Roundtable Participants: Participants are selected based on their leadership position, their commitment to institutional change, and their willingness to fully participate. A typical Roundtable has:

• Fourteen members
• No competitors or close collaborators.
• The right chemistry

Ground Rules: The following ground rules are the foundation of the process of dialogue. They invariably deepen trust among participants, which fosters learning at the most significant emotional and cognitive levels.

• Full participation
• Open and honest interaction
• Mutual respect
• Absolute confidentiality

Meetings: Members meet in three overnight retreats a year. Agendas are set according to the needs of the members. In addition, the chair puts forward new approaches to organizational and fundraising issues, offer practical concepts and tools, and alert members to relevant books and articles. The dates are chosen by the group to accommodate the schedules of the greatest number of members.

Monthly Conference Calls and Email: Members stay in frequent contact between meetings with a monthly conference call and emails. They check in with each other on issues previously discussed, as well as raise new ones for consideration by the group. Additionally, from time to time the chair emails management briefings, presenting concepts and techniques of particular use to fund raising professionals.