Skip to main content

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

How to Partner with the Foundation to Support Your Nonprofit Clients

Learn audit director Cathy Lydon’s tips for fellow advisors when working with nonprofits.

Learn More

The Gift of Cryptocurrency

Here’s how to make virtual currency part of your charitable giving plan.

Learn More

Three Benefits of Donating Real Estate

Charitable contributions of real estate are a great way to give back to causes you care about. Here are three benefits to giving real estate.

Learn More

What are Non-Cash Assets?

Donating assets like real estate or cryptocurrency can allow you to make a significant impact on your favorite causes.

Watch the video

What Is a Community Foundation?

Learn how a community foundation works and can help you achieve your charitable goals.

Watch the video

Benefits of Donating a Business or Donating Private Stock

Here’s why you should consider making charitable giving part of any business exit plan.

Learn More

How A Legacy Letter Can Deepen Family Relationships

Legacy letters provide a peek at the past and a direction for the future.

Learn More

Three Tax-Wise Ways To Support Your Clients’ Year-End Giving

Here are a few tips that can help your clients effectively prepare for end-of-year giving.

Learn More

GET MONTHLY STORIES, NEWS AND UPDATES

JOIN
US!

* Indicates a required field