BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Philanthropy Roundtable - ECPv6.17.4//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://www.philanthropyroundtable.org X-WR-CALDESC:Events for Philanthropy Roundtable REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:UTC BEGIN:STANDARD TZOFFSETFROM:+0000 TZOFFSETTO:+0000 TZNAME:UTC DTSTART:20200101T000000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=UTC:20260219T130000 DTEND;TZID=UTC:20260219T133000 DTSTAMP:20260120T192133Z CREATED:20260115T195645Z LAST-MODIFIED:20260120T192133Z UID:50652-1771506000-1771507800@www.philanthropyroundtable.org SUMMARY:2026 State of the Roundtable DESCRIPTION:2026State of the Roundtable\n\n\nSpeakers: \n\nRichard W. Graber\, Philanthropy Roundtable Board Chairman\nChristie Herrera\, Philanthropy Roundtable President and CEO\n\n\n \n\n\n \n \n \n \n\n\n\n\nEvent Description\nPhilanthropy Roundtable is dedicated to championing excellence in philanthropy\, safeguarding philanthropic freedom\, and empowering donors to advance liberty\, opportunity\, and personal responsibility. As philanthropy confronts unprecedented challenges\, our mission stands as both a calling and a commitment. We invite you to join us for a timely conversation as Christie Herrera\, President and CEO of Philanthropy Roundtable\, sits down with Board Chairman Richard W. Graber to reflect on the Roundtable’s key achievements in 2025 and bold vision for 2026.  \n\n\n\n \n\n\nRegister\n \n\n\n\n\n\n\nName(Required)\n\n \n \n First\n \n \n \n Last\n \n\nEmail(Required) \n\n \n \n\nOrganization(Required) \n\n\n\nThis field is hidden when viewing the form\nzoom URL:https://www.philanthropyroundtable.org/upcoming-event/2026-state-of-the-roundtable/ LOCATION:Zoom ATTACH;FMTTYPE=image/png:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2024/12/11094641/SOTR-2025-1080x1080-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20251215T130000 DTEND;TZID=UTC:20251215T133000 DTSTAMP:20251118T212105Z CREATED:20251117T194158Z LAST-MODIFIED:20251118T212105Z UID:50300-1765803600-1765805400@www.philanthropyroundtable.org SUMMARY:Unlocking a New Era for Education Philanthropy DESCRIPTION:Content is protected. URL:https://www.philanthropyroundtable.org/upcoming-event/unlocking-a-new-era-for-education-philanthropy/ LOCATION:Zoom END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251020T000000 DTEND;TZID=America/New_York:20251022T235959 DTSTAMP:20251014T143501Z CREATED:20250331T164753Z LAST-MODIFIED:20251014T143501Z UID:47287-1760918400-1761177599@www.philanthropyroundtable.org SUMMARY:2025 Annual Meeting: Donor Registration Gated DESCRIPTION:2025Annual Meeting\n\n\nPhilanthropy Roundtable’s 2025 Annual Meeting will be held in Phoenix\, Arizona on October 20-22\, 2025. \n\n \n\n\n \n\n \n \n \n \n\n\n\n\nOverview\n\n\nAgenda\n\n\nEvent Details\n\n\nSponsorship\n\n\nTravel Guide\n\n\nLodging\n\n\nLocal Guide\n\n\n\n\nWe are looking forward to Philanthropy Roundtable’s 2025 Annual Meeting at the Arizona Biltmore in Phoenix\, Arizona on October 20-22\, 2025.  \nThe Annual Meeting is Philanthropy Roundtable’s premier event for decision makers committed to strengthening free society and solving our nation’s greatest problems through meaningful\, effective philanthropy. We are excited to bring together hundreds of philanthropic decision makers from around the country to share ideas\, strategies and best practices. Session topics will include America’s founding principles\, pathways to opportunity\, and strong communities\, among others.  \nRegistration for this year’s Annual Meeting is closed.  \nIf you have any questions\, please do not hesitate to reach out to the Events team at events@philanthropyroundtable.org. \n\n\nPayment\n\nEarly Bird | Full Event: Register before Friday\, August 22 at 4:00 p.m. ET – $2\,500 per person\nRegular Rate | Full Event: Register after Friday\, August 22 at 4:01 p.m. ET– $2\,700 per person\nSocial Guest | Meals Only: $900 per guest\n\n*Please note that if you register after Friday\, September 26\, you will not be listed in the formal binder. \nCancellation Policy\n\nCancellations received on or before Friday\, September 12 at 4:00 p.m. ET = 90% refund on registration and a full lodging refund will be offered\nCancellations received on or after Friday\, September 12 at 4:01 p.m. ET = no registration or lodging refunds will be offered\n\nMeeting Qualifications\nAttendance at the Annual Meeting is limited to individual donors and foundation representatives who: \n\nMake charitable grants and contributions of at least $100\,000 a year or expect to do so in the future. In-kind contributions should not be part of the contribution calculation. \nContribute $2\,500+ to the Roundtable on an annual basis.\n\nDevelopment officers\, even from a qualified organization and/or public charity\, are not eligible to attend Annual Meeting. This event is exclusive to those acting in a grant-making capacity for their organization as well as individual philanthropists.  \n\nQualified Attendees Include: \n\nIndividual philanthropists  \nBoard and staff of private foundations  \nBoard and staff of operating foundations  \nBoard and staff of corporate foundations and corporate giving programs  \nCEO\, executive director or president of community foundations  \nCEO\, executive director or president of venture philanthropy partnerships  \nCEO\, executive director or president of donor-advised funds  \nCEO\, executive director or president of regional grant maker associations  \nDonor advisors may attend with a qualified donor\, or they may attend if they provide verification of their registration on behalf of a qualified donor.  \nCEO\, executive director or president of qualified public charities. Qualified public charities include those that make grants over one million dollars annually and devote more than half their operating budget to grants for external activities (excluding scholarships.) \n\nAttire\nThe dress code is business casual. Some meals may be held outside. Guests may opt to bring a sweater for the evenings.  \nMen | For example\, you may opt to wear khakis and a sport coat–ties are optional.  \nWomen | For example\, you may opt to wear a blazer with slacks\, a skirt or a dress. \nThis is a non-solicitation gathering and no formal pitches or speeches are allowed. \n\n\n\nView the sponsorship one-pager here. \n\nContact the Development team\n\n\n\n \n \n\n\n\nAirport Information \nPhoenix Sky Harbor International Airport (PHX)3400 E Sky Harbor BlvdPhoenix\, AZ 85034 Located approximately 10 miles from the Arizona Biltmore  \nGround Transportation \nTaxis  \n\nAAA/Yellow Cab | (480) 888 – 8888\nMayflower Cab | (602) 955 – 1355\nVIP Taxi | (602) 300 – 30000\n\nCar Rentals  \n\nAvis | (602) 261 – 5900 | www.avis.com \nEnterprise | (602) 225 – 0588 | www.enterprise.com  \nHertz | (602) 267 – 8822 | www.hertz.com  \n\nPrivate Car Services  \n\nUber and Lyft rideshare services are readily available at PHX.\nAZ Sedan Transportation LLC | (602) 488 – 3604 \n\n\n\nHotel\nArizona Biltmore 2400 E. Missouri Ave.  