202.684.8460

Mission & Operations

Mission & Operations

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, 2018

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
L. Henry Gissel, Jr.
Houston, Texas

Vice President
Jeffrey C. Thede
Portland, Oregon

Treasurer
James M. Maddox
Hobbs, New Mexico

Secretary
Kathleen R. Sherby
Saint Louis, Missouri

Chair, Fundraising Committee
Lynne K. Green
Jackson, Mississippi

Chair, Grant Committee
Judith W. McCue

Directors
Susan L. Abbott
Boston, Massachusetts

Elaine M. Bucher
West Palm Beach, Florida

Stephanie B. Casteel
Atlanta, Georgia

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

Michele A.W. McKinnon
Richmond, Virginia

Barry A. Nelson
Aventura, Florida

John T. Rogers, Jr.
Los Angeles, California

Joshua S. Rubenstein
New York, New York

Margaret E. W. Sager
West Conshohocken, Pennsylvania

Robert E. Temmerman, Jr.
San Jose, California

Melissa J. Willms
Houston, Texas

Richard D. Woods
Overland Park, Kansas

Foundation Committees

Foundation Executive Committee

  • L. Henry Gissel, Jr. (President), Houston, Texas
  • Jeffrey C. Thede (Vice President), Portland, Oregon
  • James M. Maddox (Treasurer), Hobbs, New Mexico
  • Kathleen R. Sherby (Secretary), St. Louis, Missouri

Foundation Audit Committee

  • James M. Maddox (Chair), Hobbs, New Mexico
  • Stephanie B. Casteel, Atlanta, Georgia
  • 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

  • Lynne K. Green (Chair), Jackson, Mississippi
  • David F. Edwards, New Orleans, Louisiana
  • Margaret H. Hand, Orinda, California
  • John A. Hartog, Orinda, California
  • Christopher B. Hunt, Minneapolis, Minnesota
  • Barry A. Nelson, North Miami Beach, Florida
  • Robert E. Temmerman, Jr., San Jose, California
  • Jeffrey C. Thede, Portland, Oregon

Foundation Grant Committee

  • Judith W. McCue (Chair), Evanston, Illinois
  • Melissa J. Willms (Vice Chair), Houston, Texas
  • 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
  • Margaret E.W. Sager, West Conshohocken, Pennsylvania
  • Kathleen R. Sherby, Saint Louis, Missouri

Foundation Long Range Planning 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
  • Michele A.W. McKinnon, Richmond, Virginia
  • Jeffrey C. Thede, Portland, Oregon

Foundation Marketing & Communications Committee

  • Christopher B. Hunt (Chair), Minneapolis, Minnesota
  • Elaine M. Bucher, West Palm Beach, Florida
  • Lynne K. Green, Jackson, Mississippi
  • Joseph G. Hodges, Jr., Denver, Colorado

Foundation Nominating Committee

  • L. Henry Gissel, Jr. (Chair), Houston, Texas
  • Theron E. Fry, Wichita, Kansas
  • Joseph G. Hodges, Jr., Denver, Colorado
  • Christopher B. Hunt, Minneapolis, Minnesota
  • Melissa J. Willms, Houston, Texas
Staff

President
L. Henry Gissel
Fulbright & Jaworski L.L.P.
1301 McKinney, Suite 5100
Houston, Texas 77010-3095

 

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

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