Summer Reads and Listens for Professional Advisors
Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and Financial Advising.
Our expert team of gift planners work hard to stay on top of the latest news and trends when it comes to giving in order to provide you and your clients with the best resources. Here are just a few of their favorite articles on the CARES Act.
Articles
CARES Act Rewards Generosity with Generous Tax Deductions from Forbes
CARES Act - Relevant Tax Summary from The National Law Review
Podcasts
Investing Sense
Hosted by a certified financial planner and investor, Investing Sense discusses the best ways to understand today’s financial and retirement landscape.
Planet Money by NPR
This podcast provides a laid-back approach to insights on the economy.
The Daily by New York Times
Get all you need to know about what's happening in the world today in two minutes flat. This daily soundbite is hosted by Michael Barbaro.
To learn more about our staff recommendations, check out some of our previously recommended podcasts for professional advisors.
More Stories
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.
Learn More
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.
Learn More
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
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.
Learn More
Guide Your Clients’ Strategic Giving in High-income Years
Learn how bunching can be beneficial to achieving your clients’ giving and tax goals.
Learn More
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