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Philanthropic Advisory Services

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For more information, contact Marguerite H. Griffin, Director, Philanthropic Advisory Services, at 312-630-0677 or

Bolster your board’s resources and development efforts

Enhance donor relations. Develop gift acceptance and grant-making policies. Improve fundraising initiatives. Whatever your board's or staff’s goals, Northern Trust’s Foundation & Institutional Advisors can help enhance their results and help fulfill their mission. Through our nonprofit research and insights, we can help your organization identify opportunities for long-term development.


Having worked with nonprofit organizations, their boards and donors for decades, we have identified long-term development, marketing and strategic planning opportunities for improved donor relations and fundraising initiatives. We can help your organization with the following.

  • Board education and governance. We can work with your board to develop best practices.
  • Spending and gift policy development. Let us assist with developing policies that support your organization’s goals and are appropriate for endowments and capital campaigns.
  • Strategies to meet fundraising goals. Northern Trust can provide practical advice for improving donor relationships and maximizing fundraising initiatives.
  • Grantmaking policies and procedures.
  • Solutions for board and generational succession challenges.


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