Mission & Operations
Administrative Information
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 lifelong 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
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
Officers and Directors
President
Lora G. Davis, Dallas, Texas
Vice President
T. Randolph Harris, New York, New York
Treasurer
Benetta Y. Park, West Palm Beach, Florida
Secretary and Chair of the Fundraising Committee
Robert K. Kirkland, Kansas City, Missouri
Chair of the Grant Committee
Kendis Key Muscheid, Phoenix, Arizona
Immediate Past President
John T. Rogers, Jr., Glendale, California
Directors
Farhad Aghdami, Richmond, Virginia
Brad Bedingfield, Boston, Massachusetts
Gerry W. Beyer, Lubbock, Texas
Gerard G. Brew, Newark, New Jersey
Lora G. Davis, Dallas, Texas
S. Gray Edmondson, Oxford, Mississippi
Todd A. Flubacher, Wilmington, Delaware
Chasity Grice, Memphis, Tennessee
Shannon G. Guthrie, Dallas, Texas
T. Randolph Harris New York New York
Joshua E. Husbands, Portland, Oregon
Robert K. Kirkland, Kansas City, Missouri
Cynthia G. Lamar-Hart, Birmingham, Alabama
William P. LaPiana New York, New York
Judy Y. Lee, Honolulu, Hawaii
R. Hugh Magill, Minneapolis, Minnesota
Julia B. Meister, Cincinnati, Ohio
Kendis Key Muscheid, Phoenix, Arizona
Jeanne L. Newlon, Washington, District of Columbia
Benetta Y. Park, West Palm Beach, Florida
Stephanie Perry, Bethesda, Maryland
Michaelle D. Rafferty, Reno, Nevada
John T. Rogers, Jr., Glendale, California
Alan F. Rothschild, Jr., Columbus, Georgia
Anita J. Siegel, Florham Park, New Jersey
Akane R. Suzuki, Seattle, Washington
Suzanne Brown Walsh, Hartford, Connecticut
Foundation Committees
Foundation Audit Committee
- Benetta Y. Park, West Palm Beach, Florida – Chair
- R. Hugh Magill, Minneapolis, Minnesota
- Alan F. Rothschild, Jr.
- Jeanne L. Newlon, Washington, District of Columbia
Foundation Financial Management Committee
- Shannon G. Guthrie, Dallas, Texas – Chair
- Gerard G. Brew, Newark, New Jersey
- Joshua E. Husbands, Portland, Oregon
- R. Hugh Magill, Minneapolis, Minnesota
- Michaelle D. Rafferty, Reno, Nevada
- Alan F. Rothschild, Jr., Columbus, Georgia
- Richard D. Woods, Overland Park, Kansas*
Foundation Fundraising Committee
- Robert K. Kirkland, Kansas City, Missouri – Chair
- Farhad Aghdami, Richmond, Virginia
- Gerard G. Brew, Newark, New Jersey
- Shannon G. Guthrie, Dallas, Texas
- Cynthia G. Lamar-Hart, Birmingham, Alabama
- Stephanie Perry, Bethesda, Maryland
Foundation Grant Committee
- Kendis Key Muscheid, Phoenix, Arizona – Chair
- Gerry W. Beyer, Lubbock, Texas
- Chasity Grice, Memphis, Tennessee
- Shannon G. Guthrie, Dallas, Texas
- William P. LaPiana, New York, New York
- Julia B. Meister, Cincinnati, Ohio
- Anita J. Siegel, Florham Park, New Jersey
Foundation Marketing & Communications Committee
- Jeanne L. Newlon, Washington, District of Columbia– Chair
- Todd A. Flubacher, Wilmington, Delaware
- Judy Y. Lee, Honolulu, Hawaii
- Julia B. Meister, Cincinnati, Ohio
- Benetta Y. Park, West Palm Beach, Florida
- Akane R. Suzuki, Seattle, Washington
- Suzanne Brown Walsh, Hartford, Connecticut
Planning and Governance Committee
- T. Randolph Harris, New York, New York – Chair
- Gerry W. Beyer, Lubbock, Texas
- S. Gray Edmondson, Oxford, Mississippi
- Shannon G. Guthrie, Dallas, Texas
- William P. LaPiana, New York, New York
- Kendis Key Muscheid, Phoenix, Arizona
- John T. Rogers, Jr., Glendale, California
- Anita J. Siegel, Florham Park, New Jersey
Foundation Nominating Committee
- Lora G. Davis, Dallas, Texas – Chair
- Brad Bedingfield, Boston, Massachusetts
- John T. Rogers, Jr., Glendale, California
- Anita J. Sigel, Florham Park, New Jersey
- Suzanne Brown Walsh, Hartford, Connecticut
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