Clare G. Golla, CFP®

Managing Director, Head of Endowment and Foundation Advisory Services

Clare Golla is a Director and Principal in the Chicago office of Bernstein and serves nationally as the firm’s Head of Endowment and Foundation Advisory Services. In addition to her direct client relationships, she partners with advisors across the country to provide comprehensive wealth management solutions for foundations, endowments and other tax-exempt entities. Clare is passionate about progressive change and positive outcomes for her clients, AB employees and the broader community, and she shares this as a frequent public speaker and volunteer for numerous organizations. Clare joined Bernstein in 2010 as a financial advisor and was promoted to Principal in 2016. During this time, she also became a member of AB’s global Responsible Investing Committee as well as the firm’s national Philanthropy Services team. Prior to joining the firm, Clare led the national institutional practice for a leading community development financial institution, building its presence in the nonprofit and philanthropic marketplace. Clare earned her BA, magna cum laude, from Harvard University and her MA from The University of Chicago and she is a CERTIFIED FINANCIAL PLANNER™ professional. Clare has served on numerous boards of directors and finance committees including the Oak Park-River Forest Community Foundation, Gary Comer Youth Center, Chicago Foundation for Women and the Harvard Club of Chicago. She lives in Oak Park, Illinois, with her husband, Adam, and two extraordinarily active daughters.

Tackling Volatility Head On

Tackling Volatility Head On

by Clare Golla, Travis Allen
Investors, for the most part, have recovered from the bout of volatility that rocked equity markets at the end of last year, but the experience served as a wake-up call for investment committees. Not wanting to be left flat-footed, fiduciaries are questioning their policies and wondering what other strategies are available to handle times of extreme market stress. Fortunately, they have several tools at their disposal. Here are a few.

Endowments & Foundations, Volatility


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Is Your Investment Committee in Shape?
There’s More to Risk Than Volatility

There’s More to Risk Than Volatility

by Clare Golla, Travis Allen
Market volatility has justifiably jumped to the top of the wall of worry in recent weeks as trade concerns and interest rate uncertainty transfix the markets. For investment committees and other fiduciaries overseeing funds intended to support an organization’s mission, this resurgence of market turbulence may feel particularly jarring. But now is not the time to be reactionary.

Endowments & Foundations, Wealth Planning


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A Day of Giving

A Day of Giving

by Anne Bucciarelli, Clare Golla
Giving Tuesday, November 27, comes at a time of year when individuals and organizations reassess their giving goals and make year-end donations. There are many ways to structure gifts to maximize the benefit to both the receiving charity and the donor. But this year, unlike years’ past, may differ because of the tax bill changes, which warrant a fresh look and perspective.

Endowments & Foundations, Philanthropy, Wealth Planning


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Reserving for the “What Ifs”
An Opportunity to Do Good
Women Building Wealth: Five Things You Need to Know
Who’s Giving, and Where? Giving USA Survey Review

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