What Philanthropy Roundtable does

Philanthropy Roundtable is a 501(c)(3) nonprofit membership organization headquartered in Washington, D.C., founded in 1987 to convene individual philanthropists, private and family foundations, and corporate giving programs around three pillars: Values-Based Giving, Philanthropic Freedom, and Philanthropic Excellence. Membership eligibility is gated by an annual charitable giving threshold of $100,000, which positions the Roundtable as an exclusive peer network for ultra-high-net-worth donors rather than a mass-membership body.

Its core offerings are advisory and educational rather than technology-based. Products include strategic consulting on philanthropic strategy, vertical playbooks (Civics, Mental Health, Opportunity) that curate vetted nonprofits for donor deployment, donor-intent and governance resources, the Almanac of American Philanthropy research publication, the state-by-state Free to Give Index, the annual DeVos Family Prize, and an event franchise anchored by Annual Meetings and quarterly webinars held under a strict non-solicitation policy. Technology stack is limited to CRM (Salesforce), a content website, and standard digital marketing channels — there is no proprietary AI, data product, or software platform.

The business model is donation-funded rather than fee-based. Revenue is generated through charitable contributions at suggested tiers ($25,000, $10,000, $5,000, $2,500, $1,000, custom), supplemented by co-funded programs from partners such as the DeVos Family Foundation and the Daniels Fund. Go-to-market is relationship-driven, with direct outreach from a development team, exclusive events as primary touchpoints, and thought-leadership content (research, guidebooks, the Roundtable Roundup newsletter, social channels) as top-of-funnel acquisition. The customer base is narrow by design — HNW individuals, Forbes 400-level givers, private foundations, and corporate giving programs — and concentrated within a U.S. domestic market.

Name

Philanthropy Roundtable

Legal name

Philanthropy Roundtable

Website

https://philanthropyroundtable.org

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Philanthropy Roundtable is a Washington, D.C.-based 501(c)(3) membership association that convenes ultra-high-net-worth donors, private foundations, and corporate giving programs — gated at $100,000 in annual charitable giving — around values-based giving, philanthropic freedom, and donor-intent advisory services.

Ownership category

akta.pro rank

Product category

Philanthropy Advisory Services

NAICS

Grantmaking and Giving Services (8132), Grantmaking Foundations (813211)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD)

akta.pro secondary industries

Public Charities & Grantmaking Intermediaries (BPAGAKAE), Corporate Foundations & CSR Grantmaking (BPAGAKAC)

Keywords

• Philanthropy advisory services
• Donor network membership
• Foundation governance consulting
• Charitable giving research
• Nonprofit association services

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Charitable Donations: Philanthropy Roundtable is a 501(c)(3) nonprofit organization that generates revenue primarily through charitable donations from individuals, foundations, and corporate giving programs. Donors contributing at least $100,000 annually to charitable causes are eligible to become members.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Philanthropy Roundtable is a 501(c)(3) national membership association that serves individual donors, corporate giving officers, and foundation trustees and staff. It delivers advisory services (Values-Based Giving, Higher Education Donor Services), exclusive peer networking, annual meetings and webinars, donor-intent protection resources, and original research and publications to help donors advance liberty, opportunity, and personal responsibility through charitable giving.

Product overview

Philanthropy Roundtable is a nonprofit organization that serves as a donor network and philanthropic advisory organization. It offers a portfolio of programs, resources, and services including donor advisory services (Values-Based Giving, Philanthropic Excellence, Donor Network), educational resources (Donor Intent Hub, Civics Playbook, Mental Health Playbook, Opportunity Playbook), research publications and guidebooks, event programming (Annual Meetings, Webinars), and award programs (DeVos Family Prize). The organization focuses on three pillars: Values-Based Giving, Philanthropic Freedom, and Philanthropic Excellence, helping donors advance liberty, opportunity, and personal responsibility through effective charitable giving.

Differentiator

Problem solved

Functional benefit

Brands

• Philanthropy Magazine: The organization's flagship publication that was published for 30 years, with the final print edition published in 2021.

