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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

Supporting Your Clients’ Charitable Giving Changes

Here's how you can help your clients as they pivot their giving to better support their community.

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Charitable Giving Legislation in the News

Our response to the proposed Accelerating Charitable Giving (ACE) Act

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Beyond ESG: Sustainable Investment

Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.

Watch the video

How to Talk to Clients about Charitable Giving

Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.

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Non-cash Assets: More Than One Way to Give

Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.

Find out how

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.

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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.

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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

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