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
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.
Resources
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