20 Resources to Build Your Clients’ Charitable Giving Knowledge
OUR favorite books, podcasts and Ted Talks for helping your clients achieve their philanthropic goals
There is no exact science to philanthropy. To help you provide the best service possible to your charitably-minded clients, we have compiled a list of books, TED Talks and podcasts that we recommend to support people in their giving.
Giving Resources - Books
Help your clients explore their philanthropic visions and interests
- The Generosity Plan: Sharing Your Time, Treasure, and to Shape the World by Kathy LeMay
- Abundance: The Future Is Better Than You Think by Peter Diamandis and Steven Kotler
- Reinventing Philanthropy: A Framework for More Effective Giving by Eric Friedman
- Money Well Spent: A Strategic Plan for Smart Philanthropy by Paul Brest and Hal Harvey
Help your clients involve their families in giving
- Ethical Wills: Putting Your Values on Paper by Barry K. Baines
- Generous Genes: Raising Caring Kids in a Digital Age by Susan Crites Price and Julianna M. Price
- The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and About Money by Ron Lieber
Help your clients establish their legacies
- Do More than Give: The Six Practices of Donors Who Change the World by John V. Kania, Leslie R. Crutchfield and Mark R. Kramer
- Give Smart: Philanthropy that Gets Results by Joel L. Fleishman and Thomas J. Tierney
- Beyond Success: Building a Personal, Financial, and Philanthropic Legacy by Randy Ottinger
- The Art of Giving: Where the Soul Meets a Business Plan by Charles Bronfman and Jeffrey Solomon
Charitable Giving Resources - TED Talks & Podcasts
Help your clients explore their philanthropic visions and interests
- The Extraordinary Power of Ordinary People with Sherwin Nuland
- Should You Donate Differently? with Joy Sun
- You Are the Future of Philanthropy with Katherine Fulton
- The Best Stats You’ve Ever Seen with Hans Rosling
Help your clients establish their legacies
- What’s your 200-year plan? with Raghava KK
- The Why and How of Effective Altruism with Peter Singer
More Stories
Chanda Smith Baker: Leading with Legacy and Vision at Minnesota’s Largest Community Foundation
The Foundation’s new President and CEO shares her journey, her commitment to community, and her hopes for building bridges across Minnesota’s philanthropic landscape.
Read the Q&A
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.
See the tips
Empowering Women Through Financial Coaching
Joan Gilles of Financial Planning Partners is helping women strengthen their financial approach and amplify their impact.
Read the Q&A
Donating Stock to Support Your Favorite Charities
Did you know that donating stock can grow your charitable impact and support your favorite nonprofit organizations?
See How
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 for their charitable giving.
Compare the two
Gifts of Real Estate by Transfer on Death Deed
Learn how your clients can transfer ownership via Transfer on Death Deed.
See how
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
The Gift of Cryptocurrency
Make cryptocurrency part of your or your clients' charitable giving plan.
See how