Suddenly Wealthy–Giving it Away

About this episode

Claire discusses her journey of giving away her newfound wealth to support environmental causes with guidance from a Morgan Stanley advisor.

Claire built her career as an environmental engineer and raised two daughters with her husband. Then something happened, something game changing: Claire and her husband earned tens of millions of dollars from a company's IPO. While many people might fantasize about how they'd spend such a fortune, Claire believes this wealth gave her an opportunity to do something bold—give it away to help save the planet. How can she donate most of her fortune with confidence that her contributions will have the impact she wants with the causes she cares about most? In this episode of What Should I Do With My Money?, listen in as Claire learns how her money can make a difference with a holistic approach to philanthropy and impact investing from Mike, a Morgan Stanley Private Wealth Advisor. Visit our episode website for a deeper dive on topics covered in this episode like creating a Donor Advised Fund , climate philanthropy or to find a Morgan Stanley Financial Advisor to fit your needs. Also find important disclosures here. The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as…

People in this episode

Guest: Claire

Topics covered

• philanthropy
• impact investing
• wealth management
• environmental causes
• Donor Advised Fund

Keywords

• wealth
• donation
• philanthropy
• impact investing
• environmental engineering
• IPO
• financial advice

Mentioned in this episode

Organizations: Morgan Stanley, Morgan Stanley Private Wealth Advisor

More episodes of What Should I Do With My Money?

• Solidcore Founder Anne Mahlum Doesn’t Want to Die Rich · November 12, 2025 · 38 min
• Financial Strategies for Special Needs Families · October 29, 2025 · 29 min
• The Price Tag of Parenthood · October 15, 2025 · 23 min
• Money, Motherhood and Menopause · October 1, 2025 · 29 min
• Can We Afford a Wedding, a Home and IVF? · September 17, 2025 · 26 min
• What Does it Take to Retire Before 40? · September 3, 2025 · 32 min