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  • Job Opportunities | UO Foundation

    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 currently hiring for the following full time positions, offering a generous benefits package and competitive pay. Managing Director The Managing Director will be responsible for supporting the existing portfolio of UO startups and will work closely with the Launch Oregon Board, UO Office of Vice President for Research and Innovation (OVPRI) and its Industry, Innovation and Translation office, UO leaders, and faculty to identify new startup opportunities across the campus ecosystem, providing the necessary support to help assess and validate their commercial viability. This person will also be responsible for developing Launch Oregon’s network of advisors and potential management candidates to support university startups, working with the Launch Oregon Board and UO Advancement to raise an internal seed fund that provides initial financing to UO ventures, engaging the broader venture capital ecosystem to facilitate external funding of scalable opportunities, and developing partnerships with established companies to enhance prospective business development collaborations and corporate funding, in addition to generating potential acquisition interest in UO startups. Application Portal Data Analyst The Data Analyst designs and maintains the code that extracts the Foundation's data from our information systems so that it can be made available to the Foundation's internal and external customers in a timely manner. This work is often described as "reporting" or "report design" or "business intelligence" and makes use of industry standard tools such as SQL, Microsoft SSRS, and Microsoft Excel. The Data Analyst might also design and maintain the code that ensures the integrity of the Foundation's data platforms as information flows into Foundation systems from external sources and between the various components (aka "ETL" or "interface" design). This role works closely with business stakeholders to ensure reports and insights are delivered on time. The Data Analyst collects requirements, resolves technical issues, designs reports to answer key business questions, and identifies new sources of data and methods to improve data collection, analysis and reporting. Strong communication skills are essential as this role may serve as translator between technical and non-technical business stakeholders, and between Foundation and external partners. Application Portal Applications Developer The Applications Developer maintains critical data integrations between core Foundation systems and, working closely with other members of the Technology team and key stakeholders, streamlining and automating business processes with custom application code. The Applications Developer supports the upgrade of existing applications, as well as the design, programming and documentation of new applications. This position utilizes organizational knowledge with technology skills to provide comprehensive solutions to projects and systems. Application Portal 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.

  • Give Online | UO Foundation

    Mission The University of Oregon Foundation supports the mission of the University of Oregon by receiving, investing, and disbursing private gifts given to the university. As a charitable 501(c)(3) organization, the UO Foundation maximizes private gifts for the university’s benefit in accordance with donor intent. Make a Gift Ways to Give About FAQ What We Do Receive, Manage and Distribute Funds The Foundation’s primary role is to receive, manage and distribute funds. When donors give to the university, the gift is collected by the Foundation, where it is prudently managed until requested by the university for purposes that align with donors’ intent. ​ Learn more about the relationship between the university, donors and the Foundation . Collaboration with University Partners The Foundation collaborates with various departments across campus in a variety of ways, including creation of gift agreements, management of deferred and complex gifts, and stewardship of donor funds for appropriate spending, among others. Trustee Excellence Fund Created in May 2015, the Trustee Excellence Fund is overseen by the Foundation Board of Trustees’ Advancement Committee to support emerging and impactful opportunities at the University of Oregon. The Trustee Excellence Fund promotes academic excellence by issuing awards to university students, staff, faculty and programs based upon evaluation of proposals submitted to the committee. To date, the Trustee Excellence Fund has awarded $528,300 to campus partners in support of academic excellence at the University of Oregon. Make a Gift 2022 Campus Distributions Gifts made to the UO Foundation have a direct impact on the university that is felt across campus. In fiscal year 2022, the Foundation distributed a total of $35.86 million to the University of Oregon. $13.2 million Student Scholarships $11.86 million Faculty & Research $5.85 million Student Academic & Operational Support ​ $4.95 million Other University Support Celebrating 100 Years A statement from our President & CEO, Paul Weinhold Milestone anniversaries will always draw attention. One hundred years deserves so much more. When I imagine where the Foundation started in 1922, I am struck by the magnitude and importance of the Foundation today. With assets exceeding $3 billion, the University of Oregon Foundation is a meaningful contributor to the financial health and wellbeing of the university, its faculty, students and staff. It is an honor and a privilege to be part of this organization and witness firsthand the impact it has on the University of Oregon. Stewardship is an important theme for our staff. We recognize that each one of us play a vital role and that our roles are temporary in comparison to the longevity of the Foundation. While today we are celebrating one hundred years of service, we are proud that the Foundation will be here for hundreds of years to come, and it is our responsibility to ensure that we leave the organization in a better place for those who will come after us. Leading with our values of Trust, Integrity, Commitment and Respect in every action and interaction has been integral in remaining good stewards of the assets we manage on behalf of donors and the university. The Foundation is legally separate from the University of Oregon, but we exist to serve the university and its donors. The partnership we share with our colleagues at the university is strong and we are aligned. The financial success and growth of the endowment is due in large part to this incredible partnership, the generosity of our donors and a commitment to helping the university continue on the path of excellence. The Trustees of the Foundation are and have been the organization’s guiding lights. In the years I have been here, the generosity and commitment of Foundation Trustees has been inspiring and we are all grateful for their guidance, passion and support. Like the staff at the Foundation, our Trustees are devoted to doing what is right and making the organization better. I can say with confidence that the ethos present in the Trustees who are currently serving is consistent with those who have served over the last one hundred years. The Foundation is healthy and strong at 100 and the future is very bright for decades to come. I am proud to share this remarkable milestone with you. Thank you for your continued support of the Foundation and the University of Oregon. Paul Weinhold President/CEO

