Union Hospital Foundation Staff

Jim Bertoli
Executive Director

Bertoli joined Union Hospital Foundation in April of 2008 after serving five years as the executive director of the local United Way. Bertoli's responsibilities include all fund raising initiatives and activities of the organization. He is directly responsible for the development and implementation of the annual giving plan including cultivating and maintaining relationships with new and existing donors and supporters, developing and building a major gifts program, developing and building a planned giving program, and collaborating with other hospital divisions to be sure that grant research and grant writing is successfully executed. Bertoli is also responsible for the successful implementation and execution of all revenue generating direct mail and special events, and supporting third party fundraising initiatives. As executive director he serves as the campaign manager, working with counsel, leadership staff and volunteers to successful complete all capital campaigns. He is also be accountable for specific projects assigned.
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Margaret Douglas
Executive Assistant

Margaret's duties and responsibilities include assisting the Executive Director by performing secretarial and designated executive duties, keeping the Executive Director informed regarding requests for information and impending deadlines and/or status of special projects, taking and preparing minutes for Board of Directors and several board committees, including Executive Committee, assuring proper accommodation for all meetings, drafting meeting minutes, preparing and organizing all Board material for quarterly meeting, including the meeting agenda and notices, preparing for Foundation Annual Meeting, keeping track of all Board members' key information, obtaining all necessary signatures of Committee Chairmen and maintaining up-to-date committee minutes, mailing notices for meetings confirming attendance, keeping record of appointments, meetings and reminding Executive Director of them, responsible for preparation of all annual corporation of disclosure forms, biographical information sheets, and proxy forms, preparing all meeting agendas, maintaining files, to include correspondence and travel information, arranging all travel reservations and arrangements, maintaining accurate and current files on all donors and prospects, including files and electronic accounts maintained on software, operating the gift accounting/donor records software, records and delivers to Accountant all cash and checks as gifts and payments to the Foundation, maintaining accurate records on all memorials and honorariums, preparing gift acknowledgments, memorial and honor cards. preparing regular reports for Chairman of the Board and Executive, providing the Fund Report, Appeal Report, Gift Report, Clinical Trails Report, Commemorative Giving Report, and 26 Fund Balance Report and handling special event activities which include Camp Bluebird, Union Hospital Benefit Golf Tournament, Service League Children's Classic Run, Weinbaum & Baur Awards Dinner and Nursing Alumna Luncheon.
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Marlene Lenz
Administrative Secretary

Marlene's activities and job responsibilities include consulting with the Executive Director as to priorities and activities, keeping up-to-date calendar at all times for Executive Director, preparing and mailing notices and agendas for meetings to all Board of Directors and Committee members, acting as the staff liaison for the Grants & Awards Committee, preparing expenses and registrations for meetings, maintaining accurate and current files on all donors and prospects, maintaining accurate records on all memorials and honorariums, preparing gift acknowledgments, preparing regular reports for Chairman of the Board, President, and Executive Director, recording Scholarship recipients/distribution in database, planning Scholarship reception, recording donor recognition in database, recording 26 Fund activity, attending various committee meetings, as requested, and preparing minutes of same, preparing and files minutes, records, and reports, and assisting with the golf tournament and other Foundation events, such as receptions, dinners, and meetings.
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Carolyne Holcomb
Special Events Coordinator & Development Assistant

As Special Events Coordinator & Development Assistance, Carolyne Holcomb is involved with all fundraising initiatives and activities of the Foundation by assisting the Executive Director with the successful implementation and execution of all development activities. Carolyne is responsible for the successful planning and execution of special event fundraisers throughout the year and also serve as an advocate for donor stewardship. Her duties will also include coordination of marketing materials and publications and the donor-focused website. Carolyne comes to Union Hospital Foundation with a Bachelor of Arts degree in Communications-Public Relations from Indiana State University and brings with her internship experience in development and special events coordination from the Wabash Valley Community Foundation, Rose-Hulman Institute of Technology and St. Mary of the Woods College. Holcomb is a graduate of Terre Haute South Vigo High School and has extensive experience with the Miss America Organization and the Indianapolis 500 Princess Program. She has worked with many Wabash Valley youth organizations through her G.I.V.E program (Get Involved, Volunteer Everyday), which promotes youth philanthropy. Carolyne’s past efforts have benefited Riley’s Children’s Hospital, American Cancer Society, March of Dimes and United Way.

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