NCFP’s Trustee Education Institute provides a comprehensive introduction to important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of donors, board members, and highly respected philanthropy experts, this virtual seminar covers:

  • Translating values and goals into action
  • Connecting family legacy and the public trust
  • Managing fiduciary responsibilities and legal pitfalls
  • Stewarding philanthropic capital and vehicles
  • Navigating family dynamics at the board table
  • Applying effective governance policies, practices, and principles
  • Engaging the next generation
  • Advocacy, grantmaking strategy, and impact

Please see below for the draft agenda along with a list of speakers confirmed to date. Be sure to check back often as new speakers will be added in the weeks to come!

View the draft agenda

 

Featured Speakers

Ashley Blanchard

Ashley Blanchard

Ashley Snowdon Blanchard is a seasoned nonprofit strategy and management consultant, with a focus on strategic planning…

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Jean Case

Jean Case

Jean Case, the Chairman of the National Geographic Society and CEO of the Case Impact Network…

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Kimberly Meyers Hewlett

Kimberly Myers Hewlett

Kimberly Myers Hewlett is president of the Myers Family Foundation and a board member of the…

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Renee Kaplan

Renee Kaplan

Renee Kaplan is former chief strategy officer and head of programs at the Skoll Foundation where she oversaw the…

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Andras Kosaras

Andras Kosaras

Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and…

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Jaimie Mayer

Jaimie Mayer

Jaimie Mayer is Chair of the Board of Trustees for the Nathan Cummings Foundation. Jaimie is…

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Mary Mountcastle

Mary Mountcastle

Mary Mountcastle is a trustee of the Z. Smith Reynolds, Mary Reynolds Babcock, and Triangle Community…

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Kelly Nowlin

Kelly Nowlin

Kelly Davenport Nowlin, a fifth generation member of the Andrus family, was elected as a Surdna…

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Maya Patel

Maya Patel

Maya Patel is the Executive Chair of the Tarsadia Foundation, leading the development of its vision,…

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Irene Pritzker

Irene Pritzker

Irene Pritzker became a founding member and President of the IDP Foundation, Inc. in 2008. It…

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Valerie Rockefeller

Valerie Rockefeller

Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change…

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Andrew Schulz

Andrew Schulz is General Counsel for Arabella Advisors. Previously, he was executive vice president and national…

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Leisel Pritzker Simmons

Liesel Pritzker Simmons

Liesel Pritzker Simmons is Co-Founder and Principal of Blue Haven Initiative, where she oversees, as an…

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Nick Tedesco

Nicholas A. Tedesco

Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…

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June Wilson

June Wilson

June Wilson, executive director emerita and board member of the Quixote Foundation, combines her talent as…

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Danielle Oristian York

Danielle Oristian York is a speaker, consultant and trainer working with those who seek to change the…

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Jennie Zioncheck

Jennie Zioncheck

Jennie Zioncheck, MFT is a Senior Director at 21/64 where she shares leadership responsibility for 21/64…

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Additional questions? Contact NCFP

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