Contributions

2020 Trustee Education Institute

Posted on December 22, 2019 by Christopher Fletcher, Jennifer Davis, Robin Snidow, Laura Collins, Paul Liu, Greg Ratliff, Kathleen Simpson, Tamara Larsen, Dana Lanza, Shaady Salehi

past TEI attendees
Attendees, please visit the event website for the most up-to-date agenda and Zoom links. The website passcode was emailed to all registrants. NCFP’s Trustee Education Institute provides a comprehensive introduction to important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of donors, board members, and highly respected philanthropy experts, this… Read More

2018 Trustee Education Institute: The Signature Seminar for Family Foundation Board Members

Posted on March 6, 2018 by Virginia M. Esposito, Andrew Schulz, David Grant, Hanh Le, Holli Rivera, Alice Buhl, Leticia Peguero, Lindsey Griffith, Mary Phillips, Nat Chioke Williams

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 typically covers: What does it mean to be a steward of both the public’s trust… Read More

2016 Trustee Education Institute: a Comprehensive Seminar for Family Foundation Trustees

Posted on March 9, 2016 by Virginia M. Esposito, Susan Crites Price, Andrew Schulz, Bruce Kahn, David Dodson, David Grant, David Neal, Alice Buhl, Jan Jaffe, Kelin E. Gersick, Ph.D.

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… Read More

The Courage to Lead in Family Philanthropy: a Special Pre-Forum Retreat for Board Members and CEOs

Posted on October 13, 2015 by Cindy Johnson, Thomas Beech

This special retreat is an opportunity for participants to explore fundamental questions of leadership, impact, sustainability and self-care. It is based on the work of Parker Palmer, noted author and co-founder of the Center for Courage & Renewal, offering time for small group dialogue and reflection in a safe, trustworthy space. The retreat will focus on the alignment of our personal… Read More

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

Posted on September 24, 2014 by Virginia M. Esposito, Susan Crites Price, Ami Aronson, Andrew Schulz, Glen Galaich, Kelly Sweeney McShane, Kristin Pauly, Leonor Alfonso, Maegan Scott, Mary Phillips

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… Read More

Navigating Leadership Transitions in Family Philanthropy

Posted on June 12, 2014 by Virginia M. Esposito, Betsy Brill, Dean Phillips, Dinaz Mansuri, Patrick Troska

Every family philanthropy experiences the joy, the sadness, the complexity, and the energy of transitions. Moving toward new leadership in the family can be difficult, emotional, and sometimes frustrating. However, when it is done deliberately and thoughtfully, these times of transition can also be positive for all involved. … Read More

A Legacy Lives On: the Kaplan Family Foundation’s Successful Leadership Transition

Posted on December 18, 2013 by Dinaz Mansuri, Mollie Bunis

[Photo: Members of the next generation of the Kaplan family gather to discuss strategy.] Ask any family member and they are usually able to identify the current family leader. This is the person around whom everyone gathers; the person who takes responsibility for family networking, intervenes in family disputes, reminds others of the family’s history and generally serves as the… Read More

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