Philanthropy

Wealth Planning for Couples Without Children
Planning considerations for modern families.

Five Ways to Make Year-End Philanthropic Conversations Meaningful
A guide to discussing philanthropy with your family.

Charitable Giving in a Down Market
Using time, talent, treasure and ties to make an impact.

Valuing, Appraising and Transferring Your Art Collection
Understand the financial implications of transferring your collection to family or charity.

Collector Spotlight
Arts patron Marjorie Susman discusses the connections that inspire her and bridging chasms through dialogue.

Private Museums: Serving the Public Good
Consider the advantages of displaying your collection for all to see.

Sarah Arison: When Passion Meets Purpose
From philanthropy to film production, Arison is using the lessons learned from her grandmother to help young artists.

Planning with Purpose: Philanthropic Intent
Build an enduring legacy with intentional philanthropic planning.

Making Philanthropy Part of Your Leadership Succession Plan
How to make philanthropy part of succession planning.

Retiring Into Philanthropy: Strategies For Business Owners
Make the shift from corporate to individual philanthropy.

Rethink Giving: Newer Ways to Make an Impact
Explore new charitable giving opportunities.

Legacy Planning: Supporting Family and Causes
Know your options for gifting to family and charitable causes.

Joining a Nonprofit Board? Know Your Fiduciary Duties
Recognize common pitfalls before they happen.

Women in Philanthropy
Answers to the top questions on establishing a philanthropic legacy.
OPTIMIZE YOUR WEALTH PLAN
Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan.
ABOUT THE INSTITUTE
The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.