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<?xml-stylesheet type="text/xsl" href="../part2stratml.xsl"?><StrategicPlan><Name>About the Philanthropy Roundtable</Name><Description>What We Offer:* Opportunities to improve your philanthropy through participation in our conferences and breakthrough groups* Publications that are clear, practical, and donor-focused* Education of legislators on the value of philanthropy* Protection of donor intent</Description><OtherInformation/><StrategicPlanCore><Organization><Name>Philanthropy Roundtable</Name><Acronym>PR</Acronym><Identifier>_9619f03c-e67d-11e5-88e6-563c514a5bbc</Identifier><Description>The Philanthropy Roundtable is America's leading network of charitable donors working to strengthen our free society, uphold donor intent, and protect the freedom to give.</Description><Stakeholder StakeholderTypeType="Generic_Group"><Name>Charitable Donors</Name><Description>Our members include individual philanthropists, families, and private foundations.</Description></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Philanthropists</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Families</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Private Foundations</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Philanthropy Roundtable Staff</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Adam Meyerson</Name><Description>President</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>J. P. De Gance</Name><Description>Executive Vice President</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Joanne Florino</Name><Description>Senior Vice President of Public Policy</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>David Riggs</Name><Description>Vice President of Philanthropic Strategy</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Karl Zinsmeister</Name><Description>Vice President of Publications</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Matt Bazik</Name><Description>Data Manager</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Ryan Bolyard</Name><Description>Information Technology Manager</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Patrick Burke</Name><Description>Program Coordinator of K-12 Education Programs</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Marques Chavez</Name><Description>Director of Communications</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Stanton Coman</Name><Description>Development Coordinator</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Jane Crosby</Name><Description>Events Coordinator</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Julie Drinkard</Name><Description>Membership Manager</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Katherine Haley</Name><Description>Senior Director of K-12 Education Programs</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Will Hild</Name><Description>Director of External Affairs, Culture of Freedom Initiative</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Molly Hodges</Name><Description>Events Marketing Manager</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Caitrin Nicol Keiper</Name><Description>Editor</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Jo Kwong</Name><Description>Director of Economic Opportunity Programs</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Suzi Marchena</Name><Description>Director of Finance and Human Resources</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Ashley May</Name><Description>Managing Editor</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Kristen McIntyre</Name><Description>Strategic Communications Coordinator</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Thomas Meyer</Name><Description>Director of Veterans Services</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Lindsay Miller</Name><Description>Director of Events</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Anthony Pienta</Name><Description>Director of K-12 Education Programs</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Andrea Scott</Name><Description>Associate Editor</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Ellen Smethurst</Name><Description>Executive Assistant to the President</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Christina Speaks</Name><Description>Office Manager</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Sarah Spinner</Name><Description>Program Coordinator, Culture of Freedom Initiative</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Dawn Steele</Name><Description>Events Manager</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Amanda Telford</Name><Description>Managing Director of Operations</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Christina Tenney</Name><Description>Project Coordinator, Culture of Freedom Initiative</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Jeanie Truslow</Name><Description>Executive Assistant to the Executive Vice President</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Rachel Verdejo</Name><Description>Director of Foundation Relations</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Taryn Wolf</Name><Description>Art Director</Description></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Philanthropy Roundtable Board</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Betsy DeVos</Name><Description>Chairman -- Betsy DeVos is chairman of the Windquest Group, a privately held enterprise and investment management firm based in Michigan with diversified projects in technology, manufacturing, clean technology, and nonprofit solutions.Active in politics for more than 35 years, Mrs. DeVos was elected chairman of the Michigan Republican Party four times, and she has served in numerous leadership roles with campaigns, party organizations, and political action committees. Today, her political efforts are focused on advancing educational choices.Mrs. DeVos is also active in her community. She currently chairs the American Federation for Children and serves on a number of other national and local boards including ArtPrize, American Enterprise Institute, Foundation for Excellence in Education, Excel in Ed National, and the DeVos Institute for Arts Management at the University of Maryland.Mrs. DeVos and her husband, Dick, have two daughters, a daughter-in-law, four granddaughters, two sons, two sons-in-law, and one grandson.