Give Better Get Better

Josh Dukelow

A podcast for community foundation professionals, presented by Embolden, with conversations about serving donors, engaging advisors and creating impact in our communities. Learn more about how Embolden can elevate your community foundation at embolden.com. Hosted on Acast. See acast.com/privacy for more information.

  1. 1d ago

    Summer School: Advisor Engagement with Kelli Cavey from Embolden

    Welcome to session three of Summer School, our series exploring professional advisor engagement. During August we're talking with participants from Embolden's Intensive Advisor Cohort about the content and how they are applying what they learned to their work. Professional advisors are essential partners for community foundations, and every staff member plays a role in earning (and keeping) their trust. NOTE: The registration deadline for the September Intensive Advisor Cohort was August 14, but you can already reserve your seat in the January and April cohorts. Learn more here: https://embolden.com/cohort-programs/2026/4/23/professional-advisor-intensive-cohort This week Josh talks with Kelli Cavey who leads the Intensive Advisor Cohort program for Embolden. Kelli talks about her background as an estate planner and how she discovered the value of working with a community foundation. She also discusses trends in the charitable planning industry and how community foundations can offer value to advisors. Finally she describes the structure of the Intensive Advisor Cohort program and what kind of community foundation professionals most commonly participate. We want to hear from you! Share how your organization works to earn the trust of 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. Hosted on Acast. See acast.com/privacy for more information.

  2. Aug 14

    Summer School: Advisor Engagement with Rachel Bailey & Michelle Gleason

    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 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. Hosted on Acast. See acast.com/privacy for more information.

  3. Aug 7

    Summer School: Advisor Engagement with Elizabeth Welch & Nici Lewis

    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. Hosted on Acast. See acast.com/privacy for more information.

About

A podcast for community foundation professionals, presented by Embolden, with conversations about serving donors, engaging advisors and creating impact in our communities. Learn more about how Embolden can elevate your community foundation at embolden.com. Hosted on Acast. See acast.com/privacy for more information.

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