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
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Here are a few tips to help you talk to your clients about charitable giving.
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Donating Stock to Support Your Favorite Charities
Did you know that donating stock can grow your charitable impact and support your favorite nonprofit organizations?
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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
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.
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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
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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