Forbes Legacy Advisors

2 Jun 2020

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.

24 Jan 2018

Family Philanthropy – More Than Just Giving

by Jamie Forbes | posted in: adventure philanthropy, Family Culture, Family Legacy, family philanthropy, Family Wealth Transition, Giving for kids, Philanthropy, Philanthropy Education, philanthropy management, Strategic Giving, Succession Planning for Families | 1

Year-end is a time of year when many families discuss philanthropy. The first part of the new year is the time to put all that talk into action. Whether the conversation is focused on things you have already done together … Continued

14 Feb 2017

Unclear What to Do With Your Political Distress?

by Jamie Forbes | posted in: Family Culture, Family Legacy, Family Strategy, Philanthropy, Philanthropy Education, philanthropy management, Strategic Giving, Strategic philanthropy | 2

“I am really concerned, but I’m not sure what to do that will make me feel better.” I have heard this refrain a lot in the past several months. It typically comes from those who are troubled about what will (or … Continued

13 Dec 2016

Gifts That Keep Giving

by Jamie Forbes | posted in: family philanthropy, Family Strategy, Giving for kids, Giving Plan, Philanthropy, Philanthropy Education, Strategic Giving, Succession Planning for Families | 2

“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

18 Oct 2016

Putting the Giving in Thanksgiving

by Jamie Forbes | posted in: Family Strategy, Family Wealth Transition, Family Wealth Transition, Generational Transitions, Giving Plan, Philanthropy, philanthropy management, Strategic Giving, Strategic philanthropy | 0

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

10 May 2016

Get Your Giving Under Control

by Jamie Forbes | posted in: Family Wealth Transition, Fundraising, Generational Transitions, Giving Plan, Philanthropy, philanthropy management, Strategic Giving, Strategic philanthropy, Strategic Planning, Uncategorized | 0

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

12 Apr 2016

I’m Ready to Give: Now What?

by Jamie Forbes | posted in: Family Wealth Transition, Giving Plan, Philanthropy, philanthropy management, Strategic Giving, Strategic philanthropy | 0

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

26 Jan 2016

Does Your Corporate Giving Program Need a Refresh?

by Jamie Forbes | posted in: Corporate Giving, Giving Plan, Management, Philanthropy, philanthropy management, Strategic Giving, Strategic philanthropy, Strategic Planning | 0

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

14 Dec 2015

Sell Off The Family Farm? Not So Fast!

by Jamie Forbes | posted in: Family Wealth Transition, Generational Transitions, Giving Plan, Management, Philanthropy, philanthropy management, Strategic Giving, Strategic philanthropy, Strategic Planning | 0

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

3 Dec 2015

Cultivating Generosity – Inspiring The Next Generation

by Jamie Forbes | posted in: Family Wealth Transition, Generational Transitions, Generational Transitions, Giving Plan, Philanthropy, philanthropy management, Strategic Giving, Strategic philanthropy, Strategic Planning | 0

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