The 2014 Trustee Education Institute: an Intensive Seminar for Family Foundation Trustees

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:

  • TEI-2013-ParticipantsWhat 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

feature-susan-packard-orr

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.

Download the complete agenda 

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.

 

Featured Speakers

Ginny Esposito

Virginia M. Esposito

Virginia M. Esposito, is the founding president of the National Center for Family Philanthropy. In January…

View Profile

Susan Crites Price

Susan Price serves as consultant for the National Center for Family Philanthropy. Her responsibilities include writing a…

View Profile

Ami Aronson

Ami Aronson, MPH, an entrepreneurial thought-leader in responsive philanthropy, is the Executive Director of the Bernstein Family…

View Profile

Andrew Schulz

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

View Profile

Glen Galaich

Dr. Glen Galaich has led The Philanthropy Workshop West since 2009 with a dynamic staff and gifted…

View Profile

Kelly Sweeney McShane

Kelly Sweeney McShane is Board Chair of The William J. and Dorothy K. O’Neill Foundation, based…

View Profile

Kristin Pauly

Kristin Pauly is managing director of Prince Charitable Trusts, in Washington, DC. The Trusts operate as…

View Profile

Leonor Alfonso

Leonor Alfonso is senior program specialist at Grantmakers for Effective Organizations. GEO is a diverse community…

View Profile

Maegan Scott

Maegan Scott serves as program and communications officer for the Meyer Foundation, based in Washington, DC.…

View Profile

Mary Phillips

Mary Phillips is a founding partner and President of GMA Foundations, where she has worked with…

View Profile

Pamela Howell-Beach

Pam Howell-Beach began in philanthropy in 1987 as the first full-time Program Officer for the Toledo Community…

View Profile

Sally Boulter

Sally Boulter is Senior Officer for Strategic Development at ImpactAssets. Sally’s responsibilities include enhancing client experience…

View Profile

Sarah Stranahan

Sarah Stranahan has more than 30 years of experience in family philanthropy, mission-related investing and community…

View Profile

Katherine Lorenz

Forbes named Katherine Lorenz "One to Watch," an up-and-coming face in philanthropy. She is President of…

View Profile
Jason Born

Jason Born

What do you do at NCFP? I head NCFP's programming activities and serve as our lead…

View Profile

Susan Packard Orr

Susan Packard Orr is the board chair of the David and Lucile Packard Foundation and founder…

View Profile

What others have said...

I could not have been more pleased with my experience at NCFP’s Governance Essentials program. As a relatively new trustee, and even newer Executive Director, this seminar provided invaluable knowledge that will serve me well for years to come. Full of practical advice–from common legal pitfalls, to effective grantmaking practices–this seminar addressed all of my needs in a comfortable, interactive environment. I arrived full of questions and uncertainties, and left feeling empowered and supported. I would wholly recommend this program to any foundation trustee with a desire to improve upon their family’s legacy of giving

Amy Goodwin, Executive Director/Trustee, The Raymond C. & Anna T. Johnson Foundation

Our foundation is just starting up, so the Governance Essentials seminar was exactly what we needed. It provided a great introduction to the role of foundations in society, the roles of trustees and staff, issues which family foundations have faced, ethical dilemmas, etc. The participants included not only new foundations like ours, but also very experienced foundations. The scheduled presentations were uniformly excellent, and discussions with colleagues from the other foundations were especially valuable. A team from our foundation attended; our common learning should facilitate following up on the seminar.

George Farris, President, The Celia Lipton Farris and Victor W. Farris Foundation

Being new to the field of family philanthropy, I had no idea what to expect from your ‘Essentials of Governance’ seminar. So I was gratified to find that it contained so much of what I needed to know as a new trustee of a family foundation. Both the courses and speakers were exceptional and the size and pacing of the entire program were conducive to maximum involvement by all participants. Thank you for putting on such a quality seminar. I highly recommend it to any trustees of family foundations looking for insight into administration of their family’s philanthropic assets.

Dale Drake, Director, The Drake Bettner Foundation

To register or for further information, complete the registration form below or contact Michael Goodman at 202.293.3424 or michael@ncfp.org.

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!

Signup

Family philanthropy improves the quality of life for all. Join our family!

Join Now