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The end of the year is a great time to ensure that you are using the right tools and techniques to maximizing your annual gifting program to family and philanthropy. This month, we discuss the spectrum of gifting strategies, such as traditional or outright cash gifts, dealing with more complex assets, and gifting for families with young children. We also review the impact of charitable gifting on income taxes.
One of our core values at Twelve Points is to be helpful. We as a firm believe in giving back to our communities in numerous ways. Our colleagues Manny and Francesca work closely with Community Servings and brought the organization’s mission to our attention.
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
Given the election results on November 8th, it would appear that the certainty surrounding taxes has become substantially less clear. President-elect Trump is in the process of filling out his cabinet and preparing to take the oath of office in January.
The holiday season is a time when our thoughts traditionally turn towards not only the extended Twelve Points family, but also to our local community. This season, we decided to #ShareTheJoy by making our office in Concord an official drop-off location
At Twelve Points, we consider ourselves extremely lucky to be working with such a wonderful group of people — and that not only includes our co-workers, but also our clients. Three of our core values, based on the Scout Law, are to be kind, friendly and helpful
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
