Check / Money Order
Please make checks payable to the University of Portland and mail to the address for donations to UP.
University of Portland
Attn: Office of Advancement
5000 N Willamette Blvd.
Portland, OR 97203
Indicate the purpose of your gift in the memo line of the check. Please do not send cash through the mail.
Recurring Gifts
Recurring gifts offer you the ability to provide the scholarships, programs, and areas of campus that you love most with dependable support throughout the year. By determining the amount, frequency (monthly or quarterly), and total number of payments, you are able to build a significant donation through manageable installments.
Click here to start your recurring gift.
To change the amount, discontinue or update information regarding your recurring gift, contact Gift Services at 503.943.8003 or giving@up.edu.
Annual and Endowed Scholarships
Whether you make a gift to an established scholarship fund or decide to fund a scholarship of your own, your generosity has an immediate and lasting impact on University of Portland students. In each of the scenarios below, you select the criteria for awarding the scholarship and are also invited to meet your scholarship’s recipient at our annual Spring Scholarship Luncheon.
Named Scholarship Awards: Gifts of $1,500 or more can establish a Named Scholarship Award giving donors the option to participate in how the award is designated and named.
Renewable Named Scholarship Awards: Gifts of $4,000 or more can provide continuing support to the scholarship recipient from freshman year until graduation through a Renewable Scholarship Award. Donors make a 4-year commitment at $1,000 per year so that students that continue to meet the designated criteria can continue to receive the scholarship for all 4 years. These awards are a tremendous help to students when they are developing a comprehensive college financing plan to complete their degree.
Endowed Scholarship Awards: Gifts of $50,000 or more given can establish Endowed Scholarship Awards and provide donors with the opportunity to make scholarship awards in perpetuity. These gifts can be made in the form of a pledge, and the terms of the pledge can be set according to the donor’s timetable. Once the gift amount reaches $50,000, the principle typically earns enough investment income to make a meaningful scholarship award every year thereafter.
To establish a new annual, renewable, or endowed scholarship, contact Connie Ozyjowski.
Connie Ozyjowski
Assistant Vice President for Advancement Services
Matching Gifts
Double or triple the impact of your gift to UP with the help of your employer.
If your employer sponsors a matching gift program, you can easily double or triple the impact of your gift. More than 10,000 employers in the United States match the charitable gifts of their employees. Each year, the University of Portland receives over $100,000 in matching gifts that provide additional resources for tuition support, academic programs, athletics, and other student life initiatives.
Participating companies will match employee gifts dollar for dollar. Some will even double or triple your gift. Many companies will also support charitable giving by employee spouses, retirees, board members, and others.
Please note that matching gifts will be directed to the same area of interest at the University as your personal gift, unless company policy dictates otherwise. You may contact Gift Services at 503.943.8003 or giving@up.edu if you have questions about getting your gift matched.
Memorial and Honor Gifts
Gifts "in memory" of beloved family members or friends are a thoughtful way to affirm the values and priorities they embodied in life.
Gifts made "in honor" of family and friends can add excitement to any of life’s milestone events and are a perfect way to give something to "someone who has everything." These tribute gifts recognize character and achievements with affection and respect, while benefiting our students and programs.
If someone in your family has requested that donations be made to the University upon their passing, please contact Connie Ozyjowski, Assistant Vice President for Advancement Services.
If you are interested in making a memorial or gift in honor of a loved one, please make sure to provide the appropriate information when you make a gift online.
For questions regarding these special gifts, please contact Gift Services at 503.943.8003 or giving@up.edu.
You can also view other Memory Gift scholarships for examples.
Connie Ozyjowski
Assistant Vice President for Advancement Services
Electronic Funds Transfers
Electronic Funds Transfer (EFT) is the perfect way to make your monthly gift to the University of Portland. If you would like to use your credit card to set up a monthly payment instead of using an EFT, please use our online giving form.If you would like to make a one time gift, please use a debit or credit card and fill out one of our giving forms. We do not currently accept one time EFTs.
Funds will be securely transferred from your bank account directly to the University on a monthly basis, until you decide to stop.
All Processing occurs on the first business day of each month.
Simply download and fill out this form, fill it out completely, and send it us by one of the three avenues listed on the form itself. Two to Five Business days (Mon - Fri only) are required to process any submitted forms.
Stocks and Securities
Do you own appreciated stocks? Stock gifts present a great opportunity to support UP’s mission-driven education, because your gift is mutually beneficial — we receive the full value of the stock, while you avoid paying capital gains tax. With a stock gift, you can take a charitable deduction for the current value of your shares. This can result in tax savings of up to 70%, making your gift more valuable at no added cost to you.
