Skip to main content

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

More Stories

What Is a Community Foundation?

Learn how a community foundation works and can help you achieve your charitable goals in this short video.

Watch the video

How to Make Executive Compensation Part of Your Clients’ Charitable Giving

Learn how stock options, executive pay and other compensation could be part of your clients’ giving plan with our quick reference guide to donating executive compensation.

View the guide

Top 5 Reasons to Partner with a Community Foundation

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

See the Five Benefits

How to Help Your Clients Choose a Donor Advised Fund Provider

See what five factors to consider when choosing a DAF provider as well as how their services compare.

Learn More

Guide Your Clients’ Strategic Giving in High-income Years

Learn how bunching can be beneficial to achieving your clients’ giving and tax goals.

Learn More

Non-cash Assets: Why You Should Talk to Your Clients about Giving Options

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

Five Tips to Prepare Your Clients for End-of-year Giving

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

See the tips

Minimize RMD Taxation with a Qualified Charitable Distribution

Now is the time to talk to your clients about options related to required minimum distribution taxation with a qualified charitable distribution.

Learn More

GET MONTHLY STORIES, NEWS AND UPDATES

JOIN
US!

* Indicates a required field