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
(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]
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