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Create a charitable plan as unique as you are
For more than a century, Northern Trust has helped families make an enduring impact on the community and future generations through strategic philanthropy. If you wish to put your wealth to work in support of a charity or cause, we can be of assistance. Our philanthropic specialists collaborate with you, your family and your advisors to identify, refine and evaluate the many charitable solutions available today. Then, we develop and implement a customized, long-term charitable giving strategy that meets your goals.

Whether you prefer to be involved a lot — or a little — in the day-to-day activities of your charity, we offer skillful, proactive administration, backed by operational support to ensure that your intentions are well met. Our services include:


  • Defining and clarifying goals
  • Developing and evaluating a mission statement
  • Exploring various giving options
  • Consulting with tax and estate planning professionals to implement and maximize giving
  • Defining grant-making guidelines and establishing due diligence procedures
  • Developing procedures for grant distributions, post-grant evaluations and recordkeeping
  • Assisting with board governance policies, procedures and succession planning

Tax Services

  • Annual minimum distribution requirement calculation
  • Tax compliance expertise

Administrative and Operational Support

  • Document review, as appropriate
  • Periodic review and evaluation of gift planning
  • Maintenance of donor information
  • State and federal reporting
  • Grant proposal/request collection and dissemination
  • Grant payments
  • Tax planning, reporting and compliance

Online Services
Northern Trust has transformed traditional online banking into an expansive online wealth management suite for all your accounts, all in one convenient place. Built for ease of use, our online tools accommodate those looking for simplicity as well as those with complex financial portfolios. Advanced technologies allow you to:

  • Manage and track all of your Northern Trust and non-Northern Trust accounts using one ID and password
  • Access tools and resources to help plan philanthropic strategy, to learn more about our Northern Trust Charitable Giving Program and to stay informed about nonprofit organizations through GuideStar
  • Take advantage of powerful reporting capabilities
  • Set up notifications when balances are above or below a threshold you specify or receive alerts to confirm when transactions are complete and when statements, bills and other important documents are available
  • Access your accounts anywhere, anytime — from your desktop, laptop, tablet or smartphone
  • Go paperless for your trust, investment management, custody account statements
Charitable Giving Strategies
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Engaging the Next Generation of Global Citizens in Family Philanthropy
Successful strategies for engaging the next generation of global citizens in family philanthropy.
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