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We are a diverse group of individuals with shared values in common: trust, respect, integrity, and commitment. 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 positions. Accounting Associate The Accounting Associate provides operational and transactional accounting support to ensure the accurate and timely processing of financial transactions across the organization. This position performs a variety of accounting, disbursement, reconciliation, vendor management, scholarship administration, and customer service functions while supporting the overall effectiveness of the accounting team. The Accounting Associate serves as a key point of contact for internal and external stakeholders, helping facilitate daily financial operations, maintain accurate records, and support month-end, year-end, and special project activities. Application Portal Business Systems Engineer The Business Systems Engineer supports the Foundation's data ecosystem by designing and building the Salesforce data structures, automations, and platform configurations that bring newly created data into existence within the organization's CRM environment. Reporting to the Director of Enterprise Architecture, this role is responsible for creating custom objects, fields, Custom Metadata Types (MDT), and Flow architectures that house data driven by business intelligence requirements – as distinct from adjusting or building processes around data entered by end users. The Business Systems Engineer also supports NetSuite workflow automation as the Foundation transitions to its new enterprise accounting platform and provides Salesforce backup coverage to the software engineering team as needed. This role follows development standards established by the Director of Enterprise Architecture and collaborates closely across both the data and software engineering functions of Technology Services. Strong Salesforce development skills, attention to data architecture, and a commitment to responsible, well-documented technical work are essential. The person in this position practices the Foundation Standards of Ethical Conduct: Trust, Respect, Integrity, and Commitment. Application Portal Senior Accountant The Senior Accountant serves as a key technical accounting resource responsible for complex accounting transactions, financial reporting, compliance activities, endowment accounting, audit support, and process improvement initiatives. This position is critical to maintaining the Foundation’s financial integrity while supporting increasing organizational complexity. The Senior Accountant performs advanced accounting analysis, prepares financial statements, and manages specialized accounting functions. This role works closely with Foundation leadership, campus partners, auditors, tax advisors, and external stakeholders to ensure accurate financial reporting, regulatory compliance, and effective stewardship of Foundation assets. This role also plays a critical role in enterprise initiatives, including process redesign, automation, and internal control enhancements. Application Portal Accountant The Accountant is responsible for performing a wide range of accounting functions that support the accuracy, integrity, and timely reporting of the Foundation’s financial information. This position serves a critical link between transactional accounting operations and advanced technical accounting functions. This position manages recurring accounting processes, reconciliations, payroll accounting, trust accounting, reporting, and compliance activities while serving as a key resource for internal customers. The Accountant collaborates with Senior Accountants, Accounting Associates, and campus partners to ensure accurate financial records, timely transaction processing, and responsive customer service. The role also supports audits, tax, special projects, system improvements, and organizational initiatives. 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.

Back to Gifts of Securities Stock Certificates Held by Broker Electronic Stock Transfers There is a reasonable chance that the Foundation already has an existing account with your brokerage firm. The stock transfer can take place within that firm, from the donor to the Foundation account. If there is no Foundation account set up at the brokerage, then you should ask your broker to transfer stock to one of the Foundation's brokers. Since transfer instructions may change from year to year, be sure your broker contacts us before the transfer is made to prevent any potential problems with the transfer. To ensure proper credit of your gift, please notify us in advance of any electronic transfers of securities by completing the online Stock Transfer Form. 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. The gift valuation date is the date that the stock is received in the Foundation's account. Online Stock Transfer Form Questions For more information, please contact our stock gifts team at stockgifts@uofoundation.org or call 541.302.0300 .

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. 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 Lisa Vance, Board Chair Karen Mak, Secretary & Treasurer Derek Jernstedt, Board Chair Elect Bob Komin, Immediate Past Chair Trustees Jeffrey Beaver Tonya Dressel David Dugan David Haslip Mitch Hornecker Tom Hui Lawrence Jackson Debbie Madden Mark Martin Jennifer Papé Allen Parker Bob Poletti Merritt Richardson Monique Sanvitale Jennifer Savage Stacy Takeuchi Todd Underwood Bryan Wolf Tracy Wong Trustees Emeritus Arthur Carmichael, Jr. Cheryl Ford 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

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Supporting the University of Oregon by administering private charitable gifts and serving our donors' best interest 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. Oregon Consumer Privacy Act Notice In compliance with the Oregon Consumer Privacy Act, this notice outlines how we manage and safeguard personal data. Questions? If you have questions about the University of Oregon Foundation, please feel welcome to contact us at operations@uofoundation.org or call 541.302.0300 .

