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Philanthropic Advisory Services for Nonprofit Organizations

 
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Your board plays a significant role in the organization’s success. They are the stewards of the organization’s mission and financial resources.

At Northern Trust, we have been working with nonprofit organizations, their boards and donors who support charitable causes for decades. We help boards develop best practices and provide practical advice for improving donor relationships and maximizing fundraising initiatives. We offer board education and governance services to help you be in compliance with the Department of Labor fiduciary standards and Prudent Management of Institutional Funds Act standards. Ultimately, we provide education so that your board is applying the most effective strategies and approach to help your organization attract and retain donors and fulfill its mission.

Marguerite H. Griffin

Marguerite H. Griffin

Director, Philanthropic Advisory Services
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Marguerite H. Griffin

Marguerite H. Griffin

Director, Philanthropic Advisory 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.

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This information is not intended to be and should not be treated as legal advice, investment advice 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 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.

Certain affiliates of Northern Trust may be utilized in providing investment management services, including Northern Trust Investments, Inc. and 50 South Capital Advisors, LLC, which are registered under the Investment Advisers Act of 1940.

This information, including any information regarding specific investment products or strategies, does not take into account the reader’s individual needs and circumstances and should not be construed as an offer, solicitation or recommendation to enter into any transaction or to utilize a specific investment product or strategy. This presentation is neither an offer to sell, nor a solicitation of an offer to buy an interest in an investment fund.