2016 Trustee Education Institute: A comprehensive seminar for family foundation trustees
Pew Charitable Trusts Conference Center, Washington, DC
The Trustee Education Institute is designed and developed exclusively for family foundation board members and prospective board members.
The Institute provides a comprehensive overview of the key legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members.
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?
Ashley Blanchard, Associate Director of Philanthropy, joined TCC Group in 2004. Her focus at the firm has been strategic planning for foundations. Blanchard has presented on a range of philanthropy topics at various conferences and workshops.
Blanchard is a graduate of Stanford University and the Goldman School of Public Policy at the University of California, Berkeley, where she completed her Master’s Degree in Public Policy. She serves on the boards of the Ms. Foundation for Women and Hill-Snowdon Foundation, and co-chairs the Council on Foundations’ Next Generation Task Force.
Jason C. Born is vice president for programs at the National Center for Family Philanthropy. In this role, Jason serves as NCFP's lead knowledge curator, content creator, and connector for philanthropic families. Jason is the founding editor of both Family Giving News and the Passages Issue Brief series, and serves as host of NCFP’s monthly Family Philanthropy Webinar series. He previously helped to launch Funders Together to End Homelessness as director of national outreach for the Melville Charitable Trust.
Alice Buhl is Senior Fellow to the National Center for Family Philanthropy and its Board of Directors. She was a founding board member of the National Center for Family Philanthropy and led the development of the “Pursuit of Excellence” assessment process. Alice is a Senior Consultant for Lansberg, Gersick & Associates.
David Dodson is President of MDC, where he has directed major projects to increase student success in public schools and community colleges, address regional economic decline, strengthen community philanthropy, and build multiracial leadership across the South and the nation. He frequently speaks around the country on creating equity and opportunity for low-wealth communities and has advised major philanthropic foundations on strategies to address poverty and reduce disparities. He is a member of the boards of The Mary Reynolds Babcock Foundation, the US Endowment for Forestry & Communities, the Center for Law and Social Policy, Durham Technical Community College, and the advisory board of the Aspen Roundtable on Comprehensive Community Change. Prior to joining MDC he served as executive director of the Cummins Engine Foundation and director of corporate responsibility for Cummins Engine Company in Columbus, Indiana.
Virginia M. Esposito, is the founder and president of the National Center for Family Philanthropy. For more than 35 years, she has worked to advance private philanthropy through research and education. For 30 of those years, she has focused on the family philanthropic experience, promoting values, vision, and excellence across generations of donor families. Ginny was editor and principal author of the first edition of Splendid Legacy. Her research publications include The Power to Produce Wonders: The Value of Family in Philanthropy and The Family Foundation CEO: Crafting Consensus out of Complexity. Ginny also edited, and was principal author of, the four-volume Family Foundation Library and numerous articles and issue papers on family philanthropy. She has presented at hundreds of programs for and about donor families throughout North America and on four other continents. In addition to her work on family philanthropy, Ginny edited Conscience and Community: The Legacy of Paul Ylvisaker, the writings and speeches of the late foundation trustee, educator, and dean of the Graduate School of Education at Harvard University. She has served on boards and committees for organizations including Great Nonprofits, the Binational Commission on the Nonprofit Sector (US and South Africa), the Commission on the Future of Public Education (Public Education Network), Committee on Ethics and Accountability (Independent Sector), the Philanthropy and the Black Church Project, and Strengthening Native American Philanthropy. She currently serves on the board of directors of the John M. Belk Endowment.
Kelin E. Gersick has had a varied career as consultant, teacher, and author. He was raised in a business family in Illinois and earned a B.A. from Yale and Ph.D. from Harvard. Earlier in his career, he was an organizational consultant and family therapist in Boston and New Haven, CT. Kelin’s consulting work with family firms focuses on the impact of marital, parenting, sibling and cousin relationships on governance and business operations. Currently, he is the principal investigator for “Leadership and Continuity in Family Foundations,” a nationwide study of family philanthropy across generations. Kelin is professor emeritus in the doctoral program at the California School of Professional Psychology and a Management Fellow at Yale.
