Independent Philanthropy Advisor Referral Group (IPAR)
Welcome to IPAR!
IPAR brings together independent consultants and practitioners who share a common goal: strengthening nonprofits and philanthropy.
Whether you’re helping organizations raise more money, creating savings that can be redirected toward mission, or guiding individuals and families in charitable giving, you’re part of a network committed to making generosity thrive.
Who is an IPAR Member?
Independent consultants supporting nonprofits in fundraising or operations
Practitioners who help nonprofits save money (insurance, bookkeeping, tax, etc.)
Advisors who support donors and families in charitable giving
Attorneys helping nonprofits structure for charitable contributions
Shared Commitments
- Attend at least 75% of meetings each year
- Present to the group at least once annually
- Show up in the spirit of collaboration, learning what others do, and offering quality referrals whenever possible
Shared Principles
- Define Your Focus: Be clear about who you are and the fundraising consulting work you seek.
- Adopt a Collaborative Mindset: Approach each interaction with the question, “What can I bring to the group today regarding new business?” rather than “What can the group do for me?”
- Engage and Learn: Discover how others’ skills and expertise complement your own, fostering shared growth.
- Expand the Circle: Reflect on who else could benefit from and contribute to the IPAR community—who needs to be here?
Calendar
The IPAR Referral Group is a space where advisors come together to build meaningful connections, share opportunities, and strengthen their professional networks. Join us for this session with Jaimi Cortes and Allison Parker. The IPAR Referral Group is a space where advisors come together to build meaningful connections, share opportunities, and strengthen their professional networks. Join us for this session with Joey Azoulai and Leon Seeman.November Referral Group Meeting
November Content Group Meeting
December Referral Group Meeting
December Content Group Meeting
View the Full Calendar
Testimonials
Working with IPAR members is the highlight of every week. To me, IPAR means quality and professionalism, and the members with whom I have personally worked–including Laura O’Rourke, Rick Peck, Liz Cahn, Michael Henrich, and others–reinforce my belief that IPAR represents only the best philanthropy advisors and consultants.
Frequently Asked Questions
How do I edit my listing?
1. If you entered yourself in the directory:
- Click on your profile in the directory.
- Click the EDIT button at the top right of your profile to make changes.
2. If you cannot access the edit option:
- Use the password recovery option below, entering the email associated with your profile.
- Check your spam folder if you do not see the reset email.
3. Once you access your author profile:
- Your browser will automatically log you into the directory for future visits.
You can then follow step 1 to edit your profile.
Tip: Always ensure you are using the correct email address associated with your profile for password recovery.
What is the criterion for IPAR membership?
An independent consultant focused on helping nonprofits raise more money OR an independent consultant (such as a virtual assistant) who supports these types of consultants
Or, a practitioner who works to benefit nonprofits and, by nature of his or her business, frees up money for independent philanthropy advisor consulting services. Examples are a health insurance agent working with nonprofits to lower premiums or a bookkeeper or CPA working with nonprofits to find tax savings in some way.
Or, a practitioner who works with individuals/families/
professional advisors to help donors and potential donors with charitable giving decisions Or, an attorney who helps nonprofits structure themselves to accept donations, as in becoming a 501(c)3.
How do I invite someone to become an IPAR member?
Send an email to Rick and Britt stating why this person should be a member, citing one of the definitions above.
If the person is interested in joining, Ash will then send them a welcome email with the intranet link, and meeting invitations to all future meetings
Ground rules are that the person must attempt to attend 75% of the meetings per year, must agree to present to the group at least once a year—and must come to the meetings in the spirit of helping others, getting to know what they do, and helping to provide ideal referrals to them whenever possible.