Philanthropy Roundtable

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Non-profit organization advising U.S. conservative philanthropists

title: "Philanthropy Roundtable" type: doc version: 1 created: 2026-02-28 author: "Wikipedia contributors" status: active scope: public tags: ["non-profit-organizations-based-in-washington,-d.c.", "organizations-established-in-1987", "501(c)(3)-organizations"] description: "Non-profit organization advising U.S. conservative philanthropists" topic_path: "general/non-profit-organizations-based-in-washington-d-c" source: "https://en.wikipedia.org/wiki/Philanthropy_Roundtable" license: "CC BY-SA 4.0" wikipedia_page_id: 0 wikipedia_revision_id: 0

::summary Non-profit organization advising U.S. conservative philanthropists ::

::data[format=table title="Infobox organization"]

FieldValue
nameThe Philanthropy Roundtable
logoPhilanthropy Roundtable New Logo.png
type501(c)(3)
tax_id13-2943020
founded_date1987, gained independent status in 1991
founderWilliam E. Simon, Irving Kristol
leader_titlePresident and CEO
leader_nameChristie Herrera
location1120 20th Street NW, Suite 550 South
Washington, D.C. 20036, United States
coords
originsFormerly project of Institute For Educational Affairs
focusPhilanthropic strategy and analysis, philanthropic freedom, preserving donor intent
methodPublications, events, consulting
revenue$11 million (2023)
website
membership600+
::

| name = The Philanthropy Roundtable | logo = Philanthropy Roundtable New Logo.png | type = 501(c)(3) | tax_id = 13-2943020 | founded_date = 1987, gained independent status in 1991 | founder = William E. Simon, Irving Kristol | leader_title = President and CEO | leader_name = Christie Herrera | location = 1120 20th Street NW, Suite 550 South Washington, D.C. 20036, United States | coords = | origins = Formerly project of Institute For Educational Affairs | focus = Philanthropic strategy and analysis, philanthropic freedom, preserving donor intent | method = Publications, events, consulting | revenue = $11 million (2023) | endowment = | website = | membership = 600+ | num_employees = | owner =

The Philanthropy Roundtable is a nonprofit organization that advises conservative philanthropists and advocates for donor privacy.

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. Membership in the organization was free "to interested grant makers", and 140 foundations, charities and nonprofits joined in the Roundtable's first year.

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

DonorsTrust, founded in 1999, and Donors Capital Fund have been described as spinoffs of the Philanthropy Roundtable.

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.

The organization has a bimonthly newsletter, Philanthropy, which evolved into a quarterly magazine in 2011. 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.

In June 2025, the Philanthropy Roundtable was among a coalition of organizations representing nonprofits who wrote a letter to congressional leaders opposing the proposed significant tax hike on private foundations in the One Big Beautiful Bill Act. The letter warned of "the catastrophic impact on local communities posed by this proposal to divert philanthropic resources into the federal bureaucracy."

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, S. Truett Cathy, and Frank Hanna III.

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. 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. In October 2023, Christie Herrera was promoted to president and CEO.

References

References

  1. (9 May 2013). "The Philanthropy Roundtable Inc - Nonprofit Explorer".
  2. (February 12, 2000). "Giving Nations More Than a Band-Aid Solution". Washington Post.
  3. (February 4, 2013). "Museums Grapple With the Strings Attached to Gifts". [[New York Times]].
  4. Deparle, Jason. (2005-05-29). "Goals Reached, Donor on Right Closes Up Shop". [[The New York Times]].
  5. (February 1, 1987). "WASHINGTON TALK: BRIEFING; ALTERNATIVE UMBRELLA". [[New York Times]].
  6. Tollerson, Ernest. (1996-12-19). "Charities Debate Tactic To Limit Gifts' Life Span". The New York Times.
  7. "Guidebook".
  8. (November 29, 2006). "Adam Meyerson, President, Philanthropy Roundtable: Donors and Philanthropic Intent". [[Philanthropy News Digest]].
  9. "History of The Philanthropy Roundtable". Philanthropy Roundtable.
  10. "IRS Form 990 2021". Internal Revenue Service.
  11. Bandow, Doug. (August 25, 2015). "Whitney Ball: Losing a Sparkplug for Liberty". [[The American Spectator]].
  12. Cohen, Rick. (February 4, 2015). "The 2016 Federal Budget: What Nonprofits Should Know". [[Nonprofit Quarterly]].
  13. (October 10, 2014). "Jon Huntsman Sr. honored for philanthropy". [[The Washington Times]].
  14. Singer, Merrill. (2018). "Climate Change and Social Inequality: The Health and Social Costs of Global Warming". [[Taylor & Francis]].
  15. Farrell, Justin. (2019-03-18). "The growth of climate change misinformation in US philanthropy: evidence from natural language processing". [[Environmental Research Letters]].
  16. (2015-08-18). "Whitney Ball Knew the Landscape of the Conservative Movement Unlike Any Other".
  17. "Philanthropy Roundtable".
  18. (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]].
  19. "Philanthropy," July–August 1988, p. 16.
  20. (January 6, 2016). "First Philanthropy Almanac Provides a Wealth of Facts and Data". [[Chronicle of Philanthropy]].
  21. (21 May 2025). "‘Money grab’: Why Wall Street donors are sweating the tax bill". POLITICO.
  22. (11 June 2025). "US charities plan for cuts as Trump budget targets investment returns". Financial Times.
  23. (10 June 2025). "Conservative Leaders to Congress: 600% Tax Increase on Private Charity Harms Americans". Philanthropy Roundtable.
  24. (October 15, 2009). "Denver Couple Honored With Philanthropic Leadership Prize". Chronicle of Philanthropy.
  25. "William E. Simon Prize for Philanthropic Leadership".
  26. (May 11, 2001). "Bush Names a Drug Czar And Addresses Criticism". [[New York Times]].
  27. (March 6, 2020). "A New Diplomacy Think Tank Names Its First CEO; Philanthropy Roundtable Chooses New Leader (Transitions)". [[The Chronicle of Philanthropy]].
  28. (October 4, 2001). "Faith, hope, charity". [[Washington Times]].
  29. (22 November 2023). "New Philanthropy Roundtable CEO Christie Herrera ready to fight for donor privacy". [[AP News]].

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