  • Ways to Give | UO Foundation

    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 President’s 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 "make this a 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. Pledge 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 -

  • Investment Management | UO Foundation

    Investment Management The UO Foundation is committed to careful stewardship of private gifts in support of the University of Oregon. ​ The Foundation's Board of Trustees has fiduciary responsibility for the investment of the Foundation's assets, including the allocation of funds to various asset classes and the engagement of professional investment managers. Currently, the Foundation's Investment Committee oversees the investment program in accordance with established guidelines approved by the Foundation's Board of Trustees. The overall investment objective of the Foundation is to (i) provide an annual distribution for endowments to support designated university activities as determined by the Board of Trustees, and (ii) to achieve a long-term growth rate that maintains the purchasing power of the assets, as measured by the consumer price index. ​ Effective July 1, 2021, the Foundation moved to an outsourced investment management model in an effort to boost risk adjusted returns and create additional fiduciary safeguards. The relationship with Jasper Ridge Partners is managed by members of our leadership team and our Investment Committee, which consists of Foundation Trustees with strong financial and investment management skills. ​ Jasper Ridge Partners manages approximately $30 billion in assets for select families, endowments, foundations, pension funds, and sovereign wealth funds. They have a team of over 100 investment and operations professionals managing multiclass asset and diversified portfolios, as well as tailored, asset-class specific mandates. ​ The UO Foundation currently manages over $2.7 billion of assets, including gifts made to endowed funds, expendable funds and deferred gifts. ​ Expendable Funds : Gifts to expendable funds are immediately available for spending at the request of the UO; therefore, the investment approach emphasizes preservation of capital—highest possible return with low risk. Deferred Gifts: Deferred gifts are managed individually, rather than pooled, because each is unique in terms of payout rate and investment horizon. This strategy allows a variety of asset allocation options to be utilized to best satisfy donor needs. Endowed Funds As of June 30, 2022, the endowment reached a market value of $1.4 billion. Gifts to the endowment are pooled together in a fund of one investment vehicle structure and referred to as the Villard Investment Pool (VIP). The strategy of the VIP asset portfolio focuses on varied traditional and nontraditional investment opportunities. The VIP's portfolio is generally diversified as follows: ​ U.S. and non-U.S. public equities Private assets, including private equity, venture capital, real estate, natural resources, and distressed investment opportunities Hedge fund strategies, including event-driven, equity long-short, relative value, and macro strategies U.S. and non-U.S. fixed income Cash ​ The VIP is also diversified across underlying management sectors, risk factors, and liquidity characteristics. The diversification minimizes risk for any given level of expected return and earns incremental expected return by committing prudently to illiquid assets. ​ The VIP's investments are subject to various risk factors including market, credit, and industry risk. Market risk represents the potential loss in value of financial instruments caused by movements in market variables, such as interest rates. Other risks affecting these investments include, but are not limited to, increasing competition, rapid changes in technology, and changes in economic conditions, While portfolio diversification can reduce idiosyncratic risk, overall market risk cannot be eliminated. Endowment Asset Allocation (as of June 30, 2022 ) Private Equity/Venture Capital 31.5% Hedge Funds 17.6% Public Equity 17.5% Fixed Income 12.3% Real Assets 8.9% Cash & Other Assets 12.1% The Foundation's endowment portfolio consists of donor funds invested to support the educational mission of the University of Oregon in perpetuity. These funds are invested to support students, faculty, research, academic programming and facilities as follows: Endowment Funds by Purpose Faculty and Research Support 47% Student Scholarships 29% Other Student, Academic, and Operational Support 23% Facilities and Equipment Support 1% Endowment Investment Performance — Villard Investment Pool The endowment's performance is designed to be consistent, stable, and