Phoenix\, AZ 85016 (602) 955-6600  \nPlease note: Your lodging is not included with your event registration. Please reach out to events@philanthropyroundtable.org to book lodging at the Arizona Biltmore. \nFAQs\nQ: Is my lodging room included in the Annual Meeting registration fee?A: No\, each attendee is responsible for reserving their own lodging accommodations. \nQ: Can I cancel my lodging and receive a full refund?A: In order to receive a lodging refund\, please call the Arizona Biltmore at (602) 955-6600 by Friday\, September 12\, 2025. \nQ: How much are the rooms at the Arizona Biltmore?A: The room rate for Annual Meeting this year at the Arizona Biltmore is $409.00 plus a 12.57% hotel occupancy tax\, $45 resort fee\, $3 attendant\, and $11 historic preservation fund charge per night. Other fees may apply. \n \n\n\nWeather\nOctober in Phoenix features very high temperatures and low rainfall. Expect daytime highs to reach approximately 90°F\, with nighttime lows dipping to around 63°F. While these temperatures are averages\, expect some days to be hotter. Choose light\, airy clothing to handle the warmth effectively but all sessions will be indoors with air conditioning. Some meals and receptions may be held outdoors. \nActivities\nWithout ever leaving the Arizona Biltmore property\, there are multiple activities you may opt to enjoy before or after the event. The hotel offers golf\, bike rentals\, tennis\, pickleball\, fitness classes\, numerous spa treatments and retail shops.   \nShopping \nThere are four retail shops on-property at the Arizona Biltmore which include the Citrus Pool Shop\, Tierra Luna Spa Boutique\, The Shop\, and The Biltmore Shops. Should you need any clothing or toiletries\, these shops are sure to have just what you need.  \nPharmacy \nLocated about 3 miles from the Arizona Biltmore\, Walgreens Pharmacy (7000 N 16th Street) can assist with refilling prescriptions or provide any last-minute necessities. You may contact their store at (602) 943-3192 or visit them online at www.walgreens.com and they are open from 9:00 a.m.-9:00 p.m.  \n\n\n\n\nWednesday\, October 19\, 2022 \n\n\n\n\nTime\nSession\n\n\n7:30 AM\nInformal Breakfast\n\n\n9:00 AM\nWorkshops (2-3 concurrent)\n\n\n11:30 AM\nWelcome & President’s Address\n\n\n11:45 AM\nBig Idea Talks (3 back-to-back)\n\n\n12:30 PM\nLunch\n\n\n2:00 PM\nDeep Dive Conversations (3 concurrent)\n\n\n3:15 PM\nAfternoon Breakout Sessions (3 concurrent)\n\n\n5:30 PM\nReception\n\n\n6:30 PM\nDinner Keynote Conversation\n\n\n7:15 PM\nDinner\n\n\n9:00 PM\nEvening Adjourns\n\n\n\n\n\n\n\n\n\n\n\n\n\nContact the Events team URL:https://www.philanthropyroundtable.org/upcoming-event/2025-annual-meeting-donor-registration-gated/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20250722T130000 DTEND;TZID=UTC:20250722T134500 DTSTAMP:20250715T195407Z CREATED:20250624T215602Z LAST-MODIFIED:20250715T195407Z UID:48264-1753189200-1753191900@www.philanthropyroundtable.org SUMMARY:Mahmoud v. Taylor: A Tipping Point for School Choice and the Future of Public Education? DESCRIPTION:Content is protected. URL:https://www.philanthropyroundtable.org/upcoming-event/mahmoud-v-taylor-a-tipping-point-for-school-choice-and-the-future-of-public-education/ LOCATION:Zoom END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20250514T140000 DTEND;TZID=UTC:20250514T144500 DTSTAMP:20250509T154224Z CREATED:20250509T005602Z LAST-MODIFIED:20250509T154224Z UID:47689-1747231200-1747233900@www.philanthropyroundtable.org SUMMARY:Tax Package Threats: Briefing and Updates DESCRIPTION:Roundtable Briefing SeriesTax Package Threats: Briefing and Updates\n\n\nSpeakers: \n\nTed McCann\, President of Article One Group and former policy adviser to Speaker Paul Ryan\nElizabeth McGuigan\, Senior Vice President at Philanthropy Roundtable\n\n\n \n\n\n \n \n \n \n\n\n\n\n Event Description \nJoin us for an urgent briefing on Wednesday\, May 14th\, at 2:00 PM\, to understand the potential impact of new tax proposals on foundations and the broader philanthropic sector. We will analyze the House Ways and Means Committee’s tax plans\, including a proposed tax on foundation investments\, and discuss other provisions that could affect charitable giving and the work of non-profits. \n\n\n\n \n\n\nRegister\n\n\n\n\n\n\nName(Required)\n\n \n \n First\n \n \n \n Last\n \n\nEmail(Required) \n\n \n \n\nOrganization(Required) \n\n\n\nThis field is hidden when viewing the form\nzoom URL:https://www.philanthropyroundtable.org/upcoming-event/tax-package-threats-briefing-and-updates/ LOCATION:Zoom ATTACH;FMTTYPE=image/png:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2025/03/11101445/Tax-Cuts-and-Jobs-Act-of-2017.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20250327T130000 DTEND;TZID=UTC:20250327T133000 DTSTAMP:20250313T150948Z CREATED:20250311T144612Z LAST-MODIFIED:20250313T150948Z UID:46993-1743080400-1743082200@www.philanthropyroundtable.org SUMMARY:The True Cost of Tax Policy DESCRIPTION:Roundtable Briefing SeriesThe True Cost of Tax Policy\n\n\nSpeakers: \n\nRachel Wagley\, Chief of Staff for Congressman Blake Moore (Utah-1)\, a member of the House Ways and Means Committee\nPaul Winfree\, President and CEO of the Economic Policy Innovation Center\nKristina Rasmussen\, Executive Director of Do No Harm and Philanthropy Roundtable Advisor (Moderator)\n\n\n \n\n\n \n \n \n \n\n\n\n\n Event Description \nJoin us on March 27\, 2025\, from 1:00-1:30 p.m. ET for the latest donors-only virtual event in our Roundtable Briefing Series\, The True Cost of Tax Policy. \nOne of the key battles on Capitol Hill this year is over the extension of the Tax Cuts and Jobs Act of 2017. At Philanthropy Roundtable\, we believe more money in Americans’ pockets means more money going to charities that strengthen our communities. But the key questions for members of Congress are what it will cost and who will pay for it.  \nIn this webinar\, you’ll get a behind-the-scenes look at what Congress is doing to ensure the Trump tax cuts don’t expire at the end of the year\, how Congress plans to pay for these tax cuts and how this legislation will impact charitable donors and the pro-growth policies that fuel philanthropy. Rachel Wagley\, chief of staff for Rep. Blake Moore of Utah\, who is a member of the powerful tax-writing committee\, Ways and Means\, and Paul Winfree\, president and CEO of the Economic Policy Innovation Center will join executive director of Do No Harm and Philanthropy Roundtable advisor\, Kristina Rasmussen for this important conversation. \n\n\n\n \n\n\nRegister\n\n\n\n\n\n\nName(Required)\n\n \n \n First\n \n \n \n Last\n \n\nEmail(Required) \n\n \n \n\nOrganization(Required) \n\n\n\nThis field is hidden when viewing the form\nzoom URL:https://www.philanthropyroundtable.org/upcoming-event/the-true-cost-of-tax-policy/ LOCATION:Zoom ATTACH;FMTTYPE=image/png:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2025/03/11101445/Tax-Cuts-and-Jobs-Act-of-2017.