Create Your Legacy: Lead with Intention, Plan with Purpose
When you hear the word legacy, you might picture something far off in the future, a will, a large estate, or a gift passed down after you’re gone. But the truth is, legacy isn’t distant or reserved for the wealthy. Legacy is something you create every day, with every choice you make, every value you model, […]
Tax Saving Strategies to Implement Before Year-End
By: Deborah Cartisser There are a number of tax saving measures that can be taken throughout the year, and the end of the year is an optimal time to look over your current financial situation and determine whether any of these strategies should be implemented for you. Maximize retirement plan contributions If your employer offers […]
Every Nonprofit Should Be Able to Answer These 12 Questions
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?”
How the Most Successful Foundations Cover Their Asse(t)s
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.
Chris Cahill Earns New Philanthropy Designation
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
My Family’s History of Giving Back through Relay for Life
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