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Not sure where to start? Read more about Twelve Points’ Suite of Services.
Not sure where to start? Read more about Twelve Points’ Suite of Services.
Do you know where your foundation’s current Investment Policy Statement is?
Hopefully your answer is, “Yes, it’s with my other fiduciary responsibility documents. Where else would it be?”
When you serve on the board of a non-profit, you have one specific fiduciary duty: to guide the strategic operations of the organization so it can run efficiently, effectively, and responsibly.
Twelve Points Wealth Management’s own Chris Cahill has earned the Chartered Advisor in Philanthropy ® professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. The CAP® program provides nonprofit and financial
The American Cancer Society’s Relay for Life® was founded in 1985, and the Arlington, Mass. chapter began in 2000. Since then, it has become a huge part of the local community, which is where my partner Scott grew up, and where we are raising our two daughters
Damon Mill Square
9 Pond Lane Suite 3A
Concord, Massachusetts
01742 United States
| Phone: | 978-318-9500 |
| Fax: | 978-318-9505 |
| Email: | info@twelvepoints.com |
