Impact Investing: A Guide for Philanthropists and Social Investors
In recent years, impact investing has emerged as a growing sector and economy and is considered by many experts in the fields of philanthropy and socially responsible investing as one of the most promising approaches to leveraging private resources to create social benefits. Learn more.
Making Charitable Gifts of Art – A Primer for Donors
For many Americans, charitable giving is as simple as sending a gift in the form of cash, a check or a credit card payment to a favorite charitable organization. However, Americans also contribute a substantial amount of non-cash assets to charity each year in various forms, including art. Learn more.
Engaging the Next Generation of Global Citizens in Family Philanthropy
The ability for young adults to connect and participate as global citizens can be a natural introduction for engaging the next generation in family philanthropy. This paper explores some of the strategies and best practices used by families who have successfully engaged the nest generation in family philanthropy. Learn more.
A Conversation with Dr. Maya Angelou on Philanthropy
Watch the video
Run time: 2:16
Philanthropy and the Next Generation: The Principles of Effective Giving – A Best Practice Guide for Young Philanthropists
A new generation of philanthropists is finding fresh and innovative ways to contribute to the causes they love. In what observers call the “democratization of philanthropy.” cell phones, social networking and online connections have thrown open the doors to the world of charitable giving. Learn more.
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: