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

Claire’s Favorite Resources on Generosity

Each of Claire’s books has a list of the sources used in her research. These lists are a good source of ideas for additional reading. Here are some of Claire’s favorites:

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.

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.