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)

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, 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
Jeffrey C. Thede
Portland, Oregon

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

Treasurer
Kathleen R. Sherby
St. Louis, Missouri

Secretary, and Co-Chair, Grant Committee
Melissa J. Willms
Houston, Texas

Co-Chair, Grant Committee
Lora G. Davis
Dallas, Texas

Chair, Fundraising Committee
Christopher B. Hunt
Minneapolis, Minnesota

Directors
Susan L. Abbott
Boston, Massachusetts

Brad Bedingfield
Boston, Massachusetts

Stephanie B. Casteel
Reno, Nevada

Erik Dryburgh
San Francisco, California

David F. Edwards
New Orleans, Louisiana

Theron E. Fry
Wichita, Kansas

Thomas P. Gallanis
Iowa City, Iowa

Susan N. Gary
Eugene, Oregon

Peter S. Gordon
Wilmington, Delaware

Chasity Grice
Memphis, Tennessee

T. Randolph Harris
New York, New York

Joseph G. Hodges, Jr.
Denver, Colorado

Christopher R. Hoyt
Kansas City, Missouri

Benetta Park Jenson
Chicago, Illinois

Robert K. Kirkland
Liberty, Missouri

W. Cameron McCulloch
Houston, Texas

Michele A.W. McKinnon
Richmond, Virginia

Charles Ian Nash
Melbourne, Florida

Jeanne L. Newlon
Washington, District of Columbia

Bruce S. Ross
Los Angeles, California

Alan F. Rothschild, Jr.
Columbus, Georgia

Foundation Committees

Foundation Executive Committee

  • Jeffrey C. Thede (President), Portland, Oregon
  • John T. Rogers, Jr. (Vice President), Los Angeles, California
  • 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
  • Lora G. Davis (Co-Chair, Grant Committee) Dallas, Texas

Foundation Audit Committee

  • Kathleen R. Sherby (Chair) St. Louis, Missouri
  • Stephanie B. Casteel, Reno, Nevada
  • Charles Ian Nash, Melbourne, Florida
  • Jeanne L. Newlon, Washington, District of Columbia

Foundation Financial Management Committee

  • John T. Rogers, Jr. (Chair), Los Angeles, California
  • Lora G. Davis, Dallas, Texas
  • T. Randolph Harris, New York, New York
  • 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
  • Robert K. Kirkland, Liberty, Missouri
  • Cameron McCulloch, Houston, Texas
  • Robert E. Temmerman, Jr., San Jose, California
  • Jeffrey C. Thede, Portland, Oregon

Foundation Grant Committee

  • Lora G. Davis (Co-Chair) Dallas, Texas
  • Melissa J. Willms (Co-Chair) Houston, Texas
  • Erik Dryburgh, San Francisco, California
  • Theron E. Fry, Wichita, Kansas
  • Professor Thomas P. Gallanis, Iowa City, Iowa
  • Professor Susan N. Gary, Eugene, Oregon
  • Chasity Grice, Memphis, Tennessee
  • Professor Christopher R. Hoyt, Kansas City, Missouri
  • Kathleen R. Sherby, St. Louis, Missouri

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
  • James M. Maddox, Hobbs, New Mexico
  • Michele A.W. McKinnon, Richmond, Virginia
  • Kurt A Sommer, Santa Fe, New Mexico
  • Jeffrey C. Thede, Portland, Oregon

Foundation Marketing & Communications Committee

  • Benetta Park (Chair), Oak Park, Wisconsin
  • Peter S. Gordon, Wilmington, Delaware
  • Joseph G. Hodges, Jr., Denver, Colorado
  • Cameron McCulloch, Houston, Texas
  • John T. Rogers, Jr., Los Angeles, California

Foundation Nominating Committee

  • Jeffrey C. Thede (Chair), Portland, Oregon
  • Theron E. Fry, Wichita, Kansas
  • Joseph G. Hodges, Jr., Denver, Colorado
  • Benetta Park, Jenson, Oak Park, Wisconsin
  • Bruce S. Ross, Los Angeles, California
  • Melissa J. Willms, Houston, Texas

Disaster Preparedness Task Force (formerly Subcommittee)

  • Susan L. Abbott (Chair), Boston, Massachusetts
  • Brad Bedingfield, Boston, Massachusetts
  • Karen Elizabeth Boxx, Seattle, Washington
  • Stephanie B. Casteel, Reno, Nevada
  • Michele W. McKinnon, Richmond, Virginia
  • Jeffrey C. Thede, New York, New York
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

Controller
Deborah Oberst, CPA
debbie.oberst@actec.org
(202) 684-8460

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