Resources

Jamie Forbes is the founder and principal of Forbes Legacy Advisors, a philanthropy advising firm for individuals, families and businesses. Jamie grew up in an old New England family imbued with a strong sense of belonging, good fortune and a clear understanding that with privilege comes responsibility.  This experience taught him the importance of family culture, tradition, mentoring and stewardship.

Philanthropy has deep roots in his family history, and yet Jamie identified early on that there was limited training around how to give, what to give, and how to evaluate the societal impact of giving.  He longed for coaching and mentoring, and today he gets great satisfaction from the coaching and mentoring that comes with this work.

Before Forbes Legacy Advisors, Jamie founded a management consulting group with several partners.  Opus Advisors focuses on expanding the capacity of nonprofit organizations.  During his tenure at Opus Advisors, Jamie launched their philanthropy advising division, serving both families and businesses to get the greatest impact from their giving.  He has also coached and mentored his own 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.  Jamie is particularly passionate about helping people discover how to combine what they love and how to give.

Gilbert Miller serves as the Board Chair of the Bradley-Turner Foundation, a 5th generation foundation. He has been involved with the work of the Beloco Foundation for over a decade and a half, formally joining as a trustee in 2000. The grandson of its founder of Beloco, Gilbert has prioritized defining the foundation’s mission and strengthening governance. He is also a trustee of W.C. Bradley Company, Epworth-by-the-Sea, and Andrew College. Gilbert is also the board chair of the Southeastern Council of Foundations. While not in the boardroom, Gilbert manages Kimi Farms Christmas Trees and is working on a series of children's books based on his life in the South. A graduate of the University of Georgia, Gilbert continues to be involved at his alma mater, serving on the Dean’s Council of the Franklin College of Arts and Sciences. He and his wife, Jamee, have two sons, William (5) and Benjamin (2).

Kelly D. Nowlin is Principal at KDN Philanthropy Consulting and is a fifth-generation trustee of the Surdna Foundation. She chairs the Andrus Family Program, and was former chair of the foundation’s Centennial Working Group.  Kelly is responsible for outreach to, and engagement of, nearly 500 extended family members and identifies opportunities to collaborate with other family foundations and youth philanthropy programs. Kelly guided the development of activities marking Surdna’s 100th anniversary in 2017.

Kelly was a founding board member of the Andrus Family Fund (AFF), an independent grantmaker launched by Surdna for fifth generation family members. She helped develop program areas, all governance aspects, and strategic vision of this $4MM fund. Kelly served as Vice Chair, then Co-Chair for four of her seven-year term.

Kelly has nearly 30 years of experience as a media and communications professional, has launched two startups, and has worked extensively with non-profit organizations generating awareness and support for their causes.  She is currently a full-time philanthropy and marketing consultant and serves on the boards of Grantmakers for Effective Organizations (GEO) and the National Center for Family Philanthropy (NCFP). She speaks regularly on topics in philanthropy including next generation engagement, social justice, impact, culture, and strategic communications.

An honors graduate of Boston College (Class of ’89), Kelly lives in Hopkinton, Massachusetts with her husband and two teenage children.