The Philanthropy Roundtable
Founded1987, gained independent status in 1991
FounderWilliam E. Simon, Irving Kristol
Type501(c)(3)
13-2943020
FocusPhilanthropic strategy and analysis, philanthropic freedom, preserving donor intent
Location
Coordinates38°54′19″N 77°02′24″W / 38.9053°N 77.0401°W / 38.9053; -77.0401
OriginsFormerly project of Institute For Educational Affairs
MethodPublications, events, consulting
Membership
600+[1]
President and CEO
Christie Herrera
Revenue
$11 million (2021)[2]
Websitewww.philanthropyroundtable.org

The Philanthropy Roundtable is a nonprofit organization that advises conservative philanthropists[3][4][5] and advocates for philanthropic freedom and donor privacy.[6]

History

The Roundtable was founded in 1987 as a project of the now-defunct Institute For Educational Affairs. It was founded as a conservative alternative to the Council on Foundations, a nonprofit membership association of donors.[7][8] Membership in the organization was free "to interested grant makers", and 140 foundations, charities and nonprofits joined in the Roundtable's first year.[9][10]

In 1991, Philanthropy Roundtable became an independent entity with its own board of directors and staff, headquartered in Indianapolis, Indiana.[11][12] The Philanthropy Roundtable is a 501(c)(3) organization.[2] It has been described as conservative[13][14] and non-partisan.[15]

The organization has a bimonthly newsletter, Philanthropy, which evolved into a quarterly magazine in 2011.[9] In 2016, the Roundtable published the Almanac of American Philanthropy, a reference book that summarizes the history, purposes, effects, and modern direction of private giving.[16]

In 2005, Philanthropy Roundtable created the Alliance For Charitable Reform (ACR), which opposes legislation that would create accreditation requirements for grant-making foundations, establish a five-year Internal Revenue Service review of tax-exempt status, or restrict the ability of donors to establish family foundations.[17][18]

William E. Simon Prize

Main article: William E. Simon Prize for Philanthropic Leadership

In 2007, the William E. Simon Foundation named the Roundtable the administrator of the William E. Simon Prize for Philanthropic Leadership. Recipients of the prize since the Roundtable's administration of it include Bernie Marcus, Eli Broad, Charles Koch, Roger Hertog, Philip Anschutz and his wife Nancy,[19] S. Truett Cathy, and Frank Hanna III.[20]

Leadership

Kimberly Dennis was the organization's first executive director. She served as executive director from 1991 through 1996. John P. Walters assumed administrative leadership of the organization in the new role of president in 1997 when the organization moved its headquarters to Washington, D.C.[12] Walters remained in that position until resigning in October 2001[11] to accept an appointment by George W. Bush as director of the Office of National Drug Control Policy.[4] Adam Meyerson served as the organization's president from 2001 to 2020. In June 2020, he was replaced by Elise Westhoff, who was named president and chief executive officer.[21][22] In October 2023, Christie Herrera was promoted to president and CEO.[6]

References

  1. ^ Stockwell, Jamie (February 12, 2000). "Giving Nations More Than a Band-Aid Solution". Washington Post. Retrieved 9 September 2015.
  2. ^ a b "IRS Form 990 2021" (PDF). GuideStar. Internal Revenue Service. Retrieved 5 December 2023.
  3. ^ Cohen, Patricia (February 4, 2013). "Museums Grapple With the Strings Attached to Gifts". New York Times. Retrieved 9 September 2015.
  4. ^ a b Sanger, David (May 11, 2001). "Bush Names a Drug Czar And Addresses Criticism". New York Times. Retrieved 9 September 2015.
  5. ^ Deparle, Jason (2005-05-29). "Goals Reached, Donor on Right Closes Up Shop". The New York Times. ISSN 0362-4331. Retrieved 2021-03-09.
  6. ^ a b Gamboa, Glenn (22 November 2023). "New Philanthropy Roundtable CEO Christie Herrera ready to fight for donor privacy". AP News. Retrieved 5 December 2023.
  7. ^ King, Wayne; Molotsky, Irvin (February 1, 1987). "WASHINGTON TALK: BRIEFING; ALTERNATIVE UMBRELLA". New York Times. Retrieved 9 September 2015.
  8. ^ Tollerson, Ernest (1996-12-19). "Charities Debate Tactic To Limit Gifts' Life Span". The New York Times. ISSN 0362-4331. Retrieved 2021-03-09.
  9. ^ a b "Philanthropy," July–August 1988, p. 16.
  10. ^ "Guidebook". Philanthropy Roundtable. Retrieved 16 December 2015.
  11. ^ a b Nauffts, Mitch (November 29, 2006). "Adam Meyerson, President, Philanthropy Roundtable: Donors and Philanthropic Intent". Philanthropy News Digest. Archived from the original on January 15, 2014. Retrieved 9 September 2015.
  12. ^ a b "History of The Philanthropy Roundtable". Philanthropy Roundtable. Retrieved 9 September 2015.
  13. ^ Bandow, Doug (August 25, 2015). "Whitney Ball: Losing a Sparkplug for Liberty". The American Spectator.
  14. ^ Cohen, Rick (February 4, 2015). "The 2016 Federal Budget: What Nonprofits Should Know". Nonprofit Quarterly.
  15. ^ "Jon Huntsman Sr. honored for philanthropy". The Washington Times. Associated Press. October 10, 2014. Retrieved 9 September 2015.
  16. ^ Koenig, Rebecca (January 6, 2016). "First Philanthropy Almanac Provides a Wealth of Facts and Data". Chronicle of Philanthropy. Retrieved 23 March 2016.
  17. ^ "Philanthropy Roundtable - MacArthur Foundation". www.macfound.org. Retrieved 5 December 2023.
  18. ^ Rendon, Jim (September 8, 2021). "The Philanthropy Roundtable's CEO Opposes 'Woke Philanthropy,' Prompting Some Grant Makers to Flee and Others to Give More". The Chronicle of Philanthropy. Retrieved 5 December 2023.
  19. ^ Wilhelm, Ian (October 15, 2009). "Denver Couple Honored With Philanthropic Leadership Prize". Chronicle of Philanthropy. Retrieved 13 October 2015.
  20. ^ Philanthropy Roundtable. "William E. Simon Prize for Philanthropic Leadership". Retrieved 16 November 2011.
  21. ^ Prest, M.J. (March 6, 2020). "A New Diplomacy Think Tank Names Its First CEO; Philanthropy Roundtable Chooses New Leader (Transitions)". The Chronicle of Philanthropy. Retrieved 23 June 2020.
  22. ^ "Faith, hope, charity". Inside Politics. Washington Times. October 4, 2001. Retrieved 9 September 2015.

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