Foundations & Endowments

Set the structure you need to grow
and enrich the lives of others

Enjoy the freedom to fulfill your mission and enrich your community

As a nonprofit organization, financial security gives you the freedom to pursue your important and necessary work. Reach your goals, manage risks, and achieve long-term growth and impact with customized support from your diligent advisors at Twelve Points.

As an endowment and foundation committee,
there are many choices that you must make
so that your assets can accomplish three things:

1

Provide sufficient income to accomplish the funding goals for your Foundation or Endowment’s projected fiscal year expenditures.

2

Grow your principal while being mindful of protecting the gifts donors have already entrusted to you.

3

Ensure that you have appropriate support from your outside consultants to fulfill your fiduciary obligations.

INVESTMENT MANAGEMENT

A successful investment program for nonprofit institutions requires constant oversight of the portfolio and the financial objectives it seeks to fulfill. At Twelve Points, we provide foundations and endowments thoughtful and comprehensive portfolio management, manager selection and investment research. We provide institutions and organizations the ability to fulfill their fiduciary duty and focus on advancing the mission of the organization.

GOVERNANCE

The role of governance in successful foundations and endowments cannot be overstated. Twelve Points helps develop the proper environment for good organizational governance, advising on proper portfolio oversight and management, spending policy and other critical decisions. Whether addressing best practices in portfolio structure, the role of the investment committee or the integration of broader foundation responsibilities, Twelve Points provides a roadmap for your institution, all while upholding our fiduciary responsibilities.

DONOR ENGAGEMENT

Continued support from donors is the lifeblood of nonprofit institutions. At Twelve Points, we work with your donor base as an extension of your development staff. We coordinate with both internal and external stakeholders as a conduit for education, comprehensive advanced planning and execution of complex gifts to the organization. This aspect of our engagement is designed to highlight the dedication, strength and solid foundation of the organization to donors, both now and in the future.

As a company we are very involved
in the nonprofit community on four fronts:

1

We manage assets with an emphasis on asset preservation similar to those large endowments which tends to resonate with donors who understand their gifts will be protected.

2

We have developed a Successful Donor Engagement Program to assist our nonprofit partners and clients in raising funds by turning “good” donors into “great” donors.

3

We use our training as Accredited Investment Fiduciaries (AIFs) to bring the best practices of the country’s largest endowments to smaller foundations and their boards. Examples include our Committee Member Training, Fiduciary Audit File Checklist and Foundation Report Card.

4

We have pledged to give a minimum of 5% of profits to charity annually.

In fact, at Twelve Points, we believe in a philosophy of Philanthropy First. Our four principals have all been deeply involved in the non-profit community throughout their lives. From homelessness to cancer research, each of them has volunteered hundreds of hours a year to the charities that they are passionate about.

Talk To An Expert

You deserve a fiduciary partner you can trust to keep your interests in mind and guide your nonprofit towards success.

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AIF®, CPFA®, CMT®, C(k)P®, CPWA®

Co-Founder and CEO

J.D., CFP®, CAP®

Principal, Family Office Services

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*Please Note: Limitations. Neither publications in, or acknowledgments by, any type of media, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services. No such publication should be construed as a current or past endorsement of Twelve Points Wealth by any of its clients.