For example, say you want to make a $10,000 gift this year. Here’s the difference:
Cash
Gift $10,000
Marginal income tax rate (28%) x.28
Tax savings from deduction ($2800)
Net cost of cash gift $7200
Stock Gift
Gift $10,000 stock
Cost basis $4,000
Capital Gain if sold $6,000
Capital Gains tax rate (15%) x.15
Capital gains tax avoided ($900)
Net cost of stock gift $6300
Giving stock is hassle free.
To make an electronic transfer of readily marketable securities, you will need to provide your broker with the following information:
- University of Portland / U.S. Bank N.A. Account #97345150
- U.S. Bank N.A. / DTC Participant # 2803
- University's Tax ID # 93-0401259 Title: University of Portland Operating Account
Please alert us in advance when making your gift of stock so that your gift is properly acknowledged and credited.
Advise us of your anticipated stock gift by contacting Advancement (giving@up.edu, 503-943-8007) or Connie Ozyjowski, Assistant Vice President for Advancement Services at ozyjowsk@up.edu. Or downloading and emailing us our Stock Gift Instructions Form.
This form includes:
- Your first and last name
- Securities Description -- Company, stock and number of shares
- Your Broker's name and contact number
- Designation of the gift
- Approximate date of expected gift
If you have any questions about the process of making a gift of
securities, please contact Connie Ozyjowski, Assistant Vice President for Advancement Services, for
more information.
What is a QCD/IRA Rollover?
The qualified charitable distribution (QCD), or charitable IRA rollover, is a special provision allowing certain donors to exclude from taxable income -- and count toward their required minimum distribution -- certain transfers of Individual Retirement Account (IRA) assets that are made directly to public charities, such as the University of Portland. Since it was first made available in 2006, many UP donors age 70-1/2 or older have used this popular option to support the University.
The following rules apply to IRA gifts:
- You must be age 70-1/2 or older at the time of the gift
- You can give a cumulative total of up to $100,000 per person
- You can give a total of up to $200,000 per couple (ONLY if both husband and wife both have individual IRA's)
- Counts toward mandatory withdrawal amount, if you have not already taken your mandatory withdrawal
- Distribution is not included in taxable income
- You can transfer funds directly from your IRA to the University of Portland
- You can transfer the gifts outright to one or more qualified charities, such as UP, but not to supporting organizations, or for gift annuities, charitable trusts or donor advised funds
- Applies only to IRAs, not other types of retirement accounts
- Charity must cash QCD check by midnight, December 31
- Any rules established by your IRA custodian, such as forms, etc.
To learn more about these types of gifts, and to see an example letter to an IRA custodian use this pdf.
You can also contact the Office of Advancement directly using the contact information below.
Gift Planning
Gifts through your estate and gifts of real or personal property often allow you to make a larger philanthropic impact than you may have thought possible. These gifts can provide specific tax advantages and can include lifetime income to the donor and/or a loved one. These gifts provide significant impact to academic programs, faculty, student life, and campus enhancements and their value cannot be overstated.
To learn more about these types of gifts, please visit the Gift Planning page of our website or contact Sharon Hogan, Director of Gift Planning.
Connie Ozyjowski
Assistant Vice President for Advancement Services
We are STAT!
The Students Today Alumni Tomorrow (STAT) is made up of more than thirty outstanding student ambassadors. These students are future business leaders, teachers, philanthropists, nurses, engineers, and all around world-changers who are building job skills and making connections with the broader UP community.
STAT students raise funds to support scholarships, student development, and growth throughout the University. They can also update you about current projects at the University and give you a window into what it's like to be a Pilot on The Bluff today. When you give through a student, you're providing young Pilots with the chance to support their school and make a difference!
If you see a number beginning with "503-943" on your phone, it may just be a student calling, and hoping to make a connection with someone beyond The Bluff. Take a few minutes to have a conversation with one of our students. Your support means so much to them!
Jordan Edwards
Assistant Director of Annual Giving, Student Programs
Pilot Funder
Pilot Funder is a crowdfunding initiative for the University of Portland campus community and its students.
All registered UP student organizations, competitive sports and academic teams, full-time faculty, certain UP staff members, schools, colleges, institutes, and departments that have a project benefiting the UP community can use Pilot Funder.
These projects can be pushes for the UP community to help with travel costs, fund an event and much more!
You can view active or completed Pilot Funders here.
Gina Yazzolino
Assistant Vice President of Constituent Engagement
Wire Transfer Instructions
Bank: U.S. Bank
Bank Address: 555 SW Oak Ste 400, Portland, OR 97204
Bank Contact: Georgina Lazo, georgina.lazo@usbank.com, 877-225-1897
Bank ABA Number: 123000220
U.S. Bank, Bank Account: 153690869257
Acct Name: U of P Deposit
Reference: To be filled out by the donor.
For international transfers, please also reference: US Bank Swift Code # USBKUS44IMT