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  • 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. Gift Fee 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. ​ To be effective, fundraising requires financial resources to offset direct operational costs related to soliciting, processing, and stewarding private contributions. Revenue generated by this gift fee helps offset these costs and provides necessary resources to grow constituent engagement and encourage philanthropic support for the University of Oregon. 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 giftservicesdept@uofoundation.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 stockgifts@uofoundation.org . 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 "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. Matching Gifts 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 -

  • Investment Management | UO Foundation

    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 approximately $34 billion in assets for select families, endowments, foundations, pension funds, and sovereign wealth funds. They have a team of nearly 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 $2.8 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 30% Academic Support 23% Facilities 1% Other UO Support 46% As of June 30, 2023, the endowment reached a market value of $1.47 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, 202 3 ) Private Equity/Venture Capital 33.7% Hedge Funds 17.6% Public Equity 22.4% Fixed Income 14.1% Real Assets 6.9% Cash & Other Assets 5.4% 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, 2023 ) 10.1% 11.3% 9.4% 5.9% 9.2% 10.3% 5.0% 8.6% 6.7% 7.7% 5.5% 2.5% 0.9% -2.6% -1.8% Since JRP (6/30/2021) Trailing 1 Year Trailing 3 Years Trailing 5 Years Trailing 10 Years 6.1% VIP CPI+5% 60/40 Global Portfolio 7.6% 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). 60/40 The 60/40 benchmark consists of the the weighted average of iShares MSCI ACWI ETF at 60% and iShares Core U.S. Aggregate Bond ETF at 40%, geometrically linked monthly. 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, 2023, the weights of the Global Portfolio were: 72.0% equities, 23.2% fixed income, and 4.9% cash. 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.

