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

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.

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 .

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 .

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

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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 .

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

Supporting the University of Oregon by administering private charitable gifts and serving our donors' best interest About the Foundation Supporting the University of Oregon The University of Oregon Foundation is a charitable 501(c)(3) organization responsible for administering private gifts made to further the University of Oregon's mission. Although the Foundation is a separate entity from the university, the Foundation's sole reason for existence is to partner with the university and serve in our donors' best interest. We are committed to the highest standards of service and ethical conduct when it comes to managing donor gifts for the benefit of the university. Donors entrust the Foundation with fiduciary oversight of their charitable gifts and, in turn, we hold in confidence the details of that giving and other related information. Since 1922, the Foundation has received, invested, and distributed private gifts, funding student scholarships, faculty support, academic programs, and building improvements. The Board-approved investment strategy and distribution rate are designed to provide stable financial support for the university while preserving the purchasing power of the endowment and trust funds in the future. The Foundation ensures that all university spending of donor money is consistent with the donor's intention. Ensuring the management of donor gifts is a tremendous responsibility that every Board member and staff person take very seriously. This factors into every major decision the Foundation and its Board make, and whether that decision will affect the university today or not for many years to come. Core Values The Foundation applies important core values to our everyday interactions with colleagues, trustees, and donors. We base our business decisions and communications on the priorities of: Trust – Tell the Truth Respect – Be Nice Integrity – Do the Right Thing Commitment – Follow Through Read more about our core values. Responsibilities Foundation responsibilities include: Receipting and acknowledging donor gifts; Directing gifts to separately identifiable funds based on the purpose from the donor; Handling donor information with respect and confidentiality to the extent provided by law; Making regular reports to donors; Responding to donor questions with prompt, truthful, and forthright answers; Ensuring spending is consistent with the terms of the donor's designation; Managing unrestricted funds to provide the greatest benefit for the university; Acting as custodian for endowed gifts; Serving in legal capacities for planned giving arrangements. Relationship Between the University, Donors, and the Foundation University of Oregon University Development staff cultivate relationships with prospective and current donors and solicit gifts for the University. The University encourages gifts for purposes such as student scholarships, faculty support, academic programs, research, athletics, and building improvements. Charitable Giving Donors make gifts to the University of Oregon through the Foundation. Gifts are typically cash, securities, property, or deferred gifts. Donors may also choose to make a pledge to the University to be paid over time by any of the above means. Donors typically designate their gift to benefit a particular program, department or scholarship, either for current spending or as an endowment that will have limited spending but exist in perpetuity. University of Oregon Foundation The Foundation is a separate legal entity from the University, and is a 501(c)(3) nonprofit corporation. The Foundation receives, records, receipts, and invests the gifts to the University. Gifts are held in separate equities based upon donor-designated purpose. The Foundation manages the funds until the University requests a distribution. The Foundation also maintains confidential donor information. Authorized university staff may receive data for use in fundraising. University of Oregon The University requests distributions from a specific equity based upon matching the current campus needs with the designated purpose. Oregon Consumer Privacy Act Notice In compliance with the Oregon Consumer Privacy Act, this notice outlines how we manage and safeguard personal data. Questions? If you have questions about the University of Oregon Foundation, please feel welcome to contact us at operations@uofoundation.org or call 541.302.0300 .

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

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

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%