| Overall Rating | Gold - expired |
|---|---|
| Overall Score | 65.90 |
| Liaison | Sarah Stoeckl |
| Submission Date | March 6, 2020 |
University of Oregon
PA-9: Committee on Investor Responsibility
| Status | Score | Responsible Party |
|---|---|---|
|
0.00 / 2.00 |
Laura
Chen Investment Operations Coordinator 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 equivalent body?:
No
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"
Trust - tell the truth
Respect - be nice
Integrity - do the right thing
Commitment - follow through"
Does the CIR include academic staff representation?:
---
Does the CIR include non-academic staff representation?:
---
Does the CIR include student representation?:
---
Members of the CIR, including affiliations and role:
2019-2020 Officers
Steven Raymund '78, Board Chair
Joan Siegel '84, Board Chair Elect
Susan Stevens '80, Secretary/Treasurer
Trustees
Jeffrey Beaver '77
Greg Bell '85
Susan Fuller '71
John Harrison '77
Oystein Harsvik '88
Thomas Hartfield '75
Tinker Hatfield '77
Renee James '86
Bob Komin '85
Christopher Leupold '89
Desmond Lynch '84
Carey McNally '79
Frederic Poust '82
Merritt Richardson
Ronald Sauer '80
Julie Schlendorf '90
Kenneth Singer
Julie Stott '77
Lisa Vance '80
International Trustees
Aisha Almana '70
Trustees Emeriti
Arthur Carmichael, Jr. '62
Cheryl Ford '66
Ehrman Giustina '42
John Herman '60
Gwendolyn Lillis, PhD
Lorry Lokey
Brian Obie
David Petrone '66, MBA '68
Gretchen Pierce '66
Vinton Sommerville '58
David Sparks '66
Norman Walker '66
Steven Raymund '78, Board Chair
Joan Siegel '84, Board Chair Elect
Susan Stevens '80, Secretary/Treasurer
Trustees
Jeffrey Beaver '77
Greg Bell '85
Susan Fuller '71
John Harrison '77
Oystein Harsvik '88
Thomas Hartfield '75
Tinker Hatfield '77
Renee James '86
Bob Komin '85
Christopher Leupold '89
Desmond Lynch '84
Carey McNally '79
Frederic Poust '82
Merritt Richardson
Ronald Sauer '80
Julie Schlendorf '90
Kenneth Singer
Julie Stott '77
Lisa Vance '80
International Trustees
Aisha Almana '70
Trustees Emeriti
Arthur Carmichael, Jr. '62
Cheryl Ford '66
Ehrman Giustina '42
John Herman '60
Gwendolyn Lillis, PhD
Lorry Lokey
Brian Obie
David Petrone '66, MBA '68
Gretchen Pierce '66
Vinton Sommerville '58
David Sparks '66
Norman Walker '66
None
Examples of CIR actions during the previous three years:
RESPONSIBILITIES
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
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
Optional Fields
Additional documentation to support the submission:
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Data source(s) and notes about the submission:
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