Title: Program Associate
Reports to: Senior Director of Programs
Organization: The Philanthropy Roundtable is a well-established organization in the philanthropic sector, serving as a resource for hundreds of donors and foundation leaders. Its mission is to foster excellence in philanthropy, protect philanthropic freedom, and help donors advance liberty, opportunity, and personal responsibility.
The Roundtable is undergoing an exciting period of change. In 2019, the board of directors approved a new strategic plan that outlines an ambitious vision to build and sustain a vibrant American philanthropic movement that strengthens our free society. A new President and CEO took the helm on June 1, 2020 and is leading the organization toward its five-year goal: to be recognized, among individual donors as well as foundations, as the leading champion of philanthropic freedom, and more widely known and utilized as a trusted resource for philanthropists seeking to advance liberty, opportunity, and personal responsibility.
With this goal in mind, the organization is building a group of experienced program directors and associates to provide due diligence assessments and landscape analysis as well as support donor collaborations for those who align with and explicitly support the Roundtable’s guiding principles. This role will lead the team that provides the information necessary for donors to make the best investment decisions when allocating their philanthropic dollars. This is an exciting opportunity to inform the work of multiple donors and foundations.
Since 1991, The Philanthropy Roundtable has served individual philanthropists and foundations that are refining their philanthropic strategies to maximize the impact of their resources, as well as emerging donors and entrepreneurs who are developing their philanthropic plans. The Roundtable is the leading organization in the United States focused on promoting and defending the power of private giving and the means to create wealth to make charitable giving possible.
Programs Associates are part of a dynamic team committed to supporting a robust movement of donors who share our principles and want to invest their philanthropy in strengthening a free society. The ideal candidate has interest in research to support philanthropy in giving areas where liberty, opportunity and personal responsibility are core values. The idea candidate will be a strategic, self-starter who is passionate about the mission of the Roundtable and has a demonstrated interest in one of the following areas: America’s founding principles, pathways to opportunity or supporting strong communities.
Responsibilities include but are not limited to:
- Support the completion of high-quality due diligence of organizations by engaging with these organizations and their programming by completing research and compiling data from various sources.
- Complete research requests from program directors as assigned.
- Support the production of written content, research and analysis to help share examples of philanthropic excellence through a wide variety of channels including white papers, briefings, blogs, videos, webinars, interviews, and digital items for social media.
- Support the content elements for large- and small-scale donor convenings events.
- Help meet the needs of Roundtable donors looking for advice and support in making well-informed investment philanthropic decisions in line with the Roundtable’s giving principles, the donor’s intent and our shared values.
- Support the collaborative efforts of working groups for donors committed to transforming a specific sector.
- At least 1 year of research or work experience in one or more of these subject matter areas: education, civics education, poverty, criminal justice reform, economic freedom, Constitutional rights, foreign policy or other areas relevant to advancing liberty, opportunity or personal responsibility.
- Demonstrable experience in producing excellent written and digital content and a developed ability to deftly communicate information to those outside your field
- Existing relationships with experts and leaders working that can be leveraged to expand the Roundtable programming and network
- Versatility to be both a self-starter who takes initiative while also being highly collaborative, energetic and supportive team member
- Possess strong critical thinking and problem-solving skills
- Able to complete high-quality projects, juggle multiple projects at once, and consistently meet deadlines with enthusiasm and professionalism
- High standard of integrity and able to maintain a high level of confidentiality
- Endorses and is motived by the guiding principles, mission, and vision of the Roundtable
- Passionate about philanthropy and its role in strengthening a free society.
Travel: Up to 10 percent of time. All travel will be domestic.
Application Process: Qualified candidates should submit the following application materials in one PDF document:
- Cover Letter detailing your interest in the position/the mission of The Philanthropy Roundtable and your salary requirements
Applications should be submitted to Talent Market via this link: https://talentmarket.org/candidates/apply-for-your-dream-job/
Questions can be directed to Stephanie Keaveney, Network Engagement Manager at Talent Market, who is assisting with the search: firstname.lastname@example.org.
There is no application deadline for this position. Applications are accepted on a rolling basis. This job will remain posted on our site until it is filled. Only direct applications will be considered. No phone calls, please.
Reports to: Vice President of Conferences and Events
Location: Downtown Washington, D.C.
About the Philanthropy Roundtable: The Philanthropy Roundtable is a well-established organization in the philanthropic sector, serving as a resource for hundreds of donors and foundation leaders. Its vision is to build and sustain a vibrant American philanthropic movement that strengthens our free society. To achieve this vision, the organization pursues a mission to foster excellence in philanthropy, protect philanthropic freedom and help donors advance liberty, opportunity and personal responsibility.
With this goal in mind, the organization is building a first-in-class conference and events team to expand the Roundtable’s convening capacity to developing and executing high quality, bespoke events for the organization’s community. This team is working toward the exciting vision set out in the Roundtable’s strategic plan and being led by a dynamic president & CEO.
Since 1991, the Philanthropy Roundtable has served individual philanthropists and foundations that are refining their philanthropic strategies to maximize the impact of their resources, as well as emerging donors and entrepreneurs who are developing their philanthropic plans. The Roundtable is the leading organization in the United States focused on promoting and defending the power of private giving and the means to create wealth to make charitable giving possible.
Job Summary: Reporting to the Vice President of Conferences and Events, the Events Assistant/Coordinator will play an instrumental role in supporting the elevated gatherings of the organization. The Roundtable currently hosts a wide array of events from intimate working groups to a 400-person annual meeting. As outlined in our strategic plan, the organization will increase the number, type and quality of its meetings as it engages new audiences, especially wealth creators and donors giving as individuals.
The Events Assistant/Coordinator is responsible for drafting event collateral and content, managing the registration process for events and assisting and initiating a variety of projects for myriad events of varying size. The ideal candidate is an enthusiastic self-starter who has interest and experience in all things events; Including but not limited to planning, systems, logistics, outstanding customer service, and a high sense of urgency and attention to detail.
Job Duties: Responsibilities include but are not limited to:
- Support the coordination of the planning and execution of all gatherings including, but not limited to the annual meeting, educational conferences, donor site visits, working group meetings, salon dinners and donor retreats
- Track and analyze data with ease and consistency for varying purposes across a multitude of events
- Draft and send out logistical e-mails in advance of events, including run of shows and best practices
- Build website platforms to facilitate online registrations
- Track and coordinate speaker logistics for various special events
- Manage the registration process for in-person and virtual events, which includes updating the CRM database (Salesforce/Blackthorn) on a daily basis and creating and monitoring events in our preferred payment platform.
- Assist with marketing and outreach efforts to promote events and recruit new attendees
- Coordinate across the organization to create digital and print event collateral, including but not limited to welcome binders, participants lists, and event one-pagers
- Track event budgets and process reimbursements after each event
- Collaborate with all teams across the organization to engage them in successfully executing best-in-class events
- Other duties and responsibilities as assigned by the Vice President of conferences and events
- Education: Bachelor’s degree
- One to three years’ experience planning events, including both in-person events and virtual gatherings
- Endorses and is motivated by the guiding principles, mission and vision of the Roundtable
- Exceptional written and verbal communication skills
- Ability to work in a fast-paced environment and be forward-looking, creative, proactive and efficient
- Highly organized with an ability to manage the details of multiple projects and the necessary time management skills to consistently meet deadlines
- Customer-service attitude suited to working with highly successful business leaders and philanthropists
- Exhibit characteristics of cheerfulness, confidence and professionalism
- Strong computer skills and demonstrable proficiency in using Microsoft Outlook, Word, Excel and Publisher. Must have experience with Excel fields and data merges
- Must have experience with customer relationship management databases (Salesforce), e-mail marketing programs and online survey platforms
- Versatility to be both a self-starter who takes initiative and a collaborative team player with strong interpersonal skills focused on achieving results
- High standard of honesty and strong ethical standards
- Willingness and ability to travel for site visits and events
Travel: Position will travel domestically three to four weeks per year.
Application Process: To apply please send a cover letter, including your interest in the Roundtable’s vision, mission, guiding principles, and your salary requirement, along with
your resume to Suzi Marchena & Jillian Johnson at smarchena@