less dependent on any one type of investment or any one particular economic environment. Greater focus is placed on generating consistent returns measured over longer periods of time. The ultimate objective is to first protect, then perform, and finally, as a result, provide to the university. Endowment Returns (as of June 30, 2022 ) 14.6% -0.7% 14.6% 8.8% 10.2% 3.7% 9.1% 7.9% 4.9% -0.7% -13.4% -13.2% -13.4% -13.2% 7.7% 6.1% VIP CPI+5% 60/40 Global Portfolio 8.8% Since JRP (6/30/2021) Trailing 1 Year Trailing 10 Years Trailing 3 Years Trailing 5 Years VIP VIP represents the endowment portfolio, formerly known as Willamette Investment Pool (WIP) through 6/30/2021, until investment management was outsourced. It is now called the Villard Investment Pool (VIP). 60/40 The 60/40 benchmark consists of the the weighted average of iShares MSCI ACWI ETF at 60% and iShares Core U.S. Aggregate Bond ETF at 40%, geometrically linked monthly. Global Portfolio The Global Portfolio initially consisted of 70% equity (iShares MSCI ACWI ETF), 25% fixed income (iShares Core U.S. Aggregate Bond ETF) and 5% cash, geometrically linked monthly and with portfolio weights set as of June 30, 2021 (the inception date). The Global Porfoltio is a floating allocation structure and consequently the weights do not rebalance but instead change with the market prices of the underlying securities. As of June 30, 2022, the weights of the Global Portfolio were: 68.4% equities, 25.9% fixed income and 5.7% cash. Spending Policy The amount of university support provided by endowed funds each year is determined according to the Board approved spending policy, currently ~4%. The Foundation's spending policy is at the heart of our prudent management of private gifts. It strikes a balance between the conflicting goals of providing substantial support for current operations and preserving long-term purchasing power. Environmental Climate change Greenhouse gas emissions Natural resource management Energy management Waste management Air and water quality Biodiversity Social Diversity, equity, and inclusion Civil and human rights Health and safety Fair wages and benefits Labor standards Community relations Governance Business ethics and compliance Accounting and tax practices Transparency Board composition and practices Data privacy and security Political activity Shareholder relations Environmental, Social, and Governance Factors Jasper Ridge Partners (JRP), the Foundation's investment managers, employ a comprehensive environmental, social, and governance (ESG) strategy throughout the lifespan of each investment decision. This strategy is embedded within the Foundation's Investment Policy, which is approved by our Board of Trustees' Investment Committee annually and governs the Foundation's investment portfolio. ​ The information below is comprised of excerpts from Jasper Ridge Partners' ESG policy. In 2014, the Foundation was the first Pac-12 institution to establish a policy specific to fossil fuel extraction, and we have committed to making no new direct investments in fossil fuel extraction. Currently, less than 5% of the Foundation’s direct holdings are invested in fossil fuel extraction and all remaining direct investments will expire by 2027. ESG at Jasper Ridge Principles A core part of the JRP ethos is a commitment to acting in the long-term interests of our stakeholders. We believe that environmental, social, and governance (ESG) factors affect investment and business risks and opportunities. Considerations ESG considerations relevant to our business and investments are wide-ranging. Examples of factors that we may consider include: Strategy & Approach Jasper Ridge aspires to apply their ESG framework both internally, in the way the company is managed, and externally, in the investments made. Through a commitment to responsible business management and investing, they hold the belief that incorporating ESG factors can help to mitigate risk and enhance outcomes. ​ ESG considerations can affect the performance of investment portfolios to varying degrees across companies, sectors, religions, asset classes, and through time. Jasper Ridge aims to incorporate ESG considerations throughout an investment's lifespan, from decision-making to post-investment monitoring. ​ Beginning in 2022, every new investment presented to our Investment Committee is scored on multiple dimensions, including two ESG-related criteria: ​ Investment Impact: How the investment affects environmental, social, and governance factors; this addresses the positive and negative impact of the investment. ​ ESG Vulnerability: How environmental, social, and governance factors affect the investment; this addresses business risks and financial returns.

