Mission & Operations
Administrative Information
The ACTEC Foundation’s mission is to promote scholarship, education, and community outreach in trust, estate, tax, charitable, and related areas of the law. The Foundation serves professionals, students, and the public by providing grants for an array of educational programs, widely available resources, scholarships, legal research, and scholarly writing competitions, among other activities in these areas of the law.
Operations
Articles and Bylaws
ACTEC Foundation Bylaws Approved March 2025
The American College of Trust and Estate Counsel Foundation
901 15th Street, N.W., Washington, DC 20005
A Delaware Nonprofit Nonstock Corporation
Financials
2025 ACTEC Foundation Audited Financial Statements
2024 ACTEC Foundation Audited Financials Statements
2023 ACTEC Foundation Audited Financials Statements
2022 ACTEC Foundation Audited Financials Statements
2021 ACTEC Foundation Audited Financials Statements
2020 ACTEC Foundation Audited Financials Statements
Form 990
2019
IRS Tax-Exempt Status
IRS Determination Letter – April 17, 2019
Conflict of Interests Policy
ACTEC Foundation Conflict of Interests Policy
Conflict Disclosure Form
ACTEC Conflict Disclosure Form
Staff
President
Lora G. Davis
Davis Stephenson, PLLC
100 Crescent Court, Suite 400
Dallas, Texas 75201
Executive Director
Deborah O. McKinnon
Membership and Foundation Management Director
Amy Michaud
amy.michaud@actec.org
(202) 684-8453
Controller
Deborah Oberst, CPA
debbie.oberst@actec.org
(202) 684-8460
Director of Communication and Outreach
Rebecca Vandall
rebecca.vandall@actec.org
(202) 465-8270