Donor Advised Funds

Who We Serve
What We Do
About Us
Insights & Research

Who We Serve
What We Do
About Us
Insights & Research

Wealth Management

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.

Flexibility

Philanthropic goals can evolve over time, calling for more flexible giving structures.

Tax Efficiency

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.

1/3

Woman looking at cell phone outside of a building under construction.

How it Works

Your Path to Strategic Giving

1. Initial Setup

Establish an account with an initial irrevocable contribution and receive an immediate income tax deduction.

2. Choose Your Assets

Decide what to contribute (cash and checks, mutual fund shares, publicly traded stocks and bonds, etc.)

3. Start Granting

Determine your goals and vision for your giving and begin making grant recommendations as soon as the funds are invested.

Why Choose A Northern Trust DAF?

Trusted support, smart tools, and a streamlined giving experience—all in one place.

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.