2010 Philanthropy Roundtable Annual Meeting

Two weeks until we “Explore, Dream, Discover: The Power of Philanthropy” in Amelia Island, FL

2010 Philanthropy Roundtable Annual Meeting

Following are ACR sessions and events at the 2010 Philanthropy Roundtable Annual Meeting:

Thursday, October 14

  • 3:15 - 4:45 p.m.

    Creating Sanctuary States for Philanthropic Freedom

    Challenges to private philanthropy are often presented as federal issues, but states are just as important an arena. States have authority over matters such as organizational governance and operations. They are also the target of attention from deficit-saddled legislators looking for revenue and interest groups seeking more funding for their causes. But some states are recognizing the tremendous benefits that philanthropy brings to their communities, and are trying to attract new donors and generate even more giving.  The Alliance for Charitable Reform (ACR) recognizes both these challenges and opportunities.  This session will explore threats donors face in states and the efforts of ACR to work with the philanthropic and public policy communities to protect philanthropic freedom and encourage private charity.  These issues will be illustrated through case studies of efforts in Florida and Virginia to preserve private decision making for private giving.
    J. Robert McClure III, president and CEO, James Madison Institute
    David Odahowski, president and CEO, Edyth Bush Charitable Foundation
    John Thrasher, senator, Florida State Senate
    Jill Holtzman Vogel, senator, Virginia State Senate
    Sue Santa, senior vice president for public policy, The Philanthropy Roundtable (Moderator)

  • 8:30 - 10:00 p.m.

    ACR Reception

    Join us for post-dinner drinks and desserts


  • Friday, October 15

  • 9:00 - 10:15 a.m.

    Right, Left, and Center: Why They Each Have a Stake in Philanthropic Freedom


    Right, left. Democrat, Republican. Conservative, liberal. Public debate is too often and too easily framed by predictable, binary categories. But there is one topic that unites Americans from across the political spectrum: philanthropic freedom. Donors increasingly recognize that, whatever their ideological perspective, activist groups, legislators, and regulators can hinder their ability to achieve their charitable objectives. In this session, three leading thinkers will share their perspectives on why the preservation of philanthropic freedom transcends ideology and party. Join William Kristol, editor of the Weekly Standard, Claire Gaudiani of New York University and author of the recently published Generosity Unbound, and Jane Wales of the Aspen Institute and the Global Philanthropy Forum as they discuss an ideological imperative that rises above ideological categories: philanthropic freedom.
    Claire Gaudiani, professor, New York University
    William Kristol, editor, Weekly Standard
    Jane Wales, vice president for philanthropy and society, and director, Program on Philanthropy and Social Innovation, Aspen Institute
    Michael Grebe, president and chief executive officer, Lynde and Harry Bradley Foundation (Moderator)

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  • 10:30 - 11:45 a.m.

    The Congressional Outlook for Philanthropy in 2011

    The 111th Congress has presided over one of the most turbulent legislative sessions in recent memory. A historic economic recession that led to massive expansion of government spending, coupled with sweeping new laws on health care and banking—for good or ill, it has been a historic Congress. Philanthropy has been touched by all of this. What are the implications of the upcoming November elections for philanthropy? What is the future of the charitable deduction? The estate tax? Proposals to create a congressional advisory council of nonprofit leaders? Congressional and policy experts will explore competing pressures for the next two years on Capitol Hill, and they will take us down the campaign trail to consider how the November elections may affect the nonprofit sector—and philanthropic freedom.
    Scott A. Hodge, president, Tax Foundation
    Honorable Jim Ramstad, former U.S. Representative (R-MN)
    Sandra Swirski, co-founder, Urban Swirski & Associates (Moderator)


  • Saturday, October 16
  • 9:15 - 10:30 a.m.

    Private Foundations and Transparency: What is Healthy for Our Sector?

    To some, transparency is a universal good. To others, it’s an unwelcome intrusion into private decision-making. But what does “transparency” really mean? When does it lead to a healthy philanthropic sector, and when does it reach too far? Led by moderator John Tyler of the Kauffman Foundation, this panel will explore some of the fundamental questions donors should consider when they hear calls for transparency. What is the balance between transparency and privacy—for both individual donors and philanthropic organizations—and are there different considerations depending on the size, scope, or type of organization? When is disclosure of information strategic and meaningful versus disruptive or misleading? And what if proponents of transparency are using the language of “best practices” to mask underlying objectives?
    Andrew Schultz, deputy general counsel, Council on Foundations
    Bradford K. Smith, president, Foundation Center
    John Tyler, vice president and corporate secretary, Ewing Marion Kauffman Foundation (Moderator)


  • About the Annual Meeting


    The Annual Meeting, The Roundtable’s flagship event, provides donors with extensive opportunities to network with their fellow philanthropists in an entirely solicitation-free environment and to explore the latest private-sector philanthropic achievements. After collaborating with peers and hearing from America’s leading program experts, Annual Meeting attendees come away equipped, inspired, and with a renewed sense of purpose for their giving.

    The Philanthropy Roundtable’s 2010 Annual Meeting, Explore, Dream, Discover: The Power of Philanthropy, will be held at The Ritz-Carlton in Amelia Island, Florida from October 14-16.

    Register here! (donor qualifications apply)