University Venture Development Fund

How This Tax Credit Works

Your personal or corporate gift of cash or publicly held stock to the University Venture Development Fund at the University of Oregon is eligible for a state income tax credit equal to sixty percent of the donation.

Tax Advantages

• State of Oregon tax credit: 60% of your gift to the UVDF is eligible for a tax credit. In any one year, you can use up to 20% of your total contribution as a tax credit, not to exceed your Oregon tax liability, or $50,000, whichever is less.

• The credit is claimed beginning in the year of the donation and continues in subsequent years until fully expended.

• State of Oregon charitable deduction: At this time, the remaining 40% of your gift to UVDF is not eligible for the State of Oregon charitable deduction.

• Federal charitable deduction: 100% of gifts to UVDF may be eligible. Please consult your tax advisor.

Key Provisions

• Tax credit applies only to Oregon taxpayers (individuals and corporations).

• Gifts must be made specifically to the UVDF at one or more participating Oregon public universities.

• Gifts may not be designated for specific projects within a participating university.

• A fully completed UVDF tax credit application must be submitted to and approved by the participating institution before donors are eligible to receive a UVDF tax credit. At the University of Oregon, tax credit certificates are issued by the UO.

Smart Philanthropy

Your gift will help to create an evergreen endowment that will continue to foster innovation. As new companies emerge, the university will repay the state for the tax credits with income from royalties and licensing fees. The state will issue additional tax credits as the initial ones are repaid, allowing a cycle of reinvestment in university-derived innovation.

The information in this website is not tax advice. Please consult your tax and financial advisers before finalizing your plans.