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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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Podcasts for Professional Advisors

Check out a few podcast recommendations to enhance your practice.

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5 Tips to Prepare Your Clients for Year-End Giving

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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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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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Better Together

The Foundation and its donors have granted nearly $2 million to Catholic Charities to address homelessness.

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Bitcoin Donation Fuels Cryptocurrency Gift Acceptance

Here's how one fundholder donated bitcoin to his donor advised fund.

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