FAQ

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

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.

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 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 -

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 .

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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. 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 -

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Hours and Office Closures The University of Oregon Foundation is open 8:00 a.m. to 5:00 p.m., Monday through Friday. 2023 Planned Office Closures The Foundation will be closed on the following dates in observance of Federal Holidays. Monday, January 2nd - New Year's Day (observed) Monday, January 16th - Martin Luther King Jr. Day Monday, May 29th - Memorial Day Monday, June 19th - Juneteenth Monday, July 3rd - Independence Day Tuesday, July 4th - Independence Day Monday, September 4th - Labor Day Friday, November 10th - Veterans' Day (observed) Wednesday, November 22nd at 12:00 p.m. - Eve of Thanksgiving Thursday, November 23rd - Thanksgiving Day Friday, November 24th - following Thanksgiving Day Monday, December 25th - Christmas Day

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 .

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 .