Customized Training

Empower your team with a personalized training experience

When your needs go beyond our standard calendar, IPA offers customized, fee-based training—built in response to your unique team, board, or organizational goals.

Ready to bring customized training to your team?

Tell us about your goals, and we’ll co-create a training experience tailored to your needs.

Request Training

These personalized learning experiences are available to IPA members and philanthropic partners nationwide, and can be delivered virtually or on-site. Whether you’re facing a new challenge, onboarding a board, or investing in staff development, we’ll work with you to design the right solution.

Offerings

CliftonStrengths (Gallup StrengthsFinder)

Discover your team’s superpowers. Led by IPA’s certified facilitator, this high-energy, interactive workshop helps staff and boards unlock their natural talents using Gallup’s CliftonStrengths tool. Includes team reports, two facilitated sessions, and optional coaching add-ons. Ideal for groups of six or more. Exclusive to IPA members.

Grantmaking Trainings

Strengthen your grantmaking strategy and skills. Customized for your organization’s experience level and structure, these workshops cover key elements of effective, ethical, and impactful grantmaking—perfect for staff, boards, or grant committees. Exclusive to IPA members.

Community Foundation Boot Camp

This intensive training is ideal for new staff, boards, or donor-advised fund managers and as a refresher for seasoned professionals. While not customized, it offers a comprehensive overview of community foundation operations, including donor services, grantmaking, governance, finance, asset development, and more. Available to foundations nationwide.

Board Governance Workshops

Equip your board to lead with clarity and confidence. Topics can include legal and fiduciary responsibilities, grantmaking oversight, community leadership, fundraising, and strategic planning—customized for where your board is in its journey. Available to foundations nationwide.

Legal Trainings

Navigate the complex legal landscape of philanthropy. Tackle topics like board governance, planned giving, estate planning, and legal essentials for foundations. Whether you're equipping your board, engaging fundholders, or supporting advisors, our legal trainings are tailored to meet your needs. Available to foundations nationwide.

Jenna Wachtmann

Ball Brothers Foundation

Undoubtedly, opportunities abound through IPA’s educational program offerings to ensure we’re always offering opportunities to help folks refine and refresh the fundamentals of good grantmaking.

Lisa Biers

Steuben County Community Foundation, Inc.

Thank you again for your meaningful presentation and for moderating the CliftonStrengths exercise at the VP retreat. Your insights sparked great reflection and conversation, and I know many of us walked away with a deeper understanding of how our strengths show up in our work and relationships.

Meagan Niese

Community Foundation of Bloomington & Monroe County

One of the most enjoyable and interesting zooms I've had in such a long time. Thanks John for your work on this!

Brienne Hooker, MPLI

Jasper Newton Foundation, Inc.

The sessions I attended were quite thought-provoking and applied to our entire membership. I learned a lot.

Concierge Services

Personalized assistance for IPA member support, connection, and research requests.

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