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
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
The Charitable Gift of Life Insurance
Create a charitable legacy by donating a gift of life insurance.
Learn More
2026 Tax Changes Advisors Should Know About Charitable Giving
Here’s how new tax rules, deductions and planning opportunities will shape philanthropic strategies this year.
See the Changes
Chanda Smith Baker: Leading with Legacy and Vision at Minnesota’s Largest Community Foundation
The Foundation’s new President and CEO shares her journey, her commitment to community, and her hopes for building bridges across Minnesota’s philanthropic landscape.
Read the Q&A
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