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Benefit from Comprehensive Capabilities and Depth of Expertise

Our experienced professionals proactively work with your organization to offer advice-driven solutions to help you achieve your objectives.

Custody and Technology

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.

Planned Giving and Philanthropic Advisory

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.

Insights from Northern Trust

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.

Marguerite Griffin

Marguerite Griffin

National Director of Philanthropic Services
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Marguerite Griffin

Marguerite Griffin

National Director of Philanthropic Services
 
Marguerite H. Griffin is a Senior Vice President at Northern Trust. As Director of Philanthropic Advisory Services, Marguerite is responsible for the delivery and growth of Northern Trust's philanthropic advisory services to Wealth Management clients. She specializes in administering charitable trusts and private foundations and facilitating family philanthropy retreats. She also advises clients regarding impact investing, strategic philanthropy, international philanthropy, family succession planning and board development, governance and risk management for nonprofit organizations.

Marguerite was most recently a Senior Trust Administrator and Relationship Manager in the Personal Trust Administration Department where she was responsible for the administration of large, complex trusts for individuals and families, charitable trusts and private foundations. Her duties involved working with sophisticated estate plans, sensitive family situations and complex property transfers.

Prior to joining Northern Trust as a Vice President in November 1999, Marguerite was a Vice President and Trust Administrator within the Private Clients Division of First Chicago, Bank One. Before joining First Chicago, Bank One, she practiced law as an Associate with Vedder, Price, Kaufman & Kammholz where she specialized in estate planning, nonprofit organization law, charitable trusts and private foundations.

Marguerite received a B.A. degree from Washington University in St. Louis and a J.D. degree from Northwestern University School of Law.

Marguerite is a member of the American Bar Association, the Chicago Bar Association, the Chicago Council on Planned Giving and the Chicago Estate Planning Council. Marguerite is admitted to practice before the Illinois Supreme Court.

Marguerite specializes in administering charitable trusts, private foundations and other tax-exempt entities. She is a sought-after speaker in the areas of impact investing, strategic philanthropy, board development, managing private foundations and family legacy philanthropy.

Marguerite is an active volunteer, advisor and board member with several charitable and cultural institutions, including Aeris, the Art Institute of Chicago, Audubon Great Lakes, Chicago Foundation for Women, The Chicago Symphony Orchestra, The Chicago Community Trust, Forefront, The Ravinia Festival and WTTW/WFMT.
Katrina Pipasts

Katrina Pipasts

Planned Giving Manager
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Katrina Pipasts

Katrina Pipasts

Planned Giving Manager
 

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.

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