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Wealth Management

Donor Advised Funds

The Northern Trust Charitable Giving Program offers our donor advised fund as a simple, cost-effective strategy to meet your charitable giving goals.

Donor advised funds are a streamlined, flexible and tax-efficient solution for giving. Northern Trust simplifies the approach further, while providing access to our Philanthropic Advisory Services team.

HOW IT WORKS

Why Choose a Northern Trust DAF?

  • Access to our state of the art portal through Private Passport 
  • Straightforward contribution and granting processes
  • Ability to contribute approved unique assets 
  • Access to the expertise of our Philanthropic Advisory Services team 
  • Utilization of our individually managed account structure in funds over $1,000,000

 

 

 

 

Tunnel of greenery in the woods.

ENHANCE YOUR GIVING POWER

MAKE A DIFFERENCE IN YOUR COMMUNITY BY ESTABLISHING A DONOR ADVISED FUND

Simplicity

Streamlined administration of your philanthropic planning reduces time and “collection of receipts,” allowing you to focus on your philanthropic goals.

Flexibility

While you can make grant recommendations upon contribution, the donor advised fund’s structure also allows for making recommendations at your own pace.

Income Tax Benefits

A charitable deduction for income tax purposes will be immediately available to eligible donors based on the full fair market value of the cash or publicly traded securities contributed.

Tradition of Giving

Promote generations of giving by naming family members or trusted friends as additional advisors and successor advisors to the fund.

Access Your Donor Advised Fund

Private Passport Users

Select the Client Login button at the top of your screen to access your donor advised fund through Private Passport.

Access through Private Passport

Non-Passport Users

If you are not a Private Passport user, please use the link below to access your donor advised fund.

Login to your donor advised fund

Our Leadership

Charitable Giving Program Guide

Donor Advised Funds

Learn more about establishing a Northern Trust Donor Advised Fund with our Charitable Giving Program Guide.