The Northern Trust Charitable Giving Program Guide

Learn more about how to establish a Northern Trust donor advised fund with our Charitable Giving Program Guide (Guide).


The Guide outlines our full process for becoming a donor, and contains extensive details on how to establish a fund and make grant and investment recommendations. It also discusses various philanthropic and tax considerations to help educate you as you consider your gift.

Other highlights include:

  • Designating Additional and Successor Advisors
  • Grant Timing and Eligibility
  • Making Investment Pool Recommendations
  • Sample Scenarios

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