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Wealth Planning Advisory Services

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Philanthropic Advisory Services

The Northern Trust Institute
Explore wealth strategies that are informed by research, grounded in real-world outcomes and tailored to you.
    Achieve your charitable giving goals with a Northern Trust Donor Advised Fund.

    Support the causes you care deeply about

    Make a lasting impact on your community and for future generations with your wealth. Northern Trust’s team of philanthropy advisors can guide your charitable giving and social impact investment options. We’ll help you craft a strategic, long-term plan that reflects your goals so you can support the causes you are passionate about and leave a legacy that endures.

    Our team can help you by:

     

    Build an enduring legacy with intentional philanthropic planning.

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    Including younger family members in your philanthropic activities allows you to pass on values, share experiences and establish traditions. Find best practices for communicating with younger family members to help spark their charitable interests and some emerging giving strategies that have grown in popularity in recent years.

    Read Article
    Marguerite H. Griffin

    Marguerite H. Griffin

    Director, Philanthropic Advisory Services
    Marguerite specializes in administering charitable trusts and private foundations, and facilitating family philanthropy retreats.
    READ BIO

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    This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.