GIFT Experts in Residence

Through IPA's GIFT Technical Assistance Program, Indiana community foundations have access to experts in a variety of areas to help troubleshoot and elevate their work.

To arrange a meeting with GIFT's Experts in Residence, please reach out to Amy Haacker, IPA's Vice President of Community Foundation Programs. In general, each community foundation has access to one hour of consultation per year, per expert.

Meet Our Experts

LOCUS Impact Investing

LOCUS provides expert advice in the area of impact investing. LOCUS is a national nonprofit consultancy and mission-driven investment advisory firm. LOCUS meets partners where they are and helps them realize the vision of where they want to be. LOCUS works with partners to educate stakeholders and develop strategies; to identify and assess investments through transaction support such as sourcing, structuring and due diligence; to service and manage investment portfolios; and to design, structure and manage investment funds and collaborative investment infrastructure. 

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

Erin Slater

Erin Slater provides expert advice in the area of executive strategy coaching. Erin is a former nonprofit CEO turned Certified Professional Coach. Passionate about coaching, she founded Intention Coaching + Consulting in 2014. Her firm serves nonprofit leaders and their teams and strives to increase access to high-quality coaching for nonprofit leaders. LEARN MORE about Erin Slater's Professional Coaching Work!

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.