The Independent Philanthropy Advisor Referral Group (IPAR)

June Referral Meeting
2026-06-15 14:00 - 15:00 (America/New_York)
Connect, Collaborate, and Grow
The IPAR Referral Group is a space where advisors come together to build meaningful connections, share opportunities, and strengthen their professional networks.
The referral meeting is an opportunity to give and receive referrals, find partners to collaborate with, or give a testimonial on recent collaborations, followed by an opportunity to join a breakout session on a trending topic in the world of philanthropy. About 40 minutes of conversation and 20 minutes of breakout.
Join us for the next session and experience the power of connection.

June Content Meeting
2026-06-04 12:00 - 13:00
Stay tuned for more information about this meeting’s content.
Share, Learn, and Collaborate
The IPAR Content Group is designed for advisors to share insights, showcase expertise, and engage in meaningful discussions.
Each session features:
The Content meeting consists of two 20 minute presentations by fellow IPAR members that presents a deeper dive on their niche area of work- Consider guiding questions/points to look for to consider for Q&A!. After each presentation there is an opportunity to have 2, 10 minute one-on-one chat with another member.
Whether you’re presenting or participating in the discussion, these meetings offer a dynamic space for growth and engagement. Join us and be part of the conversation.

May Referral Meeting
2026-05-21 12:00 - 13:00

May Content Meeting
2026-05-06 14:00 - 15:00

April Referral Meeting
2026-04-20 12:00 - 13:00

April Content Meeting
2026-04-09 11:00 - 12:00

March Referral Meeting
2026-03-18 14:00 - 15:00

March Content Meeting
2026-03-05 12:00 - 13:00

February Referral Meeting
2026-02-19 14:00 - 15:00

February Content Meeting
2026-02-02 11:00 - 12:00

January Referral Meeting
2026-01-22 12:00 - 13:00

January Content Meeting
2026-01-07 14:00 - 15:00

December Content Group Meeting
2025-12-17 10:30 - 12:00
Join us for this session with Joey Azoulai and Leon Seeman.
Share, Learn, and Collaborate
The IPAR Content Group is designed for advisors to share insights, showcase expertise, and engage in meaningful discussions. Each session features:

Brief 20-Minute Presentations – Advisors take the lead, presenting valuable content on their area of expertise.
Interactive Breakout Sessions – Participants connect in small groups to discuss key takeaways, exchange ideas, and explore opportunities for collaboration.
A Supportive Learning Environment – Gain new perspectives, refine your messaging, and strengthen professional relationships.

Whether you’re presenting or participating in the discussion, these meetings offer a dynamic space for growth and engagement. Join us and be part of the conversation.

December Referral Group Meeting
2025-12-04 12:00 - 13:30
Connect, Collaborate, and Grow
The IPAR Referral Group is a space where advisors come together to build meaningful connections, share opportunities, and strengthen their professional networks.
In each session, advisors will:

Introduce themselves and share insights about their expertise and goals
Engage in breakout discussions designed to foster collaboration and referral opportunities
Expand their network with like-minded professionals committed to mutual success

These meetings go beyond traditional networking, creating a supportive environment where advisors can learn from one another and grow together. Join us for the next session and experience the power of connection.

November Content Group Meeting
2025-11-19 10:30 - 12:00
Join us for this session with Jaimi Cortes and Allison Parker.
Share, Learn, and Collaborate
The IPAR Content Group is designed for advisors to share insights, showcase expertise, and engage in meaningful discussions. Each session features:

Brief 20-Minute Presentations – Advisors take the lead, presenting valuable content on their area of expertise.
Interactive Breakout Sessions – Participants connect in small groups to discuss key takeaways, exchange ideas, and explore opportunities for collaboration.
A Supportive Learning Environment – Gain new perspectives, refine your messaging, and strengthen professional relationships.

Whether you’re presenting or participating in the discussion, these meetings offer a dynamic space for growth and engagement. Join us and be part of the conversation.

November Referral Group Meeting
2025-11-03 12:00 - 13:30

October Content Group Meeting
2025-10-15 10:30 - 12:00
Join us for this session with Katie Collins, Jill Singer, and Seth Klukoff.
Share, Learn, and Collaborate
The IPAR Content Group is designed for advisors to share insights, showcase expertise, and engage in meaningful discussions. Each session features:

Brief 20-Minute Presentations – Advisors take the lead, presenting valuable content on their area of expertise.
Interactive Breakout Sessions – Participants connect in small groups to discuss key takeaways, exchange ideas, and explore opportunities for collaboration.
A Supportive Learning Environment – Gain new perspectives, refine your messaging, and strengthen professional relationships.

Whether you’re presenting or participating in the discussion, these meetings offer a dynamic space for growth and engagement. Join us and be part of the conversation.

October Referral Group Meeting
2025-10-02 12:00 - 13:30
Connect, Collaborate, and Grow
The IPAR Referral Group is a space where advisors come together to build meaningful connections, share opportunities, and strengthen their professional networks.
In each session, advisors will:

Introduce themselves and share insights about their expertise and goals
Engage in breakout discussions designed to foster collaboration and referral opportunities
Expand their network with like-minded professionals committed to mutual success

These meetings go beyond traditional networking, creating a supportive environment where advisors can learn from one another and grow together. Join us for the next session and experience the power of connection.
October Questions:
Navigating Donor Fatigue – How do you keep donors and clients engaged during busy giving seasons (like year-end) without overwhelming them?
Packaging Your Services – What creative ways have you bundled or tiered your offerings to make them more attractive and accessible to nonprofits or clients?
Building Credibility Online – Which digital strategies (LinkedIn, blogs, podcasts, newsletters) have helped you establish thought leadership and attract referrals?
Balancing Mission and Money – How do you support clients in pursuing ambitious impact goals while staying financially sustainable?
Learning from Setbacks – Share a time a proposal, referral, or collaboration didn’t work out as planned. What did you learn that could help others avoid similar pitfalls?

September Content Group Meeting
2025-09-17 10:30 - 12:00
Share, Learn, and Collaborate
The IPAR Content Group is designed for advisors to share insights, showcase expertise, and engage in meaningful discussions. Each session features:

Brief 20-Minute Presentations – Advisors take the lead, presenting valuable content on their area of expertise.
Interactive Breakout Sessions – Participants connect in small groups to discuss key takeaways, exchange ideas, and explore opportunities for collaboration.
A Supportive Learning Environment – Gain new perspectives, refine your messaging, and strengthen professional relationships.

Whether you’re presenting or participating in the discussion, these meetings offer a dynamic space for growth and engagement. Join us and be part of the conversation.

September Referral Group Meeting
2025-09-08 12:00 - 13:30

August Content Group Meeting
2025-08-20 10:30 - 12:00

August Referral Group Meeting
2025-08-07 12:00 - 13:30

July Content Group Meeting
2025-07-16 10:30 - 12:00

July Referral Group Meeting
2025-07-07 12:00 - 13:30

June Content Group Meeting
2025-06-18 10:30 - 12:00

June Referral Group Meeting
2025-06-05 12:00 - 13:30

May Content Group Meeting
2025-05-21 10:30 - 12:00

May Referral Group Meeting
2025-05-05 12:00 - 13:30

April Content Group Meeting
2025-04-16 10:30 - 12:00

April Referral Group Meeting
2025-04-03 12:00 - 13:30