David Grant is the former President and CEO of the Geraldine R. Dodge Foundation. He served as Chair of the Council of New Jersey Grantmakers and was one of the first two non-family members to serve on the board of the Surdna Foundation.
Previously, with his wife Nancy, he co-founded and co-directed The Mountain School, in Vershire, Vermont, a semester-long, interdisciplinary program for eleventh graders from around the country. The Grants now live in Strafford, Vermont and consult with nonprofit organizations, foundations, and schools. David’s new book, The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes, and Achieving Success for Mission-Driven Organizations, was published in March 2015.
Pam Howell-Beach began in philanthropy in 1987 as the first full-time Program Officer for the Toledo Community Foundation and later served as President from 1990 to 2003. In 2004, Ms. Howell-Beach became the first full-time CEO for the Stranahan Foundation in Toledo, Ohio. Her leadership roles include the Ohio Grantmakers Forum, where she has served in various capacities including Chair of the Board of Trustees.
Jan Jaffe worked at the Ford Foundation for thirty years in a variety of positions-- in program-related investments, as its first learning director and as a senior director improving grant-making strategies internally and in the field. She created GrantCraft to help foundations exchange tools and skills for supporting social change. She was on the faculty of The William Alanson White Institute’s Organization Program where she taught the course on role in organizational life. Jan’s consulting practice focuses on helping nonprofits and foundations improve their work through capacity building, strategy exploration, learning tools and coaching. She is a senior partner with The Giving Practice at Philanthropy Northwest.
Bruce Kahn has over 25 years of relevant academic, environmental and investment management experience. From 2008 - 2012, Bruce was a Director at Deutsche Asset Management where he served as an investment strategist conducting analytical research on sustainable investing. Bruce also managed a Sustainable Investment portfolio at Citi Smith Barney, across a broad mix of sectors including sustainability leaders, agri-business, clean tech and renewable energy companies.
Bruce is a Lecturer at Columbia University's Earth Institute in the Sustainability Management Program and holds a PhD in Land Resources from University of Wisconsin, Madison. Bruce serves on the Board of Confluence Philanthropy and the Robert and Patricia Switzer Foundation and on the Investment Committee of The Reynolds Foundation. Prior, he acted as a Trustee at The Jessie Smith Noyes Foundation.
David Neal is a staff attorney with the Southern Environmental Law Center (SELC), where he works on environmental justice and energy policy. Prior to joining SELC, he had a career in criminal defense work. He is the co-founder and former executive director of the Fair Trial Initiative (FTI), a non-profit dedicated to improving the quality of representation received by people facing the death penalty. Following work for FTI and a law firm, David was a sole-practitioner focused on criminal appeals and capital post-conviction.
David is a trustee and immediate past-president of the Z. Smith Reynolds Foundation and a former board member of the Proteus Fund. He has previously served on the boards of the North Carolina Conservation Network, the Common Sense Foundation, and the Orange County ACLU. Before law school, David worked as a Peace Corps volunteer in the former Soviet country of Turkmenistan. He completed his undergraduate degree at Oberlin College and law degree at UNC School of Law in Chapel Hill.
Susan Crites Price serves as consultant for the National Center for Family Philanthropy. Her responsibilities include writing a series of guides for Family Foundation CEOs, as well as other writing assignments. Susan served as Vice President of the National Center from June 2007 until June 2011. She previously served as managing director of the Family Foundation Services Department at the Council on Foundations. Before that, she had an 18-year career as a freelance writer for businesses, associations and the mass media. Her articles have appeared in such publications as Working Mother, Family Life, The Washington Post and Washingtonian, and on several Internet sites.
She is the author of Generous Genes: Raising Caring Kids in a Digital Age, and is a frequent speaker to groups around the country on the subject of instilling philanthropic values in children. Susan has been interviewed about parenting issues on “The Oprah Winfrey Show,” “Today,” numerous other television and radio broadcasts, and many newspapers and magazines. She has been featured in articles about philanthropy in such publications as Working Mother magazine, The Atlanta Journal-Constitution, Minneapolis Star Tribune, and Chronicle of Philanthropy.