Gifts of Securities Gifts of appreciated marketable stocks have been considered the ‘best value’ in charitable giving. When you contribute appreciated securities that you have held for longer than one year, in addition to a charitable contribution tax deduction, you are generally able to avoid paying capital gains tax on the increase in value of the assets. We liquidate gifts of stock as quickly as possible to preserve value. The proceeds, minus any broker fees/commissions, are allocated according to donor direction. To make your gift, and to ensure that you receive proper acknowledgement and documentation, please refer to our detailed instructions on transferring the following types of assets: Securities held by broker — electronic transfer Stock certificates you hold — physical transfer We recommend that you consult your tax adviser for more information regarding the gift tax and income tax results of such gifts as they apply to your specific situation. The Foundation does not provide donors with individual tax advice. If you would like to discuss the potential use of your gift of securities, please contact the university development staff member in your area of interest, email University Advancement at stewardship@uoregon.edu or call 541.346.2113 . To make a gift via stock, please complete the Stock Transfer Form and provide your broker with the following information: Charles Schwab & Company, Inc. Operations: (877) 594-2578 DTC #: 0164 Account Name: University of Oregon Foundation Account Number: 8992-3607 If you have questions about transferring securities, or need more information on gifts of mutual funds, bonds or closely-held stock, please contact our Stock Gift team at stockgifts@uofoundation.org or call Administrative Services at 541.302.0300 . Online Stock Transfer Form

Our Team Executive Services Paul Weinhold President & CEO Kelly Bosch Chief Operating Officer Mindi Pardy Executive Assistant/Board Liaison Leadership Team Kelly Bosch Chief Operating Officer Clint McNutt Senior Director of Technology Carlee Haugen Senior Director of Finance Sandra Anderson Senior Director of Operations Financial Services Amy Loper Senior Accountant Carlee Haugen Senior Director of Finance Kevin Swanson Accountant Robert Wilson Gifts & Records Analyst II Ashley Garner Gifts & Records Analyst II Donna Vanderpool Accounting Associate Liliya Benz Gifts & Records Manager Ryann Grove Gifts & Records Analyst II Benjamin Griffin Gifts & Records Analyst I Elena Rada Senior Accountant Lisa Thalhamer Deferred & Complex Gifts Administrator II Trish Morgan Gifts & Records Analyst II Operations Services Drew Haugen Administrative Support Specialist Lucy Moore Senior Project Manager Serenity Mosqueda Corporate Support Specialist II Katie Lively Business Analyst II Michelle Schaffer Corporate Support Specialist I Skyler Arruda Communications Specialist Katy Shaw Senior Project Manager Sandra Anderson Senior Director of Operations Steven Zaborowski Business Analyst II Technology Services Aaron Schnabel Senior Software Engineer David Pritchard Senior Systems Administrator John Callahan Director of Enterprise Architecture Rob Fightmaster Senior Data Engineer Angela VanKrause Senior Data Engineer Gerald Deas Senior Data Analyst John Dencklau Systems Administrator Robert Wilson IT Support Specialist Clint McNutt Senior Director of Technology Joel McCall Data Analyst Orion Wesson Applications Developer Innovation Services (Launch Oregon) Nate Costa Managing Director, Launch Oregon

Annual performance and efficacy metrics for the variety of gifts we manage. 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. 2024-2025 Performance Highlights As of June 30, 2025 Total Assets $3.2 billion Endowment Value (Villard Investment Pool) $1.8 billion (returns, plus cash gifts, minus distributions) Distributions Made Available for Spending $47.9 million from true endowments (based on December 31, 2024 market value) Total University Support $250 million Total Gifts $292 million Gifts by Type Expendable Gifts 76% Endowed Gifts 24% Endowment Funds by Purpose Student Scholarships 35% Faculty Support 29% Research 14% Facilities & Equipment 1% Other UO Support 21% Gifts by Donor Type Foundations & Corporations 44% Friends 26% Family Foundations 19% Alumni 9% Parents 2% University Support by Purpose Facilities & Equipment 38% Faculty & Research 30% Student Scholarships 9% University Advancement 4% Other Student, Academic, & Operational Support 19%

