When leading a nonprofit organization your primary goal is achieving your mission. However, financial markets can be complex and ever changing. The responsibility of sustaining financial viability while effectively balancing resources against demand can be distracting, challenging and overwhelming.
Northern Trust’s Foundation & Institutional Advisors can help. Applying our financial expertise, we help nonprofits efficiently and proactively manage resources and finances so you can focus on the big-picture. We have deep experience working with foundations, endowments and other nonprofit institutional investors as either a dedicated investment advisor or as a fully outsourced chief investment officer. Our consultative and advice-driven practice works with you to learn your needs and provide you with holistic solutions that combine sophisticated advisory expertise with a spectrum of value-added services.
We understand achieving your mission is your top priority. When we act as your investment advisor or outsourced chief investment officer, we keep pace with market trends, respond proactively and manage your investments and resources so you can focus on what’s important—fulfilling your organization’s promise.
Balancing current spending needs of your organization with the need to maintain the purchasing power of your portfolio is a challenging task. Outsourcing some or all of the investment management to Northern Trust can result in important efficiencies and allow you to focus on other important matters.
Stakeholders are increasingly concerned about the environmental and social impacts of their investments. Our Sustainable Investing specialists can help you understand your stakeholders’ interests, articulate goals and design a strategy to build portfolios aligned with your standards, and the standards of your stakeholders.
You want your investments to create a positive impact beyond financial returns. Our experts can help develop real impact investing strategies that expand traditional grant making and other community activities.
Your board plays a significant role in the organization’s success. They are the stewards of the organization’s mission and financial resources. The experts at Northern Trust can help bolster their efforts and results. We offer consulting services for your board of directors and staff.
We understand the importance of balancing today’s needs with tomorrow’s dreams. We provide a full range of services backed by our strong expertise in managing all aspects of charitable giving needs for nonprofits.
Fulfilling your organization’s fiduciary responsibilities can be challenging. Northern Trust offers perspective and solutions on both sides of your organization’s balance sheet. We can help source working capital lines of credit, effective term loans for capital needs and interim financing for projects being funded by capital campaign pledges.
The long-term benefits of accepting real estate donations whether residential, commercial, farmland or timber are significant, but managing these assets effectively can be time consuming and complex. Backed by our deep experience and knowledge, our specialists can help you manage these assets.
Managing oil, gas and mineral assets comes with complexity and risk. Our experts know how to navigate this ever evolving industry and volatile pricing structures.
Darius A. Gill, CFA
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.