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Wealth Management

Foundations and Endowment Services

Investment and advisory services for foundations, endowments and other nonprofit institutions.

Foundation & Institutional Advisors

Northern Trust’s national practice serves foundations, endowments and other nonprofit institutional investors as either a dedicated investment advisor or as a fully outsourced chief investment officer (OCIO). We provide holistic solutions that combine sophisticated advisory expertise with a spectrum of value-added services.

Submit a Request for Proposal

We welcome the opportunity to work with your organization. Please submit your RFP or reference our resources and sample questions.

Specialized Services to Help You Focus on Your Mission

We approach your investment management needs with a high level of integrity, accountability and impartiality.

01

Investment Management

A disciplined investment process – including ongoing monitoring and reporting – tailored to your organization’s needs.

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02

Planned Giving

Revitalize your planned giving program so it benefits both you and your donors.

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03

Philanthropic Advisory Services

Supporting your efforts to be responsible fiduciaries and stewards for your organization.

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04

Banking and Lending

Support for your organization’s short- and long-term financing and capital goals.

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05

Community Impact Consulting Services

Develop impact investing strategies that build on traditional grant making and community activities.

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06

Real Estate Management

With our deep experience, we can help you manage real estate donations.

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Specialized Expertise

Who We Serve

We offer a holistic approach and unique insights to support a range of mission-driven organizations:
 
  • Private Foundations
  • Community Foundations
  • Trade Associations
  • Cultural Institutions
  • Religious Organizations
  • Public Charities
  • Healthcare
  • Educational Institutions
  • Tribal Organizations
  • Private Foundation Administration
  • Qualified/Non-qualified Benefit Plans

Our Motivation

Why We Do What We Do

Working with organizations like yours has left an impact on our team. We are grateful for the opportunity to support you in your mission.

Thank you for all you do to strengthen our communities

In this video, our team reflects on the stories that motivate them to work with organizations like yours.

Why Northern Trust

Resources and Expertise to Address Complex Needs

$17B+

AUM for nonprofit clients served by FIA

400+

Nonprofit clients served by FIA

20
Years'

average experience of our portfolio advisors

LEADERSHIP

Contact Us

Consult one of our advisors to build a customized program for your organization.