202.684.8460
Mission
Mission

ACTEC Foundation Mission & Operations

The ACTEC Foundation promotes scholarship and education in trust, estate, tax, and related areas of the law by supporting scholarship to improve the law and by encouraging teaching, careers and life-long learning in the area. The Foundation also encourages civic engagement of individual Fellows of The American College of Trust and Estate Counsel through programs and activities that serve the general community.
Operations
Articles and Bylaws
The American College of Trust and Estate Counsel Foundation BYLAWS
(Amended and Restated as of October 27, 2018 [PDF])

The American College of Trust and Estate Counsel Foundation
901 15th Street, N.W., Washington, DC 20005
A Delaware Nonprofit Nonstock Corporation

Current ACTEC Foundation Bylaws as of June 17, 2020 [PDF]

Foundation Policies, Practices, and Procedures Manual [PDF]

Financials
Audited Financial Statement
Fiscal Year-end April 30, 2020

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

Officers and Directors

President
John T. Rogers, Jr.
Los Angeles, California

Vice President
Melissa J. Willms
Houston, Texas

Treasurer
Kathleen R. Sherby
St. Louis, Missouri

Secretary, and Chair, Grant Committee
Lora G. Davis
Dallas, Texas

Chair, Fundraising Committee
Christopher B. Hunt
Minneapolis, Minnesota

Immediate Past President
Jeffrey C. Thede
Portland, Oregon

Directors
Brad Bedingfield
Boston, Massachusetts

Lora G. Davis
Dallas, Texas

David F. Edwards
New Orleans, Louisiana

Theron E. Fry
Wichita, Kansas

Thomas P. Gallanis
Iowa City, Iowa

Keith Bradoc Gallant
New Haven, Connecticut

Peter S. Gordon
Wilmington, Delaware

Chasity Grice
Memphis, Tennessee

Shannon G. Guthrie
Dallas, Texas

T. Randolph Harris
New York, New York

Joseph G. Hodges, Jr.
Denver, Colorado

Christopher R. Hoyt
Kansas City, Missouri

Christopher B. Hunt
Minneapolis, Minnesota

Robert K. Kirkland
Liberty, Missouri

William P. LaPiana
New York, New York

W. Cameron McCulloch
Houston, Texas

Michele A.W. McKinnon
Richmond, Virginia

Kendis Kay Muscheid
Phoenix, Arizona

Charles Ian Nash
Melbourne, Florida

Jeanne L. Newlon
Washington, District of Columbia

Benetta Y. Park
Oak Park, Wisconsin

Bruce S. Ross
Los Angeles, California

Alan F. Rothschild, Jr.
Columbus, Georgia

Melissa J. Willms
Houston, Texas

Foundation Committees
Foundation Executive Committee
  • John T. Rogers, Jr. (President), Los Angeles, California
  • Melissa J. Willms (Vice President), Houston, Texas
  • Kathleen R. Sherby (Treasurer), St. Louis, Missouri
  • Lora G. Davis (Secretary and Chair, Grant Committee), Dallas, Texas
  • Christopher B. Hunt (Chair, Fundraising Committee), Minneapolis, Minnesota
  • Jeffrey C. Thede (Immediate Past President), Portland, Oregon

Foundation Audit Committee

  • Kathleen R. Sherby (Chair), St. Louis, Missouri
  • Charles Ian Nash, Melbourne, Florida
  • Jeanne L. Newlon, Washington, District of Columbia
  • Bruce S. Ross, Los Angeles, California

Foundation Financial Management Committee

  • T. Randolph Harris (Chair), New York, New York
  • Lora G. Davis, Dallas, Texas
  • Keith Bradoc Gallant, New Haven, Connecticut
  • Shannon G. Guthrie, Dallas, Texas
  • Alan F. Rothschild, Jr., Columbus, Georgia
  • Kathleen R. Sherby, St. Louis, Missouri
  • Richard D. Woods, Overland Park, Kansas

Foundation Fundraising Committee

  • Christopher B. Hunt (Chair), Minneapolis, Minnesota
  • David F. Edwards, New Orleans, Louisiana
  • Keith Bradoc Gallant, New Haven, Connecticut
  • Shannon G. Guthrie, Dallas, Texas
  • Robert K. Kirkland, Liberty, Missouri
  • Cameron McCulloch, Houston, Texas
  • Kendis Key Muscheid, Phoenix, Arizona
  • Jeffrey C. Thede, Portland, Oregon

Foundation Grant Committee

  • Lora G. Davis (Chair), Dallas, Texas
  • Theron E. Fry, Wichita, Kansas
  • Professor Thomas P. Gallanis, Iowa City, Iowa
  • Keith Bradoc Gallant, New Haven, Connecticut
  • Professor Susan N. Gary, Eugene, Oregon
  • Chasity Grice, Memphis, Tennessee
  • Shannon G. Guthrie, Dallas, Texas
  • Professor Christopher R. Hoyt, Kansas City, Missouri
  • William P. LaPiana, New York, New York
  • Kathleen R. Sherby, St. Louis, Missouri
  • Melissa J. Willms, Houston, Texas

Foundation Marketing & Communications Committee

  • Benetta Y. Park (Chair), Oak Park, Wisconsin
  • Peter S. Gordon, Wilmington, Delaware
  • Joseph G. Hodges, Jr., Denver, Colorado
  • Cameron McCulloch, Houston, Texas
  • Kendis Key Muscheid, Phoenix, Arizona

Foundation Nominating Committee

  • John T. Rogers, Jr. (Chair), Los Angeles, California
  • David F. Edwards, New Orleans, Louisana
  • Benetta Y. Park, Oak Park, Wisconsin
  • Bruce S. Ross, Los Angeles, California
  • Jeffrey C. Thede, Portland, Oregon

Planning and Governance Committee

  • T. Randolph Harris (Co-Chair), New York, New York
  • Charles Ian Nash (Co-Chair), Melbourne, Florida
  • Professor Thomas P. Gallanis, Iowa City, Iowa
  • Shannon G. Guthrie, Dallas, Texas
  • William P. LaPiana, New York, New York
  • Michele A.W. McKinnon, Richmond, Virginia
  • Jeffrey C. Thede, Portland, Oregon

Disaster Preparedness Task Force

  • Michelle A.W. McKinnon (Chair), Richmond, Virginia
  • Brad Bedingfield, Boston, Massachusetts
  • Karen Elizabeth Boxx, Seattle, Washington
Staff

President
John T. Rogers, Jr.
Rogers Trust Law
350 S Grand Ave Ste 3500
Los Angeles, California 90071-3475

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