Strategic consultative and investment management solutions
Help meet your organization’s short- and long-term goals
Balancing resources and demands can create financial management challenges for a nonprofit or foundation. To help you plan for the future, Northern Trust’s Foundation & Institutional Advisors (FIA) practice provides solutions ranging from philanthropic advice to a fully outsourced chief investment officer (OCIO). We holistically combine our investment management expertise with institutional-grade insights to help your organization realize its mission.
Video: Introduction to Foundation & Institutional Advisors (1:34)
Investment Management - Meet both pressing cash flow needs and ongoing investment goals.
Philanthropic Advisory Services - Bolster your board or staff’s efforts through our nonprofit research and insights.
Planned Giving - Maintain donor satisfaction through our comprehensive gift administration, trustee services and charitable tax expertise.
Nonprofit Lending - Fund capital needs through interim financing, lines of credit and effective term loans.
Social Impact Advisory Services - Develop investing strategies that can create positive change and have a significant social impact beyond financial returns.