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- 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
- Contact Us | UO Foundation
Contact Phone: 541.302.0300 Fax: 541.344.8079 Toll Free: 1.888.448.1544 Email: email@example.com 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!
- 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. 2022-2023 Performance Highlights As of June 30, 2023 Total Assets $2.8 billion Endowment Value (Villard Investment Pool) $1.47 billion (returns, plus cash gifts, minus distributions) Distributions Made Available for Spending $41 million from true endowments (based on December 31, 2021 market value) Total University Support $168 million Total Gifts $182 million Gifts by Type Expendable Gifts 71% Endowed Gifts 29% Endowment Funds by Purpose Student Scholarships 30% Academic Support 23% Facilities 1% Other UO Support 46% Gifts by Donor Type Friends 36% Alumni 29% Foundations & Corporations 26% Parents 6% Faculty & Staff 3% University Support by Purpose Facilities & Equipment 34% Faculty & Research 19% Student Scholarships 13% University Advancement 9% Other Student, Academic, & Operational Support 26%
- 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 $34 billion in assets for select families, endowments, foundations, pension funds, and sovereign wealth funds. They have a team of nearly 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 $2.8 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 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 Student Scholarships 30% Academic Support 23% Facilities 1% Other UO Support 46% As of June 30, 2023, the endowment reached a market value of $1.47 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 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. Endowment Asset Allocation (as of June 30, 202 3 ) Private Equity/Venture Capital 33.7% Hedge Funds 17.6% Public Equity 22.4% Fixed Income 14.1% Real Assets 6.9% Cash & Other Assets 5.4% 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. The audited financial statements include more details about the Foundation’s endowment portfolio and other investments. Through endowed funds, the ongoing generosity of donors multiplies and sustains opportunities for countless generations to come. The Foundation is proud to be a trusted partner in connecting and supporting donors and the University of Oregon. 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, 2023 ) 10.1% 11.3% 9.4% 5.9% 9.2% 10.3% 5.0% 8.6% 6.7% 7.7% 5.5% 2.5% 0.9% -2.6% -1.8% Since JRP (6/30/2021) Trailing 1 Year Trailing 3 Years Trailing 5 Years Trailing 10 Years 6.1% VIP CPI+5% 60/40 Global Portfolio 7.6% 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 Beginning as of June 30, 2021, a comparison is shown to the Global Portfolio, a benchmark which 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 Portfolio 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, 2023, the weights of the Global Portfolio were: 72.0% equities, 23.2% fixed income, and 4.9% 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, 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: 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 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.
- 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 Monday, July 3rd - Independence Day 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 2024 Planned Office Closures The Foundation will be closed on the following dates in observance of Federal Holidays. Monday, January 1st - New Year's Day Monday, January 15th - Martin Luther King Jr. Day Monday, May 27th - Memorial Day Wednesday, June 19th - Juneteenth Thursday, July 4th - Independence Day Monday, September 2nd - Labor Day Monday, November 11th - Veterans Day Wednesday, November 27th at 12:00 p.m. - Eve of Thanksgiving Thursday, November 28th - Thanksgiving Day Friday, November 29th - following Thanksgiving Day Wednesday, December 25th - Christmas Day
- 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 firstname.lastname@example.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 email@example.com . 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. 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 -
- Gifts of Cryptocurrency | UO Foundation
Gifts of Cryptocurrency The University of Oregon Foundation accepts multiple forms of cryptocurrency in addition to Bitcoin (BTC) and Ethereum (ETH). Additional accepted cryptocurrencies can be displayed in a dropdown list by clicking "Other crypto options" . To support the University of Oregon with a donation of cryptocurrency, please use the form provided by The Giving Block, our cryptocurrency partner. Please use the "Donation Notes" field to designate the area or fund you would like to support, or indicate any other special instructions. Why Donate Cryptocurrency? For donors in the United States, the IRS has classified cryptocurrency as a form of property for tax purposes. This means that when you donate cryptocurrencies to a 501(c)(3) nonprofit, you may not be required to pay capital gains tax on the donated cryptocurrency and you may still be able to claim a deduction for your gift. Please consult your tax adviser for more information. Gift Acceptance In accordance with our Gift Acceptance Policy, all contributions of cryptocurrency are converted to cash immediately upon acceptance and cannot be refunded for any reason. While we are happy to honor requests for anonymity, we require that all donors identify themselves when making a charitable contribution. IMPORTANT Please only send the exact cryptocurrency you have selected. Do not send any other cryptocurrencies (including layer 2, wrapped tokens, NFTs or other ERC-20 tokens not listed), as these are unsupported and may result in loss of donation. For more information visit The Giving Block FAQ . Donate Now More Information For any questions, please contact our Gift Services Department at firstname.lastname@example.org or call 541.302.0300 .
- 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 Trustees Greg Bell Derrick Deadwiler Tonya Dressel Corey duBrowa Leyla Farah David Haslip Renee James Derek Jernstedt Desmond Lynch Karen Mak Allen Parker Bob Poletti Frederic Poust Merritt Richardson Monique Sanvitale Ronald Sauer Jennifer Savage 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
- Records Management - Cut | UO Foundation
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 email@example.com or call 541.302.0300 .
- FAQ | UO Foundation
FAQ What is the University of Oregon Foundation’s relationship with the University of Oregon? The Foundation is an independent charitable 501(c)(3) organization designated by the university to receive, manage, invest, and disburse private gifts to the university. Fundraising activities are managed by the university. Oregon law requires that a foundation be independent of a state university. Who governs the Foundation? The Foundation Board of Trustees is comprised of up to 30 volunteer alumni and non-alumni members. The Board has overall responsibility for the management of the Foundation. Trustees with diverse backgrounds, experience, and organizational and financial skills volunteer considerable time and effort to help the Foundation and the university grow and prosper. How is the Foundation funded? The Foundation’s operating budget is primarily funded by a .75% annual administrative fee on the market value of endowed assets, in addition to income from rentals and unrestricted gifts to the Foundation. How is my gift spent? Exactly as you direct. When you make a gift to the university through the Foundation, you determine the purpose and specific area of the university that will benefit from your generosity. Upon receipt of your gift, the Foundation will send you an acknowledgement that confirms the gift designation and can be used for tax purposes. When the university staff member in charge of the fund submits a spending request, the Foundation first ensures that the request meets the donor purpose language of the fund, then issues a check. Are there fees associated with my gift? 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. How do endowments work? Endowment assets are maintained in perpetuity and are pooled for investment purposes. Currently, the Foundation annually distributes 4% of the market value to be used in accordance with each fund’s purpose. How do I establish an endowment? While any amount can be added to an existing endowment the minimum amount necessary to establish a new endowment is $100,000. The process is uncomplicated but is best addressed through face-to-face conversations. Please visit the University Advancement website for more information. What are the endowment returns? For the fiscal year ending June 30, 2023, the Villard Investment Pool (VIP) returned 2.5% (net of fees). Over 10 years, the VIP achieved its primary objective of maintaining long-term purchasing power with annualized returns of 7.7%. This result compares favorably to its long-term goal of CPI + 5%, which was 7.6%. According to the most recent NACUBO study (National Association of College and University Business Officers), the Foundation's performance ranks in the 80th percentile of 10-year annualized return rates. What is the value of the endowment? As of June 30, 2023, the Villard Investment Pool was valued at $1.47 billion. How do I update my information? Please contact our Records Management team at firstname.lastname@example.org or call 541.302.0300.
- 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 email@example.com . 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 -