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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
Help your clients involve their families in giving
Help your clients establish their legacies

Charitable Giving Resources - TED Talks & Podcasts

Help your clients explore their philanthropic visions and interests
Help your clients establish their legacies

More Stories

How to Help Your Clients Choose a Donor Advised Fund Provider

See what five factors to consider when helping your clients choose a DAF provider and how provider services compare.

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A Family Tradition of Giving Back

Learn how fundholder Sarah Lang and her sons are continuing to follow in her family’s footsteps of charitable giving.

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Net Unrealized Appreciation: An Underused Tax Strategy for Reducing Employer Stock Taxes

Help your clients retire smarter by leveraging their net unrealized appreciation with their donor advised fund.

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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

Can a Donor Advised Fund Simplify Estate Administration?

Here are four ways DAFs can streamline estate planning for financial advisors.

Read The Four Benefits

The Charitable Gift of Life Insurance

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

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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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Helping Your Clients Donate Life Insurance

Help your clients build their charitable legacy with donations of life insurance.

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