Celebrating 5 Years
Thanks for helping us these past 5 years! With your support, Forbes Legacy Advisors continues to grow and gain recognition for our work and industry leadership.
Thanks for helping us these past 5 years! With your support, Forbes Legacy Advisors continues to grow and gain recognition for our work and industry leadership.
“How do I teach my kids about being charitable when all they talk about is the pair of skis or that pair of Lululemon leggings they just HAVE to have?” Sound familiar? The items on the wish list may be … Continued
Get ready for the deluge of year-end solicitations from nonprofits that may have already started arriving in your mailbox. The flow will continue through the end of the holiday season. Yes, it’s that time of year again. Some people enjoy … Continued
This might hurt my mother’s feeling, but I can live without the creamed onions and the sweet potatoes covered with melted marshmallows. Despite their stubborn presence at our annual gathering, Thanksgiving is my favorite holiday. It’s all about the things … Continued
The philanthropy landscape is shifting underneath us. The fact is that it is always shifting, to evolve as each generation reacts to and learns from what has worked and what hasn’t. Sometimes we learn from scandals such as the $1.2 … Continued
Individual giving accounts for over 72% of all charitable giving in the USA, according to the annual report on charitable giving in the US by GivingUSA. This number fluctuates a bit from year to year, but on a relative basis, … Continued
In the nonprofit world, it is often said that there are three different ways you can support organizations: with your time, your talent or your treasure. Put in layman’s terms, you can volunteer your time, you can contribute your knowledge … Continued
In its 2015 Report, Giving USA indicated that US corporations donated $17.8 billion dollars to charitable organizations. The bulk of this giving is through foundations they have set up for this purpose. While this number pales in comparison to the $258 … Continued
Sharing real estate with multiple family members and between generations can be tricky. It’s why most professional advisers recommend selling it off rather than trying to keep shared land in the family. Selling may be the right decision, but for … Continued
Opus partner, Jamie Forbes, recently participated in “Th!nk Forum” series hosted by Ballentine Partners at the Ritz-Carlton in Boston. The discussion centered around teaching philanthropy to the next generation. As is often the case, these stories begin with personal discoveries that … Continued