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  • 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 stockgifts@uofoundation.org or call 541.302.0300 .

  • 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 giftservicesdept@uofoundation.org or call 541.302.0300 .

  • 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 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

  • Crypto Donation | UO Foundation

    Back to Gift of Crypto Currency Make a Gift of Cryptocurrency Unsupported Currencies FAQ

  • 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

    We can’t find the page you’re looking for This page doesn’t exist. Go to Home and keep exploring. Go to Home

  • 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

  • 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 .

  • 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 kellybosch@uofoundation.org . Audited Financial Reports 2023 Audited Financial Report - 2022 Audited Financial Report - 2021 Audited Financial Report - 2020 Audited Financial Report - 2019 Audited Financial Report - 2018 Audited Financial Report - 2017 Audited Financial Report - 2016 Audited Financial Report - 2015 Audited Financial Report - 2014 Audited Financial Report - Available Upon Request University of Oregon Foundation IRS Form 990 Tax Return University of Oregon Foundation Supporting Organization IRS Form 990 Tax Return Additional Resources W9 Form - IRS Determination Letter -

  • 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 .

  • 404 Error Page | UO Foundation

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  • 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.

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