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20250129T140000 DTEND;TZID=UTC:20250129T143000 DTSTAMP:20260115T150001Z CREATED:20241210T173037Z LAST-MODIFIED:20260115T150001Z UID:46151-1738159200-1738161000@www.philanthropyroundtable.org SUMMARY:2025 Palm Beach Summit DESCRIPTION:Content is protected. URL:https://www.philanthropyroundtable.org/upcoming-event/2025-palm-beach-summit/ LOCATION:Zoom END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20250129T140000 DTEND;TZID=UTC:20250129T143000 DTSTAMP:20241211T144735Z CREATED:20241209T202500Z LAST-MODIFIED:20241211T144735Z UID:46109-1738159200-1738161000@www.philanthropyroundtable.org SUMMARY:2025 State of the Roundtable DESCRIPTION:2025State of the Roundtable\n\n\nSpeakers: \n\n\nChristie Herrera\, President and CEO \n\n\nRichard Graber\, Roundtable Chairman and Bradley Foundation President \n\n\n\n \n\n\n \n \n \n \n\n\n\n\n Event Description \nJoin us on January 29\, 2025\, from 2:00-2:30 p.m. ET for our annual State of the Roundtable with President and CEO Christie Herrera to hear more about the wins we’ve secured for charitable giving this year\, new initiatives and opportunities to work together in 2025\, and our plans to engage in the conversations most important to philanthropy in the year ahead. \nRoundtable Chairman and Bradley Foundation President Richard Graber will lead this exciting discussion\, which will provide a valuable perspective on the important role that this network plays in addressing our nation’s most urgent challenges. \n\n\n\n \n\n\nRegister\n\n\n\n\n\n\nName(Required)\n\n \n \n First\n \n \n \n Last\n \n\nEmail(Required) \n\n \n \n\nOrganization(Required) \n\n\n\nThis field is hidden when viewing the form\nzoom URL:https://www.philanthropyroundtable.org/upcoming-event/2025-state-of-the-roundtable/ LOCATION:Zoom ATTACH;FMTTYPE=image/png:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2024/12/11094641/SOTR-2025-1080x1080-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20241210T150000 DTEND;TZID=UTC:20241210T153000 DTSTAMP:20241121T165452Z CREATED:20241113T192357Z LAST-MODIFIED:20241121T165452Z UID:45724-1733842800-1733844600@www.philanthropyroundtable.org SUMMARY:The Inside Track: The Trump Transition and the 2025 Tax Fight DESCRIPTION:Roundtable Briefing SeriesThe Inside Track: The Trump Transition and the 2025 Tax Fight\n\n\nSpeakers: \n\n\nDan Ziegler\, Policy Director for Speaker Mike Johnson \n\n\nJohnny DeStefano\, Director of Presidential Personnel during first Trump administration \n\n\n\n \n\n\n \n \n \n \n\n\n\n\n Event Description \nPhilanthropy Roundtable is excited to share the latest exclusive virtual event in our Roundtable Briefing Series. Please join us on Tuesday\, December 10 from 3:00-3:30 p.m. ET for The Inside Track: The Trump Transition and the 2025 Tax Fight. \nTrump’s landslide win was a political earthquake for Washington D.C. But what does this election mean for you and the causes you care about most? We will provide a behind the scenes look at what is happening with the Trump transition\, preview the 2025 tax fight and explain what all this means for you. \n\n\n\n \n\n\nRegister\n\n\n\n\n\n\nName(Required)\n\n \n \n First\n \n \n \n Last\n \n\nEmail(Required) \n\n \n \n\nOrganization(Required) \n\n\n\nThis field is hidden when viewing the form\nzoom URL:https://www.philanthropyroundtable.org/upcoming-event/the-inside-track-the-trump-transition-and-the-2025-tax-fight/ LOCATION:Zoom ATTACH;FMTTYPE=image/png:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2024/11/13141617/RBS.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240715T000000 DTEND;TZID=America/New_York:20240717T235959 DTSTAMP:20240312T183913Z CREATED:20240306T233645Z LAST-MODIFIED:20240312T183913Z UID:42607-1721001600-1721260799@www.philanthropyroundtable.org SUMMARY:2024 Roundtable Retreat: Donor Dashboard Registration DESCRIPTION:2024Roundtable Retreat\n\n\nWe hope you can join us for Philanthropy Roundtable’s fourth annual Roundtable Retreat at the Four Seasons Boston in Boston\, Massachusetts July 15-17\, 2024. \n\n \n\n\n \n\n \n \n \n \n\n\n\nOverview\nAgenda\nEvent Details\nTravel Guide\nLocal Guide\n\n\n\nWelcome! We hope you can join us for Philanthropy Roundtable’s fourth annual Roundtable Retreat at the Four Seasons Boston in Boston\, Massachusetts July 15-17\, 2024. \nThis retreat is a private\, off-the-record gathering for an intimate group of our closest friends and supporters. Connect and strategize with top philanthropists\, emerging influencers and innovative practitioners on how together we can help solve the nation’s most pressing challenges\, strengthen our free society and enhance philanthropic freedom. Now more than ever\, how and where we choose to give will help advance our values and change the landscape. \nThe event will begin on the evening of Monday\, July 15 with a welcome reception and light dinner. We will have a full slate of programming on Tuesday\, July 16. Programming will include keynote conversations and interactive sessions on the big picture role of philanthropy in solving tough challenges across a wide variety of societal issues\, in an intimate setting that fosters a strong sense of community among a network of peers. \nWe will feature organizations that share our values of liberty\, opportunity and personal responsibility. The Retreat will continue Wednesday\, July 17\, concluding midday with a closing luncheon. \nTo attend the Retreat\, please complete the online registration form below. The Retreat registration fee is $2\,000\, which includes registration for an individual and/or spouse. All sessions and meals are included with your registration. \nWe will reserve a room for you in our hotel room block on the nights of July 15 and July 16. Please note that room rates at the Four Seasons Boston are $545.00 per night\, plus taxes (14.95%)\, and resort fees (1.5%). If you would like to extend or shorten your stay\, or have any other questions\, please contact our Events team at events@philanthropyroundtable.org. \nWe hope to see you in July! \n\n\nPlease find an overview of the Retreat agenda below. More details and a formal agenda will be forthcoming. Please note that the agenda is subject to change. \nMonday\, July 15 \n\n5:30 p.m. | Welcome Reception and Informal Dinner\n8:00 p.m. | Evening Adjourns\n\nTuesday\, July 16 \n\n8:30 a.m. | Informal Breakfast\n9:30 a.m. | Welcome and Opening Remarks\n9:45 a.m. | Breakfast Keynote Conversation\n10:45 a.m. | Morning Session\n11:45 a.m. | Lunch Keynote Conversation\n12:30 p.m. | Lunch\n1:45 p.m. | Afternoon Session\n2:30 p.m. | Recreation\n5:00 p.m. | Cocktail Reception\n6:00 p.m. | Dinner Keynote Conversation\n6:45 p.m. | Dinner\n8:00 p.m. | Evening Adjourns\n\nWednesday\, July 17 \n\n8:30 a.m. | Informal Breakfast\n9:30 a.m. | Breakfast Keynote Conversation\n10:30 a.m. | Morning Session\n11:30 a.m. | Lunch Keynote Conversation\n12:15 p.m. | Closing Remarks\n12:20 p.m. | Lunch\n1:00 p.m. | Program Adjourns\n\n\n\nPayment\nThe Retreat registration fee is $2\,000\, which includes registration for an individual and/or spouse. All sessions and meals are included with registration. Attendees are responsible for covering the costs of their rooms at our discounted group rate in addition to the registration fee. \n*Please note if you register after May 23\, you will not be listed in the formal binder. \nCancellation Policy\nFor cancellations received after June 13\, no registration or lodging refunds will be offered.  \nAttire\nThe dress code for all Retreat sessions and meals is business casual. Some meals may be held outside. Guests are encouraged to bring a sweater or light jacket and wear comfortable shoes. Business casual resort attire is recommended for men and women. \nMen | For example\, you may opt for a pair of casual pants or jeans with a polo or button-up shirt and sweater. Suits and ties are discouraged. \nWomen | For example\, you may opt for a pair of slacks or jeans with a blouse or button-up shirt\, flats or wedges and a sweater.  \nWeather\nJuly is typically a lovely time to visit Boston. The temperature varies from a high of 82°F to a low of 66°F with lots of sunshine\, low humidity and brief summer showers. \n\n\nHotel \nFour Seasons Resort Boston200 Boylston StreetBoston\, MA 02116(617) 338-4400 \nAirport Information\nBoston Logan International Airport (BOS)East Boston\, MA 02128Located approximately five miles from Four Seasons Boston \nGround Transportation\nTaxisLogan Airport Car | (617) 997-4777 | www.loganairportcar.comBoston Airport Cab | (617) 576-9800 | www.bostonairportcab.comNote: Lyft and Uber are also available \nCar RentalsAvis | (800) 230-4898Hertz | (800) 654-3131National | (844) 382-6875Note: additional car rental services are also available \nPrivate Car ServiceLogan Car Service | (800) 905-9025 | www.logancarservice.comBlacklane | www.blacklane.com/enExecuCar | (520) 216-5491 | www.execucar.com/locations/boston-car-service \nFour Seasons Boston concierge\, (617) 338-4400\, can also arrange car and limousine transfers to and from the airport for you. Fees apply. \nTrain InformationAmtrak South Station (BOS)2 South StationBoston\, MA 02110(800) 872-7245Located approximately three miles from Four Seasons Boston \n\n\nActivities \nSeveral seasonal recreation activities are available in Boston. If you would like to use your recreation or extended stay time to explore Boston\, you can coordinate activities in advance by calling the Four Seasons concierge at (617) 338-4400. \nShopping \nIf you require clothes or additional items during your stay\, there are many stores and restaurants in downtown Boston. Popular shopping districts include Newbury Street\, Downtown Crossing and Copley Place among others. \nThe closest pharmacy is CVS Pharmacy and is located just down the street from the Four Seasons (587 Boylston St\, Boston\, MA 02116). If you require a prescription refill during your stay\, call CVS Pharmacy at (617) 437-8414. \n\n\n\n\n \n\n\n\n\n\n\n2024 Roundtable Retreat: Donor Registration Form\n\n \n\n\n\n\nDonor\n\n\nName(Required)\n\n \n \n First\n \n \n \n Last\n \n\nName Tag(Required) \n\n\nFormal Name for Printed Materials(Required) \n\n\nEmail(Required) \n\n \n \n\nPrimary Organization(Required) \n\n\nDietary Restrictions \n\n\n\nDates of Stay\n\nArrival Date \n\n \n MM slash DD slash YYYY\n \n \nDeparture Date \n\n \n MM slash DD slash YYYY\n \n \n\nWe will reserve a room for you within our room block at the Four Seasons Boston on the dates of stay you’ve indicated above. If you would like to extend your stay outside of our program nights\, please reach out to the Events team at events@philanthropyroundtable.org. Please note\, you will be charged for room reservation cancellations after June 13. \n\nLodging Preferences \n\n\nBiography(Required) \nAccepted file types: pdf\, doc\, docx\, jpeg\, jpg\, Max. file size: 50 MB. \n\n \n\nHeadshot(Required) \nAccepted file types: jpeg\, gif\, png\, pdf\, jpg\, Max. file size: 50 MB. \n\n \n\n\nWill a guest be accompanying you?(Required)\n\n\n\n \n Yes\n \n\n \n No\n \n\n\n\n\nGuest Name(Required)\n\n \n \n First\n \n \n \n Last\n \n\nGuest Name Tag(Required) \n\n\nGuest Formal Name(Required) \n\n\nGuest Email(Required) \n\n \n \n\nGuest Primary Organization(Required) \n\n\nGuest Dietary Restrictions \n\n\n\nRegistration Summary\n\nRegistration Fee \n\n \n\n Price:\n \n \n \n \n\n\nCover our processing fee? If you cover the processing fee\, we will receive 100% of your donation.\n\n\n\n \n Yes\n \n\n \n No\n \n\n\n\nProcessing Fee \n\n \n\n Price:\n $0.00\n \n \n \n \n\nTotal \n\n \n \n\nCredit Card(Required) \n\n\n\n\n\n \n\n\n\nBilling Contact Name(Required)\n\n \n \n First\n \n \n \n Last\n \n\n\nAddress(Required)\n\n \n \n Street Address\n \n \n Address Line 2\n \n \n City\n \n \n State / Province / Region\n \n \n ZIP / Postal Code\n \n AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire\, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo\, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea\, Democratic People's Republic ofKorea\, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine\, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena\, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania\, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands\, BritishVirgin Islands\, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands\n Country\n \n\n \n\nBilling Contact Email(Required) URL:https://www.philanthropyroundtable.org/upcoming-event/2024-roundtable-retreat-donor-registration-gated/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240715T000000 DTEND;TZID=America/New_York:20240717T235959 DTSTAMP:20240701T173014Z CREATED:20240227T172238Z LAST-MODIFIED:20240701T173014Z UID:42314-1721001600-1721260799@www.philanthropyroundtable.org SUMMARY:2024 Roundtable Retreat: Donor Registration DESCRIPTION:Content is protected. URL:https://www.philanthropyroundtable.org/upcoming-event/2024-roundtable-retreat-donor-registration/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20240430T110000 DTEND;TZID=UTC:20240430T114500 DTSTAMP:20240327T151537Z CREATED:20240327T151535Z LAST-MODIFIED:20240327T151537Z UID:43327-1714474800-1714477500@www.philanthropyroundtable.org SUMMARY:Decoding the Tax Code: Changes on the Horizon and Implications for Philanthropy DESCRIPTION:Roundtable Briefing SeriesDecoding the Tax Code: Changes on the Horizon and Implications for Philanthropy\n\n\nVirtual Event on Tuesday\, April 30\, 2024 11:00-11:45 a.m. ET \n\nJoe Bishop-Henchman\, National Taxpayers Union Foundation (NTUF)\nHoward Husock\, American Enterprise Institute (AEI)\nJack Salmon\, Philanthropy Roundtable (moderator)\n\n\n \n\n\n \n \n \n \n\n\n\n\n Event Description \nTax policy isn’t just about the numbers – tax rates\, deductions and credits all influence donor behavior and trends in giving\, impacting the lives of those who depend on charities. Between the 2017 tax reforms that are set to expire in 2025 and Pres. Biden’s budget proposal for $5.5 trillion in new taxes\, there are real threats on the horizon that would affect philanthropy.  \nIn this webinar moderated by the Roundtable’s Director of Policy Research Jack Salmon\, you’ll hear from Howard Husock\, senior fellow in domestic policy studies at the American Enterprise Institute\, and Joe Bishop-Henchman\, executive vice president at the National Taxpayers Union Foundation. They will break down the significant changes in tax policy that we’re likely to see in the coming months and the potential implications for donors and nonprofits.  \n\n\n\n \n\n\nRegister\n\n\n\n\n\n\nName(Required)\n\n \n \n First\n \n \n \n Last\n \n\nEmail(Required) \n\n \n \n\nOrganization(Required) \n\n\n\nThis field is hidden when viewing the form\nzoom URL:https://www.philanthropyroundtable.org/upcoming-event/decoding-the-tax-code-changes-on-the-horizon-and-implications-for-philanthropy-gated/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2024/03/29141906/Tax.