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.

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

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