Products and services

• Donor Network Membership Peer network of high-net-worth philanthropists and private grantmaking foundations committing at least $100,000 per year to charitable causes, providing access to peer collaboration, events, and strategic advice.
• Values-Based Giving Advisory

Quantifiable outcome

• $427.71 billion given annually by Americans to charitable causes
• +1 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• DeVos Family FoundationcoreStrategic or Co-development PartnerPhilanthropy Roundtable partners with the DeVos Family Foundation to award the DeVos Family Prize for Leadership in Giving (successor to the Simon-DeVos Prize). This partnership advances their shared commitment to inspiring more Americans to promote liberty and opportunity through charitable giving. Dick DeVos represents the family in this partnership.
• William E. Simon FoundationminorStrategic or Co-development PartnerPreviously partnered with DeVos Family Foundation on the Simon-DeVos Prize for Philanthropic Leadership. The William E. Simon Foundation sunsetted in 2023, and the partnership transitioned to the DeVos Family Prize format.
• Daniels FundcoreGTM or Marketing PartnerDaniels Fund provides support for the Civics Playbook initiative, which connects foundations and individual donors with high-impact civics education organizations. The partnership enables the development and distribution of the Civics Playbook as a living resource for philanthropists.
• Various Civics, Mental Health, and Opportunity OrganizationsminorOthersThe organization features and connects donors with high-impact organizations through playbooks including Civics Playbook (20+ organizations), Mental Health Playbook (20+ organizations), and Opportunity Playbook (organizations in poverty alleviation, K-12 education, and workforce development). These are not formal partnerships but curated connections for donor engagement.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Independent Sector: National membership organization and policy advocate for charities, foundations, and corporate giving programs. Direct peer in nonprofit advocacy and research, with overlapping research output, convenings, and federal policy focus comparable to Philanthropy Roundtable's Federal Tax Initiative.
• Council on Foundations: National membership association for foundations and corporate giving programs providing research, advocacy, and convenings. Most direct peer to Philanthropy Roundtable, serving a broadly overlapping institutional philanthropy audience with similar membership, events, and policy engagement models.
• Candid (formerly Foundation Center and GuideStar): Source of philanthropic data, research, and nonprofit transparency tools (IRS Form 990 data, Foundation Maps). Direct peer in providing intelligence infrastructure that high-net-worth donors and foundations use for due diligence on potential grantees.
• National Center for Family Philanthropy: Nonprofit focused on serving family foundations through governance, grantmaking strategy, and donor intent resources. Direct peer to Philanthropy Roundtable's family foundation advisory and Donor Intent Hub offerings.
• Exponent Philanthropy: Membership association for small-staffed foundations offering peer learning, resources, and advocacy. A direct peer serving an adjacent segment of the foundation ecosystem with similar peer-networking and content-driven engagement model.
• Giving USA Foundation: Producer of the annual Giving USA report on U.S. charitable giving trends and publisher of philanthropy research. Direct peer in research publishing and as a thought leader on philanthropy trends, complementing the Roundtable's Almanac and playbooks.

Broad incumbents

• Association of Fundraising Professionals: Largest professional association for fundraising professionals across nonprofits and philanthropy. Broad incumbent with overlapping research and education but focused on fundraisers rather than direct donor advisory.
• Aspen Philanthropy & Social Investment Initiative: Program of the Aspen Institute convening philanthropists and producing research on strategic giving. Broader incumbent with similar convening and research functions but housed inside a larger institute rather than a standalone donor network.

Emerging players

• GivingTuesday: Global generosity movement and nonprofit that organizes the annual GivingTuesday giving day and produces research/data on giving. Emerging peer focused on broad-based donor engagement and movement-building rather than high-net-worth advisor model.
• The Philanthropy Workshop: Network and learning program for high-engagement philanthropists and family foundation leaders. Emerging peer focused on leadership development for donors, with comparable peer-network and educational programming but narrower scope.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/PhilanthropyRnd
• YouTubeyoutube.com/channel/UCK1YwMQSYqyxK_gQPgJewLA
• Facebookfacebook.com/PhilanthropyRoundtable
• LinkedInlinkedin.com/company/philanthropy-roundtable

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Philanthropy Roundtable