to 5 years, which can often allow donors to make a larger commitment. We will work with UO development officers to create a document for you that properly addresses your giving intent. Planned Gifts An after-lifetime or estate gift, also known as a planned gift, might be a good option for your future and the University of Oregon's. There are a wide range of estate gift options that allow you to customize your method of giving, receive potential financial benefits, and provide for loved ones, all while supporting the University of Oregon. Please visit our gift planning page for more information. Additional Resources Recurring Card Authorization Form - Online EFT Recurring Authorization Form EFT Recurring Authorization Form -

Our Team Executive Team Paul Weinhold President & CEO Mindi Pardy Executive Assistant & Board Liaison Financial Services Amy Loper Senior Accountant Cindy Rogers Gifts & Records Analyst I Janice Lutz Accounting Associate Kevin Swanson Accountant MaryAnn Swanson Senior Gifts Accountant & Analyst Shanna Bennett Senior Accountant Benjamin Griffin Gifts & Records Analyst I Colby Sticka Accounting Associate Karen Schmidt-MacKenzie Gifts & Records Analyst II Liliya Benz Gifts & Records Manager Robert Wilson Gifts & Records Analyst II Trish Morgan Gifts & Records Analyst II Carlee Haugen Controller Donna Vanderpool Accounting Associate Kelly Bosch Chief Financial Officer Lisa Thalhamer Deferred & Complex Gifts Administrator II Ryann Grove Gifts & Records Analyst II Vickie Bradstreet Gifts & Records Specialist Technology Services Aaron Schnabel Senior Software Engineer David Pritchard Senior Systems Administrator Joel McCall Data Analyst Orion Wesson Applications Developer Brian Ikei VP of Technology Services Gerald Deas Senior Data Analyst John Callahan Director of Enterprise Architecture Rob Fightmaster Data Engineer Clint McNutt Director of Data Architecture Jeff Wilson Senior Software Engineer John Dencklau Systems Administrator People Services Cheri Minick VP of People Services Katy Shaw Senior Project Manager Michelle Schaffer Corporate Support Specialist I Drew Haugen Administrative Support Specialist Kiva Loughrey Corporate Support Specialist II Sandra Anderson Director of Operations Katie Lively Business Analyst II Lucy Moore Senior Project Manager Skyler Arruda Communications Specialist Innovation Services Nate Costa Director of Launch Oregon

About the Foundation Supporting the University of Oregon The University of Oregon Foundation is a charitable 501(c)(3) organization responsible for administering private gifts made to further the University of Oregon's mission. Although the Foundation is a separate entity from the university, the Foundation's sole reason for existence is to partner with the university and serve in our donors' best interest. We are committed to the highest standards of service and ethical conduct when it comes to managing donor gifts for the benefit of the university. Donors entrust the Foundation with fiduciary oversight of their charitable gifts and, in turn, we hold in confidence the details of that giving and other related information. ​ Since 1922, the Foundation has received, invested, and distributed private gifts, funding student scholarships, faculty support, academic programs, and building improvements. The Board-approved investment strategy and distribution rate are designed to provide stable financial support for the university while preserving the purchasing power of the endowment and trust funds in the future. The Foundation ensures that all university spending of donor money is consistent with the donor's intention. Ensuring the management of donor gifts is a tremendous responsibility that every Board member and staff person take very seriously. This factors into every major decision the Foundation and its Board make, and whether that decision will affect the university today or not for many years to come. Core Values The Foundation applies important core values to our everyday interactions with colleagues, trustees, and donors. We base our business decisions and communications on the priorities of: Trust – Tell the Truth ​ Respect – Be Nice ​ Integrity – Do the Right Thing ​ Commitment – Follow Through ​ Read more about our core values. Responsibilities Foundation responsibilities include: Receipting and acknowledging donor gifts; Directing gifts to separately identifiable funds based on the purpose from the donor; Handling donor information with respect and confidentiality to the extent provided by law; Making regular reports to donors; Responding to donor questions with prompt, truthful, and forthright answers; Ensuring spending is consistent with the terms of the donor's designation; Managing unrestricted funds to provide the greatest benefit for the university; Acting as custodian for endowed gifts; Serving in legal capacities for planned giving arrangements. Relationship Between the University, Donors, and the Foundation University of Oregon University Development staff cultivate relationships with prospective and current donors and solicit gifts for the University. The University encourages gifts for purposes such as student scholarships, faculty support, academic programs, research, athletics, and building improvements. Charitable Giving Donors make gifts to the University of Oregon through the Foundation. Gifts are typically cash, securities, property, or deferred gifts. Donors may also choose to make a pledge to the University to be paid over time by any of the above means. Donors typically designate their gift to benefit a particular program, department or scholarship, either for current spending or as an endowment that will have limited spending but exist in perpetuity. University of Oregon Foundation The Foundation is a separate legal entity from the University, and is a 501(c)(3) nonprofit corporation. The Foundation receives, records, receipts, and invests the gifts to the University. Gifts are held in separate equities based upon donor-designated purpose. The Foundation manages the funds until the University requests a distribution. The Foundation also maintains confidential donor information. Authorized university staff may receive data for use in fundraising. University of Oregon The University requests distributions from a specific equity based upon matching the current campus needs with the designated purpose. Questions? If you have questions about the University of Oregon Foundation, please feel welcome to contact us at info@uofoundation.org or call 541.302.0300 .

