Overall Rating Gold - expired
Overall Score 71.58
Liaison Steve Mital
Submission Date May 18, 2017
Executive Letter Download

STARS v2.0

University of Oregon
PA-13: Committee on Investor Responsibility

Status Score Responsible Party
Complete 0.00 / 2.00 Jay Namyet
Chief Investment Officer
UO Foundation
"---" indicates that no data was submitted for this field

Does the institution have a formally established and active committee on investor responsibility (CIR) or similar body that has multi-stakeholder representation (i.e. includes faculty, staff, and students) and otherwise meets the criteria for this credit?:

The charter or mission statement of the CIR or other body which reflects social and environmental concerns or a brief description of how the CIR is tasked to address social and environmental concerns:

"The Foundation applies several important core values to our everyday interactions with colleagues, trustees, and donors. We base our business decisions and communications on the priorities of:
Trust - tell the truth
Respect - be nice
Integrity - do the right thing
Commitment - follow through"

Members of the CIR, including affiliations and role (e.g. student, faculty, alumni):

Board Chair: Steve Holwerda
Chair Elect: James Shephard
Sect/Treasurer: Steve Raymund

J. Scott Andrews '74
Andrew S. Berwick, Jr. '55

Timothy ""Tim"" W. Foo '68
Cheryl L. Ramberg Ford '66
Sue Fuller '71
Thomas H. Hartfield '75
Rosaria P. Haugland
Oystein Harsvik '77
Amy Rittenberg-Kari '82
Abbott J. Keller '72
Edward L. Maletis '76
J. Douglas McKay '59
Carey McNally '79
Julie Schlendorf '90
Susie Yancey Papé '72
Joan Siegel '84
Steven A. Raymund '78
Chris A. Smith '76
Sondria L. Stephens '88
David B. Taylor '78
Vicki J. Toyohara-Mukai '80
Michael B. Wilkes '71

Katherine H. Gurun '75
Richard Seow '83
James W. Shephard '80
Anthony ""Tony"" S. O. Wong '76

Arthur C. Carmichael, Jr. '62
Ehrman V. Giustina '42
John H. Herman '60
Lorry I. Lokey
Brian B. Obie
David M. Petrone '66, MBA '68
Gretchen Pierce '66
Hope Hughes Pressman '42, MS '72
Vinton H. Sommerville '58
David G. Sparks '66
Donald E. Tykeson '51
Norman R. Walker '66
Carlton Woodard '45

Examples of CIR actions during the previous three years:

Foundation responsibilities include:
Receipting and acknowledging donor gifts
Directing gifts to separately identifiable funds based on the purpose from the donor
Handling donation information with respect and confidentiality to the extent provided by law
Making regular reports to donors
Responding to donor questions with prompt, truthful and forthright answers
Ensuring spending is consistent with the terms of the donor's designation
Managing unrestricted funds to provide the greatest benefit for the University
Acting as custodian for endowed gifts
Serving in legal capacities for planned giving arrangements

The website URL where information about the CIR is available:

The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.