Our experienced professionals proactively work with your organization to offer advice-driven solutions to help you achieve your objectives.
A top-tier global custodian is critical when working with multiple money managers and diverse asset classes to provide greater control in monitoring your assets and access to comprehensive, consolidated reporting. Northern Trust is one of the world’s largest global custodians, demonstrating robust, external asset aggregation capabilities.
We offer institutional-designed reporting and monitoring tools that many organizations might not otherwise be able to access. Our systems are leading edge when it comes to compliance, regulatory and audit capabilities, and reflect the very latest industry requirements such as Form 990 and FAS 157. We have made a strong commitment to both new technology investments and continual infrastructure enhancements to meet our clients’ dynamic and ever-changing needs.
Our clients have access to powerful reporting tools that can pull a wide variety of data and analytics right from their desktop. Capabilities include fully integrated accounting, tax and performance reporting and cash management reports.
Our long history of managing and administering assets for families and the charitable organizations they support enables us to provide a unique perspective. We can assist in structuring investment trusts to support donor contributions through charitable remainder trusts, charitable gift annuities or charitable lead trusts. We can also support your organization’s efforts toward responsible stewardship with consulting services for directors and trustees.
Follow trends and stay current with the latest investment topics through our update calls, podcasts, white papers, publications and commentary. We provide analysis of political and economic developments in world financial markets along with the distinctive commentary of our globally renowned economist and our other experts.
Katrina M. Pipasts is the Planned Giving Manager with Northern Trust’s Foundation & Institutional Advisors practice. She is responsible for client servicing, gift administration and execution of investment strategies for institutional planned giving assets. Katrina also manages the investment portfolios for Northern Trust's Donor Advised Fund program.
Prior to her current position, Katrina was a Senior Equity Index Portfolio Manager with Northern Trust Global Investments overseeing a team of portfolio managers managing pension, foundation and endowment assets in customized equity portfolios, tax advantaged portfolios and cash overlay products. Prior to joining Northern Trust, Katrina worked as a Fund Accountant and Equity Index Portfolio Manager. She managed and traded Small Cap and International equity portfolios, as well as launched a proprietary Socially Responsible S&P500 Index Fund and a proprietary Emerging Markets Index Fund.
Katrina received her B.S. degree in mathematics and statistics from the University of Western Ontario. She has a B.B.A. in accountancy from Western Michigan University. Other affiliations, past and present include: Treasurer, Chicago Council on Planned Giving, Member, Partnership for Philanthropic Planning, Member, American Council on Gift Annuities, Volunteer Tax Preparer, Center for Economic Progress, Member of the Advancement Advisory Council, Robert Morris University, Past Treasurer, Park Ridge Juniors Foundation, and Past President, Board of Directors of Brickton Montessori School.
Currently, Katrina is pursuing her Certified Specialist in Planned Giving designation at the American Institute for Philanthropic Studies at California State University Long Beach.