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. Business Analyst II Business Analyst II (BAII) partners with the senior project manager to evaluate the business model and its integration with technology, analyzing and documenting business processes and systems, identifying and offering improvements and insights. The BAII identifies key information gaps and gathers required elements of a project. It is a multi-faceted position, conducting research and analysis, working collaboratively with a diverse group of teammates and stakeholders. This position requires analytical and creative thinking, knowledge of business/industry, resiliency to work and make decisions under pressure, and a desire to continue to learn and improve. Application Portal Senior Data Engineer The Senior Data Engineer supports the Foundation’s data, reporting, and analytics ecosystem by designing, building, and maintaining secure, scalable, and high-quality data solutions. This role leads in the development and optimization of the Foundation’s data warehouse, ETL/ELT pipelines, data models, and data quality frameworks to ensure trusted, timely data for fundraising, financial, and operational decisions. The Senior Data Engineer collaborates closely with cross-functional teams – including Financial Services, IT, and external partners – to integrate new data sources, streamline data movement, and support enterprise reporting and innovation. 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.

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%

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

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 more than $41 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 $3.2 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 35% Faculty Support 29% Research 14% Facilities & Equipment 1% Other UO Support 21% As of June 30, 2025, the endowment reached a market value of $1.8 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, 2025 ) Private Equity/Venture Capital 34.8% Hedge Funds 22.0% Public Equity 22.7% Fixed Income 12.7% Real Assets 5.7% Cash & Other Assets 2.1% 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, 2025 ) 13.9% 14.7% 12.3% 12.4% 10.9% 10.5% 11.3% 9.4% 5.7% 2.5% Fiscal Year 2025 Fiscal Year 2024 Fiscal Year 2023 Since JRP (6/30/2021) 4.6% VIP Global Portfolio 60/40 5.9% 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). 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, 2025, the weights of the Global Portfolio were: 74.1% equities, 20.9% fixed income, and 5.0% cash. 60/40 The 60/40 benchmark consists of the weighted average of iShares MSCI ACWI ETF at 60% and iShares Core U.S. Aggregate Bond ETF at 40%, geometrically linked monthly. 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.

Integrity and good governance are critical to The Foundation's work as fiduciary for donors to the university. Hours and Office Closures The University of Oregon Foundation is open 8:00 a.m. to 5:00 p.m., Monday through Friday. 2025 Planned Office Closures The Foundation will be closed on the following dates in observance of Federal Holidays. Wednesday, January 1st - New Year's Day Monday, January 20th - Martin Luther King Jr. Day Monday, May 26th - Memorial Day Thursday, June 19th - Juneteenth Friday, July 4th - Independence Day Monday, September 1st - Labor Day Tuesday, November 11th - Veterans Day Wednesday, November 26th at 12:00 p.m. - Eve of Thanksgiving Thursday, November 27th - Thanksgiving Day Friday, November 28th - following Thanksgiving Day Thursday, December 25th - Christmas Day Friday, December 26th - following Christmas Day 2026 Planned Office Closures The Foundation will be closed on the following dates in observance of Federal Holidays. Thursday, January 1st - New Year's Day Monday, January 19th - Martin Luther King Jr. Day Monday, February 16th - Presidents' Day Monday, May 25th - Memorial Day Friday, June 19th - Juneteenth Friday, July 3rd - Independence Day Monday, September 7th - Labor Day Wednesday, November 11th - Veterans Day Wednesday, November 25th at 12:00 p.m. - Eve of Thanksgiving Thursday, November 26th - Thanksgiving Day Friday, November 27th - following Thanksgiving Day Thursday, December 24th at 12:00 p.m. - Christmas Eve Friday, December 25th - Christmas Day

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

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

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

Integrity and good governance are critical to The Foundation's work as fiduciary for donors to the university. 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.

Our Team Leadership Team Paul Weinhold President & CEO Cheri Minick VP People Services Kelly Bosch Chief Financial Officer Executive Services Mindi Pardy Executive Assistant/Board Liaison Paul Weinhold President & CEO Financial Services Amy Loper Senior Accountant Colby Sticka Accounting Associate Karen Schmidt-MacKenzie Gifts & Records Analyst II Kevin Swanson Accountant Robert Wilson Gifts & Records Analyst II Benjamin Griffin Gifts & Records Analyst I Donna Vanderpool Accounting Associate Kathleen Broadhurst Accounting Manager Liliya Benz Gifts & Records Manager Ryann Grove Gifts & Records Analyst II Carlee Haugen Controller Elena Rada Senior Accountant Kelly Bosch Chief Financial Officer Lisa Thalhamer Deferred & Complex Gifts Administrator II Trish Morgan Gifts & Records Analyst II Innovation Services Nate Costa Director of Launch Oregon People Services Cheri Minick VP People Services Katy Shaw Senior Project Manager Sandra Anderson Director of Operations 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 Technology Services Aaron Schnabel Senior Software Engineer Gerald Deas Senior Data Analyst John Dencklau Systems Administrator Clint McNutt Director of Data Architecture Joel McCall Data Analyst Orion Wesson Applications Developer David Pritchard Senior Systems Administrator John Callahan Director of Enterprise Architecture Rob Fightmaster Data Engineer

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 -

Make a difference in the life of a student. Support the university, its programs, and students by donating to the 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 $1,213,300 to campus partners in support of academic excellence at the University of Oregon. Make a Gift 2024 Campus Endowment Distributions Gifts made to the UO Foundation have a direct impact on the university that is felt across campus. In fiscal year 2025, the Foundation distributed a total of $47.68 million to the University of Oregon. $17.44 million Student Scholarships $17.83 million Faculty & Research $7.96 million Student Academic & Operational Support $4.45 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 plays 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