Trustee Essentials Seminar

Foundation board service can be incredibly rewarding but must be rooted in a solid understanding of essential responsibilities and decisions. This one-day seminar is designed for board members and trustees of leanly staffed foundations who need a crash course or refresher in the basic tenets of foundation governance, tax and legal issues, and financial oversight and investments.

Join colleagues from across the country for a full day of learning focused specifically on your core work as a trustee. Hear from others about how they operate their foundations and make connections that will serve you into the future.

The agenda will cover governance basics (such as duty of loyalty, care, and obedience, board policies, and bylaws), legal basics (core definitions, state and federal laws, and grantmaking), and investment basics (key investment tasks and functional guidance).

By the end of this seminar, participants will be able to:

  • State fiduciary duties of foundation trustees and required board actions
  • Describe the private foundation rules and recognize possible self-dealing situations
  • Identify key investment-related tasks for board members

Participants are encouraged to purchase the Trustee Handbook to complement their learning experience.

Registration Information

Registration Fees

Exponent Philanthropy members:

  • Before March 1            $395
  • After March 1               $445

Non-members:    $545

Registration includes breakfast, lunch, and snacks. Meeting attire is business casual.

Cancellation and Other Policies:

Substitutions are accepted at any time. Cancellations on or before March 20, 2018 are subject to a $75 processing fee. Cancellations received between March 21, 2018, and April 12, 2018, will receive a 50% refund. Cancellations after April 13, 2018, are non-refundable.

Please submit all substitutions, cancellations or complaints by e-mail to, or by calling Exponent Philanthropy at 202-580-6560.

By registering for this program, participants are agreeing to the Exponent Philanthropy Participant Guidelines.

Location and Accommodations

The seminar will be hosted at The Hilton Chicago O’Hare Airport Hotel.

Hilton Chicago O’Hare Airport 
10000 W O’Hare Ave [map]
Chicago, IL 60666
Located in the O’Hare International Airport

Exponent Philanthropy has secured a special room rate of $189/night for seminar participants. Book online now.

Travel Information:
Hilton Chicago O’Hare is the only hotel located directly inside O’Hare International Airport, connected to 3 terminals by underground walkways and the international terminal via airport transit. If arriving by car, follow the signs to O’Hare Int’l Airport and then follow the signs ”arrivals” and/or ”Hilton”. Detailed directions from other local airports can be found here. Self-parking is not available at the hotel. Please review the hotel policies for more information.