Welcome to the last session of Summer School on professional advisor engagement. Thanks for checking out our conversations with participants from Embolden's Intensive Advisor Cohort program about what they learned and how they are applying it to their work. Attorneys, accountants and financial planners are valuable partners for community foundations, so we all need to think about how we can contribute to building trusted relationships with these community members.
NOTE: The registration deadline for the Intensive Advisor Cohort starting in September was August 14, but you can reserve your spot for the January and April 2027 cohorts now. Learn more here: https://embolden.com/cohort-programs/2026/4/23/professional-advisor-intensive-cohort
To wrap up, Josh invited Kim Alvarez from the Foundation for Enhancing Communities and Matt Failor from the Arlington Community Foundation to share a few things they learned from the cohort program. They mentioned knowing how much we know and understanding how valuable that is, as well as the power of charitable planning to help advisors retain clients. They also highlighted the importance of \"playing the long game\" with legacy gifts and staying patient.
We want to hear from you! Share how your organization connects with advisors 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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