We are here to help

The Philanthropy Roundtable’s lineup of donor-intent services is designed to help charitable donors work through the challenging hurdles of ensuring that their philanthropic legacy is honored, both now and in future generations.

Ask a question

Our experts are available to come alongside you and guide you through the process of creating a roadmap for your donor intent.  Joanne Florino, Adam Meyerson Distinguished Fellow in Philanthropic Excellence, is our resident donor-intent expert and is available to assist you with specific questions.

Request additional services

Philanthropy Roundtable donors may request additional complimentary services including:

  • Longer-term consultations with Roundtable staff
  • Virtual and in-person presentations for you, your family, and your board
  • References and introductions to key advisors in the donor-intent space whom you may wish to retain

Become a donor

Your support will make you part of a potent network that understands philanthropy and strengthens our free society. Philanthropy Roundtable donors range from Forbes 400 individual givers and the largest American foundations to small family foundations and donors just beginning their charitable careers. Our donors include: 

• Individuals and families
• Private foundations
• Community foundations
• Venture philanthropists
• Corporate giving programs
• Large operating foundations and charities that devote more than half of their budget to external grants

Philanthropists who contribute at least $100,000 annually to charitable causes are eligible to become donors of the Roundtable and register for most of our programs. Roundtable events provide you with a solicitation-free environment.

Read the latest guidebook

Protecting Your Legacy: A Wise Giver’s Guide to Honoring and Preserving Donor Intent is the most authoritative word available on wise practices in the realm of donor intent. If you only read one resource on donor intent, make this the one. You may download a full PDF version at the link above or purchase hard copies. Donors of The Philanthropy Roundtable are eligible to receive complimentary copies.