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
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
Donating Stock to Support Your Favorite Charities
Did you know that donating stock can grow your charitable impact and support your favorite nonprofit organizations?
See How
Exploring Your Clients’ Giving Options: A Donor Advised Fund Versus a Private Foundation
Compare the benefits and responsibilities of two popular charitable giving vehicles your clients may be considering for their charitable giving.
Compare the two
Gifts of Real Estate by Transfer on Death Deed
Learn how your clients can transfer ownership via Transfer on Death Deed.
See how
Three Benefits of Donating Real Estate
Charitable contributions of real estate are a great way to give back to causes you care about. Here are three benefits to giving real estate.
Learn More
The Gift of Cryptocurrency
Make cryptocurrency part of your or your clients' charitable giving plan.
See how