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Daniel S. Peters</Name><Description>Vice Chairman -- Daniel S. Peters is president of the Lovett and Ruth Peters Foundation in Cincinnati, Ohio. The foundation focuses on improving the quality of K–12 education nationwide. Before being elected to the board of The Philanthropy Roundtable in 2010, he served as a board member from 1995 to 2009, and as chairman of the Roundtable from 2002 to 2008.Mr. Peters previously spent 17 years at Procter &amp; Gamble, where he held a variety of executive positions in advertising, purchasing, and research and development. He is a member of the Mont Pelerin Society and has served on a number of national and international boards. He served with a jet squadron in the U.S. Navy aboard the aircraft carrier U.S.S. Coral Sea, and participated in the evacuation of Saigon.Mr. Peters is a graduate of Phillips Academy in Andover, Massachusetts. He earned a bachelor’s degree in history from the University of North Carolina, Chapel Hill, and an MBA from Xavier University.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>James Arthur "Art" Pope</Name><Description>Treasurer -- Art Pope is chairman of the board and CEO of Variety Wholesalers Inc., which owns and operates a general merchandise retail chain of over 350 stores in 16 eastern states.  The chain includes Roses and Maxway stores and has over 7,000 employees.In 1986, Art Pope co-founded the John William Pope Foundation and currently serves as its chairman.  The foundation is a private endeavor supported by the company and the Pope Family that makes annual grants to support public policy, education, and cultural and humanitarian efforts.From 2013 to 2014, Art Pope served as the state budget director of North Carolina.  His prior public service includes a role as Special Counsel to North Carolina Governor Jim Martin in 1985 and election to the North Carolina House of Representatives (1989 - 1992, 1999 - 2002).  Art Pope is an activist in the Republican Party, having served at every level from precinct chairman to chairman of the N.C. Republican Party State Convention and as a delegate to the Republican National Convention (1992, 1996, 2008, and 2012).Art Pope’s service has also extended to numerous nonprofit and government boards and commissions, including the Institute for Humane Studies at George Mason University, the Lynde and Harry Bradley Foundation, the Americans for Prosperity Foundation, the North Carolina Institute for Constitutional Law, the John William Pope Civitas Institute, the Institute of Political Leadership, the North Carolina FreeEnterprise Foundation, and the Golden LEAF Foundation.Art Pope is a North Carolina native and a graduate of the University of North Carolina at Chapel Hill, where he received his B.A. with honors in 1978. He received his J.D. from Duke University in 1981. Art is married to Kathy Pope and they reside in Raleigh, North Carolina, and have a blended family of three adult children.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>John Tyler</Name><Description>Secretary -- John Tyler is vice president and corporate secretary of the Ewing Marion Kauffman Foundation, where he also served as general counsel for over ten years.With Evelyn Brody, Mr. Tyler co-authored The Philanthropy Roundtable’s 2009 monograph How Public is Private Philanthropy? Separating Reality from Myth, which rejects the view that foundation assets are "public money." In addition to serving on the board of the Roundtable, he serves and has served as a director and officer of several national and Kansas City-area nonprofit organizations, including serving as chair of the Philanthropic Collaborative. Mr. Tyler has been a member of the advisory board of New York University's National Center for Philanthropy and the Law, and he currently advises the Alliance for Charitable Reform and Independent Sector's Advisory Group on Nonprofit Effectiveness.Prior to joining Kauffman in 1999, he practiced law as a commercial litigator with one of Kansas City's largest law firms. The author of numerous legal articles, he speaks frequently on topics ranging from nonprofit governance to intellectual property and advancing university innovation.Mr. Tyler received his undergraduate and law degrees from the University of Notre Dame.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Denis Calabrese</Name><Description>Denis Calabrese is president of the Laura and John Arnold Foundation in Houston. He leads the Arnold Foundation by employing strategic entrepreneurial philanthropy to address some of society’s most complex and urgent challenges. In his career as a public-policy expert and strategic communications adviser, Mr. Calabrese founded and led a national consulting firm, advising clients ranging from Fortune 500 businesses and international law firms to professional associations and prominent individuals including federal elected officials and CEOs. Mr. Calabrese was the strategic architect, along with Dick Weekley, of the successful tort reform campaign in Texas.He began his professional career as the chief of staff for Congressman Dick Armey. Mr. Calabrese is also an entrepreneur with multiple successful business startups to his credit. He graduated with a degree in economics and political science from Rice University and has taught a course on policy and political communications at his alma mater.