  • Financial Statements | UO Foundation

    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 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 -

  • Board of Trustees | UO Foundation

    Board of Trustees The Foundation Board of Trustees has a long history of supporting and assisting the University of Oregon through fiduciary accountability for Foundation assets representing donated funds. This requires that each Trustee act in accordance with the legal standards of care, loyalty, and obedience and keeps the welfare of the Foundation and university paramount at all times so that donors are protected and well served. Foundation Trustees: ​ Act as a responsible fiduciary, ensuring management of the Foundation and adhering to practices of good governance. ​ Advance the mission of the University of Oregon. ​ Uphold the integrity of the Board. Officers Susan Stevens, Board Chair Jeffrey Beaver, Secretary & Treasurer Bob Komin, Board Chair Elect Joan Siegel, Immediate Past Chair Trustees Greg Bell Derrick Deadwiler Tonya Dressel Corey duBrowa Susan Fuller John Harrison David Haslip Renee James Derek Jernstedt Desmond Lynch Bob Poletti Allen Parker Frederic Poust Merritt Richardson Monique Sanvitale Ronald Sauer Julie Schlendorf Kenneth Singer Julie Stott Lisa Vance Bryan Wolf Trustees Emeritus Arthur Carmichael, Jr. Cheryl Ford John Herman Gwendolyn Lillis Brian Obie David Petrone Vinton Sommerville David Sparks Norman Walker To nominate a candidate that you believe would be a strong asset to the UO Foundation's Board of Trustees, please complete the Trustee Nomination Form below. Trustee Nomination Form

  • Statement From President & CEO - mobile | UO Foundation

    Back to Home Page Celebrating 100 Years A statement from our President & CEO, Paul Weinhold Milestone anniversaries will always draw attention. One hundred years deserves so much more. When I imagine where the Foundation started in 1922, I am struck by the magnitude and importance of the Foundation today. With assets exceeding $3 billion, the University of Oregon Foundation is a meaningful contributor to the financial health and wellbeing of the university, its faculty, students and staff. It is an honor and a privilege to be part of this organization and witness firsthand the impact it has on the University of Oregon. Stewardship is an important theme for our staff. We recognize that each one of us play a vital role and that our roles are temporary in comparison to the longevity of the Foundation. While today we are celebrating one hundred years of service, we are proud that the Foundation will be here for hundreds of years to come, and it is our responsibility to ensure that we leave the organization in a better place for those who will come after us. Leading with our values of Trust, Integrity, Commitment and Respect in every action and interaction has been integral in remaining good stewards of the assets we manage on behalf of donors and the university. The Foundation is legally separate from the University of Oregon, but we exist to serve the university and its donors. The partnership we share with our colleagues at the university is strong and we are aligned. The financial success and growth of the endowment is due in large part to this incredible partnership, the generosity of our donors and a commitment to helping the university continue on the path of excellence. The Trustees of the Foundation are and have been the organization’s guiding lights. In the years I have been here, the generosity and commitment of Foundation Trustees has been inspiring and we are all grateful for their guidance, passion and support. Like the staff at the Foundation, our Trustees are devoted to doing what is right and making the organization better. I can say with confidence that the ethos present in the Trustees who are currently serving is consistent with those who have served over the last one hundred years. The Foundation is healthy and strong at 100 and the future is very bright for decades to come. I am proud to share this remarkable milestone with you. Thank you for your continued support of the Foundation and the University of Oregon. Paul Weinhold President/CEO

