May 8 to 10, 2013 in Washington, DC
To receive advance notice when registration for the 2013 Trustee Education Institute opens, please contact the National Center at firstname.lastname@example.org or at 202.293.3424.
The National Center’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 National Center 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 speakers include:
- Virginia Esposito, President, and Kathy Whelpley, Vice President, National Center for Family Philanthropy
- Andras Kosaras, Associate, Arnold & Porter LLP
- Sarah Stranahan, Trustee and Pamela Howell-Beach, Executive Director, The Stranahan Foundation
Testimonials from Last Year’s Governance Essentials Institute:
I could not have been more pleased with my experience at NCFP’s Governance Essentials program. As a relatively new trustee, and even newer Executive Director, this seminar provided invaluable knowledge that will serve me well for years to come. Full of practical advice–from common legal pitfalls, to effective grantmaking practices–this seminar addressed all of my needs in a comfortable, interactive environment. I arrived full of questions and uncertainties, and left feeling empowered and supported. I would wholly recommend this program to any foundation trustee with a desire to improve upon their family’s legacy of giving.
– Amy Goodwin, Executive Director/Trustee,
The Raymond C. & Anna T. Johnson Foundation
Our foundation is just starting up, so the Governance Essentials seminar was exactly what we needed. It provided a great introduction to the role of foundations in society, the roles of trustees and staff, issues which family foundations have faced, ethical dilemmas, etc. The participants included not only new foundations like ours, but also very experienced foundations. The scheduled presentations were uniformly excellent, and discussions with colleagues from the other foundations were especially valuable. A team from our foundation attended; our common learning should facilitate following up on the seminar.
– George Farris, CEO, The Celia Lipton Farris and Victor W. Farris Foundation
Being new to the field of family philanthropy, I had no idea what to expect from your ‘Essentials of Governance’ seminar. So I was gratified to find that it contained so much of what I needed to know as a new trustee of a family foundation. Both the courses and speakers were exceptional and the size and pacing of the entire program were conducive to maximum involvement by all participants. Thank you for putting on such a quality seminar. I highly recommend it to any trustees of family foundations looking for insight into administration of their family’s philanthropic assets.
– Dale Drake, Director, The Drake Bettner Foundation