Michael Rion, Ph.D is a Founder and recently retired as Principal of Resources for Ethics and Management. Prior to founding Resources for Ethics and Management, for four years Dr. Rion served as the Director of Corporate Responsibility at Cummins Engine Company where he served on issues of responsible management. He also served as President of Hartford Seminary, an innovative interdenominational center, for six years. Dr. Rion is nationally recognized for his pioneering work in ethics training that successfully bridges the gap between theory and practice. He has provided consulting and training in ethics and management, responsible leadership, applied values, and collaborative problem solving. Frequently in demand as a dynamic speaker and trainer, and a published author (Everyday Ethics and The Responsible Manager), he has led hundreds of workshops for managers at all levels and consulted on ethics and management with major corporations, nonprofits, government and community groups. Dr. Rion earned a degree in business administration with highest distinction from Northwestern University and received a Ph.D. in ethics from Yale University.
Andrew Schulz is General Counsel for Arabella Advisors. Previously, he was executive vice president and national director of community and legal relations at Foundation Source and prior to that served as vice president for government relations and public policy at the Council on Foundations, where he provided assistance and consultation to council members and the public, and he oversaw the council's legislative initiatives, as well as outreach efforts to members, nonprofits, policymakers, and the public. Prior to this, he was an associate at a law firm in Washington, D.C., where he specialized in laws affecting nonprofits. Mr. Schulz is a frequent speaker on legal and public policy issues affecting nonprofits. Several of his articles relating to nonprofits have been published. Mr. Schulz holds a J.D. from the George Washington University Law School.
Vincent Stehle is Executive Director of Media Impact Funders, a membership organization of foundation officials and philanthropists who support media and technology in the public interest. Previously, Stehle was Program Director for Nonprofit Sector Support at the Surdna Foundation, a family foundation based in New York City. He also served as a consultant with the John S. and James L. Knight Foundation in support of its efforts in media innovation and journalism. Prior to joining Surdna, Stehle worked for ten years as a reporter for the Chronicle of Philanthropy, where he covered a broad range of issues about the nonprofit sector. Stehle has served as Chairperson of Philanthropy New York (formerly the New York Regional Association of Grantmakers) and on the governing boards of VolunteerMatch and the Nonprofit Technology Network (NTEN). Currently he serves on the Board of Directors of the Center for Effective Philanthropy.
Sarah Stranahan has more than 30 years of experience in family philanthropy, mission-related investing and community organizing. Sarah is a board member of the Stranahan Foundation and a member of Council on Foundation's Finance Committee. As a long time Board member of the Needmor Fund (1976-2010) she helped design and oversee its grant program insupport of community organizing and its integrated mission related investment program. She has worked for Citizens for Health, Environment and Justice; researched and co-produced the study “What is Good Grantmaking for Social Justice” for the National Network of Grantmakers; and chaired the Social Justice and the Media Reform grant committees at the Threshold Foundation from 1996-2004.
Nat Chioke Williams leads the Hill-Snowdon Foundation in its philanthropic and programmatic work, operations and partnerships within the community as executive director. Nat manages HSF’s Youth Organizing and Fund for DC programs.
What participants said:
Attending NCFP's Trustee Education Institute has given me more confidence in my role as a new board member of our foundation. I feel I have the proper information and invigoration now to go forward as a efficient and constructive member of the board. Thank you so much!
Excellent speakers rotate through a well designed agenda. This is a comprehensive program, touching on most everything on trustees' minds. The icing on the cake is the open forum inviting discussion of topics that had not been addressed.
The guest speakers and TEI Staff facilitated an atmosphere of inclusiveness among the attendees that created an environment for rich dialogue and learning. Foundations, like the families they are comprised of, are beautifully complex and unique; however, we often forget how similar we are!
The institute was immensely helpful to me as we create our foundation from the ground up. It gave me a road map, issues to delve deep into and issues to consider. I am really glad that I decided to attend.
NCFP provides a safe space for discussing family philanthropy. The speakers have insights to share & go the extra mile. The agenda is impressive & they get a lot in!