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- Board of Trustees | UO Foundation
Board of Trustees The Foundation Board of Trustees has a long history of supporting and assisting the University of Oregon through fiduciary accountability for Foundation assets representing donated funds. This requires that each Trustee act in accordance with the legal standards of care, loyalty, and obedience and keeps the welfare of the Foundation and university paramount at all times so that donors are protected and well served. Foundation Trustees: Act as a responsible fiduciary, ensuring management of the Foundation and adhering to practices of good governance. Advance the mission of the University of Oregon. Uphold the integrity of the Board. Officers Susan Stevens, Board Chair Jeffrey Beaver, Secretary & Treasurer Bob Komin, Board Chair Elect Joan Siegel, Immediate Past Chair Trustees Greg Bell Derrick Deadwiler Tonya Dressel Corey duBrowa Susan Fuller John Harrison David Haslip Renee James Derek Jernstedt Desmond Lynch Bob Poletti Allen Parker Frederic Poust Merritt Richardson Monique Sanvitale Ronald Sauer Julie Schlendorf Kenneth Singer Julie Stott Lisa Vance Bryan Wolf Trustees Emeritus Arthur Carmichael, Jr. Cheryl Ford John Herman Gwendolyn Lillis Brian Obie David Petrone Vinton Sommerville David Sparks Norman Walker To nominate a candidate that you believe would be a strong asset to the UO Foundation's Board of Trustees, please complete the Trustee Nomination Form below. Trustee Nomination Form
- Gifts of Securities | UO Foundation
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 firstname.lastname@example.org or call 541.346.2113 . To make a gift via stock, please complete the Stock Transfer Form . 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 email@example.com or call Administrative Services at 541.302.0300 . Online Stock Transfer Form
- Job Opportunities | UO Foundation
Job Opportunities Thank you for considering career opportunities with the University of Oregon Foundation. We invite you to learn more about us and to find out if our mission and values are in line with yours. We are a diverse group of individuals with shared values in common: trust, respect, integrity, and commitment. Our mission and passion are to partner with the University of Oregon; we are devoted entirely to receiving, investing, and administering gifts for the benefit of the university. If this resonates with you, we invite you to explore the possibilities of becoming part of the Foundation team. Current Job Opportunities The Foundation is currently hiring for the following full time positions, offering a generous benefits package and competitive pay. Project Manager The Project Manager will plan, organize and manage projects for the Foundation's development, research and implementation efforts, ensuring successful outcome. If you are interested in learning more, please click the link below. Application Portal Corporate Support Specialist II The Corporate Support Specialist II (CSSII) provides operations support across the Foundation. It is a multi-faceted support position, requiring an ability to support internal and external customers, manage administrative projects and provide functional back-up to the team. Organization, dependability, communication and analytical skills are vital to this position. If this sounds like you, please apply using the link below. Application Portal Gifts and Records Analyst The Gifts and Records Analyst is responsible for the accurate processing, accounting, recording, receipting and reconciliation of gift and membership revenue. The position ensures accuracy and integrity of fund information, in the entry and maintenance of biographical and constituent data for records in the donor database. The Gifts and Records Analyst collaborates with the Financial Services department, providing excellent customer service to all stakeholders. If you want to be a part of this dynamic team, please apply using the link below. Application Portal Business Analyst The Business Analyst (BA) evaluates the business model and its integration with technology by analyzing and documenting business processes and systems, identifying and offering improvements and insights. The BA identifies key information gaps and gathers required elements of a project. It is a multi-faceted position, conducting research and analysis, project management, working collaboratively with 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. If you are interested in this exciting opportunity, please apply using the link below. 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.
- 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: firstname.lastname@example.org . Audited Financial Reports 2022 Audited Financial Report - 2021 Audited Financial Report - 2020 Audited Financial Report - 2019 Audited Financial Report - 2018 Audited Financial Report - 2017 Audited Financial Report - 2016 Audited Financial Report - 2015 Audited Financial Report - 2014 Audited Financial Report - Available Upon Request University of Oregon Foundation IRS Form 990 Tax Return University of Oregon Foundation Supporting Organization IRS Form 990 Tax Return Additional Resources W9 Form - IRS Determination Letter -
- Stock Certificates You Hold | UO Foundation
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 email@example.com or call 541.302.0300 .
- Gifts of Real Estate | UO Foundation
Gifts of Real Estate A gift of real estate provides a lasting benefit to the university while relieving you of the responsibilities of property ownership/liquidation and generating a charitable deduction and other tax advantages. These gifts could include residences, vacation homes, farms, forest land, commercial property, income producing property, or undeveloped land. Typically, gifts of real estate are sold as soon as practically and prudently possible to meet your needs and directives. Not only can real estate be used to make an outright gift or bequest, but it can also be used to fund a charitable remainder trust or charitable gift annuity. A trust or annuity can provide you and/or another beneficiary with income for the rest of your life or lives. Ultimately, the remaining value is transferred to the Foundation to benefit the university as you have specified. For more information on using real estate to fund a trust or annuity, or to make a bequest of real estate, please visit University Office of Gift Planning , or call 800.289.2354 or 541.346.1687 . The Foundation evaluates all potential gifts of real estate for marketability and potential environmental concerns. We ask donors to supply detailed information on the property before we accept the gift. All costs of the due diligence process are paid by the Foundation. If the gift is accepted, the donor is separately responsible for obtaining and paying for a qualified appraisal as required by the IRS. For More Information If you have questions about the gift acceptance and due diligence process, call 541.302.0300 or please contact our Gift Services Department at firstname.lastname@example.org .