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20240430T110000 DTEND;TZID=UTC:20240430T114500 DTSTAMP:20240327T155357Z CREATED:20240321T140941Z LAST-MODIFIED:20240327T155357Z UID:43181-1714474800-1714477500@www.philanthropyroundtable.org SUMMARY:Decoding the Tax Code: Changes on the Horizon and Implications for Philanthropy DESCRIPTION:Content is protected. URL:https://www.philanthropyroundtable.org/upcoming-event/decoding-the-tax-code-changes-on-the-horizon-and-implications-for-philanthropy/ LOCATION:Zoom END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20240124T140000 DTEND;TZID=UTC:20240124T143000 DTSTAMP:20240207T213410Z CREATED:20231204T152152Z LAST-MODIFIED:20240207T213410Z UID:40766-1706104800-1706106600@www.philanthropyroundtable.org SUMMARY:2024 State of the Roundtable DESCRIPTION:2024State of the Roundtable\n\n\nVirtual Event on Wednesday\, January 24 from 2:00-2:30 p.m. ET \n\nRichard W. Graber\, The Lynde & Harry Bradley Foundation\nChristie Herrera\, Philanthropy Roundtable\n\n\n\n Watch Here \n \n \n\n\n \n \n \n \n\n\n\n\n Event Description \nA new year brings new opportunities – but also new challenges. Philanthropy Roundtable is here as your strategic partner through it all\, helping you advance our shared values\, achieve excellence in your philanthropy and defend the freedom to give.  \nIn her first State of the Roundtable Q&A\, our new President and CEO Christie Herrera will share exciting updates about the year ahead\, what we accomplished in 2023 and how this donor community can work together in 2024 to solve our nation’s most pressing problems.    URL:https://www.philanthropyroundtable.org/upcoming-event/2024-state-of-the-roundtable/ LOCATION:Zoom END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231025T000000 DTEND;TZID=America/New_York:20231027T235959 DTSTAMP:20230906T131328Z CREATED:20221215T035949Z LAST-MODIFIED:20230906T131328Z UID:22242-1698192000-1698451199@www.philanthropyroundtable.org SUMMARY:2023 Annual Meeting DESCRIPTION:2023Annual Meeting\n\n\nWelcome! We hope you can join us for Philanthropy Roundtable’s 2023 Annual Meeting at Terranea Resort in Rancho Palos Verdes\, California\, on October 25-27\, 2023. \n\n \n\n\n \n\n \n \n \n \n\n\n\nOverview\nMeeting Qualifications\n\n\n\nThe Annual Meeting is Philanthropy Roundtable’s premier event for decision makers committed to strengthening our free society and solving our nation’s greatest problems through meaningful\, effective philanthropy. We are excited to bring together hundreds of philanthropic decision makers from around the country to share ideas\, strategies and best practices. Session topics will include America’s founding principles\, pathways to opportunities and strong communities\, among others. \nView the Roundtable’s Annual Meeting qualifications. \n\n\n\nMeeting Qualifications\nAttendance at the Annual Meeting is limited to individual donors and foundation representatives who: \n\nMake charitable grants and contributions of at least $100\,000 a year or expect to do so in the future. In-kind contributions should not be part of the contribution calculation\nContribute $1\,000+ to the Roundtable on an annual basis\n\n*Development officers from any qualified organization and/or public charity are ineligible to attend \n\nQualified Attendees Include\n\nIndividual philanthropists\nBoard and staff of private foundations\nBoard and staff of operating foundations\nBoard and staff of corporate foundations and corporate giving programs\nCEO\, executive director or president of community foundations\nCEO\, executive director or president of venture philanthropy partnerships\nCEO\, executive director or president of donor-advised funds\nCEO\, executive director or president of regional grantmaker associations\nDonor advisors may attend with a qualified donor\, or they may attend if they provide verification of their registration on behalf of a qualified donor\nCEO\, executive director or president of qualified public charities. Qualified public charities include those that make grants in excess of one million dollars annually and devote more than half their operating budget to grants for external activities (excluding scholarships)\n\n\n\n\n\nWednesday\, October 19\, 2022 \n\n\n\n\nTime\nSession\n\n\n7:30 AM\nInformal Breakfast\n\n\n9:00 AM\nWorkshops (2-3 concurrent)\n\n\n11:30 AM\nWelcome & President’s Address\n\n\n11:45 AM\nBig Idea Talks (3 back-to-back)\n\n\n12:30 PM\nLunch\n\n\n2:00 PM\nDeep Dive Conversations (3 concurrent)\n\n\n3:15 PM\nAfternoon Breakout Sessions (3 concurrent)\n\n\n5:30 PM\nReception\n\n\n6:30 PM\nDinner Keynote Conversation\n\n\n7:15 PM\nDinner\n\n\n9:00 PM\nEvening Adjourns\n\n\n\n\n\n\n\n\n\n\n\n\nIf you meet the qualifications for attendance\, please reach out to the events team for more information on how to register for the 2023 Annual Meeting. \n\nContact Events\n\n\n\n\n\n\n\n\n\n \n \n \n\n\n\n\n01\n01\n\n\n\n\n\n \n\n\n\n\n \n\n \n\nSeptember 6\, 2023\n2023 Simon-DeVos Prize Winners: Laura and Jeff Sandefer\nPhilanthropy Roundtable is pleased to announce the selection of education entrepreneurs and philanthropists Laura and Jeff Sandefer as the winners of the 2023 Simon-DeVos Prize for Philanthropic Leadership. The Sandefers’ notable accomplishments include founding Acton Academy\, a cutting-edge\, global network of K-12 schools that encourage students to be “curious\, independent\, lifelong learners” and the Acton Children’s Business Fair\, which supports young entrepreneurs from hundreds of communities across the globe.     URL:https://www.philanthropyroundtable.org/upcoming-event/2023-annual-meeting/ CATEGORIES:Annual Meeting END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20231010T150000 DTEND;TZID=UTC:20231010T153000 DTSTAMP:20230918T205528Z CREATED:20230918T202538Z LAST-MODIFIED:20230918T205528Z UID:37654-1696950000-1696951800@www.philanthropyroundtable.org SUMMARY:Moore v. United States and the Implications for Philanthropy DESCRIPTION:Roundtable Briefing SeriesMoore v. United States and the Implications for Philanthropy \n\n\nVirtual Event on Tuesday\, October 10 from 3:00-3:30 p.m. ET\n\n\n\nDan Greenberg\, Competitive Enterprise Institute\n\nElizabeth McGuigan\, Philanthropy Roundtable (Moderator)\nJack Salmon\, Philanthropy Roundtable\nIlya Shapiro\, Manhattan Institute\n\n\n  \n\n \n\n\n \n \n \n \n\n\n\n\n Event Description \nA landmark Supreme Court case on the docket this fall will put wealth taxes on center stage for Americans. The ruling\, which could determine if such taxes are constitutional\, could open the door for a swath of new federal wealth taxes that would have dire consequences for philanthropy. This comes as President Biden suggested implementing a 25% tax on unrealized gains\, a proposal that could harm charities and philanthropists who are providing much-needed support to vulnerable populations. \nIn this webinar\, Jack Salmon\, Philanthropy Roundtable’s director of policy research\, Dan Greenberg\, general counsel at the Competitive Enterprise Institute\, and Ilya Shapiro\, senior fellow and director of constitutional studies at the Manhattan Institute\, will break down what this case could mean for the charitable sector\, and delve into constitutional questions and potential economic implications. Elizabeth McGuigan from Philanthropy Roundtable will moderate. Join us for this informative discussion on October 