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 .

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 $863,300 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 2024, the Foundation distributed a total of $42.5 million to the University of Oregon. $15.96 million Student Scholarships $12.29 million Faculty & Research $9.80 million Student Academic & Operational Support $4.26 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

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. Corporate Support Specialist II As a member of the Operations Team, the Corporate Support Specialist II (CSSII) supports all departments of the Foundation. Central to the Foundation’s customer service model is the professional support of all whom we serve. It is a multi-faceted support position, requiring the ability to support internal and external customers, manage administrative projects, and provide functional back-up for the team. Organization, dependability, communication, attention to detail, time management, and analytical skills are vital to this position. Responsibilities include providing comprehensive administrative support for Foundation projects, safety and facilities functions, supporting procurement processes, and assisting with training and development initiatives for multiple departments within the organization. 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 Contact Records Management Records Management oversees the organizing, updating, and verifying of all information associated with an entity (name, address, employer, relationships, and entity type-e.g. student, alumnus, or parent). It is the first step for all received items, including gifts, pledge payments, address corrections, and name changes. The information provided is used for the purpose of correctly allocating, crediting, and acknowledging gifts. We do not trade, sell, or share any personal information. Questions Please contact our Records Management team at alumrec@uofoundation.org or call 541.302.0300 .

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

Back to Gifts of Securities Stock Certificates You Hold Stock Certificate Changed to the Foundation's Name Donors should instruct their broker or company, as the case may be, to reissue a physical stock certificate in the name of the Foundation. Please note it is crucial for the certificates to only be reissued in the name of "University of Oregon Foundation". Once the certificate has been re-issued, the new certificate should be mailed directly to the Foundation at the following address: University of Oregon Foundation 1720 E. 13th Avenue, Suite 410 Eugene, OR 97403-1905 Please include a letter of instruction stating the purpose for the gift. The gift valuation date is the date stamped on the security. Stock Certificate Remains in the Donor's Name The donor (without endorsing the stock certificate) can mail the stock certificate to the Foundation. On the same day, the donor must separately mail a signed Irrevocable Stock Power Form with a signature guarantee by a bank or a broker, and a Third-Party Release Form. If the stock is registered in the name of a corporation, the Foundation will also need a corporate resolution authorizing the transfer. Please include a letter of instruction stating the purpose for the gift. If mailed, the gift valuation date is the postmarked date on the envelope. If sent via a private carrier (e.g., FedEx, UPS) or hand-delivered, the gift valuation date is the date that the Foundation receives the certificate. Questions For more information, please contact our stock gifts team at stockgifts@uofoundation.org or call 541.302.0300 .

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

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, 2024, the Villard Investment Pool (VIP) returned 10.5% (net of fees). Over 10 years, the VIP achieved its primary objective of maintaining long-term purchasing power with annualized returns of 7.2%. 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, 2024, the Villard Investment Pool was valued at $1.63 billion. How do I update my information? Please contact our Records Management team at alumrec@uofoundation.org or call 541.302.0300.

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.

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

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 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 - 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 -