Peer Donor Network Portal

Dear VCCF’s Inaugural Donor Peer Network,

Welcome!  We are so delighted to be a part of this dynamic and inspiring group of VCCF donor-clients!  Thank you for joining the first VCCF Donor Peer Network!!

This Portal has been designed to help keep us all organized and together.  As you will see, this is our “go to” place for meeting agendas, minutes, calendar of activities, updates, and so much more!  Please feel free to send articles that you find interesting and to share with the group your philanthropic passions!

As Co-Chairs, we are here to support you and answer any questions you may have.  Please reach out anytime!!

Looking forward to seeing you soon,

Best,

Catherine and Jack

Meetings and Updates

Peer Donor Network + VCCF Staff

Co-Chairs

Jack Edelstein, Co-Chair

BIO

Jack Edelstein’s passion in life is to help people who spend their time helping others. Jack provides his business experience, contacts and personal resources to non-profit executives who are seeking help. As a sales outreach trainer and executive coach, he works with local CEOs in creating more efficient non-profit organizations; providing advice in fundraising, internal and external processes, public relations and employee satisfaction. 

Experience:

President/CEO of ExpressLink Inc from 1985-2015, growing the company from a start-up to the largest U.S. provider in their category of auto dealer services.

Served as a Board Member for:

  • Boys and Girls Club of Conejo Valley,
  • Fit4The Cause, 
  • Engage Treatment Programs, 
  • Express Systems, Inc

And as a consultant for Caring Hand for Children in Los Angeles and Temple Ner Simcha in Westlake Village.  

Jack attended University of California Northridge and University of California Los Angeles for his education in business and mental health treatment.

Catherine Sepulveda, Co-Chair

BIO

Catherine is currently on the VCCF Scholarship and Donor Peer Network Committees.

She worked with her husband directing the Agricultural and Science Academy at Santa Paula High School. The first graduating class was accepted to 66 universities and awarded $581,800 in grants and scholarship awards.

Catherine partnered with numerous companies and organizations in Ventura County to receive matching donations to the scholarship fund now managed by VCCF.

She was a trustee on the Santa Paula Union High School Board and a delegate on the California School Board Association.

Her education includes a Juris Doctor degree.

She owns and operates a small avocado ranch.

Top 3 Passions/ Interests:

  1. Educational Opportunities for Scholarships
  2. Making Connections, Networking
  3. Growing Philanthropy

Steering Committee Members

Jeanine Faria, Steering Committee

BIO

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Meenal Kelkar, Steering Committee

BIO

Despite coming to the US with $27 in their pockets and a 9 month-old me in their arms, my parents always found ways to give to people in need:  my mother via her time, and my father via setting up a foundation to send funds back to needy communities in India. A part of me couldn’t help but see the never-ending cycle that existed and wondered how that could be addressed. Over the past 15 years, my philanthropy has been inspired by empowering marginalized communities and youth leadership. Lately, my emphasis has been centering and spotlighting solutions coming from voices absent from the table in the past.

I have served on the board of the Social Justice Fund, which was my entry point to VCCF, and with my husband, Kris, established the Kelkar Endowment for Social, Economic, and Environmental Justice in 2012. I’ve been an active supporter of CAUSE, particularly their youth internship program, the Abundant Table and the Ojai Foundation.

Top 3 passions/ interests:

  1. Raising Youth-led activism and solutions
  2. Raising solutions that include voices absent from the table in the past
  3. Supporting initiatives that span communities, agencies, organizations (like the Complete Count Collaborative)

Donor Peer Network

Kris Kelkar

BIO

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Tessa Roper

BIO

We met with VCCF staff some years ago and quickly felt comfortable and confident setting up a DAF. We loved the idea of DAFs because sometimes the timing of a tax-related donation and a passion project donation don’t coincide, and the DAF enables us to have flexibility over time, while also helping to support VCCF’s overall mission.  We like to decide how and where we donate, but we also love being part of the bigger picture of philanthropy in VC, knowing  that our small contribution to the betterment of our community has real impact when combined with all the other donors and programs at VCCF.  We truly appreciate the helpful, personable nature of VCCF staff and their focus on quick responses to local needs. Our main areas of interest are local arts organizations, hands-on biology and STEM in schools, and the creation and preservation of parks, agricultural lands and open spaces in and around Ventura.  Kent and I have lived in Ventura since 2003 and raised two daughters here, one now in college at Cal Poly SLO, the other at Foothill Tech High School.  We love the outdoors, the Channel Islands, the Sierras, music, travel and quality time with friends and family.

Top Passion/ Interests:

  1. donating effectively, not having $ go to waste, recipient follow up
  2. learning about other donors’ passion projects in case I want to help out their projects as well as my own, i.e., partnering with other donors
  3. how to help small non-profits beyond just money–financial advice, being on a board, helping them get started

John Krist

BIO

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Michael “Mike” Merewether

BIO

Mike grew up in Spokane, WA and married high school sweetheart, Loretta Merewether, in 1962.  He graduated U of W Seattle and later joined Tolman & Wiker Insurance brokerage 1976. Mike and Loretta have four children and eight grandchildren that all live in Ventura County. Their passion is for building and providing clean safe housing and VCCF.

Mike is on the Board of Advisors for Ventura Botanical Gardens, Downtown Ventura Business Improvement District Board and on the Rubicon Theatre Board.

Top 3 Passions/ Interests:

  1. Housing
  2. VCCF
  3. Educated Giving

Loretta Merewether

BIO

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Diane Federle

BIO

My husband, Bill Corkins (who passed away in 2018) and I believed in investing in initiatives that would make change today but will forever impact tomorrow.  Our first involvement with VCCF was the creation of the Adelante! Scholarship Fund in 2004.

Top Interests/ Passions:

  1. Update on current needs in Community
  2. What are the key areas of unmet needs

Stacy Roscoe

BIO

During the last decade of my 30 year career with Procter & Gamble, I had the collateral duty of public affairs for the company.  This role allowed me to participate with dozens of non-profit organizations in terms of governance and funding. After my retirement, I kept my P&G network and served most of these organizations as a private citizen instead of a corporate representative.

It is within this capacity that my work with VCCF for over a decade as board member and interim CEO led me to better understand the role of philanthropy, and how I might be able to provide a full range of philanthropic support

Top Interests/ Passions:

  1. Children at risk
  2. Climate Change
  3. Housing

Kerry Roscoe

BIO

Having had an interior design business for 25 years and serving on the Carnegie Art Cornerstones board give me a deep connection with the arts.  With kindergarten teacher & college professor daughters and having run the Impact II program (grants for creative teaching) for the VCSS Office for several years, I have a focus on education, and taught for several years after retiring.  Since the mid-90’s I have read scholarship applications for VCCF and served on the Scholarship Advisory Committee.  I have been the liaison between the University of Notre Dame and admitted Ventura County students since the late 90’s.

Top 3 passions/ interests:

  1. Access to quality education/scholarships
  2. Social Equity, esp. in environment & housing
  3. Support of the arts

Leslie Leavens

BIO

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Judi Gould

BIO

Retired community college career counselor who is interested in serving the community by facilitating other’s success.

Long time VCCF Scholarship donor and supportive of environmental, youth, women, and small business causes.

Top Interests / Passions:

  1. Expanding the reach of VCCF to greater community, not just large donors
  2. Collaboration between the non-profits
  3. Co-ordinated outreach to young adults

John Crawford

BIO

As a trustee with the Bill and JoAnne Miller Charitable Foundation I have had the privilege to get to know the team at VCCF and they have opened my eyes to the non-profit world and the need for support in Ventura County.

Top Interests/ Passions:

  1. The ability to support young people grow into successful adults mentally, physically, and spiritually through supporting non-profits like the Boys and Girls Club, Moorpark Pantry Plus, Casa Pacifica, and the Fellowship of Christian Athletes.
  2. Supporting people in need physically and mentally in non-profits like Cancer Support, FOODShare, Alzheimer’s, Hospice, and ARC.
  3. Give young adults an opportunity to succeed with supporting scholarship funds and supporting and offering scholarships to local universities.

Mark Gilliam

BIO

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Meryl Chase

BIO

Having married into a wonderful, third-generation Ventura County farming family, Meryl Chase moved to Camarillo in 2007, leaving behind a career in advertising, film and TV production. She is co-owner of Clearmont, LLC, a family-owned real estate investment company, but considers serving the community her primary vocation.

Meryl recently joined the VCCF board of directors, and is also involved with several other local and global nonprofits including kidSTREAM Children’s Museum, WEV, Teens4TeensHelp, World Vision, and her son’s school. She considers the opportunity to serve others, together with VCCF, to be an extraordinary honor.

Top 3 Passions/ Interests:

  1. Early childhood education
  2. Youth and teens mental health
  3. Emerging community needs

Ray Reisler

BIO

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Jeff

BIO

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Jennifer

BIO

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Gary Erickson

BIO

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Our team of experienced professionals provides you with the highest level of service and support. Strategic, focused and committed, we are stewards who partner with our donors as they engage in high impact giving that reflects their interests and passions.

VANESSA BECHTEL

President & CEO

BIO

Vanessa Bechtel serves as President and CEO of the Ventura County Community Foundation (VCCF), an organization committed to safeguarding the long-term legacies of thousands of generous donors through the careful management of the charitable capital entrusted to them.  By promoting philanthropy to improve our community, Bechtel strives to inspire charitable giving that connects philanthropic resources with community needs for the benefit of all.

Prior to her work with VCCF, Bechtel served as executive director of the Santa Barbara City College Foundation.  She co-founded Monarch Wealth Strategies in 2008 and was honored as Business Woman of the Year by the Santa Barbara Chamber of Commerce in 2010.  Bechtel was recognized as Nonprofit Leader of the Year by the Ventura County Leadership Academy in 2019 and Humanitarian of the Year by the Teddy Bear Cancer Foundation with her spouse, Jim.

Bechtel graduated from UC Santa Barbara with a degree in Law and Society. In 2016, she received her master’s degree from the Marshall School of Business at the University of Southern California.  She also received her master’s certificate from the International Institute for the Sociology of Law in Onati, Spain.

STEPHANIE BERTSCH-MERBACH

Director of Operations and Strategic Initiatives

BIO

Stephanie Bertsch-Merbach serves as the Director of Operations and Strategic Initiatives for the Ventura County Community Foundation (VCCF). She helps to oversee the Foundation’s Census outreach program, applications for outside grant funding, marketing and communications for the Foundation, and provides integral support to the Executive Office through her leadership and relationships building crucial to the success of the organization, while also managing a variety of special projects.

Prior to joining VCCF in September 2018, she was the Senior Associate for the Medical Outreach Program at Americares in Stamford, CT where she managed donations of medicines and supplies to volunteer medical teams traveling overseas. These donations enabled 800,000+ primary care visits and 40,000+ surgeries while strategically strengthening capacity in areas with little or no access to healthcare. Before Americares, she was the Communications and Program Manager for Bridge of Life, a nonprofit organization founded by DaVita to establish and expand dialysis and kidney care in the U.S. and in 16 low- and middle-income countries around the world.

Stephanie is originally from North Dakota and received her BA in Spanish with minors in Physics and Psychology from Concordia College in Moorhead, MN. She earned her Master’s degree in International Studies with a certificate in Global Health Affairs from the University of Denver’s Josef Korbel School of International Studies. She is passionate about the arts, science, and creating equitable access to healthcare around the world. Stephanie is certified in Fiduciary Essentials for Foundations and Endowments (FEFE).

JEFFREY LAMBERT

Chief Operating Officer

BIO

Jeffrey Lambert serves as Chief Operating Officer of the Ventura County Community Foundation.  As Chief Operating Officer, Jeffrey leads the development and stewardship division, program and grants department, marketing and communications, and strategic initiatives.

Prior to joining VCCF, Jeffrey served as Community Development Director for the City of Oxnard and City of Ventura.  Jeffrey has a proven track record as a public servant through his career and is recognized as a Certified Planner by the American Institute of Certified Planners (AICP).  Jeffrey previously owned his planning and government consulting firm, served as Community Development Director for the City of Santa Clarita and as the Land Use Manager for Kaiser Permanente Southern California.  Jeffrey served on the national Board of the American Planning Association (APA) and was President of the California Chapter of APA. He serves as an advisor to the Economic Development Collaborative’s Small Business Development Center. (SBDC)

Lambert graduated from the University of Southern California with a Masters in Urban Planning and previously earned his B.A. degree in Psychology and Government from Clark University in Worcester Massachusetts.