  • Privacy Policy | UO Foundation

    Privacy Policy University of Oregon Foundation licenses this website from iModules Software. iModules Software has created this privacy policy statement in order to demonstrate its firm commitment to privacy and to describe the information-gathering and dissemination practices for the web site. This web site may disclose personal information when required by law or in the good-faith belief that such action is necessary in order to conform to the edicts of the law or comply with a legal process involving the web site. Cookies This Web site uses cookies to recognize you and allow you to automatically log in without re-entering your user name and password each time you visit our site. The cookies are encrypted and do not save any personally identifiable information (see the Personally Identifiable Information section below) about you, such as your user name, password or e-mail address. If cookies are disabled in your browser, you can still use the site but you will be required to enter your password each time you visit. ​ This website may use the Google AdWords remarketing service to advertise on third party websites (including Google) to previous visitors to our site. It could mean that we advertise to previous visitors who haven't completed a task on our site. This could be in the form of an advertisement on the Google search page, or a site in the Google Display Network. Third-party vendors, including Google, use cookies to serve ads based on someone's past visits to the Foundation website. Any data collected will be used in accordance with our own privacy policy and Google's privacy policy. Personally Identifiable Information This site's registration form requires you to provide your full name, address, email address, password, gender, city, state, country and zip code. You may also choose to provide optional details, such as maiden name, nick name, birthday, occupation, company, spouse's name, photos, or personal comments. You may update any of this information at any time by accessing your profile by clicking the "edit account information" link, or equivalent, in the navigation menu. You may opt out of receiving email communications from this community (see the "Email Subscription/Opt-Out" section below). Personal Profile Information and Profile Page Your Personal Profile features information you may wish to share with other site members on your Profile Page. Only people who are members of this site can view other members' Profile Page. The only information that is automatically displayed on your Profile Page is your First Name and Last Name. Additional information fields from your Personal Profile information, including comments, and other personal information you choose to share, along with any photos, will appear only if you have opted to provide those items and have also selected to have those fields in your Profile Page View. All member information on the Web site is securely stored and is not sold or transferred to any third parties. Credit Card Transactions Some features of this site enable credit card transactions. These features are completely voluntary to members. They include the purchasing of tickets or merchandise through event stores or donations through the site. The operators of this site would like to assure you that measures have been taken to make such transactions secure for its members. ​ This site utilizes industry standard Secure Sockets Layer (SSL) servers to encrypt your information and prevent unauthorized access. In addition, this site participates in the Better Business Bureau Online Reliability Seal Program to further ensure the security of your transactions. The processing of online transactions is done by Bank of America. ​ Shortly after a purchase or refund is processed, you will receive a confirmation via e-mail. You are advised to print out and save a copy of the order confirmation for verification necessary to request refunds or resolve any disputes. ​ This Web site guarantees that every transaction will be 100 percent safe. This means you are not responsible for unauthorized transactions posted to your credit card that occur as a result of submitting a credit card number to this site. This site uses industry standard Secure Sockets Layer (SSL) servers on our transaction pages. It encrypts all of your personal information including name, address, and credit card number to prevent unauthorized access as the information travels over the Internet. ​ Under the Fair Credit Billing Act, your bank cannot hold you liable for more than $50.00 of fraudulent charges. If your bank does hold you liable for any of this $50.00, this site will cover the entire liability for you, up to the full $50.00. This site will cover this liability only if the unauthorized use of your credit card resulted through no fault of your own from transactions made at this site while using the secure server. ​ This is a community site that is based primarily on member input. This site cannot guarantee the accuracy of information presented. However, anyone demonstrated to have engaged in fraudulent behavior may be subject to (but not limited to) loss of privileges as a member as well as face prosecution to the fullest extent of the law. Fraudulent Behavior This is a community site that is based primarily on member input. This site cannot guarantee the accuracy of information presented. However, anyone demonstrated to have engaged in fraudulent behavior may be subject to (but not limited to) loss of privileges as a member as well as face prosecution to the fullest extent of the law. Safe Harbor iModules Software complies with the U.S.-EU Safe Harbor Framework as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information from European Union member countries. iModules Software has certified that it adheres to the Safe Harbor Privacy Principles of notice, choice, onward transfer, security, data integrity, access, and enforcement. To learn more about the Safe Harbor program, and to view iModules' certification, please visit: export.gov/safeharbor . Choice/Opt-Out The site provides you with the opportunity to choose to receive updates about this site and the groups you are registered with. This option will be presented to you when you register as a member. If you have already joined, the following options will explain how you can subscribe or unsubscribe to these updates from the site. ​ 1. To sign up to receive e-mail updates or change the frequency of the e-mails, click on the "edit personal info" link and scroll down to the Stay in Touch section to select the frequency. Subscribing to the e-mails allows the site to notify you when fellow members sign up or change their information. They also notify you of news about your community. ​ Please be aware that even if you choose not to receive the update e-mails, if a situation arises that we feel is pertinent for you to be aware of, we will contact you by e-mail to alert you. Email Subscription Opt-Out The site provides you with the opportunity to choose to receive email communications about this site and the groups you are registered with, as well as emails from other members. In all email communications that you receive from this community, except for confirmation emails for event registrations, purchases, donations or other payments, you will be provided and unsubscribe option where you can opt out of the particular type of email communication. You can also modify the emails that you receive at any time by going to your account profile and changing your opt-in status there. Photo, Blog and Other Personal Content Policy This site retains the right to remove or reject any content that it deems obscene or objectionable, or has been reported as such by other members. In addition, the client licensors of the web site can at any time deem content to be objectionable and can remove it from the site. This site does not endorse any content that is posted on the site. Members will not post copyrighted content without permission from the owner. Members understand content whether it be text, graphic or audio visual, is the sole responsibility of the person from which such content originated. This site is no way responsible for accuracy, integrity or quality of such content Photo Content Policy This site retains the right to remove or reject any photo that it deems obscene or objectionable. This site does not endorse any photos that are posted on the site. Members will not post copyrighted photos without permission from the owner. Members understand content whether it be text or graphic is the sole responsibility of the person from which such content originated. This site is no way responsible for accuracy, integrity or quality of such content. What are Photo Albums? Photo Albums allow you to upload and share your pictures with your friends and fellow members. You can also personalize your album by writing captions for each picture. Public Forums This site makes chat rooms and message boards available for every community group featured on the site. Your first and last name will be displayed during chat sessions or when you post something in the message boards. Any additional information you choose to submit in these areas is considered public. To protect yourself from unwanted spam or other unsolicited or unwanted communication, you are advised against providing personally identifiable information, including email addresses, postal addresses and phone numbers. This site does not monitor the chat rooms unless we receive a request to do so by a member via Customer Support. Updates to This Privacy Policy This site has the right to make changes or additions to this policy at any time. If those changes involve using your personally identifiable information in a manner different from that stated at the time you joined, the site will notify you by e-mail. Changes that do not affect use of personally identifiable information will be posted to the site. If you have questions regarding this policy, please check this policy periodically or contact Customer Support. Links to Other Sites This site contains links to other sites. This site is not responsible for the privacy practices or the content of such Web sites. Contacting the Web Site If you have any questions about this privacy statement, the practices of this site or your dealings with this web site, please contact Customer Support . University of Oregon Foundation licenses this online community from iModules, Inc. University of Oregon Foundation has created this privacy statement in order to demonstrate its firm commitment to privacy and to describe the information-gathering and dissemination practices for the Web site. ​ This Web site may disclose personal information when required by law or in the good-faith belief that such action is necessary in order to conform to the edicts of the law or comply with a legal process involving the Web site.

  • Statement of Ethical Values | UO Foundation

    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.

  • News | UO Foundation

    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

  • Endowed Gifts | UO Foundation

    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 .

  • 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 stockgifts@uofoundation.org or call 541.302.0300 .

  • Member Page | UO Foundation

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  • Records Management - Cut | UO Foundation

    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 .

  • Gift Planning | UO Foundation

    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 | 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 giftservicesdept@uofoundation.org .

  • FAQ | UO Foundation

    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, 2023, the Villard Investment Pool (VIP) returned 2.5% (net of fees). Over 10 years, the VIP achieved its primary objective of maintaining long-term purchasing power with annualized returns of 7.7%. This result compares favorably to its long-term goal of CPI + 5%, which was 7.6%. 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, 2023, the Villard Investment Pool was valued at $1.47 billion. How do I update my information? Please contact our Records Management team at alumrec@uofoundation.org or call 541.302.0300.

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