The Orange County Community Foundation Team

Executive

Shelley Hoss  

Shelley Hoss
President
949.553.4202 ext. 25

With more than 27 years of experience as a nonprofit executive, Shelley Hoss has served as president of the Orange County Community Foundation for 14 years. She works with the Board of Governors to oversee the mission and direction of the Community Foundation and also works with donors to help them achieve strategic impact with their giving. Prior to joining OCCF, Shelley served as the executive director of Girls Incorporated of Orange County and in several leadership positions for the Orangewood Children's Foundation. Shelley serves on the boards of the Orange County Funders Roundtable and the League of California Community Foundations, and is a member of the Council on Foundations. She is a Phi Beta Kappa scholar with a joint Master's degree in Business and Public Administration from the Merage School of Business at UC Irvine, and serves as a guest lecturer at Stanford Graduate School of Business and the Merage School of Business.

     
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.

     
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 Donor Relations 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.

     
Marisa Conner  

Marisa Conner
Donor & Community Engagement Associate
949.553.4202 ext. 48

Marisa Conner provides administrative support for the Donor Relations and Programs department, assisting with granting and program activities, donor relations and other special projects. A recent graduate from Chapman University with a bachelor’s degree in psychology and a minor in art, Marisa has been very active in the local nonprofit community, interning with Casa Teresa, Orange County Therapeutic Arts Center and Girls, Inc. She also led a number of philanthropy and service projects through Chapman.

     
Michelle Abril  

Michelle Abril
Scholarship Officer
949.553.4202 ext. 46

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

     
Aava Nami  

Aava Nami
Donor & Community Engagement Assistant
949.553.4202 ext. 30

Aava Nami graduated in May 2011 from Cal State University, Fullerton with a bachelor's degree in Communications and an emphasis on Entertainment Studies.  She 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.  Aava is a key point person in establishing lines of communication between grantees and OCCF staff.

     
Briset Flores  

Briset Flores
Scholarship Assistant
949.553.4202 ext. 43

Briset Flores provides administrative support for the Donor & Community Engagement team, specifically assisting with scholarship activities and donor relations tasks. Briset is a senior at UC Irvine where she is a SAGE Scholar pursuing two bachelor’s degree in Business Economics and International Studies. Briset brings several years of customer service and event management expertise to her role at OCCF from her prior work experience as an administrative intern of Greek Life at UCI.

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 $200 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

For six years Cynthia Ragland, APR, has served as vice president of marketing and communications for the Orange County Community Foundation in Newport Beach, Calif. She works to raise visibility of the foundation among a wide range of stakeholders including philanthropists, nonprofits, and business and community leaders. She has led marketing and outreach of OCCF's community engagement site ConnectOC.org as well as Nonprofit Central, Orange County’s first fully searchable resource of local nonprofits. Cynthia serves as chair of the national steering committee for CommA, a communications affinity group of the Council on Foundations. 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.

     
Stephanie Christian  

Stephanie Christian
Marketing Associate
949.553.4202 ext. 47

As Marketing Associate, Stephanie is responsible for advancing the foundation's presence online and offline, as well as coordinating communications to key audiences such as donors, nonprofit organizations and professional advisors.  She brings 7 years of marketing and outreach experience in the nonprofit sector to OCCF. Stephanie graduated with honors from California State University Fullerton and holds a bachelor’s degree in art education.

     
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.