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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.

Our expert team of gift planners work hard to stay on top of the latest news and trends when it comes to giving in order to provide you and your clients with the best resources. Here are just a few of their favorite articles on the CARES Act.

Podcasts

Investing Sense
Hosted by a certified financial planner and investor, Investing Sense discusses the best ways to understand today’s financial and retirement landscape.

Planet Money by NPR
This podcast provides a laid-back approach to insights on the economy.

The Daily by New York Times
Get all you need to know about what's happening in the world today in two minutes flat. This daily soundbite is hosted by Michael Barbaro.

To learn more about our staff recommendations, check out some of our previously recommended podcasts for professional advisors.

More Stories

Read Non-cash Assets

Non-cash Assets: More Than One Way to Give

Expand your clients’ giving options by partnering with the Saint Paul & Minnesota Foundation.

Find out how
Read Values-based Investing: What It Is and How We Do It

Values-based Investing: What It Is and How We Do It

Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.

Watch the video
Read Top Five Reasons to Partner with a Community Foundation

Top Five Reasons to Partner with a Community Foundation

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

Learn More
Read How to Have Conversations About Estate Planning

How to Have Conversations About Estate Planning

Tara Mattessich, shareholder at Larkin Hoffman, shares her tips and tricks for discussing philanthropy with clients.

Watch the video
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.

Learn More
Read The Charitable Gift of Life Insurance

The Charitable Gift of Life Insurance

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

Learn More
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.

Learn More

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