The philanthropy roundtable’s

Strategic plan2021 and Beyond

A force for Philanthropyfor 30 years +

Three decades after its formal launch, The Philanthropy Roundtable is a well-established force in the philanthropic sector—

especially among conservative philanthropists—and has served as a respected advisor and educational resource for

hundreds of donors and foundation leaders who share a commitment to giving that strengthens free society.

The Roundtable stands out among peer organizations for the quality of its programming, the strength of its reputation, and the

depth of its commitment to its mission and to the donors it serves.

And now, looking forward to the next 30 years, the Roundtable is responding to the changing landscape in the philanthropic

sector, emerging threats to philanthropic freedom, and new opportunities to foster philanthropic excellence with innovative

strategies, programs and initiatives.

2

The Power of PowerPoint | thepopp.com3

Core organizational statements

The Philanthropy Roundtable’s vision is to build and sustain a vibrant

American philanthropic movement that strengthens our free society.

Our vision

To achieve this vision, The Philanthropy Roundtable pursues a mission to

foster excellence in philanthropy, protect philanthropic freedom, and help

donors advance liberty, opportunity, and personal responsibility.

Our mission

Our taglineStrengthening our free society.

guidingPRINCIPLES

principle 1 Private philanthropy is essential to a free society.

principle 2A vigorous private sector generates the wealth that

makes philanthropy possible.

principle 3Voluntary action offers the most effective solutions for

many of society’s most pressing challenges.

principle 4Excellence in philanthropy is measured by results, not

good intentions.

principle 5Upholding donor intent is essential for philanthropic

integrity.

4

engage

Core organizational goals

The Power of PowerPoint | thepopp.com5

01 Reach out to donors to share Roundtable resources; helps donors establish giving plans and

strategies; and helps find grantees that effectively advance their donor intent and charitable goals.

connect02 Connect with peers working toward similar philanthropic goals and learn about new

initiatives and projects and helps donors learn from each others’ experiences.

inform03 Provide donors with a deeper understanding of the challenges and opportunities in their areas of

interest, and showcases outstanding examples of social, cultural, and intellectual achievement.

champion04 Educate donors, legislators, regulators, and the media about the central role of private charitable

giving in American life and threats to philanthropic freedom.

inspire05 Equip and motivate donors who share its principles to make thoughtful, deliberate

philanthropic decisions.

The Power of PowerPoint | thepopp.com6

Supporting Philanthropicfreedom

Philanthropic freedom is (1) an individual or organization’s freedom to exercise

human generosity by making voluntary charitable donations for the sake of the

wellbeing and improvement of society, broadly understood; and (2) the individual

or organization's freedom from restriction or coercion in the exercise of such

generosity. The Philanthropy Roundtable endeavors to protect both aspects of

philanthropic freedom, supporting donors’ ability to voluntarily donate their private

funds how and where they like.

01

02

0304

05

06

7

foundationswith annual giving of $100,000+.

Individual philanthropistswith high net-worth and/or annual giving of

$100,000+

staffand other donor advisors

External audiencesIncluding the media, thought leaders, legislators

and regulators

donorsWhose goals and objective align with the

Roundtable in discrete areas

Mission-aligned donorsgiving under $100,000, including emerging donors

core audiences

The philanthropy roundtable’s

Strategic plan2020-2024

landmark goalBy the end of 2024, the Philanthropy Roundtable will be recognized,

among individual donors as well as foundations, as the leading

champion of philanthropic freedom, and more widely known and

utilized as a trusted resource for philanthropists seeking to advance

liberty, opportunity, and personal responsibility.

9

How we get it done▪ We protect your right to give.

▪ We mobilize resources.

▪ We create and inspire a community.

▪ We tell stories.

10

Advance philanthropic freedom in all 50 states and

the federal government by enacting legislative,

executive, or regulatory measures protecting the

right to give freely; stopping legislation that restricts

the right to give freely; building a durable

philanthropic freedom infrastructure with new

members to the TPR cause; and by engaging in

strategic storytelling.

Landmark objective1

Influence philanthropic giving to strengthen our free

society by establishing program expertise that is

strategic, responsive and nimble; produce effective

content on liberty, opportunity and personal

responsibility; and provide high quality philanthropic

services that meet the unique needs of aligned

foundations and individual wealth creators.

Landmark objective 2

Create value for a community of donors who are

committed to our guiding principles by creating

convenings and special programs that inspire and

support our members’ goals.

Landmark objective 3

Build a world class storytelling operation to shift how

people view philanthropy and capitalism; establish a

credible and consistent public presence on the

issues that matter to our donors; leverage impactful

storytelling strategies to promote America’s founding

principles, pathways to opportunity, and strong

communities.

Landmark objective 4

Join us!◼ Address: 1120 20th Street NW, Suite 550 South, Washington, D.C. 20036

◼ Phone: 202.822.8333

◼ E-mail: info@philanthropyroundtable.org

◼ facebook.com

◼ twitter.com

◼ linkedin.com