Philanthropic Programs & Services

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.

Our 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

We help our donor community identify high-impact investment opportunities and connect them with organizations that share our values. We specialize in vetting potential grantees whose work aligns with the Roundtable’s programmatic focus areas: America’s Founding Principles, Pathways to Opportunity and Strong Communities.

Our due diligence function analyzes nonprofits on multiple dimensions to determine organizational health. This service is highly customized to meet the investment interests of our advisory partners.

Values-Based Donor Community

We offer opportunities for donors to collaborate and strategize with a community of influential peers who share our values. These opportunities allow donors to learn from each other as well as issue experts, free-market thought leaders and practitioners engaged in the work on the ground.

Additionally, when philanthropists share common interests, our team has the infrastructure and experience to manage and directly invest charitable funds, serving as the grant maker and manager of investments on behalf of philanthropic investors.

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.

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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.

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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.

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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