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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.

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.

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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.

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

Insights & Case Studies

STAY INFORMED

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Explore Insights

Our Leadership

Darius Gill

Darius Gill

National Practice Executive

Srilatha Lakkaraju

Srilatha Lakkaraju

Director of Charitable Giving Solutions, Foundation & Institutional Advisors

Contact Us

Achieve What Matters Most

Work with our advisors to build a custom plan that will help you navigate change with confidence.