Job Opportunities Thank you for considering career opportunities with the University of Oregon Foundation. We invite you to learn more about us and to find out if our mission and values are in line with yours. We are a diverse group of individuals with shared values in common: trust, respect, integrity, and commitment. Our mission and passion are to partner with the University of Oregon; we are devoted entirely to receiving, investing, and administering gifts for the benefit of the university. If this resonates with you, we invite you to explore the possibilities of becoming part of the Foundation team. Current Job Opportunities The Foundation is not currently hiring. Please check back for future opportunities! Information on the Foundation The University of Oregon Foundation, a 501(c)(3) nonprofit corporation, is committed to cultural diversity and compliance with EOE. The Foundation does not discriminate on the basis of any attribute protected by federal or state laws. Please contact our office if you need reasonable accommodation in the application process. We participate in E-Verify, and are committed to non-discrimination. For more information see Right to Work and E-Verify Participation . ​ Falsification of any information in the application process will be deemed grounds to reject a candidate or to terminate employment if already hired. The employment relationship is strictly voluntary and at-will on both sides and may be terminated by either the individual employee or the Foundation at any time, with or without cause or prior notice, except as prohibited by law. ​ For more information on the Foundation's Core Values and Relationship Between the University, Donors, and the Foundation , visit our about page.

Contact Phone: 541.302.0300 Fax: 541.344.8079 Toll Free: 1.888.448.1544 Email: info@uofoundation.org University of Oregon Foundation 1720 E 13th Avenue, Suite 410 Eugene, OR 97403-2253 Message Us First Name Last Name Email Department Select the department you wish to contact. Message Submit Thank You for Contacting Us!

Back to About Statement of Ethical Values The Foundation is committed to adhering to the highest ethical standards. We are trusted by the University and its donors to carry out our mission, to be good stewards of their resources, and to uphold rigorous standards of conduct. The Foundation must earn this trust every day and in every possible way. We acknowledge that in order to merit and preserve this trust we must maintain a shared commitment to our values of trust, respect, integrity, and commitment, and an expectation of ethical and professional conduct in all of our activities. This Statement of Ethical Values and our Standards of Ethical Conduct articulate our core values and ethical standards to provide guidance for the application of these principles in our daily activities. Trust – Tell the Truth Every encounter amongst ourselves and other customers will enhance the trust placed in us. This customer trust results from our confidence in every employee’s capabilities and intentions. ​ Respect – Be Nice We treat every individual with dignity and respect, recognizing accomplishments and encouraging a healthy work environment. ​ Integrity – Do the Right Thing Our commitment to integrity means that our proactive pursuit of excellence is conducted with honesty and discipline. ​ Commitment – Follow Through Commitment is exhibited through innovation and dedication, allowing us to operate with a vision for long-term success in our mission.

