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Podcast Recommendations for Professional Advisors

Quick listens to enhance your practice

Podcasts offer a quick way to stay informed about the rapidly changing investment and financial planning industry. Here are two podcasts to enhance your practice.

The Law and Taxation of Charitable Gift Planning by MarketSmart, LLC

Delivered in podcast format, this lecture series by Professor Russell James, J.D., Ph.D., CFP® dives deep into planned giving law and taxation. Initially released in 2017, this podcast still provides a solid introduction to charitable gift planning for financial advisors looking to enhance this area of their practice.

The Exceptional Advisor by Investments & Wealth Institute

The Investments & Wealth Institute Exceptional Advisor podcast, now in season 2, offers interviews from financial services professionals and covers a variety of industry-related topics.

Episode 4 is dedicated to philanthropic advising, and episode 8 discusses how advisors can meet the unique needs of LGBTQ clients.

Recommended by: Mariah Brook, gift planner

As a gift planner, Mariah helps donors steward their gifts and manage their grantmaking to make a difference in the communities most important to them. She joined the Saint Paul & Minnesota Foundation in 2014.

Contact Mariah or another gift planner today.

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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 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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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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