Resources
Welcome to a collection of essays by Claire Gaudiani, a leading thinker in social innovation, philanthropy, and civic engagement. Explore her profound insights that challenge and expand our understanding of the world
Values-Centered, Value Creating Financial Planning
Claire explains how introducing a new team member, a historic and creative figure, into the financial planning process of your wealthy clients will result in significant value for your client and your practice.
Philanthropy: Investing in America’s Freedom and Progress
Voluntary contributions advance economic growth by providing a third pot of resources to address problems and create opportunities when government money and corporate investment are not available.
Let’s Put the Word ‘Nonprofit’ Out of Business
The time is right to insist on a term that focuses on the investment, risk taking, and entrepreneurial imagination that have always been so essential to charitable groups.
Transferring the Intangible
Even the most tax-oriented practitioner can help clients with the “soft” issues. Here’s how.
Of Cheese and Choices
Claire’s personal reflection on the Italian American experience
Thinking about the why of giving
Life does not lay itself out on spreadsheets. Although fundraising management tools are critical, they cannot become so central that we forget the most important question: Why give at all?
Philanthropy: Wealth Management Needs an Upgrade.
Private Wealth Management 2005/2006
Philanthropy: A Lifetime Commitment
This presentation was delivered to the HSBC Private Banking and Investments Forum in New York on October 28, 1998.