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, 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.
More Stories
Is a Life Income Gift Right for Your Client?
Six questions to ask when helping your client choose a charitable gift annuity or charitable remainder trust.
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Benefits of Donating a Business or Donating Private Stock
Considering a business transition? Here’s why you should consider making charitable giving part of any business exit plan.
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Non-cash Assets: Why You Should Talk to Your Clients about Giving Options
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
What Is a Community Foundation?
Learn how a community foundation works and can help you achieve your charitable goals in this short video.
Watch the video
How to Make Executive Compensation Part of Your Clients’ Charitable Giving
Learn how stock options, executive pay and other compensation could be part of your clients’ giving plan with our quick reference guide to donating executive compensation.
View the guide
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
How to Help Your Clients Choose a Donor Advised Fund Provider
See what five factors to consider when choosing a DAF provider as well as how their services compare.
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Guide Your Clients’ Strategic Giving in High-income Years
Learn how bunching can be beneficial to achieving your clients’ giving and tax goals.
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