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.

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.

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 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 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 - 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 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 .