DOWNLOAD COMPLETE 2014 AGENDA HERE – SEE SPEAKER LIST AND BIOS BELOW
NCFP’s Trustee Education Institute provides a comprehensive introduction to all of the key legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of NCFP’s senior staff and highly respected philanthropy experts, this three day, intensive seminar will cover:
- What does it mean to be a steward of both the public’s trust and your family’s legacy?
- How do you bring your personal giving identity to the foundation’s collective grantmaking?
- What are the qualities and responsibilities of effective trustees and exceptional boards?
- How do you navigate family dynamics at the board table?
- What essential legal rules do you need to know, and what are the more difficult ethical issues you may confront over time?
- How can you grow into a leader for your family’s philanthropy and get the most from this truly special opportunity?
Susan Packard Orr confirmed as guest speaker for opening dinner
NCFP Distinguished Fellow Susan Packard Orr, board chair of the David and Lucile Packard Foundation, will join participants at the 2014 Trustee Education Institute for a candid and intimate conversation exploring what it means to be a family foundation trustee in today’s world. Susan will reflect on her many years of leadership on the board of the Packard Foundation, and on her own family’s experiences and lessons learned along the way. Additional featured speakers (in order of apperance) are listed below.
Thanks to our sponsors!
We offer special thanks to our 2014 Trustee Education Institute sponsors:
Russell Investments provides sophisticated, customized outsourced investment solutions designed to meet the spending targets of endowments, foundations, and non-profit organizations. Learn more at non-profits.russell.com.
Glenmede is among the nation’s leading investment and wealth management firms and also provides customized administration and advisory services to endowments, foundations, and other nonprofits.
Sarah Stranahan has more than 30 years of experience in family philanthropy, mission-related investing and community…View Profile
Sally Boulter is Senior Officer for Strategic Development at ImpactAssets. Sally’s responsibilities include enhancing client experience…View Profile
Pam Howell-Beach began in philanthropy in 1987 as the first full-time Program Officer for the Toledo Community…View Profile
Mary Phillips has worked with foundation trustees, families, and individual donors for over thirty-five years, and…View Profile
Maegan Scott serves as program and communications officer for the Meyer Foundation, based in Washington, DC.…View Profile
Leonor Alfonso is senior program specialist at Grantmakers for Effective Organizations. GEO is a diverse community…View Profile
Kristin Pauly is managing director of Prince Charitable Trusts, in Washington, DC. The Trusts operate as…View Profile
Kelly Sweeney McShane
Kelly Sweeney McShane is Board Chair of The William J. and Dorothy K. O’Neill Foundation, based…View Profile
Glen Galaich joined the Stupski Foundation as CEO in 2015. Glen leads the overall strategy of…View Profile
Andrew Schulz is a member of the American Bar Association (EO Committee, Tax Law Section) and the…View Profile
Ami Aronson, MPH, an entrepreneurial thought-leader in responsive philanthropy, is the Executive Director of the Bernstein Family…View Profile
Susan Crites Price
Susan Price serves as consultant for the National Center for Family Philanthropy. Her responsibilities include writing a…View Profile
Jason Born is the Senior Director of Knowledge at the National Center for Family Philanthropy (NCFP),…View Profile
Susan Packard Orr
Susan Packard Orr is the former board chair of the David and Lucile Packard Foundation and…View Profile