BONNIE GILLES

Chief Financial Officer

BIO

Bonnie Gilles serves as Chief Financial Officer (CFO) for VCCF. Her responsibilities include oversight of the VCCF’s more than 600 donor-advised, donor-designated, scholarship, field-of-interest and agency endowment funds, as well as the foundation’s investment portfolio, its operating budget and its annual grants and scholarship budget. Bonnie has been able to apply her 20-year tenure in real estate development and management to provide oversight of the VCCF Nonprofit Center.  In addition, she oversees the Foundations insurance and human resources.

Prior to joining VCCF in October 2014, Bonnie was the Vice President of Finance for Total Woman Gym + Spa, managing finance and accounting for a portfolio of 16 locations with over $35 million in annual revenues. Before Total Woman, she was Controller for Fore Property Co., a national development/property management firm focused on low-income housing communities, with 40 locations in 15 states.  Since 2018, Bonnie has served as a business representative on the Pleasant Valley School District Citizens’ Oversight Committee for the $119,000,000 Measure C Bond Measure, and currently serves as Vice-Chair.

An actively licensed California Certified Public Accountant (CPA), Bonnie graduated magna cum laude from California State University, Northridge, with a BS in business administration-accounting. Bonnie is Accredited Investment Fiduciary Analyst (AIFA) certified.

Says Bonnie of her job,

“I take great pride in being part of VCCF, as it provides me with the opportunity to give back to the community that I have called home for 35 years.”

CRISTINA MIRANDA, Ed. D., MPPA

Scholarship Director

BIO

A proud Ventura County native, Cristina has worked in the fields of child welfare and education for nearly 15 years. She began her career as a bilingual and special education instructional assistant at a local school district. After two years in the education system, Cristina transferred to Casa Pacifica working as a frontline staff in the children’s shelter home and residential treatment center. During her tenure at Casa Pacifica, Cristina got the opportunity to advocate for children placed in the foster care system at the local, state, and federal levels. In 2011 Cristina got the opportunity to work alongside members of the County Welfare Directors Association (CWDA) and the California Department of Social Services (CDSS) to develop policies for AB12, the landmark piece of legislation that extends foster care until the age of 21. In 2012 Cristina completed an internship in Washington DC with Congresswoman Karen Bass, she wrapped up the summer by briefing members of the United States Congress on issues within the child welfare system.

In 2017 Cristina joined Child Development Resources as a Family Engagement Coordinator. In this role, Cristina supported the Head Start program by providing resources and supports to some of Ventura county’s most economically vulnerable families. Cristina also served as an independent consultant with the Ventura County Office of Education providing trauma informed trainings to school districts throughout Ventura County from 2015 through 2019.

Cristina earned an Associate’s degree in liberal arts from Oxnard college, and a Bachelor’s degree in Sociology from California State University Channel Islands. Cristina also holds a Master’s degree in Public Policy and Administration from California Lutheran University, and has recently earned a Doctorate degree in Education from Pepperdine University with an emphasis on Leadership, Administration and Policy.

Cristina is passionate about education and creating opportunities for all students, specially underserved populations. Cristina is grateful and excited to be a part of the VCCF team in serving the Ventura County community.

In 2017 Cristina joined Child Development Resources as a Family Engagement Coordinator. In this role, Cristina supported the Head Start program by providing resources and supports to some of Ventura county’s most economically vulnerable families. Cristina also served as an independent consultant with the Ventura County Office of Education providing trauma informed trainings to school districts throughout Ventura County from 2015 through 2019.

Cristina earned an Associate’s degree in liberal arts from Oxnard college, and a Bachelor’s degree in Sociology from California State University Channel Islands. Cristina also holds a Master’s degree in Public Policy and Administration from California Lutheran University, and has recently submitted her dissertation for completion of a Doctorate degree in Education from Pepperdine University with an emphasis on Leadership, Administration and Policy.

