Our amazing clients
Embolden works with more than 275 community foundations across the country, ranging in asset size from start ups to the very largest. Everything we offer—content and consulting—is because community foundations have asked for it. We are dedicated to helping you save time and meet your goals.
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We are honored that so many community foundations are working with Embolden via the content subscriptions as well as Meaningful Conversations training—the two work hand-in-hand.
“We used information from Embolden’s DAF bunch/bundle content in our newsletter that hit people’s mailboxes last Monday and the very next day we had a lady come and open a $50,000 DAF in response to the article. Her husband had a meeting across the street at our museum, so she decided to walk over and get it done while waiting for him. When we asked her why she decided to start one, she said it was because of the article.”
“Our top attorney referral source who helped start the Foundation hand delivered us a box of chocolates this morning and said that people in the community have commented that the community foundation ‘sticks out like a sore thumb in a good way,’ when it comes to showing appreciation and gratitude. He said it has been noticeably different and is very much appreciated. We were mindful of showing appreciation before, but the Meaningful Conversations training has kept it top of mind and helped ALL employees and our board participate in showing gratitude and deepening relationships in an authentic way that is personal.”
Jessica Martin, President & Executive Director, Greater Salina Community Foundation
“I’ve mentioned a couple of times that the Meaningful Conversations training is one of the most profound work experiences I’ve had. It’s really changed how I think about communication and has made me much more intentional about my communication, particularly at events. Over the past 30 years there have been a couple of things that have significantly changed the way I work, and the Meaningful Conversations training is one of them. A particular lightbulb moment for me was when your team recommended thinking of professional advisors as prospective fundholders and to not leave them siloed in the PA category.”
Michael Chambers, Vice President of Community Impact, Greater Salina Community Foundation
Consulting testimonials
“As a former ‘professional advisor,’ I have collaborated closely with attorneys, accountants, and wealth managers throughout my career. My new role at the San Antonio Area Foundation is to serve as a subject matter expert and resource to wealth advisors seeking to incorporate charitable giving strategies into their wealth plans. Embolden’s Advisor Intensive Cohort provided turnkey tools, actionable engagement, communications strategies, and practical “boots on the ground” examples. Current real world case studies are essential to helping us take our professional advisor engagement strategy to the next level.
David W. Simmons, Wealth Advisor Relations Manager, San Antonio Area Foundation
“The Embolden team supported our team in conceptualizing, planning, and executing our 25th anniversary initiatives. It was essential to our leadership team and board of directors that we work with a consultant who understands the “business” of community foundations. The Embolden team has been in our shoes, which made our work together very useful, immediately applicable, and, not to mention, a lot of fun. We appreciated the practical advice and responsiveness of the Embolden team. It is clear that they both understand and care about our work.”
Scott Witzig, Executive Director, Morton Community Foundation
“Our weekly meetings with the Embolden team have become a cornerstone of our growth strategy. They are critical thought partners, coaches, and mentors who bring deep expertise in philanthropy, along with the skills and expansive network needed to move our work forward. Their strategic insight and steady support help us navigate challenges and seize opportunities with clarity and confidence. The Embolden resources are top notch—thoughtfully designed, highly relevant, and seamlessly integrated with our existing materials. From streamlining internal processes to strengthening engagement with key audiences, Embolden is instrumental in positioning our community foundation for sustainable growth and greater impact. They’re not just consultants—they’re true partners in our mission.”
Dr. Melanie Edwards-Tavares, President and CEO, SouthCoast Community Foundation
“Embolden’s Advisor Intensive Cohort has been instrumental in helping our team learn actionable ways to engage attorneys, wealth managers, and accountants. The cohort sessions were incredibly informative, and the Embolden team’s knowledge and expertise allowed us to dive deep into real life examples, especially while engaging in dedicated one-on-one meetings. It was great to learn alongside community foundation peers who are managing similar professional advisor engagement goals. This program is beneficial for all levels, but it was especially helpful as I stepped into my new role at the Foundation.”
Sarah James, Director of Donor Funds and Gift Planning, Rose Community Foundation
Content testimonials
"One of the goals for our professional advisor communications is to stay in front of attorneys, accountants, and financial advisors with a consistent stream of content that demonstrates our sophistication and knowledge of gift planning. Embolden's Professional Advisor Newsletter Content makes it easy for us to do just that. Even if we never hear from particular advisors on our mailing list, we know that it’s a touch that keeps us top of mind."
Lisa Ashner Adkins, JD, President/CEO, Blue Grass Community Foundation
"Embolden's content takes the burden off our team. It is so hard to find turnkey newsletter material that is designed specifically for community foundations to engage professional advisors and written by someone with a depth of legal, community foundation, and writing experience. It's like finding a needle in a haystack."
George Gaskin, JD, Director of Gift Planning, Community Foundation of Greater Birmingham
Ginger Jefferson, Director of Marketing and Communications, Community Foundation of Greater Birmingham
"We know how important it is to maintain connections with professional advisors and to be a value-add for them. Embolden helps us do that month after month. We’re a small staff and Embolden's high-quality content saves time and money. At $450 per year, it’s a must-have for us."
Jennifer Kronberg, Director, Communications and Marketing, Idaho Community Foundation
"It is a relief knowing we don't have to spend hours each month researching and writing legal and tax articles. Even if the content saves us just one hour each month, it pays for itself. Embolden's work gives me the time I need to make personal contacts with advisors and donors."
Becky Goss, President/CEO, McPherson County Community Foundation
"It's nice to have total freedom to do what we want with the content. Sometimes we use the articles for our advisor newsletter, sometimes we re-purpose for our website, and sometimes we completely rewrite and customize to meet our communications and outreach needs. In any case, I am grateful that we don't have to start our research from scratch and that we can be confident in the accuracy of Embolden’s material.”
Pamela Doherty, Senior Director of Gift Planning, San Francisco Foundation
"The Community Foundation of Western Massachusetts believes that the best communications strategies are designed to keep our work top-of-mind. As one of our key audiences, professional advisors help prospective donors understand what we do and promote the impact of our work. We know that to keep this audience engaged every piece of content we share with them must add value to their day. We rely heavily on useful content that demonstrates our team's expertise and the impact created when working with the Community Foundation. Embolden's content helps our financial advisors, accountants, and attorneys remember the value we provide to our community and this is critical to connecting a donor’s charitable intentions."
Emma Mesa-Melendez, Director of Communications. Community Foundation of Western Massachusetts