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
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
A Family Tradition of Giving Back
Learn how fundholder Sarah Lang and her sons are continuing to follow in her family’s footsteps of charitable giving.
Learn More
Net Unrealized Appreciation: An Underused Tax Strategy for Reducing Employer Stock Taxes
Help your clients retire smarter by leveraging their net unrealized appreciation with their donor advised fund.
Learn More
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
Can a Donor Advised Fund Simplify Estate Administration?
Here are four ways DAFs can streamline estate planning for financial advisors.
Read The Four Benefits
The Charitable Gift of Life Insurance
Create a charitable legacy by donating a gift of life insurance.
Learn More
How A Legacy Letter Can Deepen Family Relationships
Legacy letters provide a peek at the past and a direction for the future.
Learn More
Helping Your Clients Donate Life Insurance
Help your clients build their charitable legacy with donations of life insurance.
Learn More