20 Resources to Build Your Clients’ Charitable Giving Expertise

OUR favorite books, podcasts and Ted Talks for helping your clients achieve their philanthropic goals

There is no exact science to philanthropy. To help you provide the best service possible to your charitably-minded clients, we have compiled a list of books, Ted Talks and podcasts that we recommend to support people in their giving.

Giving Resources - Books

Help your clients explore their philanthropic visions and interests
Help your clients involve their families in giving
Help your clients establish their legacies

Charitable Giving Resources - Ted Talks & Podcasts

Help your clients explore their philanthropic visions and interests
Help your clients establish their legacies

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Mariah Brook Headshot
Podcasts for Professional Advisors

Check out a few podcast recommendations to enhance your practice.

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year end tips for professional advisors
5 Tips to Prepare Your Clients for Year-End Giving

We’re here to help you and your client meet your year-end goals.

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Fundholders who make a future gift belong to the North Star Society
Talking With Your Clients About Philanthropy

To ensure your clients are aware of their philanthropic options, here are some questions to ask during your next advisory meeting.

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Lunch With a Purpose

These diverse and mission-driven restaurants in Saint Paul and Minneapolis provide an inspiring venue for business lunches.

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Eric Jolly, Ph.D., and Tim Marx together at Catholic Charities event
Better Together

The Foundation and its donors have granted nearly $2 million to Catholic Charities to address homelessness.

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Bitcoin Donation Fuels Cryptocurrency Gift Acceptance

Here's how one fundholder donated bitcoin to his donor advised fund.

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Stuart Bear, partner, shareholder and president of Chestnut Cambronne
Advisor Spotlight: Stuart Bear

We spoke with Stuart Bear of Chestnut Cambronne about achieving his clients’ charitable goals.

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