The 2014 Trustee Education Institute: An intensive seminar for family foundation trustees

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 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?

Susan Packard Orr confirmed as guest speaker for opening dinner

NCFP Distinguished Fellow Susan Packard Orr, board chair of the David and Lucile Packard Foundation, will join participants at the 2014 Trustee Education Institute for a candid and intimate conversation exploring what it means to be a family foundation trustee in today’s world. Susan will reflect on her many years of leadership on the board of the Packard Foundation, and on her own family’s experiences and lessons learned along the way. Additional featured speakers (in order of apperance) are listed below.

Download the complete agenda 

Thanks to our sponsors!

We offer special thanks to our 2014 Trustee Education Institute sponsors:

Russell Investments provides sophisticated, customized outsourced investment solutions designed to meet the spending targets of endowments, foundations, and non-profit organizations. Learn more at non-profits.russell.com.

Glenmede is among the nation’s leading investment and wealth management firms and also provides customized administration and advisory services to endowments, foundations, and other nonprofits.