The Orange County Community Foundation Team


Shelley Hoss  

Shelley Hoss
949.553.4202 ext. 25

Shelley Hoss has combined the best of the nonprofit and corporate worlds for the good of her community for nearly 30 years. Since May 2000 she has served at the helm of one of Orange County's most prominent philanthropic organizations-- the Orange County Community Foundation, whose mission is to encourage, support, and facilitate philanthropy in Orange County.

Under Hoss' leadership, the Community Foundation has become recognized as a "center of gravity" for philanthropy in Orange County. Her impact on the growth of the organization has been dramatic. Annual grant and scholarship awards have surged nearly ten-fold, from $5 million when she joined OCCF in 2000 to more than $59 million in 2015. During the same period, assets stewarded by the Foundation have increased from $43 million to nearly $250 million, and OCCF has now awarded more than $360 million in grants and scholarships since its inception in 1989.

This dramatic growth has placed the Orange County Community Foundation as a stand-out among more than 750 community foundations across the nation, placing OCCF as the 12th most active grantmaker among its colleagues, and in the top 10% in total assets.

Prior to joining the Community Foundation, Hoss served as Executive Director for Girls Incorporated of Orange County, tripling revenue to support programs for underserved girls. Prior to that, she served in leadership positions for ten years with Orangewood Children's Foundation, raising awareness and providing essential services for abused and neglected children with a focus on youth emancipating from the foster care system.

Hoss served as founding chair of the Orange County Funders Roundtable, serves on the board of the League of California Community Foundations, and has been a regular guest lecturer at Stanford Graduate School of Business and the Merage School of Business at UC Irvine. She is a Phi Beta Kappa scholar with a joint Master's Degree in Business and Public Administration from the University of California, Irvine. Hoss resides in Laguna Niguel with her husband and son.

Anne Leinart   Anne Leinart
Associate to the President
949.553.4202 ext. 26

Anne Leinart provides executive support to President Shelley Hoss including scheduling meetings, events and speaking engagements. She also supports the Board of Governors and its various committees by organizing meetings and preparing agendas and minutes. Before joining OCCF in 2007, she obtained her real estate license and worked for five years building and managing client relationships in the mortgage industry. Anne holds a bachelor's degree in child development from San Diego State University.

Center for Engaged Philanthropy

Todd Hanson   Todd Hanson
Vice President, Center for Engaged Philanthropy
949.553.4202 ext. 44

Todd Hanson is vice president of the Center for Engaged Philanthropy at the Orange County Community Foundation.  For more than 15 years Todd has provided support to some of Orange County’s most generous families, helping them achieve their philanthropic goals and inspiring effective and impactful giving.   He works with donors to develop personalized giving plans, arrange agency site visits, organize presentations on community issues and provide research reports on nonprofits. He visits more than 100 local charities each year to stay informed on the latest programs, services and results. He has more than 20 years of experience in nonprofits and is the former executive director of Camp Fire USA in Orange County. He is a graduate of California State University, Fullerton.

Lisa Calvino  

Lisa Calvino Wilterink
Philanthropic Services Officer
949.553.4202 ext. 42

Lisa Calvino is responsible for supporting all aspects of the Foundation’s donor-advised fund development and philanthropic services in the community. Prior to joining the Foundation in December 2011, Lisa served on the major gift team at CHOC Children’s Foundation, where she worked closely with donors and support committees. She also oversaw all aspects of resident services for Millennium Housing’s communities, serving as a liaison between residents and various community resources. Lisa is a graduate of University of California, San Diego, where she earned a Bachelor of Arts degree in human development with a minor in teacher education.


Treena Salerno
Center for Engaged Philanthropy Assistant

Treena Salerno provides support to the Center for Engaged Philanthropy department, assisting with grant processing and charitable distribution requests, donor relations and other special projects. She brings with her several years of experience, including donor and board relations from her prior positions at leading Orange County and Los Angeles nonprofits as well as providing support to trust and investment clients at City National Bank. She is also an active volunteer in both of her children’s classrooms. Treena is a graduate of California State University Fullerton, where she earned a Bachelor of Arts degree in Liberal Studies with a minor in Art History.

Donor Relations & Programs

Cathleen Otero   Cathleen Otero
Vice President, Donor Relations & Programs
949.553.4202 ext. 40

Cathleen Otero is Vice President of Donor Relations & Programs at the Orange County Community Foundation. Cathleen brings more than 15 years of experience in supporting health and human service organizations through collaboration, coalition building, and strategic planning to improve performance and better serve vulnerable populations. She spent the last 10 years at Children and Family Futures, serving as the Deputy Director of the National Center on Substance Abuse and Child Welfare. Cathleen received her bachelor's degree in psychology from Yale University and both her Master of Public Administration and Master of Social Work degrees from the University of Southern California.

Carol Ferguson  

Carol Ferguson 
Senior Donor Relations & Programs Officer
949.553.4202 ext. 27

Carol Ferguson came to the Community Foundation in October 2010. Carol brings several years of corporate business development experience to her role as Senior Donor Relations & Programs Officer. She began her career at Xerox Corporation and spent several years providing technical services to mid- to large-size companies. In her role, Carol supports our donors by developing personal giving plans, researching nonprofits and arranging agency tours. By keeping a pulse on the Orange County nonprofit community, she maintains a broad understanding of the changing needs in the community and uses this knowledge to work with donors to meet their giving goals. Carol graduated with a business degree from Cal Poly, San Luis Obispo and earned her MBA at Pepperdine University.

