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
I used to think that leaving a legacy meant leaving a bucket of cash behind to fund something. While that’s one way to leave a legacy, I’ve come to loosen my definition of the term. Maybe becoming a parent helped … 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
New York City in July: not the top of my list. But the invitation to be a panelist at the Nexus Youth Summit (#WeAreNexus) was compelling. The topic of the session, “Finding Your Voice in Philanthropy,” is a conversation … Continued
You want to protect your children. We all do. It’s a parent’s instinct, and this desire to protect them continues throughout their life, whether it’s making sure they wear a helmet when riding a bike or considering how to include … Continued
It’s interesting that most parents don’t include their kids in discussions about organizations they support with their time and/or their money. We join Boards, write checks, and volunteer to help, but how often do we talk to our kids about … Continued
We were all excited to return to Dominica the following year. Working with an British ex-pat now living in Dominica, we made our final arrangements and decided to use the small community of Mero as our home base. Mero is … Continued
Most companies give a lot of money away to charities. But far fewer do it with a comprehensive strategy. It’s not really that surprising, if you think about it. And this is particularly true for small to medium sized businesses … Continued