Welcome to our first Summer School focused on professional advisor engagement. For the next few weeks, we will talk with participants from Embolden's Intensive Advisor Cohort program about their work with advisors and what they learned from the program and their peers. Advisor partners are essential to the growth of community foundations, so whether you work directly on advisor engagement or not you'll find useful insights from these conversations.
NOTE: The registration deadline for the Intensive Advisor Cohort starting in September is August 14. Learn more here: https://embolden.com/cohort-programs/2026/4/23/professional-advisor-intensive-cohort
Josh begins the series by welcoming Elizabeth Welch from Gulf Coast Community Foundation and Nici Lewis from Community Foundation Tampa Bay. They share some takeaways from the cohort sessions, like slowing down, making fewer assumptions and the \"message sandwich\" technique. They also share how having a law degree shapes their approach to working with estate planning attorneys, and offer advice to community foundation professionals who want to boost their advisor outreach efforts.
To keep the conversation going, share your organization's successes or challenges with advisor engagement efforts at GiveBetterGetBetter@gmail.com.
Give Better Get Better is presented by Embolden, serving community foundations of all sizes across the country since 1998. Learn more about their content and consulting services at embolden.com.
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