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Our Team Executive Services Paul Weinhold President & CEO Mindi Pardy Executive Assistant/Board Liaison Kelly Bosch Chief Operating Officer Wendy Morris Andrew Executive Assistant to the COO Leadership Team Kelly Bosch Chief Operating Officer Clint McNutt Senior Director of Technology Carlee Haugen Senior Director of Finance Sandra Anderson Senior Director of Operations Financial Services Amy Loper Senior Accountant Carlee Haugen Senior Director of Finance Kevin Swanson Accountant Robert Wilson Gifts & Records Analyst II Ashley Garner Gifts & Records Analyst II Donna Vanderpool Accounting Associate Liliya Benz Gifts & Records Manager Ryann Grove Gifts & Records Analyst II Benjamin Griffin Gifts & Records Analyst I Elena Rada Senior Accountant Lisa Thalhamer Deferred & Complex Gifts Administrator II Trish Morgan Gifts & Records Analyst II Operations Services Drew Haugen Administrative Support Specialist Liv Sherwood Human Resources Manager Sandra Anderson Senior Director of Operations Steven Zaborowski Business Analyst II Katie Lively Business Analyst II Lucy Moore Senior Project Manager Serenity Mosqueda Corporate Support Specialist II Katy Shaw Senior Project Manager Michelle Schaffer Corporate Support Specialist I Skyler Arruda Communications Specialist Technology Services Aaron Schnabel Senior Software Engineer David Pritchard Senior Systems Administrator John Callahan Director of Enterprise Architecture Rob Fightmaster Senior Data Engineer Angela VanKrause Senior Data Engineer Gerald Deas Senior Data Analyst John Dencklau Systems Administrator Robert Wilson IT Support Specialist Clint McNutt Senior Director of Technology Joel McCall Data Analyst Orion Wesson Applications Developer Innovation Services (Launch Oregon) Nate Costa Managing Director, Launch Oregon

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. 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

Contact Phone: 541.302.0300 Fax: 541.344.8079 Toll Free: 1.888.448.1544 Email: info@uofoundation.org University of Oregon Foundation 1720 E 13th Avenue, Suite 410 Eugene, OR 97403-2253 Message Us First Name Last Name Email Department Select the department you wish to contact. Message Submit Thank You for Contacting Us!

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%

Back to About Statement of Ethical Values The Foundation is committed to adhering to the highest ethical standards. We are trusted by the University and its donors to carry out our mission, to be good stewards of their resources, and to uphold rigorous standards of conduct. The Foundation must earn this trust every day and in every possible way. We acknowledge that in order to merit and preserve this trust we must maintain a shared commitment to our values of trust, respect, integrity, and commitment, and an expectation of ethical and professional conduct in all of our activities. This Statement of Ethical Values and our Standards of Ethical Conduct articulate our core values and ethical standards to provide guidance for the application of these principles in our daily activities. Trust – Tell the Truth Every encounter amongst ourselves and other customers will enhance the trust placed in us. This customer trust results from our confidence in every employee’s capabilities and intentions. Respect – Be Nice We treat every individual with dignity and respect, recognizing accomplishments and encouraging a healthy work environment. Integrity – Do the Right Thing Our commitment to integrity means that our proactive pursuit of excellence is conducted with honesty and discipline. Commitment – Follow Through Commitment is exhibited through innovation and dedication, allowing us to operate with a vision for long-term success in our mission.

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

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

A carefully considered strategy for giving can be incorporated in a donor’s overall financial or estate plan. 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.

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 giftservicesdept@uofoundation.org .

Frequently asked questions 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, 2025, the Villard Investment Pool (VIP) returned 10.9% (net of fees). Over 10 years, the VIP achieved its primary objective of maintaining long-term purchasing power with annualized returns of 7.5%. 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, 2025, the Villard Investment Pool was valued at $1.8 billion. How do I update my information? Please contact our Records Management team at alumrec@uofoundation.org or call 541.302.0300.

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. 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 Lisa Vance, Board Chair Karen Mak, Secretary & Treasurer Derek Jernstedt, Board Chair Elect Bob Komin, Immediate Past Chair Trustees Jeffrey Beaver Tonya Dressel David Dugan David Haslip Mitch Hornecker Tom Hui Lawrence Jackson Debbie Madden Mark Martin Jennifer Papé Allen Parker Bob Poletti Merritt Richardson Monique Sanvitale Jennifer Savage Stacy Takeuchi Todd Underwood Bryan Wolf Tracy Wong Trustees Emeritus Arthur Carmichael, Jr. Cheryl Ford 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