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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.

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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