Jamie Forbes, Charter Advisor of Philanthropy (CAP®)
A Founding Partner of Opus Advisors, Jamie currently does his work through Forbes Legacy Advisors.
Jamie’s love of Philanthropy Advising comes from a lifelong passion for understanding people and a keen interest in helping them connect with their passions and what motivates them. He grew up in an old New England family imbued with a strong sense of belonging, good fortune and a deep understanding that with privilege comes responsibility. Philanthropy has deep roots in his family history, and yet he identified early on that there was really no culture or training around how to give, what to give, and how to evaluate the societal impact of giving. He longed for coaching and mentoring, and after many years found himself in a position to serve as a coach and mentor to others.
His professional career spans both the private and the nonprofit sectors, beginning in banking and including more than 16 years at the parent company for Dunkin’ Donuts, Dunkin’ Brands. His experience at Dunkin’ Brands as they established their Foundation reinforced the opportunity to help companies and individuals understand the way to maximize the passion and impact of their giving.
Jamie has consulted in the nonprofit sector for more than a dozen years, which gives him a deep understanding of how to assess organizations and what drives impact; he has served on boards and advised families on their giving. He has also coached and mentored his own young children in their giving, including helping them raise funds and donate books to establish a library for an elementary school on the Caribbean Island of Dominica. Philanthropy advising allows him to meet interesting people who are inspired by the opportunity to help others. Jamie is particularly passionate about helping people discover how to combine what they love and how to give.
When he is not at work, Jamie can be found with his wife and 2 daughters or enjoying time with friends. He is an avid outdoor enthusiast, exercise nut, traveler and cancer survivor. Traveling provides an opportunity to understand other cultures, which also helps him understand people better. Jamie’s ultimate objective is to help you figure out how to get the most from your giving.
To find out how Jamie can help you meet your goals for giving, click here to send him an email.
To learn about additional work Jamie is doing to sustain family wealth, click here to visit Forbes Legacy Advisors’ website.