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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.

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

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

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.

Learn More

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