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 more than 28 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, with a mission to encourage, support, and facilitate local philanthropy. Under Hoss’ leadership, OCCF has become recognized as the “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 $47 million in 2014. During the same period, assets stewarded by the Foundation have increased from $43 million to $230 million.  OCCF has awarded more than $300 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 14th most active grantmaker among its colleagues, and in the top 10% in total assets. Prior to joining OCCF, 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, sits on the board of the League of California Community Foundations, and is a guest lecturer at Stanford Graduate School of Business and the Merage School of Business at UC Irvine. She is a Phi Beta Kappa scholar.

Anne Leinart   Anne Leinart
Executive Assistant 
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.

Philanthropic Services

Jeffrey A. Swanson   Jeffery A. Swanson, CSPG
VP, Philanthropic Services
949.553.4202 ext. 39

As vice president of philanthropic services, Jeff Swanson serves as a valuable resource to donors, professional advisors, and nonprofits throughout Orange County. Jeff helps facilitate strategic and effective giving that brings reward and satisfaction to donors and vital support to local nonprofits through both current and planned gifts. Jeff is the former associate vice president of development at Cal Poly Pomona and over the last 15 years has served the Southern California nonprofit community.  He earned a B.A. degree in history from Loma Linda University, an M.A. in education and administration from La Sierra University, and is a Certified Specialist in Planned Giving.
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.

Priscilla Valdez  

Priscilla Aguilar
Philanthropic Services Assistant
949.553.4202 ext. 21

Priscilla Valdez is responsible for providing support to Orange County Community Foundation’s Philanthropic Services department. She started with the foundation in April 2012 as the Administrative Assistant. Priscilla brings over eight years of customer service experience to OCCF.

Donor & Community Engagement

Todd Hanson   Todd Hanson
Vice President, Donor & Community Engagement
949.553.4202 ext. 44

Todd Hanson is vice president of donor & community engagement at the Orange County Community Foundation.  For more than 12 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.

Cathleen Otero   Cathleen Otero
Director of Donor Relations & Programs
949.553.4202 ext. 40

Cathleen Otero is Director of Donor Relations & Programs at the Orange County Community Foundation. Cathleen brings 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.

Julie Shuler  

Julie Shuler 
Donor Relations & Programs Officer
949.553.4202 ext. 37

In her role as Donor Relations & Program Officer, Julie provides high-quality support to donors helping them achieve their philanthropic goals.  She also plays a strategic role in managing the Foundation’s granting programs.  Julie brings with her several years of nonprofit experience, including donor relations and program development.  She graduated from Biola University with a BA in Intercultural Studies.

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 Assistant
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.


Jeanette Vasquez
Education & Scholarship Assistant
949.553.4202 ext. 43

Jeanette Vasquez provides administrative support for the Donor Relations and Programs department, assisting with managing the scholarship process and education granting.  Jeanette is a senior at UC Irvine pursuing a double major in Biological Sciences and Psychology & Social Behavior. She is a SAGE Scholar, Sigma Alpha Pi Scholar and Sigma Lambda Gamma National Sorority Member. Jeanette brings several years of customer service to her role at OCCF from her prior work experience as a medical assistant at Hoag Health Center and Clinical Care Extender at St. Francis Medical Center. 

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
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.

Sue Preston   Sue 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

Cynthia Ragland   Cynthia Ragland, APR
Vice President, Marketing and Communications
949.553.4202 ext. 22

Cynthia Ragland, APR, serves as vice president of marketing and communications for the Orange County Community Foundation, which she joined in 2007. She works to raise visibility of the foundation among a wide range of stakeholders including philanthropists, nonprofits, and business and community leaders. She leads marketing outreach for OCCF's wide range of initiatives, including iheartoc, Orange County’s first-ever giving day; the Orange County Veterans Initiative; Nonprofit Central, OC’s first fully searchable resource of local nonprofits; and the ConnectOC community engagement site. Cynthia serves on the national steering committee for CommA, a professional association of marketing and communications professionals; she served as chair in 2013. She is also past president of the Orange County Chapter of the Public Relations Society of America. She holds an MBA from Pepperdine University and a bachelor's in journalism From California State University, Fullerton.

Courtney Doeing  

 Courtney Doeing
Marketing Assistant
949.553.4202 ext. 45

Courtney Doeing provides administrative support to the Vice President of Marketing and Communications as well as for the department, assisting with special projects and marketing related activities.  A recent graduate from California State University Fullerton with a bachelor's degree in Criminal Justice and Sociology, she brings an eagerness and passion to serve the community.  Courtney's marketing experience includes an internship in the Communications Department at Mesa Water District where she supported general public relations activities and participated in a variety of outreach events within the community.