Trustee and Foundation Board Workshops

Trustee Workshop
If you have been or will be appointed a trustee you will want to attend this day and a half workshop.  A trusteeship is a critical, active role that has significant influence on the welfare of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. Come learn from experts in the field who will provide a balanced perspective of the legal, investing, and human behavioral aspects of being a trustee. The attendees will be comprised of your peers who are trustees or beneficiaries of family trusts.

Click here for more information and to register.


Foundation Board Workshop
Private foundations offer donors great flexibility to set priorities and figure out how best to pursue their charitable agendas.  But with this flexibility, comes significant leadership responsibility that resides entirely with trustees and board members. If you are a current board member interested in refining your leadership skills, or a new board member learning the ropes, this day and a half workshop will provide you with a comprehensive review of everything you need to know to govern and operate your foundation effectively. Prospective and current board members will gain a thorough understanding of the core duties of foundation boards and the variety of roles they can assume. Participants will 


The Trustee Workshop and Foundation Board Workshop -- Combined Registration
The highly acclaimed FOX Trustee Workshop is now joined by a companion workshop for members of family foundation boards, created by FOX partner, Foundation Source, experts in administration, online management and advisory services for private foundations. 

Click here for more information and to register.