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

The 2021 agenda for TEI is currently in development; to get a sense of the types of speakers and sessions that will be offered, please see our 2020 event agenda. 

Featured Speakers

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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Katherine Lorenz

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

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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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