Financial Statements The University of Oregon Foundation's most recent audited financial statement and tax return are available as indicated below. For more information, please contact Chief Financial Officer Kelly Bosch at kellybosch@uofoundation.org . Audited Financial Reports 2023 Audited Financial Report - 2022 Audited Financial Report - 2021 Audited Financial Report - 2020 Audited Financial Report - 2019 Audited Financial Report - 2018 Audited Financial Report - 2017 Audited Financial Report - 2016 Audited Financial Report - 2015 Audited Financial Report - 2014 Audited Financial Report - Available Upon Request University of Oregon Foundation IRS Form 990 Tax Return University of Oregon Foundation Supporting Organization IRS Form 990 Tax Return Additional Resources W9 Form - IRS Determination Letter -

Foundation News KLCC's Oregon Rainmakers: Paul Weinhold Foundations are integral to raising money for nonprofits and institutions throughout Oregon as both a primary and secondary source of funding. For the largest such organization in our state – the University of Oregon Foundation, the charge is to steward more than $3 billion toward the state’s marquee institution of higher learning. Read More Launch Oregon takes startups to new heights To smooth the way for University of Oregon researchers on the journey from eureka moment to successful business, the UO and the University of Oregon Foundation have jointly established Launch Oregon, LLC. Read More

Back to Contact Records Management Records Management oversees the organizing, updating, and verifying of all information associated with an entity (name, address, employer, relationships, and entity type-e.g. student, alumnus, or parent). It is the first step for all received items, including gifts, pledge payments, address corrections, and name changes. The information provided is used for the purpose of correctly allocating, crediting, and acknowledging gifts. We do not trade, sell, or share any personal information. Questions Please contact our Records Management team at alumrec@uofoundation.org or call 541.302.0300 .

Endowed Gifts Some of the most effective and far-reaching gifts are those that create endowments. Endowed funds are critical to the financial stability of the University of Oregon by providing both a current and future revenue stream that lasts in perpetuity. The Board approves an annual distribution amount that is made available for spending while the balance remains invested within a pool of similar funds to maximize returns with a prudent level of risk. The goal is to provide a relatively stable revenue stream to the university while maintaining the purchasing power of the endowment over time. Learn more about the Foundation's endowment investment performance . Creating an Endowment An endowment can be created through an outright gift or pledge, through a bequest in a will, or through a life income gift such as a charitable gift annuity or charitable remainder trust. An endowment is eligible for distribution once either the original values of all gifts or the market value on December 31 meets the minimum funding level at the time the endowment was established. Distributions begin the following fiscal year (July - June). If you are interested in establishing an endowed fund, please contact the university development staff member in your area of interest, email University Advancement at stewardship@uoregon.edu or call 541.346.2113 .

Gift Planning Gift planning is just that – a carefully considered strategy for giving involving a donor’s overall financial or estate plan. It is a process of charitable, legal, financial, and tax planning that enhances the mission of the University of Oregon at levels previously not thought possible while enabling a donor to address other financial and estate planning issues when making a gift. These deferred gifts are established in the present, yet cash becomes available to the university in the future, for use as specified by the donor. Planned gifts come in a variety of forms and can provide substantial tax benefits. By making an unrestricted gift to the President’s Fund, you can help the university in the areas that are needed most, or you can designate the gift so it helps the college or department you are most passionate about. A gift to an endowment will ensure you play a vital role in the future of the university. A common misconception is that planned gifts are only for the very wealthy. In fact, anybody can engage in strategic planned giving that creates lasting support for the university. While estate planning can often entail difficult decisions, it does provide peace of mind in knowing what your legacy will be. Ways to Make a Planned Gift Include the University of Oregon in your will or trust Gifts from a will or living trust are among the most common and most impactful planned gifts. Make a gift and receive income If you’ve ever wanted to make a significant gift to the UO, but didn’t want to sacrifice potential income from the gifted assets, a “life income gift” might be right for you. Retirement plan assets Qualified retirement plan assets are popular planned gift vehicles due to the unique tax advantages they present and the ease with which a donor can update disbursement instructions. Gifts that pass outside of a will Retirement accounts, life insurance policies, bank accounts, and donor-advised funds can pass outside of a will or trust, making planned giving flexible and cost effective. Life insurance gifts In addition to ensuring the financial well-being of your loved ones, a life insurance policy is a powerful philanthropic tool for you; moreover, the gift arrangement can often be made with little or no additional long-term costs to you. More Information For more information about gift planning, please call 800.289.2354 or 541.346.1687 , or visit the University Office of Gift Planning online.

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