Investment Management and holistic solutions
A Unique Value Proposition for Nonprofit Organizations
To realize your organization's mission, you need to create a plan for its future. Our practice is consultative and advice-driven, providing holistic solutions that combine sophisticated advisory expertise with a spectrum of value-added services. To help meet your investment and advisory needs, Foundation & Institutional Advisors (FIA), Northern Trust's national practice, exclusively serves foundations, endowments and other nonprofit institutional investors as either a dedicated investment advisor or as a fully outsourced chief investment officer (OCIO).
Video: Introduction to Foundation & Institutional Advisors (1:34)
Maximize returns while proactively managing risks. When we act as your investment advisor or outsourced chief investment officer, we keep pace with market trends, respond proactively and manage your investments and resources so you can focus on what’s important – fulfilling your organization’s promise.
Balancing current spending needs of your organization with the need to maintain the purchasing power of your portfolio is a challenging task. Outsourcing your investment management to Northern Trust can result in important efficiencies and allow you to focus on other important matters.
Our Sustainable Investing specialists can work with your board, investment committee and staff to analyze your values along with your goals, then advise on solutions so you can continue to do good, while doing well.
Philanthropic Advisory Services
Supporting your efforts to be responsible fiduciaries and stewards for your organization, FIA offers advisory services and education for your board and staff.
Understanding the importance to balance today’s needs with tomorrow’s dreams, we provide a full range of planned giving services including gift administration, trustee services and charitable tax services, each of which is backed by our strong expertise in managing charitable giving needs for nonprofits.
The long-term benefits of accepting real estate donations whether residential, commercial, farmland or timber are significant, but managing these assets effectively can be time consuming and complex. Backed by our deep experience and knowledge, our specialists can help you manage these assets.
Managing oil, gas and mineral assets comes with complexity and risk. Our experts know how to navigate this ever evolving industry and volatile pricing structures.
We offer perspective and solutions on both sides of your organization’s balance sheet, including working capital lines of credit, term loans for capital needs and interim financing for projects being funded by capital campaign pledges.
Impact Advisory Services
Through our FIA practice, Northern Trust can help you develop real impact investment strategies that expand traditional grant making and other community activities.