10th at 3:00 p.m. ET. \n\n\n\n \n\n\nRegister\n\n\n\n\n\n\nName(Required)\n\n \n \n First\n \n \n \n Last\n \n\nEmail(Required) \n\n \n \n\nOrganization(Required) \n\n\n\nThis field is hidden when viewing the form\nzoom URL:https://www.philanthropyroundtable.org/upcoming-event/moore-v-united-states-implications-for-philanthropy/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2023/09/29142516/Blog-Image-Resize-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230717T000000 DTEND;TZID=America/New_York:20230719T235959 DTSTAMP:20240209T181734Z CREATED:20230328T142802Z LAST-MODIFIED:20240209T181734Z UID:25683-1689552000-1689811199@www.philanthropyroundtable.org SUMMARY:2023 Roundtable Retreat DESCRIPTION:Content is protected. URL:https://www.philanthropyroundtable.org/upcoming-event/2023-speaker-roundtable-retreat/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230717T000000 DTEND;TZID=America/New_York:20230719T235959 DTSTAMP:20240209T181555Z CREATED:20230306T221625Z LAST-MODIFIED:20240209T181555Z UID:25052-1689552000-1689811199@www.philanthropyroundtable.org SUMMARY:2023 Roundtable Retreat DESCRIPTION:Content is protected. URL:https://www.philanthropyroundtable.org/upcoming-event/2023-roundtable-retreat/ END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230316T130000 DTEND;TZID=America/New_York:20230316T133000 DTSTAMP:20230322T180115Z CREATED:20230124T160356Z LAST-MODIFIED:20230322T180115Z UID:24140-1678971600-1678973400@www.philanthropyroundtable.org SUMMARY:Threats to Private Foundation DAF Use DESCRIPTION:Roundtable Briefing SeriesThreats to Private Foundation DAF Use\n\n\nVirtual Event on Thursday\, March 16 from 1:00-1:30 pm EDT\nSpeakers: \n\nJorge Castro\, Miller & Chevalier Chartered\nAndrew Howlett\, Miller & Chevalier Chartered\nElizabeth McGuigan\, Philanthropy Roundtable (Moderator)\nKristina Rasmussen\, Philanthropy Roundtable\n\n\n\n Watch Here \n \n \n\n\n \n \n \n \n\n\n\n\nEvent Description\nDonor-advised funds (DAFs) are an increasingly popular tool for private foundations seeking to fulfill their missions. Unfortunately\, DAF critics are pushing restrictions on how private foundations can give through DAFs. \nPlease join the Philanthropy Roundtable for a panel update on the threats to private foundation use of DAFs. Experts will cover the forthcoming Treasury-IRS regulations\, potential federal legislation and states to watch. \nPhilanthropy Roundtable’s Elizabeth McGuigan will moderate a panel of experts including: Kristina Rasmussen\, Philanthropy Roundtable’s federal affairs lead as well as Jorge Castro and Andrew Howlett of Miller & Chevalier Chartered. URL:https://www.philanthropyroundtable.org/upcoming-event/threats-to-private-foundation-daf-use/ LOCATION:Zoom Webinar ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2023/01/29143215/AdobeStock_191110992.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221019T000000 DTEND;TZID=America/New_York:20221021T235959 DTSTAMP:20230106T163527Z CREATED:20220502T163548Z LAST-MODIFIED:20230106T163527Z UID:15908-1666137600-1666396799@www.philanthropyroundtable.org SUMMARY:2022 Annual Meeting DESCRIPTION:2022Annual Meeting\n\n\nWelcome! We hope you can join us for Philanthropy Roundtable’s 2022 Annual Meeting in Palm Beach\, Florida\, on October 19-21\, 2022. \n\n \n\n\n \n\n \n \n \n \n\n\n\nOverview\nMeeting Qualifications\n\n\n\nThe Annual Meeting is Philanthropy Roundtable’s premier event for decision makers committed to strengthening our free society and solving our nation’s greatest problems through meaningful\, effective philanthropy. We are excited to bring together hundreds of philanthropic decision makers from around the country to share ideas\, strategies and best practices. Session topics will include America’s founding principles\, pathways to opportunities and strong communities\, among others. \nView the Roundtable’s Annual Meeting qualifications. \n\n\n\nMeeting Qualifications\nAttendance at the Annual Meeting is limited to individual donors and foundation representatives who: \n\nMake charitable grants and contributions of at least $100\,000 a year or expect to do so in the future. In-kind contributions should not be part of the contribution calculation\nContribute $1\,000+ to the Roundtable on an annual basis\n\n*Development officers from any qualified organization and/or public charity are ineligible to attend \n\nQualified Attendees Include\n\nIndividual philanthropists\nBoard and staff of private foundations\nBoard and staff of operating foundations\nBoard and staff of corporate foundations and corporate giving programs\nCEO\, executive director or president of community foundations\nCEO\, executive director or president of venture philanthropy partnerships\nCEO\, executive director or president of donor-advised funds\nCEO\, executive director or president of regional grantmaker associations\nDonor advisors may attend with a qualified donor\, or they may attend if they provide verification of their registration on behalf of a qualified donor\nCEO\, executive director or president of qualified public charities. Qualified public charities include those that make grants in excess of one million dollars annually and devote more than half their operating budget to grants for external activities (excluding scholarships)\n\n\n\n\n\nWednesday\, October 19\, 2022 \n\n\n\n\nTime\nSession\n\n\n7:30 AM\nInformal Breakfast\n\n\n9:00 AM\nWorkshops (2-3 concurrent)\n\n\n11:30 AM\nWelcome & President’s Address\n\n\n11:45 AM\nBig Idea Talks (3 back-to-back)\n\n\n12:30 PM\nLunch\n\n\n2:00 PM\nDeep Dive Conversations (3 concurrent)\n\n\n3:15 PM\nAfternoon Breakout Sessions (3 concurrent)\n\n\n5:30 PM\nReception\n\n\n6:30 PM\nDinner Keynote Conversation\n\n\n7:15 PM\nDinner\n\n\n9:00 PM\nEvening Adjourns\n\n\n\n\n\n\n\n\n\n\n\n\nIf you meet the qualifications for attendance\, please reach out to the events team for more information on how to register for the 2022 Annual Meeting. \n\nContact Events\n\n\n\n\n\n\n\n\n\n \n \n \n\n\n\n\n01\n01\n\n\n\n\n\n \n\n\n\n\n \n\n \n\nAugust 3\, 2022\n2022 Simon-DeVos Prize Winner: Kenneth Griffin\nGriffin’s data-driven\, scalable approach to philanthropy has focused on advancing the American Dream and strengthening communities. He has contributed more than $1.5 billion to expand access to high-quality education at every level\, drive upward mobility\, advance medical research\, reduce violent crime\, enhance public spaces and support our country’s world-renowned cultural institutions. URL:https://www.philanthropyroundtable.org/upcoming-event/annual-meeting/ CATEGORIES:Annual Meeting ATTACH;FMTTYPE=image/png:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2022/04/29144943/21041x953%402x.