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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 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
Read How the SECURE and CARES Acts Affect Charitable Gift Planning

How the SECURE and CARES Acts Affect Charitable Gift Planning

You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.

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Read Five Tips to Prepare Your Clients for Year-End Giving

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.

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Read Four Tips to Engage Your Clients in Family Giving

Four Tips to Engage Your Clients in Family Giving

Talking to clients about multigenerational giving can increase satisfaction and build your practice.

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Read Using Stock to Support Your Favorite Charities

Using Stock to Support Your Favorite Charities

Did you know that you can donate stock as a way to grow your fund and support your favorite nonprofit organizations?

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Read Summer Reads and Listens for Professional Advisors

Summer Reads and Listens for Professional Advisors

Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.

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Read Nine Tips to Help Clients with Planned Giving

Nine Tips to Help Clients with Planned Giving

With increased interest in estate planning, here are ways to connect with clients on this important subject.

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Read Three Benefits of Donor Advised Funds for Professional Advisors

Three Benefits of Donor Advised Funds for Professional Advisors

Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.

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