- Accounting Services - cut | UO Foundation
Accounting Services The UO Foundation receives private gifts to benefit the University of Oregon and disburses all funds in accordance with donor intent. Fiscal Year End Procedures Information regarding the Foundation's 2022 fiscal year end procedures can be found here . Disbursement Guidelines To request funds, please complete one of the following forms: Transfer Check Disbursement Request , TCDR, (word form ): Use a TCDR to request a funds transfer from the UO Foundation to UO Cashiers, including: Furniture and equipment purchases made by university employees that are greater than $5,000 or high-risk equipment ; Employee awards, salaries, or other taxable benefits for UO employees. Online Button PDF Button Check Disbursement Request , CDR,(Word form ): Use this form for reimbursement of personal payment, and all other payments not listed above. Scholarships : Student awards, scholarships, and student travel are paid by Electronic Resource Aid Requisition through the UO Financial Aid & Scholarships Office , 541.346.3221. Please note, reimbursements are not permitted for campus parking, key deposits, fines, and tickets. Quasi-Endowed Funds: Quasi fund monies are available for spending, with the expectation that monies will be spent over a period long enough to justify investment risk. Withdrawals larger than $250,000 must be requested one quarter in advance to ensure appropriate time to liquidate investments. Please note liquidations beyond calculated quarterly distributions are subject to timing of market risk. A quasi-endowed fund should not be considered similar to a checking account, therefore submission of several small liquidation requests is strongly discouraged. Forecasting to request necessary amounts in total is appreciated. Instructions Complete the TCDR (Word form ) or CDR (Word form ) forms. Campus expense codes Attach all related invoices and receipts. If the expense amount is between $25 and $75, a credit card receipt will suffice as appropriate documentation in lieu of an itemized receipt. If a credit card receipt does not exist, a bank statement or other form of documentation must be submitted to support proof of purchase. In the event there is no documentation to support proof of purchase for the expense, then a missing receipt affidavit is required. Please complete a missing receipt affidavit if any expenses greater than $75 are not accompanied by a receipt. Receipts must be submitted within six months for reimbursement. Obtain a signature from an authorized signer for the fund listed. Please note that when paying a reimbursement to an individual who is an authorized signer, the signature of another authorized signer is required. Complete a Travel and Entertainment log (Word form ) if the expenses include travel, food, or entertainment. Please include a Personal Services Confirmation if the requested payment is to an individual for personal services. Submit your request electronically to email@example.com . Payment Schedule Effective 8/1/2022, the UO Foundation will issue paper checks on the first and third Wednesday of each month. We will no longer issue paper checks on a weekly basis. We will continue to issue ACH (direct deposit) payments weekly, on Wednesdays. If you would like to sign up for ACH payments, please contact us at firstname.lastname@example.org and include "AP ACH set up" in the subject line of your email. This schedule is subject to change, revision to the schedule will be announced as far in advance as possible. Please note that we are experiencing a high volume of disbursement requests. Accordingly, disbursement requests received by Monday at 5:00 pm will be paid the following week on Wednesday. This allows six business days for review and processing. We appreciate your patience. Supplemental Forms If applicable, a requester may be required to complete one or more of the following forms in order to complete a transfer or disbursement: Missing Receipt Affidavit Request for Taxpayer Identification Number and Certification Signature Verification and Account Information Access Transfer Between Foundation Funds Request Request to Close a Fund Department Change Notification Questions For any questions, please contact the UO Foundation at email@example.com or call 541.302.0300.
- Crypto Donation | UO Foundation
Back to Gift of Crypto Currency Make a Gift of Cryptocurrency Unsupported Currencies FAQ
- 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. 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 "make this a recurring gift" under the gift frequency section. Once you have entered your payment information and submitted your recurring gift, the University of Oregon Foundation will automatically deduct gifts from your credit card in accordance with the amount and frequency you selected. Give Now Matching Gifts Your gift to the University of Oregon could be matched dollar for dollar by your employer. Most companies award a 1:1 match, while others elect to provide a larger amount that can triple or even quadruple the value of your donation. Your employer’s personnel office can provide you with information on how to take advantage of your company’s matching gift benefit. Pledge A pledge is a signed and dated commitment to make a gift by paying over a period of time. This allows you to spread payments and tax benefits over a period of up to 5 years, which can often allow donors to make a larger commitment. We will work with UO development officers to create a document for you that properly addresses your giving intent. Planned Gifts An after-lifetime or estate gift, also known as a planned gift, might be a good option for your future and the University of Oregon's. There are a wide range of estate gift options that allow you to customize your method of giving, receive potential financial benefits, and provide for loved ones, all while supporting the University of Oregon. Please visit our gift planning page for more information. Additional Resources Recurring Card Authorization Form - Online EFT Recurring Authorization Form EFT Recurring Authorization Form -
- 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 .
- Securities Held by Broker | UO Foundation
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 email@example.com or call 541.302.0300 .
- 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. 2020-2021 Performance Highlights As of June 30, 2021 Total Assets $2.55 billion Endowment Value (Villard Investment Pool) $1.2 billion (returns, plus cash gifts, minus distributions) Distributions Made Available for Spending $32 million from true endowments (based on December 31, 2019 market value) Total University Support $174 million Total Gifts $116 million Gifts by Type Expendable Gifts 78% Endowed Gifts 22% Endowment Funds by Purpose Academic Support 25% Facilities 20% Student Scholarships 30% Other UO Support 25% Gifts by Donor Type Friends 63% Foundations & Corporations 27% Alumni 8% Parents 2% University Support by Purpose Facilities & Equipment 34% Faculty 13% Student Scholarships 10% University Advancement 3% Other Student, Program, & Operations Support 40%