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Heather Higgins</Name><Description>Heather Higgins is president and director of the Randolph Foundation in New York City. She is a co-founder of the Alliance for Charitable Reform, president and CEO of Independent Women's Voice, chairman of the Independent Women’s Forum, and a board member of the Hoover Institution and a number of UBS' mutual funds. In addition, she is a trustee of the Committee for Economic Development and member of the Council on Foreign Relations. Previously, Ms. Higgins was a portfolio manager and vice president at U.S. Trust. Prior to working in finance, she was an editorial writer for the Wall Street Journal and assistant editor at the Public Interest. Ms. Higgins continues to write and offer frequent commentary on radio and television.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>John Jackson</Name><Description>John Jackson is executive director of the Adolph Coors Foundation in Denver. He began providing consulting services to the Coors Foundation in 1991 and assumed his full-time role as executive director in 2010.  During that same period, he also founded and grew a successful mortgage brokerage, offering A-paper first and second residential mortgages.A long-time resident of Colorado, Mr. Jackson graduated from Fort Lewis College in Durango and served seven years on the staff of U.S. Senator Bill Armstrong in Washington, D.C. and in Colorado. In addition to his small business experience, Mr. Jackson has taken a leadership role in a variety of nonprofits, including stints as chairman of both the Denver-area chapter of the March of Dimes and the Colorado Storm Soccer Association. He is a board member of State Policy Network. John and his wife, Debbie, love the Colorado outdoors and enjoy spending time with their grown sons and their spouses/girlfriends.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Fred Klipsch</Name><Description>Fred Klipsch is chairman of the Hoosiers for Quality Education in Indianapolis. He has spent his life building successes in the business world and is now working to ensure success in the classroom. In 1989, he and his wife, Judy, purchased Klipsch, a small premium boutique domestic loudspeaker company. Over the next 22 years, Mr. Klipsch, as chairman and CEO, and Judy, as vice chairman, expanded its product offerings to include only high-performance products for listening to music and movies, eventually becoming the number one high-performance line sold in the United States and a leader in the global market. In the 1990s, he became involved in efforts to provide low-income students with scholarships to help them escape failing public schools and attend effective private schools. Mr. Klipsch serves as chairman of Hoosiers for Quality Education and provides oversight to the Institute for Quality Education and the Network for Quality Education. Collaborating with political and business leaders as well as education activists, Mr. Klipsch has worked to help enact a series of major initiatives including the expansion of educational choice through the establishment of both a voucher and tax credit scholarship program, merit pay for teachers, school accountability standards and charter-school expansion.</Description></Stakeholder></Organization><Vision><Description/><Identifier>_9619f4e2-e67d-11e5-88e6-563c514a5bbc</Identifier></Vision><Mission><Description>To foster excellence in philanthropy, to protect philanthropic freedom, to assist donors in achieving their philanthropic intent, and to help donors advance liberty, opportunity, and personal responsibility in America and abroad.</Description><Identifier>_9619f708-e67d-11e5-88e6-563c514a5bbc</Identifier></Mission><Value><Name>Philanthropic Freedom</Name><Description>Philanthropic freedom is essential to a free society</Description></Value><Value><Name>Private Initiative</Name><Description>A vibrant private sector generates the wealth that makes philanthropy possible</Description></Value><Value><Name>Voluntarism</Name><Description>Voluntary private action offers solutions for many of society's most pressing challenges</Description></Value><Value><Name>Excellence</Name><Description>Excellence in philanthropy is measured by results, not by good intentions</Description></Value><Value><Name>Intent</Name><Description>A respect for donor intent is essential for philanthropic integrity</Description></Value><Goal><Name>Annual Meeting</Name><Description>Meet to explore, collaborate and solve our nation's greatest problems</Description><Identifier>_9619f82a-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator>1</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Foundation Trustees</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Philanthropic Professionals</Name><Description/></Stakeholder><OtherInformation>The Annual Meeting is The Philanthropy Roundtable's premier event for foundation trustees and philanthropic professionals committed to exploring, collaborating and solving our nation’s greatest problems through meaningful and effective philanthropy.</OtherInformation><Objective><Name>Simon Prize</Name><Description>Administer the William E. Simon Prize for Philanthropic Leadership.</Description><Identifier>_9619f974-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator>1.1</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name>William E. Simon Foundation</Name><Description/></Stakeholder><OtherInformation>The Philanthropy Roundtable is greatly honored to have been asked by the William E. Simon Foundation to administer the William E. Simon Prize for Philanthropic Leadership.</OtherInformation></Objective></Goal><Goal><Name>Regional Meetings</Name><Description>Assemble grantmakers to develop strategies, programmatic solutions, and effective innovations for local, state, and national giving.