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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.

General Professional Advisors Tips

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.

Learn More

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.

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

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.

Learn More

How A Legacy Letter Can Deepen Family Relationships

Legacy letters provide a peek at the past and a direction for the future.

Learn More

Helping Your Clients Donate Life Insurance

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

Learn More

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