Cristina is passionate about education and creating opportunities for all students, specially underserved populations. Cristina is grateful and excited to be a part of the VCCF team in serving the Ventura County community.

TRACY TAGAWA

Chief Compliance Officer

BIO

Tracy Tagawa serves as the Chief Compliance Officer (CCO) for the Ventura County Community Foundation (VCCF).  She has over 20 years of experience in Risk Management. She is passionate in developing strong relationships while ensuring compliance and risk policies are being followed throughout the organization.  Her responsibilities include the oversight of the VCCF Corporate Compliance Program and the adherence of VCCF’s fiduciary responsibilities with its clients and future fundholders.

Prior to joining VCCF in Sept 2020, Tracy was Vice President – Regional Brokerage Supervisor for Wells Fargo Advisors, LLC for 14 years.  Her region included cities within Santa Barbara County, Ventura County, and Los Angeles County.  She worked diligently in identifying potential risks in advance, analyzing them, and taking precautionary steps to reduce risk in the future.  She was also responsible for all internal and external audits within her region.

Tracy grew up in Marin County, California and graduated from the University of California at Santa Barbara with a major in Business Economics.  She enjoys spending time with her husband, daughter, and son.  Both of her children play competitive sports and they travel to different states throughout the year to compete in national and state tournaments.  Tracy also enjoys spending time with friends and family and they love attending professional sporting events when possible.

JIM RIVERA

Chief Compliance Officer

BIO

A life-long resident of Ventura County, Jim Rivera has over 30 years of experience in nonprofit executive management and fund development. He joined VCCF as the Chief Compliance Officer (CCO) in June 2015. His prior professional positions include serving as Chief Operating Officer and Interim CEO for the Santa Barbara City College Foundation, Vice President with Netzel Grigsby Associates, Inc., a management and consulting firm; Vice President of Administration for the Santa Barbara Foundation; and President & CEO of Visiting Nurse and Hospice Care of Santa Barbara, Santa Barbara’s largest home health and hospice provider. Jim began his career in nonprofit management as a United Way professional in both Ventura and Santa Barbara counties.

Organizations he has volunteered for include Mary Health of the Sick, Rancho Camulos Museum, Hutton Parker Foundation, Santa Paula Art Museum, Museum of Ventura County, Cultural Affairs Commission for the City of Ventura, Ventura County AIDS Partnership, Santa Barbara Hispanic Achievement Council, and El Concilio. Jim is certified in Fiduciary Essentials for Foundations and Endowments (FEFE).

ROSEANNAH MILLSGRASSIN

Database Manager

BIO

Roseannah MillsGrassin is the the Database Manager for the Ventura County Community Foundation. At VCCF she is responsible for the behind the scenes analytics and data integrity that can help facilitate the generous philanthropy of our community members. Roseannah has been with the Foundation since 2014 when she relocated to the Conejo Valley from the East Coast. She has past experience working for animal rescues, grass roots organizations, and a state University system. Passionate about making a lasting difference, Roseannah loves focusing on the little things we can improve each day to make life better for all of our neighbors here in Ventura County.

JESSICA PROCTOR

Building Services Coordinator

BIO

Jessica Proctor is the Building Services Coordinator for the VCCF Nonprofit Center, providing information on the center’s resources and tenant services. Aside from greeting and directing visitors as they arrive at the building, she also manages meeting space and room reservation requests for over 125 eligible nonprofit organizations in Ventura County. In March of 2019 she became certified in Fiduciary Essentials for Foundations and Endowments (FEFE).

Prior to joining VCCF in 2012, Jessica was a graphic artist for 16 years in Los Angeles county, digitally coloring children’s cartoons for daytime television. Her credits include “Strawberry Shortcake”, “Horseland”, “Liberty’s Kids” , “Dino Squad”, “Sabrina the Animated Series”, and Emmy Award winning “Madeline”.

Jessica recently received her AA in Anthropology with Highest Honors from Oxnard College in 2015 and plans to transfer to a CSU Channel Islands in the future. When she is not working or studying, Jessica enjoys spending her free time with her son and creating art.

