NCFP’s Trustee Education Institute provides a comprehensive overview of the important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members and CEOs. Featuring the perspectives of innovative donors and a faculty made up of donors, board members, and highly respected philanthropy experts, this virtual seminar covers:
- Translating values and goals into action
- Connecting family legacy and the public trust
- Managing fiduciary responsibilities and legal pitfalls
- Stewarding philanthropic capital and vehicles
- Navigating family dynamics at the board table
- Applying effective governance policies, practices, and principles
- Engaging the next generation
- Advocacy, grantmaking strategy, and impact
Thank you to our premier sponsor:
Thank you to our event sponsor:
Featured Speakers
Dimple Abichandani
Dimple Abichandani has advanced justice as a funder, lawyer and educator for over two decades. For…
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Erinn Andrews
Erinn Andrews is the Director of Philanthropy Research and Education at Stanford’s Center on Philanthropy and…
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Alissandra Elizabeth Aronow
Alissandra Elizabeth Aronow is a former competitive international ice dancer and has a BA in History…
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Carrie Avery
Carrie Avery is President of the Durfee Foundation in Los Angeles, California, which focuses on leadership by…
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Kevin M. Barry
Mr. Barry is Principal and Senior Fiduciary Tax Consultant at Bessemer Trust. In this role, he…
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Ashley Blanchard
Ashley is the Head of Philanthropy at Lansberg Gersick Advisors (LGA), where she helps families define…
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David Callahan
David Callahan is founder and editor of Inside Philanthropy. He has written extensively on trends in philanthropy,…
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Will Cordery
Will Cordery (he/him) is the Founder + Principal at Freedom Futures – a philanthropic advisory firm moving money to…
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Alexa Cortes Culwell
Alexa Cortes Culwell has decades of experience building, managing, and advising philanthropic initiatives, as both a…
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Jessyca Dudley
Jessyca Dudley has more than two decades of experience working to transform and democratize philanthropy. Beginning…
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Priscilla Enriquez
Priscilla Enriquez is the Chief Executive Officer of The James B. McClatchy Foundation. She provides leadership…
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Betsy Erickson
Betsy Erickson leads Arabella’s work with family and individual clients, supporting them to further their learning,…
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Will Fitzpatrick
Will Fitzpatrick is an advisor and attorney to families, entrepreneurs, and high-net-worth individuals who wish to…
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Jumi Falusi
Ms. Falusi is Senior Vice President and Philanthropy Advisor at Bessemer Trust. In this role, she…
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Jamie Forbes
Jamie Forbes is the founder and principal of Forbes Legacy Advisors, a philanthropy advising firm for…
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Dorothy Gardner
Dorothy Gardner is the Managing Trustee of The Longbrake Family Foundation (TLFF). Her journey in philanthropy…
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Kimberly Myers Hewlett
Kimberly Myers Hewlett is president of the Myers Family Foundation and a family council member of…
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Mae Hong
Mae opened the Chicago office of Rockefeller Philanthropy Advisors in 2009 and is responsible for serving individual…
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Lisa Jackson
Lisa Jackson is the Managing Partner for the Imago Dei Fund based in Boston, MA. Lisa…
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Emily Kaiser
Emily Kaiser is associate director of the Aspen Institute’s New Voices Fellowship, which provides communications 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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Andras Kosaras
Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and…
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Tony Macklin
Tony Macklin: Tony, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors…
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Alexis Marion
Alexis Marion, in addition to being a trustee, is the Program Officer and Junior Board Advisor…
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Shirley McLaughlin
Shirley McLaughlin is an Associate at Adler & Colvin where she specializes in Formation and Tax-Exempt…
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Mary Mountcastle
Mary Mountcastle is a trustee of the Z. Smith Reynolds and Mary Reynolds Babcock Foundations, a board…
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Isabel Nogueira
Isabel Nogueira is the Program Manager of External Relations at Stanford PACS, where she focuses on…
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Kelly D. Nowlin
Kelly Davenport Nowlin is a fifth generation Andrus family member who has been actively engaged in…
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Eboo Patel
Dr. Eboo Patel is the Founder and President of Interfaith Youth Core (IFYC), a non-profit organization…
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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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Leslie Pine
Leslie Pine has been the principal architect of TPI’s creative approach to program design and strategy,…
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Regan Pritzker
Regan Pritzker is the co-founder of the Kataly Foundation and is currently serving as a board…
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Valerie Rockefeller
Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change…
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Andrea Hernandez Rodriguez
Andrea Hernandez Rodriguez (she/her/they) is a mom, partner, and lover of humanity with over two decades…
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Adrian Ruiz
Adrian Ruiz is a Gallup Certified Strengths Coach and Executive Director of YDN. He is recognized…
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Shaady Salehi
Shaady Salehi is the director of the Trust-Based Philanthropy Project, a 5-year learning and advocacy initiative to make…
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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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Didier Sylvain
Didier Sylvain is an executive coach, transformational speaker, and the Founder and CEO of The Presence…
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Milton Speid
Milton Speid is an expert social impact advisor. Currently, he guides members of The ImPact, a…
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Nicholas A. Tedesco
Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…
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Sharmila Rao Thakkar
Sharmila Rao Thakkar, MPH, MPA, CAP® is a nonprofit and philanthropic consultant based in NYC. Sharmila’s…
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Emily Tow
Emily Tow (she/her/hers) is the president of The Tow Foundation, a family foundation that envisions a…
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Melinda Tuan
Melinda Tuan is Fund for Shared Insight’s managing director, guiding and facilitating the collaborative’s operations, communications,…
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Anne Wallestad
Anne Wallestad is an executive leadership coach focused on helping social change leaders turn their attention…
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June L. Wilson
June Wilson, a celebrated philanthropic leader in racial justice advocacy and alternative approaches to legacy and…
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Alyson Wise
Ms. Wise is Vice President and Philanthropy Advisor at Bessemer Trust. In this role, she provides…
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Ellie Frey Zagel
Ellie Frey Zagel is a life and leadership coach for the next generation of family business, philanthropy…
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