You have attained a level of financial security that allows you the freedom to devote resources to causes that are important to you and to make a difference in the lives of others. Having made the decision to contribute to charity, you now are faced with determining how best to ensure your desired legacy is achieved.
Northern Trust can help.
The Diversity of Giving white paper series was developed to help you integrate your charitable goals into a comprehensive wealth transfer plan by exploring key aspects of philanthropy.
The Diversity of Philanthropic Motivations will help you understand your motivations and objectives for charitable giving.
The Diversity of Philanthropic Solutions will help you understand your motivations and objectives for charitable giving.
The Diversity of Philanthropic Funding Alternatives will help you decide what and when to give, as well as whether or not to give outright.
As national director of philanthropic services, Marguerite is responsible for the delivery and growth of Northern Trust's philanthropic services to Personal Financial Services clients. She specializes in administering charitable trusts and private foundations and counsels clients regarding charitable giving and grant-making practices. Marguerite was most recently a senior trust administrator and relationship manager in the Personal Trust Administration Department where she was responsible for the administration of large, complex trusts for individuals and families, including irrevocable trusts, family limited partnerships, charitable trusts and supporting organizations. Her duties involved working with sophisticated estate plans, sensitive family situations and complex property transfers.
Prior to joining Northern Trust in 1999, Marguerite was a vice president and trust administrator within the private clients division of Bank One (now Chase). She also practiced law as an associate with Vedder, Price, Kaufman & Kammholz where she specialized in estate planning, nonprofit organization law, charitable trusts and private foundations.
Marguerite received her bachelor’s degree from Washington University in St. Louis, her law degree from Northwestern University School and is a Certified Trust and Financial Advisor. She is a member of the Chicago Bar Association and the Chicago Estate Planning Council and is admitted to practice before the Illinois Supreme Court. Marguerite has received recognition from Chicago United as a 2007 Business Leader of Color.
She is an active volunteer, advisor and board member with several charitable and cultural institutions, including The Art Institute of Chicago, The Chicago Symphony Orchestra, The Chicago Community Trust, The Ravinia Festival and the WFMT/WTTW Planned Giving Committee and the Donors Forum.
Marguerite’s areas of specific expertise include: