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 .

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 .

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 Bob Komin, Board Chair Karen Mak, Secretary & Treasurer Lisa Vance, Board Chair Elect Trustees Jeffrey Beaver Derrick Deadwiler Tonya Dressel Corey duBrowa David Dugan David Haslip Mitch Hornecker Tom Hui Derek Jernstedt Desmond Lynch Jennifer Papé Allen Parker Bob Poletti Frederic Poust Merritt Richardson Monique Sanvitale Jennifer Savage 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

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.

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 askaccounting@uofoundation.org . Audited Financial Reports 2025 Audited Financial Report - 2024 Audited Financial Report - 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 - 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 -

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

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

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.

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 .

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 .

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 .