past TEI attendees

Attendees at a Trustee Education Institute session

The National Center for Family Philanthropy’s signature Trustee Education Institute is a unique learning opportunity for family foundation board members. This peer convening provides a comprehensive overview of the issues family foundation boards must grapple with, including ethical and legal considerations, family dynamics, next-gen engagement, and grantmaking. With a mix of both plenary and interactive breakout sessions, the Institute is an opportunity to get familiar with best practices, build your leadership skills, and connect with other philanthropists.

Institute sessions feature the perspectives of donors, family members, and sector experts in an environment that fosters both confidential and candid discussions. Attendees must be board or staff members at a family philanthropy or executives who attend with a board member.

2023 Family Philanthropy Leadership Retreat | Park City Utah

Save the Date 2023 Family Philanthropy Leadership RetreatFocused on leadership, effective practices, and reimagining our world, the Leadership Retreat is an opportunity to explore the possibilities of family philanthropy and access the necessary resources and partners to steward change.

This retreat brings trustees and CEOs together in a learning journey that starts in an examination of personal leadership styles, strengths, and learning opportunities, moves through an examination of how to lead others (staff members, boards, organizations), and concludes with a look at how philanthropies can demonstrate and promote leadership within their communities or areas of focus.

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2021 Trustee Education Institute | Virtual

Select speakers:

  • Regan Pritzker, The Libra and Kataly Foundations
  • Valerie Rockefeller, Rockefeller Brothers Fund
  • Eboo Patel, Interfaith Youth Core
  • Betsy Erickson, Arabella Advisors

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2020 Trustee Education Institute | Virtual

Select speakers:

  • Liesel Pritzker Simmons, Blue Haven Initiative
  • Irene Pritzker, IDP Foundation
  • Jean Case, Case Impact Network and Case Foundation
  • Dimple Abichandani, General Service Foundation

View the program

2018 Trustee Education Institute | Washington, DC

Select speakers:

  • Skip Moore, Weaver Foundation
  • Kelly Nowlin, Surdna Foundation
  • June Wilson, Quixote Foundation
  • Holli Rivera, Intentional Philanthropy

View the program

2016 Trustee Education Institute | Washington, DC

Select speakers:

  • Nat Chioke Williams, Hill-Snowdon Foundation
  • Jan Jaffe, Philanthropy Northwest
  • Sarah Stranahan, Stranahan Foundation
  • David Dodson, MDC

View the program

2014 Trustee Education Institute | Washington, DC

Select speakers:

  • Susan Packard Orr, David and Lucile Packard Foundation
  • Glen Galaich, Stupski Foundation
  • Ami Aronson, Bernstein Family Foundation
  • Mary Phillips, GMA Foundations

View the program