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20230607T140000 DTEND;TZID=UTC:20230607T143000 DTSTAMP:20230628T135255Z CREATED:20230522T133452Z LAST-MODIFIED:20230628T135255Z UID:26452-1686146400-1686148200@www.philanthropyroundtable.org SUMMARY:A View from Congress: What Donors Need to Know with Rep. Mike Kelly DESCRIPTION:Roundtable Briefing SeriesA View from Congress: What Donors Need to Know with Rep. Mike Kelly\n\n\nVirtual Event on Wednesday\, June 7 from 2:00-2:30 PM ET\nSpeakers: \n\nChristie Herrera\, Philanthropy Roundtable (Moderator)\nRep. Mike Kelly (R-PA)\n\n\n\n Watch Here \n \n \n\n\n \n \n \n \n\n\n\n\n Event Description \nSix months into a divided Congress\, lawmakers are growing more interested in policies that affect charitable giving. \nPlease join us as Rep. Mike Kelly (R-PA) and Christie Herrera\, interim president and CEO of Philanthropy Roundtable\, discuss the latest federal developments of top concern to our giving community. \nThis conversation will cover key congressional initiatives\, priorities of the House leadership and the status of ongoing threats to philanthropic freedom. Kelly serves on the House Committee on Ways & Means and is the Chairman of the Subcommittee on Tax. He has served in Congress since 2011 and currently represents Pennsylvania’s 16th Congressional District. He was also a lead champion of the bipartisan Dear Colleague letter opposing harmful changes to DAFs proposed in the last Congress. URL:https://www.philanthropyroundtable.org/upcoming-event/a-view-from-congress-what-donors-need-to-know-with-rep-mike-kelly/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2023/05/29142813/MicrosoftTeams-image-21.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20220215T000000 DTEND;TZID=UTC:20220215T235959 DTSTAMP:20220522T000850Z CREATED:20220204T234116Z LAST-MODIFIED:20220522T000850Z UID:9431-1644883200-1644969599@www.philanthropyroundtable.org SUMMARY:Forging a New Path in Higher Education: University of Austin (UATX) DESCRIPTION:Forging a New Path in Higher Education: University of Austin (UATX)\n\n\nWindle Jarvis\, Philanthropy Roundtable\nPano Kanelos\, University of Austin\nElise Westhoff\, Philanthropy Roundtable\n\n\n \n \n\n\n\n\nEvent Overview\nIn this Donor Briefing\, Pano Kanelos\, University of Austin (UATX) founding president\, will discuss higher education with Elise Westhoff\, Philanthropy Roundtable’s president and CEO\, and Windle Jarvis\, Philanthropy Roundtable’s vice president of development. This conversation will focus on UATX’s guiding principles: a commitment to freedom of inquiry\, freedom of conscience and civil discourse. Kanelos also will describe the origins of the university\, what success means to its founders and plans to accelerate its impact. \n\nWatch Here URL:https://www.philanthropyroundtable.org/upcoming-event/forging-a-new-path-in-higher-education-university-of-austin-uatx/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2021/12/29150116/pexels-pixabay-356065.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20211213T000000 DTEND;TZID=UTC:20211213T235959 DTSTAMP:20220522T004731Z CREATED:20211213T221700Z LAST-MODIFIED:20220522T004731Z UID:14249-1639353600-1639439999@www.philanthropyroundtable.org SUMMARY:Donor Intent in Higher Education DESCRIPTION:Donor Intent in Higher Education\n\n\nDavid Marburger\, Marburger Law LLC\nJeff Moritz\, Moritz Family Foundation\nJoanne Florino\, Philanthropy Roundtable\n\n\n \n \n\n\n\n\n\nEvent Overview\nHigher education can be among the most rewarding areas for your donor dollars but it is also the most challenging sector for both donor intent and grant compliance. Unless you are careful\, college and university administrations may ignore\, creatively interpret\, disregard\, or directly violate your donor intent. Since 2016 Jeffrey Moritz has been disputing Ohio State University’s handling of a $30.3 million endowment created by his father in 2001. Moritz and attorney David Marburger will discuss both the details of the dispute and the legislation that is now pending in Ohio to provide relief in such cases. Their conversation will be followed by some tips to help donors give judiciously to colleges and universities. \n\nWatch Here URL:https://www.philanthropyroundtable.org/upcoming-event/donor-intent-in-higher-education/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2022/02/29145321/Artboard-1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20211117T000000 DTEND;TZID=UTC:20211117T235959 DTSTAMP:20220521T175802Z CREATED:20220318T191613Z LAST-MODIFIED:20220521T175802Z UID:14281-1637107200-1637193599@www.philanthropyroundtable.org SUMMARY:Breaking Down Barriers to Grow Great Schools DESCRIPTION:Breaking Down Barriers to Grow Great Schools\n\n\n\n \n \n\n\n\n\n\nEvent Overview\nPhilanthropic investors have long supported the creation and growth of high-quality public schools of choice. However\, access to financial capital to build new school facilities has been a barrier to charter school growth. \nIn this Donor Briefing\, we’ll learn about the work of the Equitable Facilities Fund\, a non-profit social impact fund that provides public charter schools with low-cost\, long-term financing. The work of EFF combines mission-related investments and capital markets providing an interesting new model for philanthropic investment. We’ll focus on EFF’s impact to-date\, partnership with philanthropy\, and plans to accelerate its future impact. \n \n\nWatch Here URL:https://www.philanthropyroundtable.org/upcoming-event/breaking-down-barriers-to-grow-great-schools/ LOCATION:Zoom ATTACH;FMTTYPE=image/png:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2021/12/29152415/new-styles-of-school-choice%402x-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210923T000000 DTEND;TZID=UTC:20210923T235959 DTSTAMP:20220521T180923Z CREATED:20220208T214720Z LAST-MODIFIED:20220521T180923Z UID:10691-1632355200-1632441599@www.philanthropyroundtable.org SUMMARY:Youth Entrepreneurship: Effective Community Based Programs Work DESCRIPTION:Youth Entrepreneurship: Effective Community Based Programs Work\n\n\n\n \n \n\n\n\n\n\nEvent Overview\nTeaching K-12 students the value of personal responsibility is directly tied with creating opportunity for life outcomes. We know that an entrepreneurial mindset is critical to preparing youth to own their success as they move through life. But\, it is often not a part of core curricula in schools. Thankfully\, there are programs that focus on this core skill\, and they are trying to reach more youth with this empowering mindset. Scaling these effective program models and interventions is not easy\, and it is something that most organizations approach in many different ways. \nThis webinar will share insight focused on why youth entrepreneurship programs matter and what lessons can be learned from scaling their program models. Panelists will share both the successes and the challenges their work and provide an on the ground perspective on the barriers many impact organizations are facing. \n\nWatch Here URL:https://www.philanthropyroundtable.org/upcoming-event/youth-entrepreneurship-effective-community-based-programs-work/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2022/02/29145527/Blog-Featured-Image-10.