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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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Read How to Decide Between a Donor Advised Fund and a Private Foundation

How to Decide Between a DAF and a Private Foundation

Compare the process, benefits and responsibilities of two popular giving vehicles.

Compare the two
Read Helping Your Clients Donate Life Insurance

Helping Your Clients Donate Life Insurance

Help your clients build their charitable legacy with donations of life insurance.

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Read The Charitable Gift of Life Insurance

The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

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Read Helping Your Clients Talk to Their Families About Money

Helping Your Clients Talk to Their Families About Money

Philanthropic Advisors share how 21/64 training helps us assist families with giving.

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Read How Advisors Supported Record Giving in 2020

How Advisors Supported Record Giving in 2020

Why 2021 is the time to incorporate giving into your practice.

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Read How a Rural Attorney Built Her Practice

How a Rural Attorney Built Her Practice

Attorney Abby Leach shares her views on the importance of community foundations and charitable giving in a rural community.

Read the Q&A
Read Top Three Ways to Use Retirement Assets to Support Charity

Retirement Assets

Gift planner Elizabeth McCray breaks down the three most common ways donors are giving retirement assets to the causes they care about.

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Read Q&A With Clayton Chan

Q&A With Clayton Chan

The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.

Read his interview

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