Many employers sponsor matching gift programs and will match any charitable contributions made by their employees and retirees. The impact of your gift may be doubled or possibly tripled! Matching Gifts Many employers provide matching gift programs that can match charitable contributions made by their employees and retirees. The impact of your gift may be doubled or even tripled! Your employer's matching gift will support the same fund as your matched gift. To find out if your company has a matching gift policy, and what their requirements are, please enter your employer's name below . More Information For more information about matching gifts, please call 888.448.1544 or 541.302.0300 .

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.

Privacy Oregon Consumer Privacy Act In compliance with the Oregon Consumer Privacy Act, this notice outlines how we manage and safeguard personal data. Privacy Policy Statement University of Oregon Foundation licenses this website from iModules Software. iModules Software has created this privacy policy statement in order to demonstrate its firm commitment to privacy and to describe the information-gathering and dissemination practices for the web site. This web site may disclose personal information when required by law or in the good-faith belief that such action is necessary in order to conform to the edicts of the law or comply with a legal process involving the web site. Cookies This Web site uses cookies to recognize you and allow you to automatically log in without re-entering your user name and password each time you visit our site. The cookies are encrypted and do not save any personally identifiable information (see the Personally Identifiable Information section below) about you, such as your user name, password or e-mail address. If cookies are disabled in your browser, you can still use the site but you will be required to enter your password each time you visit. This website may use the Google AdWords remarketing service to advertise on third party websites (including Google) to previous visitors to our site. It could mean that we advertise to previous visitors who haven't completed a task on our site. This could be in the form of an advertisement on the Google search page, or a site in the Google Display Network. Third-party vendors, including Google, use cookies to serve ads based on someone's past visits to the Foundation website. Any data collected will be used in accordance with our own privacy policy and Google's privacy policy. Personally Identifiable Information This site's registration form requires you to provide your full name, address, email address, password, gender, city, state, country and zip code. You may also choose to provide optional details, such as maiden name, nick name, birthday, occupation, company, spouse's name, photos, or personal comments. You may update any of this information at any time by accessing your profile by clicking the "edit account information" link, or equivalent, in the navigation menu. You may opt out of receiving email communications from this community (see the "Email Subscription/Opt-Out" section below). Personal Profile Information and Profile Page Your Personal Profile features information you may wish to share with other site members on your Profile Page. Only people who are members of this site can view other members' Profile Page. The only information that is automatically displayed on your Profile Page is your First Name and Last Name. Additional information fields from your Personal Profile information, including comments, and other personal information you choose to share, along with any photos, will appear only if you have opted to provide those items and have also selected to have those fields in your Profile Page View. All member information on the Web site is securely stored and is not sold or transferred to any third parties. Credit Card Transactions Some features of this site enable credit card transactions. These features are completely voluntary to members. They include the purchasing of tickets or merchandise through event stores or donations through the site. The operators of this site would like to assure you that measures have been taken to make such transactions secure for its members. This site utilizes industry standard Secure Sockets Layer (SSL) servers to encrypt your information and prevent unauthorized access. In addition, this site participates in the Better Business Bureau Online Reliability Seal Program to further ensure the security of your transactions. The processing of online transactions is done by Bank of America. Shortly after a purchase or refund is processed, you will receive a confirmation via e-mail. You are advised to print out and save a copy of the order confirmation for verification necessary to request refunds or resolve any disputes. This Web site guarantees that every transaction will be 100 percent safe. This means you are not responsible for unauthorized transactions posted to your credit card that occur as a result of submitting a credit card number to this site. This site uses industry standard Secure Sockets Layer (SSL) servers on our transaction pages. It encrypts all of your personal information including name, address, and credit card number to prevent unauthorized access as the information travels over the Internet. Under the Fair Credit Billing Act, your bank cannot hold you liable for more than $50.00 of fraudulent charges. If your bank does hold you liable for any of this $50.00, this site will cover the entire liability for you, up to the full $50.00. This site will cover