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.

28 Jun 2017

Nurturing Family Culture #3 – The Role of Organization and Governance

by Jamie Forbes | posted in: Family Culture, Family Legacy, family philanthropy, Family Strategy, Family Wealth Transition, Generational Transitions, Philanthropy, Philanthropy Education, Strategic philanthropy | 0

The tricky thing about managing families is that members are prone to creating rules but issuing no rule book. The rules are unwritten, but you’re expected to know them. These rules that are often based on deep-seated values. And because … Continued

31 May 2017

Family Culture – Nurture It To Sustain Your Legacy

by Jamie Forbes | posted in: Family Culture, Family Legacy, family philanthropy, Family Strategy, Family Wealth Transition, Generational Transitions, Generational Transitions, Philanthropy, Philanthropy Education, Strategic philanthropy, Succession Planning for Families | 0

Family connection, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth. Money, though, masks what people are really interested in passing to future generations … 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

12 Nov 2016

Year End Appeals – Controlling the Madness

by Jamie Forbes | posted in: Family Strategy, Family Wealth Transition, Fundraising, Giving Plan, Philanthropy, philanthropy management, Strategic philanthropy | 2

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

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

5 Oct 2016

Trends in Philanthropy – Driven By Millennials

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

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

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