Michelle Abril  

Michelle Abril
Education & Scholarship Officer
949.553.4202 ext. 46

In her role as Education and Scholarship Officer for the Donor & Community Engagement team, Michelle manages the scholarship process, education granting, and acts as a liaison on behalf of OCCF's many donors.  She maintains a broad understanding of education issues faced in Orange County and plays a strategic role in granting. She brings eight years of education and nonprofit experience that includes coordinating successful youth programs and serving on fundraising committees for leading Orange County nonprofits. Michelle holds a bachelor's degree in Business Administration from California State University San Bernardino.

Austin Muckenthaler  

Austin Muckenthaler
Donor & Community Engagement Associate
949.553.4202 ext. 48

Austin Muckenthaler provides support for the Donor and Community Engagement department, assisting with granting and program activities, donor relations and other special projects. A graduate of California State University, Long Beach with a bachelor’s degree in History, Austin previously worked for The Olin Group, a nonprofit consulting firm in Santa Ana as a grant writer and project manager. Austin has a passion for the arts and serves on the Board of Trustees of The Muckenthaler Cultural Center in Fullerton. 

Mollie Esposito  

Mollie Esposito
Donor & Community Engagement Associate
949.553.4202 ext. 30

Mollie Esposito provides vital support services to the Donor and Community Engagement team including processing grants and charitable distribution requests as well as donor relations and special project support.  A graduate from the University of Missouri and Loyola Marymount University, Mollie has been active in the Southern California nonprofit community. Mollie is a key point person in establishing the lines of communication between grantees and OCCF staff.

Mayra Chavez  

Mayra Chavez
Education & Scholarship Assistant
949.553.4202 ext. 43

Mayra Chavez provides administrative support for the Donor Relations and Programs department, assisting with managing the scholarship process and education granting. Mayra is a fourth year at UC Irvine pursuing a double major in Criminology, Law and Society and Urban Studies. She is a SAGE Scholar, a member of Hermanas Unidas de UCI , and Internal Relations Chair of Against All O.D.D.S., a student organization at UC Irvine dedicated to raising funds and awareness for orphan/rare diseases. Mayra brings several years of customer service and experience providing student support to her role at OCCF from her prior work as a Peer Advisor at the UCI Office of Financial Aid and Scholarships and a Peer Mentor with the ACCESS Social Ecology Program at UC Irvine. 

Finance & Administration

Tracy Branson   Tracy Branson, CPA
VP, Finance and Administration
949.553.4202 ext. 33

Tracy Branson is responsible for managing the accounting of the Orange County Community Foundation's more than $250 million in assets. She oversees the foundation's management and financial reporting, including quarterly statements for donor-advised funds. Before joining OCCF in 1991, Tracy was an auditor with Ernst & Young for nine years. She graduated from the University of California, Los Angeles, and is a Certified Public Accountant. Tracy is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Diane Cleary   Diane Cleary
Accounting Manager
949.553.4202 ext. 41

Diane Cleary joined the Orange County Community Foundation family with an extensive accounting background in the real estate industry. Diane has served as a senior accountant for companies such as D.R. Horton and Classic Pacific Homes, where she was responsible for supervising staff and overseeing a variety of projects. At the Orange County Community Foundation, she is responsible for general accounting and finance tasks relevant to daily operations. Diane holds a B.A. degree in finance from California State University, Northridge.

Joanne Udell   Joanne Udell
HR and Operations Manager
949.553.4202 ext. 29

With the Orange County Community Foundation since 1996, Joanne Udell handles human resources, internal operations and processes donor stock gifts. She acquired an HR Management Certificate from the University of California, Irvine in 2002 and became a member of the Irvine Police and Fire Authority's Community Emergency Response Team in 2006.

Dan Ball   Dan Ball
Senior Staff Accountant
949.553.4202 ext. 24

Dan Ball brings to the Orange County Community Foundation seven years of experience in accounting and more than eight years working in the field of commercial property management. Dan is responsible for the processing of grants, scholarships, and operating disbursements, as well as assisting with cash receipts.

Priscilla Aguilar  

Priscilla Aguilar
Finance & Administration Associate
949.553.4202 ext. 21

Priscilla Aguilar is responsible for providing support to Orange County Community Foundation’s finance and administration department. She is responsible for processing contributions and assisting with the set-up of new funds. Priscilla started with OCCF in April 2012 as an administrative assistant. Priscilla brings more than 12 years of customer service experience to OCCF.

Sue Preston  

Suzanne Preston
Administrative Assistant
949.553.4202 ext. 32

As the welcoming face of the Orange County Community Foundation, Sue Preston is responsible for managing the front office, which keeps the organization running smoothly. Sue brings over twenty three years of customer service and office management experience to OCCF and majored in Business Administration at Pierce College.

Marketing & Communications

Emily Carpenter-Pulskamp  

Emily Carpenter-Pulskamp, APR
Marketing & Communications Manager
949.553.4202 ext. 47

Emily Carpenter-Pulskamp, APR serves as manager of marketing and communications for the Orange County Community Foundation. She provides leadership for the rollout of strategic programs and initiatives and supports PR and internal communications. Prior to coming to OCCF in 2015, she worked in the nonprofit, financial services and b2b technology sectors. Emily is an active and long-time member of the Public Relations Society of America and has served on the board for the Orange County and Cincinnati chapters. She earned a bachelor of arts from Saint Mary-of-the-Woods College. 





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