Zoom

Join 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.

Join 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.

Trump’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.

Tax 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.

A 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.

Please join us as Congressman 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.

In 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.

Higher 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.

Philanthropic 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.