2018 Trustee Education Institute: The Signature Seminar for Family Foundation Board MembersRegister Today
Pew Charitable Trusts Conference Center, Washington, DC
The Trustee Education Institute is designed and offered exclusively for current and prospective family foundation board members.
Eligibility: Please note that attendance is limited to current and prospective family foundation board members only.
Early Bird-Friends of the Family & Funders-ends January 15 $1195
Friends of the Family & Funders-starting January 16 $1395
Non-Friends of the Family & Non-Funders $1795
Note: Cancellations received through Friday, February 5 will receive a full refund less $150 fee. No refund will be available beginning February 6.
Accommodations: NCFP is in the process of securing a room block at a local hotel. Special rate details will be provided.
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?
Featured Sessions and Faculty at the 2018 Trustee Education Institute Include:
Good Governance: The Foundation Imperative | Featured Presenter: Virginia Esposito, President, National Center for Family Philanthropy
Governance is a moving target – but nothing is more important to a family foundation’s overall success than good governance. Bring your own questions and dilemmas to this interactive conversation with NCFP’s founder and president on the policies and practices of effective – and excellent – family foundation boards.
Mission-Driven Assessment | Featured Presenter: David Grant, Author, The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes, and Achieving Success for Mission-Driven Organizations
Assessing the work of your foundation and board should not be considered optional – assessment provides you with a sense of where you need to shift gears, where you need to invest additional time and resources (including where your investments have paid off!), and where you need to step back and start over again. Learn about a variety of available tools and checklists for assessing your board.
Fiduciary Responsibilities and Legal Pitfalls | Featured Presenter: Andrew Schulz, General Counsel, Arabella Advisors
Grasp the fundamentals of federal and state law regulating foundations including self-dealing, payout, fiscal agency and excise tax. Arcane concepts made accessible – and fun – by one of the nation’s leading experts on family foundation tax law.
Impact Investing | Featured Presenter: Stephanie Cohn Rupp, Threshold Group
Payout requires you give 5% of your assets annually to further the foundation’s mission. Get a “soup to nuts” introduction on investing the remaining 95% to do the same! Explore how to allocate assets, write an investment policy, conduct research and choose an investment manager to align with the foundation’s values.
Full 2018 Agenda Coming Soon!
Stephanie Cohn-Rupp has over 17 years of experience in international impact investing working with families and foundations. She is Managing Director of Threshold Group's Impact Investing practice and is the head of the firm’s burgeoning San Francisco office. Threshold Group is a Registered Investment Advisor providing integrated investment guidance, financial planning, legacy planning and family office services to individuals, families, and charitable organizations – all aimed at helping clients achieve their missions and goals. The firm’s impact investing practice began in 2008 and accounts for $1.2 billion of its approximately $3.2 billion assets under management as of December 31, 2016.
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 and Splendid Legacy 2: Creating and Re-creating Your Family Foundation. 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.
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.
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.
What past participants say:
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!