To facilitate dialogue amongst an elite segment of foundation executives who seek to learn and share fiduciary best practices, as well as cutting-edge strategies for reducing regulatory risk and promoting exceptional stewardship practices to key stakeholders.

Beyond garnering insights into leading-edge practices of other well respected foundations across the country, the Leadership Forum offers members a rare opportunity to build relationships with some of the most forward- thinking executives in the non-profit world today. This exclusive group will set precedents as leaders in their industry, and each member will serve an active role in shaping ideas, strategies and insights that will be helpful to charitable institutions nationwide.

Get answers to the most frequently asked questions about
the Charitable Trust Leadership Forum here.

By virtue of their membership, participants of the Charitable Trust Leadership Forum understand and agree to the Forum’s privacy policy. This policy states that members’ personal information will not be shared with anyone outside the Forum without their agreement and unless required by law. The information shared within the Forum may be selectively communicated outside of the Forum by Roland|Criss with the aim to share best practices or raise key issues within the foundation community. No member’s name or respective foundation name will be mentioned outside of the Forum without explicit permission from that member and/or foundation.