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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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Bob Chandler headshot

Power of Relationships

Here's how one Professional Advisor helped open 100 funds with the Foundation.

Read Our Q&A with Bob Chandler
Five philanthropic questions

How to Answer Your Clients' Top Five Giving Questions

The Foundation answers some of the top questions your clients are going to ask about their giving this year.

Read the answers
Legacy Letter

How A Legacy Letter Can Deepen Family Relationships

Legacy letters provide a peek at the past and a direction for the future.

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Financial advisor meeting with clients

Why Tax Time is the Right Time to Talk Charitable Giving

Here are eight tips to start the conversation about charitable giving with your clients.

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Mariah Brook Headshot

Podcasts for Professional Advisors

Check out a few podcast recommendations to enhance your practice.

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year end tips for professional advisors

5 Tips to Prepare Your Clients for Year-End Giving

We’re here to help you and your client meet your year-end goals.

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Fundholders who make a future gift belong to the North Star Society

Talking With Your Clients About Philanthropy

To ensure your clients are aware of their philanthropic options, here are some questions to ask during your next advisory meeting.

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twin-cities-diverse-restaurant-recommendations

Lunch With a Purpose

These diverse and mission-driven restaurants in Saint Paul and Minneapolis provide an inspiring venue for business lunches.

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