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210913T000000 DTEND;TZID=UTC:20210913T235959 DTSTAMP:20220522T003714Z CREATED:20220208T225839Z LAST-MODIFIED:20220522T003714Z UID:10733-1631491200-1631577599@www.philanthropyroundtable.org SUMMARY:What’s Next in the Fight for School Choice DESCRIPTION:What’s Next in the Fight for School Choice \n\n\n\n \n \n\n\n\n\n\nEvent Overview\nThis virtual session will profile national experts who will provide their opinion on the opportunities and barriers funders may face in the next phase of expanding access to high- quality schools for all students. We know the COVID-19 pandemic has changed the school choice political chessboard and 2021 is now widely recognized as a banner year for school choice legislation. With a flood of Federal spending entering public education\, dissatisfied students and families across the country\, and concerns over learning loss\, where are funders best positioned to help all families have access to great education options? \n\nWatch Here URL:https://www.philanthropyroundtable.org/upcoming-event/whats-next-in-the-fight-for-school-choice/ LOCATION:Zoom ATTACH;FMTTYPE=image/png:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2021/12/29152424/a-victory-for-school-choice%402x.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210701T000000 DTEND;TZID=UTC:20210701T235959 DTSTAMP:20220522T004317Z CREATED:20220522T004315Z LAST-MODIFIED:20220522T004317Z UID:14293-1625097600-1625183999@www.philanthropyroundtable.org SUMMARY:What You Need to Know: Supreme Court Rules in Donor Privacy Case DESCRIPTION:What You Need to Know: Supreme Court Rules in Donor Privacy Case\n\n\nCasey Mattox\, American’s For Prosperity\nZack Pruitt\, Alliance Defending Freedom\nChristie Herrera\, Philanthropy Roundtable\n\n\n \n \n\n\n\n\n\nEvent Overview\nThis timely conversation on the Supreme Court’s ruling on donor privacy in Americans for Prosperity Foundation v. Bonta will feature Christie Herrera\, Philanthropy Roundtable’s vice president of policy and government affairs\, Americans for Prosperity’s Casey Mattox and Alliance Defending Freedom’s Zack Pruitt. \nDonor privacy is crucial to the protection of philanthropic freedom and every American should have the right to choose how\, when and where to donate without fear of disclosure. Multiple lawsuits have been filed nationwide challenging efforts to force donor disclosure and perhaps none have been more important than Americans for Prosperity Foundation v. Bonta. The Philanthropy Roundtable filed an amicus brief in support of Americans for Prosperity Foundation’s petition. \nOur panelists will discuss the impact of the ruling which will decide whether the California Attorney General’s bulk demand for donor information violates the freedoms of speech and association. \n\nWatch Here URL:https://www.philanthropyroundtable.org/upcoming-event/what-you-need-to-know-supreme-court-rules-in-donor-privacy-case/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2022/02/29145352/Blog-Feature-Image-27.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210610T000000 DTEND;TZID=UTC:20210610T235959 DTSTAMP:20220521T181059Z CREATED:20220208T232630Z LAST-MODIFIED:20220521T181059Z UID:10829-1623283200-1623369599@www.philanthropyroundtable.org SUMMARY:What About the Kids? Advances in Protecting the Rights of Children DESCRIPTION:What About the Kids? Advances in Protecting the Rights of Children\n\n\nJake Horowitz\, Public Safety Performance Project\nTim Keller\, Gen Justice\nDebi Ghate\, Philanthropy Roundtable\n\n\n \n \n\n\n\n\n\nEvent Overview\nChildren are precious\, yet our juvenile justice and child welfare systems are not currently protecting children and their futures in a way that matches our values. Join us as we learn how foster children in a number of states do not have the right to legal counsel while their abusive parents do\, and what can be done about it. We’ll discuss how vulnerable kids are set up to fail through our juvenile justice system\, and what interventions can change that. We will also explore how these two systems\, child welfare and juvenile justice\, interact in a way that do not serve the most vulnerable children. Our experts are on the front lines of these fights\, with direct experience and knowledge of these systems. \n\nWatch Here URL:https://www.philanthropyroundtable.org/upcoming-event/what-about-the-kids-advances-in-protecting-the-rights-of-children/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2022/02/29145649/CTA-IMG%402x.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210505T000000 DTEND;TZID=UTC:20210505T235959 DTSTAMP:20220521T181226Z CREATED:20220209T001005Z LAST-MODIFIED:20220521T181226Z UID:10871-1620172800-1620259199@www.philanthropyroundtable.org SUMMARY:Earning a Living the Gig Economy Way: Threats and Opportunities DESCRIPTION:Earning a Living the Gig Economy Way: Threats and Opportunities\n\n\nIain Murray\, Competitive Enterprise Institute \nJonathan Wolfson\, Cicero Institute \nPatrick Tuohey\, Better Cities Project \nDebi Ghate\, Philanthropy Roundtable\n\n\n \n \n\n\n\n\n\nEvent Overview\nUber\, Instacart\, Task Rabbit\, and so on. The gig economy has become an essential way for many Americans to earn the extra dollars needed to keep their families housed\, clothed and fed during these challenging economic times. For others\, it’s become their full-time employment—putting together the right options for them\, allowing them to combine flexibility\, creativity and productivity. \nJoin us to hear about why the gig economy is working so well\, what the latest threats are to its continued existence\, and what devastating impacts there would be in curtailing it. Our speakers are all working to ensure that this new way of earning a living remains an option for those who need it most. \n\nWatch Here URL:https://www.philanthropyroundtable.org/upcoming-event/earning-a-living-the-gig-economy-way-threats-and-opportunities/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2022/02/29145530/Blog-Featured-Image-9.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=UTC:20210428T000000 DTEND;TZID=UTC:20210428T235959 DTSTAMP:20220521T181407Z CREATED:20220209T001930Z LAST-MODIFIED:20220521T181407Z UID:10918-1619568000-1619654399@www.philanthropyroundtable.org SUMMARY:Let’s Get Technical: Education that Puts America to Work DESCRIPTION:Let’s Get Technical: Education that Puts America to Work\n\n\nMichael Rounds\, Williamson College of the Trades\nDanny Corwin\, Harbor Freight Tools for Schools\nShaun Dougherty\, Vanderbilt University \nDebi Ghate\, Philanthropy Roundtable\n\n\n \n \n\n\n\n\n\nEvent Overview\nThe conversation around the role in education for preparing students for the workforce has broadened over the years to include new\, creative\, and most importantly\, effective options. Technical and trade education have demonstrated success when it comes to changing the trajectory of students from challenged communities for whom traditional college is not the right option. Join us to learn about three very different approaches to technical and trade skills education. We will hear from the president of a very unique college in Pennsylvania where employers compete to hire their graduates\, get a glimpse into the encouraging results from a public high school program in Connecticut leading to both higher earnings and higher test scores\, and see how a foundation is supporting a skilled trades education through prizes and other innovative means. Our panelists are people committed to the success of the next generation—and meeting our workforce needs \n\nWatch Here URL:https://www.philanthropyroundtable.org/upcoming-event/lets-get-technical-education-that-puts-america-to-work/ LOCATION:Zoom ATTACH;FMTTYPE=image/jpeg:https://prt-cdn.philanthropyroundtable.org/wp-content/uploads/2021/12/29145545/t-e1644352690381.jpg END:VEVENT END:VCALENDAR