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 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. Currently, she is pursuing her M.A. in Philanthropy and Nonprofit Development at the University of Northern Iowa.
Katrina 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.
Katrina is the Treasurer of the Latvian Foundation, Member of the Chicago Friends of Apollo's Fire and the Past President of the Board of Directors of Brickton Montessori School .