this liability only if the unauthorized use of your credit card resulted through no fault of your own from transactions made at this site while using the secure server. This is a community site that is based primarily on member input. This site cannot guarantee the accuracy of information presented. However, anyone demonstrated to have engaged in fraudulent behavior may be subject to (but not limited to) loss of privileges as a member as well as face prosecution to the fullest extent of the law. Fraudulent Behavior This is a community site that is based primarily on member input. This site cannot guarantee the accuracy of information presented. However, anyone demonstrated to have engaged in fraudulent behavior may be subject to (but not limited to) loss of privileges as a member as well as face prosecution to the fullest extent of the law. Safe Harbor iModules Software complies with the U.S.-EU Safe Harbor Framework as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information from European Union member countries. iModules Software has certified that it adheres to the Safe Harbor Privacy Principles of notice, choice, onward transfer, security, data integrity, access, and enforcement. To learn more about the Safe Harbor program, and to view iModules' certification, please visit: export.gov/safeharbor . Choice/Opt-Out The site provides you with the opportunity to choose to receive updates about this site and the groups you are registered with. This option will be presented to you when you register as a member. If you have already joined, the following options will explain how you can subscribe or unsubscribe to these updates from the site. 1. To sign up to receive e-mail updates or change the frequency of the e-mails, click on the "edit personal info" link and scroll down to the Stay in Touch section to select the frequency. Subscribing to the e-mails allows the site to notify you when fellow members sign up or change their information. They also notify you of news about your community. Please be aware that even if you choose not to receive the update e-mails, if a situation arises that we feel is pertinent for you to be aware of, we will contact you by e-mail to alert you. Email Subscription Opt-Out The site provides you with the opportunity to choose to receive email communications about this site and the groups you are registered with, as well as emails from other members. In all email communications that you receive from this community, except for confirmation emails for event registrations, purchases, donations or other payments, you will be provided and unsubscribe option where you can opt out of the particular type of email communication. You can also modify the emails that you receive at any time by going to your account profile and changing your opt-in status there. Photo, Blog and Other Personal Content Policy This site retains the right to remove or reject any content that it deems obscene or objectionable, or has been reported as such by other members. In addition, the client licensors of the web site can at any time deem content to be objectionable and can remove it from the site. This site does not endorse any content that is posted on the site. Members will not post copyrighted content without permission from the owner. 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Public Forums This site makes chat rooms and message boards available for every community group featured on the site. Your first and last name will be displayed during chat sessions or when you post something in the message boards. Any additional information you choose to submit in these areas is considered public. To protect yourself from unwanted spam or other unsolicited or unwanted communication, you are advised against providing personally identifiable information, including email addresses, postal addresses and phone numbers. This site does not monitor the chat rooms unless we receive a request to do so by a member via Customer Support. Updates to This Privacy Policy This site has the right to make changes or additions to this policy at any time. If those changes involve using your personally identifiable information in a manner different from that stated at the time you joined, the site will notify you by e-mail. Changes that do not affect use of personally identifiable information will be posted to the site. If you have questions regarding this policy, please check this policy periodically or contact Customer Support. Links to Other Sites This site contains links to other sites. This site is not responsible for the privacy practices or the content of such Web sites. Contacting the Web Site If you have any questions about this privacy statement, the practices of this site or your dealings with this web site, please contact Customer Support . University of Oregon Foundation licenses this online community from iModules, Inc. University of Oregon Foundation has created this privacy statement in order to demonstrate its firm commitment to privacy and to describe the information-gathering and dissemination practices for the Web site. This Web site may disclose personal information when required by law or in the good-faith belief that such action is necessary in order to conform to the edicts of the law or comply with a legal process involving the Web site.

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 askaccounting@uofoundation.org . Audited Financial Reports 2025 Audited Financial Report - 2024 Audited Financial Report - 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 - 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 -