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]
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 Chair, Grant Committee
Melissa J. Willms
Houston, Texas
Chair, Fundraising Committee
Christopher B. Hunt
Minneapolis, Minnesota
Directors
Susan L. Abbott
Boston, Massachusetts
Brad Bedingfield
Boston, Massachusetts
Stephanie B. Casteel
Reno, Nevada
Lora G. Davis
Dallas, Texas
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
Foundation Audit Committee
- James M. Maddox (Chair), Hobbs, New Mexico
- Stephanie B. Casteel, Reno, Nevada
- P. Daniel Donohue, Sioux Falls, South Dakota
- Charles Ian Nash, Melbourne, Florida
Foundation Financial Management Committee
- John T. Rogers, Jr. (Chair), Los Angeles, California
- P. Daniel Donohue, Sioux Falls, South Dakota
- T. Randolph Harris, New York, New York
- James M. Maddox, Hobbs, New Mexico
- 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
- Cameron McCulloch, Houston, Texas
- Robert E. Temmerman, Jr., San Jose, California
- Jeffrey C. Thede, Portland, Oregon
Foundation Grant Committee
- Melissa J. Willms (Chair) Houston, Texas
- Elaine M. Bucher, Boca Raton, Florida
- Lora G. Davis, Dallas, 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
- Kathleen R. Sherby, St. Louis, Missouri
Planning and Governance Committee
- T. Randolph Harris (Chair), New York, New York
- Erik Dryburgh, San Francisco, California
- Michele A.W. McKinnon, Richmond, Virginia
- Charles Ian Nash, Melbourne, Florida
Foundation Marketing & Communications Committee
- Benetta Y. Park (Chair), Chicago, Illinois
- Elaine M. Bucher, Boca Raton, Florida
- 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 Y. Park, Chicago, Illinois
- Bruce S. Ross, Los Angeles, California
- Melissa J. Willms, Houston, Texas
Disaster Preparedness Task Force (formerly Subcommittee)
- Susan L. Abbott (Chair), Boston, Massachusetts
- Karen Elizabeth Boxx, Seattle, Washington
- Stephanie B. Casteel, Reno, Nevada
- James M. Maddox, Hobbs, New Mexico
- 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