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.
Given the potential time commitments and costs of giving through the establishment of private foundations and trusts, a more streamlined philanthropic strategy can be an attractive alternative.
Philanthropic goals can evolve over time, calling for more flexible giving structures.
Your plan may benefit from an immediate income tax charitable deduction based on the full fair-market value of cash and securities at the time of donation.
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
ENHANCE YOUR GIVING POWER
MAKE A DIFFERENCE IN YOUR COMMUNITY BY ESTABLISHING A DONOR ADVISED FUND
Streamlined administration of your philanthropic planning reduces time and “collection of receipts,” allowing you to focus on your philanthropic goals.
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.
If you are not a Private Passport user, please use the link below to access your donor advised fund.
Insights & Case Studies
Charitable Giving Program Guide
Donor Advised Funds
Learn more about establishing a Northern Trust Donor Advised Fund with our Charitable Giving Program Guide.