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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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Reading recommendations

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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Attorney Tara Mattessich headshot

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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Donor advised fund information

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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Mariah Brook Headshot

The CARES Act and Charitable Giving

The CARES Act includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.

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Alex Rotenberger Headshot

Investment Update

We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio.

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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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