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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 23, 2016)

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

ACTEC Foundation Bylaws [PDF]

Foundation Policies, Practices, and Procedures Manual [PDF]

Financials

Audited Financial Statement
Fiscal Year-end April 30, 2019

Form 990
2017

IRS Tax-Exempt Status
IRS Determination Letter – April 22, 2011

Conflict of Interests Policy
ACTEC Foundation Conflict of Interests Policy

Conflict Disclosure Form
ACTEC Conflict Disclosure Form

Officers and Directors

President
Jeffrey C. Thede
Portland, Oregon

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

Treasurer
James M. Maddox
Hobbs, New Mexico

Secretary
Kathleen R. Sherby
Saint Louis, Missouri

Chair, Fundraising Committee
Christopher B. Hunt
Minneapolis, Minnesota

Chair, Grant Committee
Melissa J. Willms
Houston, Texas

Immediate Past President
L. Henry Gissel, Jr.
Houston, Texas

Directors
Susan L. Abbott
Boston, Massachusetts

Elaine M. Bucher
West Palm Beach, Florida

Stephanie B. Casteel
Reno, Nevada

P. Daniel Donohue
Sioux Falls, South Dakota

Erik Dryburgh
San Francisco, California

David F. Edwards
New Orleans, Louisiana

David M. English
Columbia, Missouri

Theron E. Fry
Wichita, Kansas

Thomas P. Gallanis
Iowa City, Iowa

Susan N. Gary
Eugene, Oregon

Peter S. Gordon
Wilmington, Delaware

T. Randolph Harris
New York, New York

Joseph G. Hodges, Jr.
Denver, Colorado

Christopher R. Hoyt
Kansas City, Missouri

Christopher B. Hunt
Minneapolis, Minnesota

Cameron W. McCulloch
Houston, Texas

Michele A.W. McKinnon
Richmond, Virginia

Charles Ian Nash
Melbourne, Florida

Barry A. Nelson
Aventura, Florida

Benetta P. Park
Chicago, Illinois

Bruce Ross
Los Angeles, California

Robert E. Temmerman, Jr.
San Jose, California

Melissa J. Willms
Houston, Texas

Richard D. Woods
Overland Park, Kansas

Foundation Committees

Foundation Executive Committee

  • Jeffrey C. Thede (President), Portland, Oregon
  • John T. Rogers, Jr. (Vice President),
  • James M. Maddox (Treasurer), Los Angeles, California
  • Kathleen R. Sherby (Secretary), St. Louis, Missouri
  • Christopher B. Hunt (Chair, Fundraising Committee), Minneapolis, Minnesota
  • Melissa J. Willms (Chair, Grant Committee) Houston, Texas
  • L. Henry Gissel, Jr. (Immediate Past Presdient) Houston, Texas

Foundation Audit Committee

  • James M. Maddox (Chair), Hobbs, New Mexico
  • Stephanie B. Casteel, Reno, Neveda
  • P. Daniel Donohue, Sioux Falls, South Dakota

Foundation Financial Management Committee

  • John T. Rogers, Jr. (Chair), Los Angeles, California
  • James M. Maddox, Hobbs, New Mexico
  • Kathleen R. Sherby, Saint Louis, Missouri
  • Richard D. Woods, Overland Park, Kansas

Foundation Fundraising Committee

  • Christopher B. Hunt (Chair), Minneapolis, Minnesota
  • David F. Edwards, New Orleans, Louisiana
  • L. Henry Gissel, Jr., Houston, Texas
  • Lynne K. Green, Jackson, Mississippi
  • Margaret H. Hand, Orinda, California
  • John A. Hartog, Orinda, California
  • Cameron McCulloch, Houston, Texas
  • Barry A. Nelson, North Miami Beach, Florida
  • Bruce S. Ross, Los Angeles, California
  • Robert E. Temmerman, Jr., San Jose, California

Foundation Grant Committee

  • Melissa J. Willms (Chair) Houston, Texas
  • Elaine M. Bucher, Boca Raton, Florida
  • Erik Dryburgh, San Francisco, California
  • Professor David M. English, Columbia, Missouri
  • Theron E. Fry, Wichita, Kansas
  • Thomas P. Gallanis, Iowa City, Iowa
  • Professor Susan N. Gary, Eugene, Oregon
  • Professor Christopher R. Hoyt, Kansas City, Missouri
  • Kathleen R. Sherby, Saint Louis, Missouri

Planning and Governance Committee

  • Richard D. Woods (Chair), Overland Park, Kansas
  • Erik Dryburgh, San Francisco, California
  • L. Henry Gissel, Jr., Houston, Texas
  • Peter S. Gordon, Wilmington, Delaware
  • T. Randolph Harris, New York, New York
  • Charles Ian Nash, Melbourne, Florida

Foundation Marketing & Communications Committee

  • Benetta Y. Park (Chair), Chicago, Illinois
  • Elaine M. Bucher, West Palm Beach, Florida
  • T. Randolph Harris, New York, New York
  • Joseph G. Hodges, Jr., Denver, Colorado
  • Christopher B. Hunt, Minneapolis, Minnesota
  • Cameron McCulloch, Houston, Texas

Foundation Nominating Committee

  • Jeffrey C. Thede (Chair), Portland, Oregon
  • Theron E. Fry, Wichita, Kansas
  • L. Henry Gissel, Jr. (Chair), Houston, Texas
  • Joseph G. Hodges, Jr., Denver, Colorado
  • Benetta Y. Park, Chicago, Illinois
  • Melissa J. Willms, Houston, Texas

Disaster Preparedness Task Force (formerly Subcommittee)

  • Susan L. Abbott (Chair), Boston, Massachusetts
  • Karen Elizabeth Boxx, Seattle, Washington
  • James M. Maddox, Hobbs, New Mexico
  • Michele W. McKinnon, Richmond, Virginia
Staff

President
Jeffrey C. Thede
Thede Culpepper Moore Munro & Silliman LLP
3675 Us Bancorp Tower
111 S.W. Fifth Avenue
Portland, OR, 97204-3625

Executive Director
Deborah O. McKinnon

Membership and Foundation Management Director
Amy Michaud
amy.michaud@actec.org
(202) 684-8453

Finance Director
David Diedrich
david.diedrich@actec.org
(202) 688-0270

Digital Marketing Director
Suzy Shaw
suzy.shaw@actec.org
(202) 684-8460