Podcast Recommendations for Professional Advisors
Quick listens to enhance your practice
Podcasts offer a quick way to stay informed about the rapidly changing investment and financial planning industry. Here are two podcasts to enhance your practice.
The Law and Taxation of Charitable Gift Planning by MarketSmart, LLC
Delivered in podcast format, this lecture series by Professor Russell James, J.D., Ph.D., CFP® dives deep into planned giving law and taxation. Initially released in 2017, this podcast still provides a solid introduction to charitable gift planning for financial advisors looking to enhance this area of their practice.
The Exceptional Advisor by Investments & Wealth Institute
The Investments & Wealth Institute Exceptional Advisor podcast, now in season 2, offers interviews from financial services professionals and covers a variety of industry-related topics.
Episode 4 is dedicated to philanthropic advising, and episode 8 discusses how advisors can meet the unique needs of LGBTQ clients.
Recommended by: Mariah Brook, Director of Gift Planning
As director of gift planning, Mariah helps donors steward their gifts and manage their grantmaking to make a difference in the communities most important to them. She joined the Saint Paul & Minnesota Foundation in 2014.
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