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Nonprofit Services

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Planned Giving

Inquire About Our Services

Find the right services to meet the complex financial needs of your nonprofit.
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It would be a privilege to put our resources and expertise to work for your organization.
RFP Resources
Refer to our Sample RFP Questions and White Paper by Michelle Hong, "Managing the Search for an Investment Provider" for guidance.

Start a planned giving program – or streamline your current one

Successfully administering and managing gifts from annuities and charitable trusts – and any other ongoing contributions requiring significant planning and resources – is essential for maintaining donor satisfaction. Turn to Northern Trust’s Foundation & Institutional Advisors (FIA) for a full range of planned giving resources, including gift administration, trustee and charitable tax expertise.

Video: Planned Giving - (3:19)

  

TAILOR OUR SERVICES TO SUPPORT YOUR ORGANIZATION’S DEFERRED GIFTS NEEDS

Revitalize your planned giving program so it benefits both you and your loyal donors fully. Whatever goals you have for your program, FIA can provide planned giving resources and giving services designed to meet your specific needs – all backed by Northern Trust’s longstanding expertise managing sophisticated charitable giving assets.

Areas of Expertise

Equity and Fixed Income
Equity and fixed income strategies across a broad base of asset and sub-asset classes to deliver customized investment programs

Cash & Liquidity Management
Strategies to manage short-term cash and liquidity needs

Alternative Investments
Investment solutions that complement traditional asset investments, including hedge funds, private equity, private credit and private real estate

Sustainable Investing
Our capabilities encompass a wide spectrum of sustainable investing strategies, from exclusionary to integration

Social Impact Investing
Through our own community impact investments, advise on a full spectrum of impact investment options, including debt investments, social impact bonds and direct community development investments, among others

Special Asset Management
Expertise for managing nonfinancial assets such as oil, gas and mineral rights, real estate, art and others

Comprehensive gift administration
Disciplined investment program management
Charitable Tax Services
Trustee Services
Education Programs

Meet Us

Katrina M. Pipasts

Katrina M. Pipasts

National Director of Planned Giving Services
Katrina M. Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients.
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Learn More About Our Services for Nonprofits

Discover more about how we can help you manage your nonprofit.

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More About Northern Trust

 

The Northern Trust Company. Member FDIC

© 2023 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. 

This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

Certain affiliates of Northern Trust may be utilized in providing investment management services, including Northern Trust Investments, Inc. and 50 South Capital Advisors, LLC, which are registered under the Investment Advisers Act of 1940.

This information, including any information regarding specific investment products or strategies, does not take into account the reader’s individual needs and circumstances and should not be construed as an offer, solicitation or recommendation to enter into any transaction or to utilize a specific investment product or strategy. This presentation is neither an offer to sell, nor a solicitation of an offer to buy an interest in an investment fund.