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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 How the SECURE and CARES Acts Affect Charitable Gift Planning

How the SECURE and CARES Acts Affect Charitable Gift Planning

New Charitable Giving Rules to the SECURE and CARES Acts Offer Clients New Tax Breaks

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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 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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Read The CARES Act and Charitable Giving

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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Read Investment Update

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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Read the Power of Relationships

Power of Relationships

Here's how one Professional Advisor helped open 100 funds with the Foundation.

Read Our Q&A with Bob Chandler

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