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20 Resources to Build Your Clients’ Charitable Giving Expertise

OUR favorite books, podcasts and Ted Talks for helping your clients achieve their philanthropic goals

There is no exact science to philanthropy. To help you provide the best service possible to your charitably-minded clients, we have compiled a list of books, Ted Talks and podcasts that we recommend to support people in their giving.

Giving Resources - Books

Help your clients explore their philanthropic visions and interests
Help your clients involve their families in giving
Help your clients establish their legacies

Charitable Giving Resources - Ted Talks & Podcasts

Help your clients explore their philanthropic visions and interests
Help your clients establish their legacies

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Supporting Your Clients’ Charitable Giving Changes

Here's how you can help your clients as they pivot their giving to better support their community.

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Charitable Giving Legislation in the News

Our response to the proposed Accelerating Charitable Giving (ACE) Act

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Beyond ESG: Sustainable Investment

Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.

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How to Talk to Clients about Charitable Giving

Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.

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Non-cash Assets: More Than One Way to Give

Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.

Find out how

Values-based Investing: What It Is and How We Do It

Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.

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Top Five Reasons to Partner with a Community Foundation

Here are five unique benefits of working with a community foundation to reach one’s charitable giving goals.

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How to Have Conversations About Estate Planning

Tara Mattessich, shareholder at Larkin Hoffman, shares her tips and tricks for discussing philanthropy with clients.

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