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.

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.

Resources

  • 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

Meet Our Team