Overall Rating Gold - expired
Overall Score 65.90
Liaison Steve Mital
Submission Date March 6, 2020

STARS v2.2

University of Oregon
PA-9: Committee on Investor Responsibility

Status Score Responsible Party
Complete 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?:

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"

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

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

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

Website URL where information about the institution’s committee on investor responsibility is available:
Additional documentation to support the submission:

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.