NCFP’s Trustee Education Institute provides a comprehensive overview of the important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members and CEOs. Featuring the perspectives of innovative donors and 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

View the draft agenda

Thank you to our premier sponsor:

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Featured Speakers

Dimple Abichandani

Dimple Abichandani joined the General Service Foundation (GSF) in late August 2015 as the Executive Director, bringing…

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Erinn Andrews

Erinn Andrews is the Director of Philanthropy Research and Education at Stanford’s Center on Philanthropy and…

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Alissandra Elizabeth Aronow

Alissandra Elizabeth Aronow is a former competitive international ice dancer and has a BA in History…

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Carrie Avery

Carrie Avery is President of the Durfee Foundation in Los Angeles, California, which focuses on leadership by…

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Kevin M. Barry

Mr. Barry is Principal and Senior Fiduciary Tax Consultant at Bessemer Trust. In this role, he…

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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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David Callahan

David Callahan is founder and editor of Inside Philanthropy. He has written extensively on trends in philanthropy,…

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Will Cordery

Will Cordery is Founder & Principal of Freedom Futures and a Consultant with Leverage Philanthropic Partners; both…

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Alexa Cortes Culwell

Alexa Cortes Culwell

Alexa Cortes Culwell is the co-founder of Open Impact and a longtime philanthropy advisor, speaker, and…

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Jessyca Dudley

Jessyca Dudley has more than two decades of experience working to transform and democratize philanthropy. Beginning…

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Priscilla Enriquez

Priscilla Enriquez is the Chief Executive Officer of The James B. McClatchy Foundation. She provides leadership…

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Betsy Erickson

Betsy Erickson leads Arabella’s work with family and individual clients, supporting them to further their learning,…

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Will Fitzpatrick

Will Fitzpatrick

Will Fitzpatrick is an advisor and attorney to families, entrepreneurs, and high-net-worth individuals who wish to…

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Jumi Falusi

Ms. Falusi is Senior Vice President and Philanthropy Advisor at Bessemer Trust. In this role, she…

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Jamie Forbes

Jamie Forbes is the founder and principal of Forbes Legacy Advisors, a philanthropy advising firm for…

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Dorothy Gardner

Dorothy Gardner is the Managing Trustee of The Longbrake Family Foundation (TLFF). Her journey in philanthropy…

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Kimberly Myers Hewlett

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

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Mae Hong

Mae opened the Chicago office of Rockefeller Philanthropy Advisors in 2009 and is responsible for serving individual…

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Lisa Jackson

Lisa Jackson is the Managing Partner for the Imago Dei Fund based in Boston, MA. Lisa…

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Emily Kaiser

Emily Kaiser is associate director of the Aspen Institute’s New Voices Fellowship, which provides communications and…

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Katherine Lorenz

Katherine Lorenz joined NCFP as a Senior Advisor in the fall of 2020. In her role,…

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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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Tony Macklin

Tony Macklin

Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about…

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Alexis Marion

Alexis Marion, in addition to being a trustee, is the Program Officer and Junior Board Advisor…

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Shirley McLaughlin

Shirley McLaughlin is an Associate at Adler & Colvin where she specializes in Formation and Tax-Exempt…

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Mary Mountcastle

Mary Mountcastle

Mary Mountcastle is a trustee of the Z. Smith Reynolds and Mary Reynolds Babcock Foundations, a board…

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Isabel Nogueira

Isabel Nogueira is the Program Manager of External Relations at Stanford PACS, where she focuses on…

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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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Eboo Patel

Dr. Eboo Patel is the Founder and President of Interfaith Youth Core (IFYC), a non-profit organization…

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Mary Phillips

Mary Phillips has worked with foundation trustees, families, and individual donors for over thirty-five years, and…

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Leslie Pine

Leslie Pine has been the principal architect of TPI’s creative approach to program design and strategy,…

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Regan Pritzker

Regan Pritzker is the co-founder of the Kataly Foundation and is currently serving as a board…

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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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Andrea Hernandez Rodriguez

Andrea (Annie) Hernandez (she, her, they) has dedicated the past 20 years to working with and…

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Adrian Ruiz

Adrian Ruiz is a Gallup Certified Strengths Coach and Executive Director of YDN. He is recognized…

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Shaady Salehi

Shaady Salehi is the director of the Trust-Based Philanthropy Project, a 5-year learning and advocacy initiative to make…

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Andrew Schulz

Andrew Schulz is responsible for the New Venture Fund’s legal compliance and for providing expert guidance…

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Didier Sylvain

Didier Sylvain is an experienced coach and consultant specializing in leadership effectiveness, team facilitation, and life…

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Milton Speid

Milton Speid is an expert social impact advisor. Currently, he guides members of The ImPact, a…

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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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Sharmila Rao Thakkar

Sharmila Rao Thakkar, MPH, MPA, is a philanthropy and nonprofit consultant at SRT Advising & Consulting…

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Emily Tow

Emily Tow (she/her/hers) is the president of The Tow Foundation, a family foundation that envisions a…

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Melinda Tuan

Melinda Tuan is Fund for Shared Insight’s managing director, guiding and facilitating the collaborative’s operations, communications,…

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Anne Wallestad

Anne Wallestad serves as president and CEO of BoardSource, a globally recognized nonprofit focused on strengthening…

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June Wilson

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

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Alyson Wise

Ms. Wise is Vice President and Philanthropy Advisor at Bessemer Trust. In this role, she provides…

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Ellie Frey Zagel

Ellie Frey Zagel

Ellie Frey Zagel is a life and leadership coach for the next generation of family business, philanthropy…

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Additional questions? Contact NCFP