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:

Thank you to our event sponsor:

 

Featured Speakers

Dimple Abichandani

Dimple Abichandani is the executive director of the General Service Foundation (GSF), a private family foundation that…

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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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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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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

As the principal of Will Fitzpatrick PC, Will is sought out by high net worth individuals,…

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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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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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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 is a founding principal and President of GMA Foundations, where she has worked with…

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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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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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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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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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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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