PhilanthropicPrograms and Services
Our Philanthropic Programs and Services team are trusted advisors to a growing movement of philanthropists who place the values of liberty, opportunity and personal responsibility at the center of their charitable giving. We help our donor community decide what they want to accomplish through their philanthropy and provide strategic and effective resources to help them achieve their goals. Our team has experience in: leading family foundations, developing and executing grantmaking strategies, conducting organizational due diligence and managing grants to successful outcomes.
The Roundtable provides resources, tools and strategic advising to ensure excellence in giving and protect donors’ philanthropic legacy. We support our donors and foundations in all aspects of their giving: from governance and internal operations to crafting a mission and protecting their donor intent.
For new and existing foundations, we offer assistance in developing board structures and bylaws, hiring leadership, navigating governance changes and more.
Protecting Your Legacy
“Wisdom and Warnings” Video: Coors Foundation CEO Offers Insight into Protecting Donor Intent
“Wisdom and Warnings” Video: How to Protect Your Legacy as a Donor
What Donors Can Learn from Succession Planning in Business
The Chronicle of Philanthropy’s Top 50 List Gives Misleading Picture of 2021 Trends
Disappointing News on Ohio Bill Offering Protection for Donor Intent