  • Financial Overview | UO Foundation

    Financial Overview The UO Foundation manages gifts of all types and sizes, with a financial focus on managing major gift endowments. Endowments are invested both to provide an annual distribution to support current university activities and to achieve a long-term growth rate that preserves the purchasing power of the endowments. In this way, endowments benefit both current and future generations. We are committed to following the highest standards of service and ethical conduct when managing private gifts for the benefit of the university. 2021-2022 Performance Highlights As of June 30, 2022 Total Assets $2.7 billion Endowment Value (Villard Investment Pool) $1.4 billion (returns, plus cash gifts, minus distributions) Distributions Made Available for Spending $36 million from true endowments (based on December 31, 2020 market value) Total University Support $202 million Total Gifts $477 million Gifts by Type Expendable Gifts 70% Endowed Gifts 30% Endowment Funds by Purpose Academic Support 23% Facilities 1% Student Scholarships 29% Other UO Support 47% Gifts by Donor Type Friends 48% Foundations & Corporations 16% Alumni 34% Parents 2% University Support by Purpose Facilities & Equipment 55% Faculty 22% Student Scholarships 10% University Advancement 5% Other Student, Program, & Operations Support 8%

  • Hours and Office Closures | UO Foundation

    Hours and Office Closures The University of Oregon Foundation is open 8:00 a.m. to 5:00 p.m., Monday through Friday. 2023 Planned Office Closures The Foundation will be closed on the following dates in observance of Federal Holidays. Monday, January 2nd - New Year's Day (observed) Monday, January 16th - Martin Luther King Jr. Day Monday, May 29th - Memorial Day Monday, June 19th - Juneteenth Tuesday, July 4th - Independence Day Monday, September 4th - Labor Day Friday, November 10th - Veterans' Day (observed) Wednesday, November 22nd at 12:00 p.m. - Eve of Thanksgiving Thursday, November 23rd - Thanksgiving Day Friday, November 24th - following Thanksgiving Day Monday, December 25th - Christmas Day

  • Contact Us | UO Foundation

    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. arrow&v Message Submit Thank You for Contacting Us!

  • Accountability | UO Foundation

    Accountability The University of Oregon Foundation is proud to be a leader in good corporate governance for the nonprofit sector. Integrity and good governance are critical to The Foundation's work as fiduciary for donors to the university. Numerous checks and balances exist to ensure the integrity of our business and financial decisions, polices, and procedures. Board of Trustees The Foundation Board of Trustees consists of up to 30 members who are selected for their professional expertise and consistent support of the university. The Board's main responsibilities include overseeing the management and administration of the Foundation and its assets. The Board has adopted the Principles for Good Governance and Ethical Practice, A Guide for Charities and Foundations released by the Panel on the Nonprofit Sector, modified to reflect the specific governance model and needs of the Foundation. The principles address legal compliance and public disclosure, effective governance, strong financial oversight, and fiduciary responsibilities. External Audits and Internal Controls An independent external auditor annually audits the Foundation, and provides a review of internal controls and an opinion on whether the financial statements present fairly, in all material respects, the financial position of the Foundation in conformity with Generally Accepted Accounting Principles (GAAP). Additionally, the Foundation has implemented COSO-2013, an integrated framework for internal control that facilitates the design, implementation, and assessment of effective controls to meet operations, reporting, and compliance objectives. The Foundation's audited financial statements are available online. Partnership with the University There is an open line of communication between the Foundation Board of Trustees, Foundation leadership, the UO Board of Trustees, the UO President, and the Vice President for University Advancement that ensures Foundation decisions are made solely to promote the best interests of the donors, the university and the Foundation. Gift Administration We regulate the use of gifts through numerous internal and external controls. Each request from the university to spend donor monies must be approved by a university administrator and is individually reviewed by the Foundation to ensure the requested use is consistent with the donor purpose of the fund. In addition, university-authorized signers receive regular financial statements documenting spending activity for each gift fund.

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