Welcome back to Summer School, our seasonal series focused on professional advisor engagement. We will spend August talking with participants from Embolden’s Intensive Advisor Cohort program about what they learned and how they are applying it to their work. 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

This week Josh welcomed Rachel Bailey from Wyoming Community Foundation and Michelle Gleason from Community Foundation of North Central Wisconsin. They shared a few things they learned from the cohort sessions, like casting a wide net, actively maintaining your lists and making regular contact. They also share how working across a large, largely-rural service area shapes their approach to finding and engaging advisors, and offer tips on advisor outreach to community foundation professionals.

We want to hear from you! Share how your organization benefits the advisors you work with at [email protected].

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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