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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, Director of Gift Planning

As director of gift planning, 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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The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

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Top 5 Reasons to Partner with a Community Foundation

Here are five unique benefits of working with a community foundation to reach your charitable giving goals.

See the Five Benefits

Exploring Your Clients’ Giving Options: A Donor Advised Fund Versus a Private Foundation

Compare the benefits and responsibilities of two popular charitable giving vehicles your clients may be considering.

Compare the two

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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Donating Retirement Assets

Nonprofit Strategies Manager Elizabeth McCray breaks down the three most common ways donors can give retirement assets to the causes they care about.

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How A Legacy Letter Can Deepen Family Relationships

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

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Strengthening Client Relationships

Learn how financial advisor Paul Dadlez partners with the Saint Paul & Minnesota Foundation to better support his clients in their giving.

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Why I Partner with a Community Foundation

Attorney Jacqui Dorsey shares five reasons she values her work with the Saint Paul & Minnesota Foundation.

Learn More

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