“My inspiration for working at the VCCF Nonprofit Center is an appreciation for social diversity and interaction between nonprofit organizations collectively engaging in one place.”

CLAUDIA RAITI

Assistant Controller

BIO

Claudia was born and raised in Germany.  She fell in love with a US Army officer in 2002, got married, and moved where the Army stationed her husband whenever she could.  Since she left Germany in 2006, she moved to Texas, England, Virginia, and now California.  That makes 3 trans-Atlantic and 1 cross-country move.

Claudia also likes to be active and is quick to try new sports depending on where she lives. So of course, she recently added surfing to her list of sports.  She also enjoys roller derby and has been playing for 1 ½ years.  She loves how derby provides a balance of exercise, excitement, and a feeling of community among the league.  She started training in Virginia and is now plays for the Ventura County Derby Darlins in Camarillo.

Claudia has a German CPA license and has worked in CPA offices in Germany and Texas.  She enjoyed CPA work, but once Claudia found her first employment with a non-profit organization in England in 2012, she never looked back. She has been working in non-profits ever since.  Claudia said that it is very rewarding to help support a team that is truly trying to make a difference in people’s lives and to witness the positive impact. Claudia is certified in Fiduciary Essentials for Foundations and Endowments (FEFE).

CALLEEN O’NEALL

Executive Assistant

BIO

Calleen O’Neall, Executive Assistant to Vanessa Bechtel at the Ventura County Community Foundation, recently relocated to Ventura County in June 2019 from Arizona. Born and raised in Mesa, she sees the importance of being involved within the community.

Her interest in working with nonprofits all began with her internships during college with nonprofits around the including supporting small local businesses and educating youth on conservation of wildlife and the environment.  She plans on continuing her education and getting her masters in nonprofit management.

In her free time Calleen loves to travel the world, from studying abroad in Australia to vacationing in Thailand, being outdoors whether in sun or snow, and exploring with her dog, Cleo.

ALYSSA TORKELSON

Junior Accountant

BIO

Alyssa Torkelson serves as the Junior Accountant for the Ventura County Community Foundation (VCCF), where she works closely with the VCCF team to accomplish its mission to promote and enable philanthropy to improve our community.

Alyssa has worked in a variety of fields and positions. She started her career working in Higher Education first at the University of Maryland University College – Europe in their European Division located in Heidelberg, Germany, and then at the University of Santa Cruz in Santa Cruz, California. Alyssa then moved into the non-profit field working in Research and Mental Health where she discovered a passion for non-profit work and the helping professions. After spending some time working in Human Resources and Accounting positions in the Utility and Specialty Veterinary Medicine Management fields, she decided to return to the non-profit world and is proud to be a part of the VCCF Team.

Alyssa holds a BA in Psychology with a concentration in Child and Adolescent Development from Southern New Hampshire University. 

TIFFANY ELLIOTT

Administrative Assistant

BIO

Tiffany Elliott is the Administrative Assistant for the Ventura County Community Foundation. With most of her life living in Ventura County, she has always seen the value in giving back. Prior to joining the team, she has had much involvement and interest in community-based work. 

Born and raised in Ventura County, Tiffany was familiar with participating within the community –usually volunteering with her family on the weekends. As she had gotten older, she pursued and received her Associates Degree in Communication Studies at Moorpark College. After this, she moved to Fullerton to pursue, and receive her Bachelors of Communication Studies at California State University, Fullerton. During her academic career, she brought her passion for service with her. She served on the executive board for two community-serving organizations on her campus. Through these roles, she accrued experience in advertising, event planning, crucial decision making and leadership. As well as this, she worked in the Department of Outreach and Recruitment as a Student Ambassador – where she gave campus tours to prospective families, students, and hires. Apart from giving tours, her job entailed participating in helpful student panels, and serving as an Administrative Assistant for the department. This positioned her as the liaison between the school and the public, answering questions about the institution, and providing any information needed for prospective families or hires. After graduation, she was involved with a nonprofit whose purpose was to increase civic engagement among young adults. 

Tiffany finds her passion, and has dedicated much of her work to advocating for social justice, building communities and finding ways to create spaces that will help us all thrive. 

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