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
Expanding Possibilities for Charitable Giving
Proposed legislation could broaden Qualified Charitable Distribution planning opportunities.
See the Possibilities
The New Philanthropy Conversation
How to move beyond tax strategies to help families connect their wealth with purpose, legacy and community impact.
See the Strategies
The Philanthropy Trifecta: Charitable Giving Tools to Support Your Client’s Giving Journey
Strategies for making an impact through a private foundation, charitable remainder trust and donor advised fund.
See the Strategies
Corporate Giving: Advising Businesses in a New Era
Learn how your clients can make the most out of corporate giving with the new charitable deduction rules.
See How
Where Purpose, Planning and Minnesota Communities Come Together
How the Saint Paul & Minnesota Foundation helps advisors and clients align generosity with lasting community impact.
See How
Women Are Reshaping Philanthropy — And the Future of Giving
Studies show women are driving charitable decisions, giving more collaboratively, and shaping the future of philanthropy through empathy, engagement and strategic planning.
See How
A Unified Approach to Planned Giving
Even the strongest team of advisors can leave clients with fragmented plans unless tax, legal and financial professionals can work together intentionally.
See the Approach
Grants to Individuals: What the IRS Allows Nonprofits to Do
IRS rules, exceptions and best practices you and your clients should know.
See the Rules