The 2014 Trustee Education Institute: An intensive seminar for family foundation trustees


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


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

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

Sarah Stranahan

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

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Sally Boulter

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

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Pamela Howell-Beach

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

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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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Maegan Scott

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

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Leonor Alfonso

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

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Kristin Pauly

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

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Kelly Sweeney McShane

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

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Glen Galaich

Glen Galaich joined the Stupski Foundation as CEO in 2015. Glen leads the overall strategy of…

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Andrew Schulz

Andrew Schulz is a member of the American Bar Association (EO Committee, Tax Law Section) and the…

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Ami Aronson

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

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Susan Crites Price

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

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Jason Born

Jason Born is the Senior Director of Knowledge at the National Center for Family Philanthropy (NCFP),…

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Susan Packard Orr

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

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Katherine Lorenz

Katherine Lorenz is president of the Cynthia and George Mitchell Foundation. She is the leader of the…

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Ginny Esposito

Virginia M. Esposito

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

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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