Smart Giving
The end of the year is a great time to make the most of your gift to the UO. Our office of Gift Planning is here to help, whether it’s assisting you with a gift of securities, pointing to new research and entrepreneurial ventures that would benefit from a strategic investment, or exploring ways to turn assets into income for yourself or others. We can help you make smart giving decisions while enhancing your financial plans and security.
Every day, generous gifts from donors like you help the University of Oregon improve the lives of students, our state, and the world. Let us know how we can help.
Consider the tax advantages of these end-of-year strategies
Do you itemize? You can deduct up to 60 percent of the contribution from your adjusted gross income (AGI).
- Deductions for cash gifts to the UO are usually limited to 60 percent of your AGI
A gift of appreciated stock provides valuable tax savings.
- Avoid capital gains tax
- Income tax charitable deduction
Are you age 70 ½ or older?
If so, you can transfer up to $100,000 directly from your IRA to the UO without paying any taxes on the withdrawal.
- Gift must transfer directly from your plan administrator to the UO Foundation
- You will not pay taxes on the transfer, so there is no additional income tax deduction
A life income gift can generate income for life and tax savings for you.
- You can use cash, stock, or real estate to make the gift
- You qualify for a 2022 income tax charitable deduction that can carry forward for 5 years
- If you donate appreciated stock or real estate you can avoid immediate capital gains tax
Support innovation through the University Venture Development Fund (UVDF)
You can help transform UO research into commercially viable products and services AND receive a 60 percent Oregon state tax credit.
- Individuals and corporations can support the UVDF
- Donate cash or publicly traded stock
- Tax credit equal to 60% of the contribution, up to a maximum of $600,000 per year
- The tax credit for a gift made before December 31, 2022 can be used over three consecutive years beginning with the 2022 tax year.
See more about the UVDF.
Your gift to the UO supports students and our academic mission, and may create tax benefits for you. Contact the Office of Gift Planning, giftplan@uoregon.edu or 541-346-1687 or 800-289-2354