- Who We Serve
- What We Do
- About Us
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- Who We Serve
- What We Do
- About Us
- Insights & Research
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.
02
Planned Giving
Revitalize your planned giving program so it benefits both you and your donors.
03
Philanthropic Advisory Services
Supporting your efforts to be responsible fiduciaries and stewards for your organization.
04
Banking and Lending
Support for your organization’s short- and long-term financing and capital goals.
05
Community Impact Consulting Services
Develop impact investing strategies that build on traditional grant making and community activities.
06
Real Estate Management
With our deep experience, we can help you manage real estate donations.
Specialized Expertise
Who We Serve
- 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.
Insights
Why Northern Trust
Resources and Expertise to Address Complex Needs
AUM for nonprofit clients served by FIA
Nonprofit clients served by FIA
Years'
average experience of our portfolio advisors
LEADERSHIP
Darius Gill
National Practice Executive
Jacqueline Ruth Jordan
Director of National Sales
Gregory S. Jordan
Senior Managing Director, East & Central Regions
Ryan McCauley
Senior Managing Director, West Region
Katrina Pipasts
National Director of Planned Giving Services
John Ferguson
Chief Investment Officer
Srilatha Lakkaraju
Director of Charitable Giving Solutions, Foundation & Institutional Advisors
Marguerite Griffin
Director of Philanthropic Advisory Services
Contact Us
Consult one of our advisors to build a customized program for your organization.