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Wealth Management Expert

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. She works with a variety of nonprofits to develop and implement best practices for successful planned giving programs.

Katrina joined Northern Trust in 1998 and spent six years as a Senior Equity Index Portfolio Manager overseeing a team of portfolio managers managing pension, foundation and endowment assets in customized equity index portfolios. She started her professional career in 1988 at ANB Investment Management & Trust Company.

Katrina earned her M.A. in philanthropy and nonprofit development at the University of Northern Iowa. She received her B.S. degree in mathematics and statistics from the University of Western Ontario and her B.B.A. in accountancy from Western Michigan University. She earned her Certified Specialist in Planned Giving (CSPG) designation at the American Institute for Philanthropic Studies at California State University Long Beach.

Katrina is a member and past Treasurer of the Chicago Council on Planned Giving and a member of the National Association of Charitable Gift Planners and the American Council on Gift Annuities. She is the Treasurer of the Latvian Foundation, President of the Apollo’s Fire Chicago and past President of the Board of Directors of Brickton Montessori School.