Philanthropic Programs & Services

Philanthropic Excellence

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.

Values-Based Giving

Learn more about our community’s values and how charitable efforts work best when they are informed by a core set of values that empower individuals and their communities.

Donor Intent

Our resources take the guesswork out of safeguarding your donor intent and answer your most pressing questions. Learn more about donor intent and why it’s important for a healthy philanthropic sector.

Opportunity Playbook

The Opportunity Playbook helps connect foundations and individual donors with high-impact organizations that promote economic opportunity and advance economic mobility among individuals and families across the country.


  • Protecting Your Legacy

  • It’s a New Year – Are You Planning Site Visits to Current or Prospective Grantees?

  • What Donors Can Learn from Succession Planning in Business

  • Wisdom and Warnings: How the Controversial Move of the Barnes Art Collection Violated Donor Intent

  • “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

Meet Our Team