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
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