GIFT Experts in Residence

IPA's GIFT Technical Assistance Program offers Indiana community foundations access to expertise and consultants to help troubleshoot and elevate their work covering a range of scope and issue areas.


How it Works

IPA's GIFT team responds to hundreds of questions from Indiana community foundations throughout the year, ranging in scope and issue area. Each organization has access to one hour of consultation per year, per expert. To access these services, contact Technical Assistance Advisor Alisa Winters at


Types of Requests

  • Succession Planning: Community foundations may benefit from working with this expert when planning for an upcoming leadership transition or in the midst of an unexpected vacancy. Typical requests include information on current trends in salary and benefits expectations, best practices to plan for upcoming transitions, an executive search strategy, or establishing a process to move forward during an unexpected vacancy. 
  • Legal & Planned Giving: Laws that govern community foundations are complex and each scenario is unique. We can advise your foundation on approaching complex planned gifts, changes to funds, or updating old funds to bring them into compliance, among other things.
  • Finance & Accounting: Our experts deliver experience and knowledge in nonprofit accounting standards and widely used community foundation software platforms. Typical requests might include a consultation on best practices when preparing for a software conversion or a specific question about fund accounting.  
  • HR and Personnel: Community foundations are all employers and must comply with labor laws. Never is the phrase “an ounce of prevention worth a pound of cure” more true! We can provide guidance on the correct classification of employee types, benefits, unemployment, and disability claims or offer insight on unusual employee requests. 
  • Executive Coaching: Community foundation leaders are fortunate to work alongside people passionate about serving their communities: donors, nonprofits, board members, other community leaders, and other staff. As such, they are often faced with complex, competing priorities. Our executive coach can serve as an experienced, trusted thought partner to help you navigate difficult decisions and communicate from a position of strength.
  • Individual Assistance & General Questions: GIFT Technical Assistance Advisor Alisa Winters is available for individual assistance as needed. Contact her for any request. We maintain an extensive resource library and pursue education and professional development to serve the field. If the question requires a higher level of expertise, we will connect you with one of the Experts in Residence listed below. 


Experts in Residence

Bryan Orander

Bryan Orander provides expert advice in the area of CEO Succession. Bryan is the founder and president of Charitable Advisors and specializes in executive transition, assessment and strategic planning, and board development. 

Phil Purcell, CFRE, MPA/JD

Phil Purcell provides expert advice in the area of legal and planned giving. With an extensive and varied experience background, Phil offers specialized knowledge in grantmaking, scholarships, fund management, planned giving, nonprofit law, the Pension Protection Act, UPMIFA, and other laws that specifically affect the operations of a foundation. READ MORE


FiscAlign empowers community foundations to maximize impact by aligning financial and technical resources with their vision. FiscAlign team members, Wes Terry and Tanner Egbert, serve as experts for IPA. They have combined experience in accounting, technical support, fund creation, consulting, month-end processing, software conversions (Community Suite & Pearl), payroll, financial reports, audits, and budget creation.


Jeremy York, SHRM-SCP, SPHR

Jeremy York provides expert advice in the areas of HR and personnel management. Jeremy is InvigorateHR's lead consultant and president. His expertise in defining and understanding the "big picture" enables him to translate business needs into tangible solutions. With his guidance, organizations have improved employee relations, increased performance, and developed cultures based on mutual trust and respect. 

Cheryl Taylor

Cheryl Taylor is a seasoned coach and lifelong mentee. As the former president of Foellinger Foundation, she initiated the Helene Foellinger Leadership Development Initiative, including the renowned 12-month Leadership Lab program and the Barbara Burt Innovative Leader Fund. With credentials in Professional Executive Coaching, Advanced Executive Coaching, Conversational Intelligence™, and ECHO Listening Intelligence®, Cheryl brings a wealth of expertise to her executive mentorship.

Alisa Winters

Alisa Winters came to IPA having served as the executive director of the Rush County Community Foundation (RCCF), where she led RCCF through growth in staff, assets, and two successful GIFT initiatives. Alisa created innovative partnerships and grant opportunities to position the foundation as a recognized leader in Rush County. She is on the board of the Rush County Economic and Community Development Corporation and is an active member of the Rotary Club and Glenwood United Methodist Church.