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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
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Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
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Philanthropy

 
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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:

Consulting

  • 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 through Private Passport

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, Private Passport's 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
Marguerite Griffin

Marguerite Griffin

National Director of Philanthropic Services
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Marguerite Griffin

Marguerite Griffin

National Director of Philanthropic Services
 
Marguerite H. Griffin is a Senior Vice President at The Northern Trust Company, Chicago. As National Director of Philanthropic Services, Marguerite is responsible for the delivery and growth of Northern Trust's philanthropic services to Wealth Management clients. She specializes in administering charitable trusts, private foundations and other tax-exempt entities, and counsels clients regarding charitable giving strategies, nonprofit compliance and risk management, family succession planning, microfinance and international philanthropy.

Marguerite most recently was a Senior Trust Administrator and Relationship Manager where she was responsible for the administration of large, complex trusts for individuals and families, including irrevocable trusts, 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 as a Vice President in November 1999, Marguerite was a Vice President and Trust Administrator within the Private Clients Division of First Chicago, Bank One. Before joining First Chicago, Bank One, she practiced law as an Associate with Vedder, Price, Kaufman & Kammholz where she specialized in estate planning, tax-exempt organizations, charitable trusts and private foundations.

Marguerite received a B.A. degree from Washington University in St. Louis and a J.D. degree from Northwestern University School of Law. She is a member of the Chicago Bar Association and the Chicago Estate Planning Council. Marguerite is admitted to practice before the Illinois Supreme Court. She is a frequent speaker at industry events, addressing topics such as microfinance, nonprofit board governance, strategic giving and trends in philanthropy.

Marguerite is an active volunteer, advisor and board member with several civic and cultural institutions, including the Art Institute of Chicago, The Institute for Learning, Access and Training at The Chicago Symphony Orchestra, The Chicago Community Trust, Donors Forum of Illinois, The Museum of Science and Industry, The Ravinia Festival and WTTW/WFMT.
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