</Description><Identifier>_9619fa96-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator>2</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Grantmakers</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>K-12 Education Experts</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Economic Opportunity Experts</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Conservation Experts</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Higher Education Experts</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>National Security Experts</Name><Description/></Stakeholder><OtherInformation>Held across the country throughout the year, our regional meetings assemble grantmakers to develop strategies, programmatic solutions, and effective innovations for local, state, and national giving. Donors hear from top experts and practitioners in fields like K-12 education, economic opportunity, conservation, higher education, national security, and other noteworthy topics and learn how to apply sound policy to their philanthropy.</OtherInformation><Objective><Name/><Description/><Identifier>_9619fbcc-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator/><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal><Goal><Name>Philanthropy Magazine</Name><Description>Offer practical examples, inspiration, careful analysis, history, and clear guidance on the differences between giving that is great and giving that disappoints.</Description><Identifier>_9619fd2a-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator>3</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name/><Description/></Stakeholder><OtherInformation>The Roundtable's quarterly magazine is packed with beautifully written real-life stories. It offers practical examples, inspiration, careful analysis, history, and clear guidance on the differences between giving that is great and giving that disappoints.</OtherInformation><Objective><Name/><Description/><Identifier>_9619fe60-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator/><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal><Goal><Name>Guidebooks</Name><Description>Provide information on how to be effective in particular aspects of philanthropy.</Description><Identifier>_9619ff8c-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator>4</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Catholic Schools</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Veterans Support Groups</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Anti-Poverty Program Administrators</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Education Technologists</Name><Description/></Stakeholder><OtherInformation>We publish a series of Wise Giver's Guides which provide detailed information on the very best ways to be effective in particular aspects of philanthropy. These guidebooks are compact, brisk, and readable. Most focus on one particular area of giving -- for instance, Catholic schools, support for veterans, anti-poverty programs, and technology in education. Real-life examples, hard numbers, management experiences of other donors, recent history, and policy guidance are presented to inform and inspire savvy donors.</OtherInformation><Objective><Name/><Description/><Identifier>_961a00e0-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator/><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal><Goal><Name>Advocacy</Name><Description>Advance the principles and to preserve the rights of private giving.</Description><Identifier>_961a01f8-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator>5</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name>Alliance for Charitable Reform</Name><Description>The Alliance for Charitable Reform (ACR) works to advance the principles and to preserve the rights of private giving.</Description></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name/><Description/></Stakeholder><OtherInformation/><Objective><Name>Education</Name><Description>Educate legislators and policymakers.</Description><Identifier>_961a031a-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator>5.1</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Legislators</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Policymakers</Name><Description/></Stakeholder><OtherInformation>A project of The Philanthropy Roundtable, ACR educates legislators and policymakers about the central role of charitable giving in American life and the crucial importance of protecting philanthropic freedom -- the ability of individuals and private organizations to determine how and where to direct their charitable assets.</OtherInformation></Objective><Objective><Name>Policy</Name><Description>Prevent policies that would diminish charitable giving, limit the diversity of charitable causes Americans support, or place undue government regulations on philanthropic organizations.</Description><Identifier>_961a046e-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator>5.2</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Philanthropic Organizations</Name><Description/></Stakeholder><OtherInformation>Active in Washington, D.C., and in the states, ACR seeks to prevent policies that would diminish charitable giving, limit the diversity of charitable causes Americans support, or place undue government regulations on philanthropic organizations.</OtherInformation></Objective><Objective><Name>Thought, Discussion &amp; Debate</Name><Description>Encourage thought, discussion, and debate on issues of charity and public policy.</Description><Identifier>_961a059a-e67d-11e5-88e6-563c514a5bbc</Identifier><SequenceIndicator>5.3</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name/><Description/></Stakeholder><OtherInformation>ACR encourages thought, discussion, and debate on issues of charity and public policy because of its core belief that our nation's capacity for private initiative to address problems must not be burdened with costly or crippling constraints.</OtherInformation></Objective></Goal></StrategicPlanCore><AdministrativeInformation><PublicationDate>2016-03-09</PublicationDate><Source>http://www.philanthropyroundtable.org/who_we_are/about_us/</Source><Submitter><GivenName>Owen</GivenName><Surname>Ambur</Surname><PhoneNumber/><EmailAddress>Owen.Ambur@verizon.net</EmailAddress></Submitter></AdministrativeInformation></StrategicPlan>
