Katrina Pipasts, as Senior Vice President at Northern Trust, brings over 35 years of extensive experience in financial services, specializing in the nuanced realm of planned giving for foundations, endowments, and nonprofits. In her role as National Director of Planned Giving Services, Katrina is at...
Katrina Pipasts, as Senior Vice President at Northern Trust, brings over 35 years of extensive experience in financial services, specializing in the nuanced realm of planned giving for foundations, endowments, and nonprofits. In her role as National Director of Planned Giving Services, Katrina is at the forefront of developing and implementing sophisticated investment management solutions tailored to meet the unique goals of her clients. Her expertise encompasses a wide array of planned giving vehicles, including Charitable Gift Annuities, Charitable Remainder Trusts, and Pooled Income Funds, ensuring that each client receives personalized attention and strategic insights that align with their mission and financial objectives.
Katrina’s commitment to excellence is evident in her successful administration and management of complex gift structures, where she leverages her deep understanding of portfolio management and socially responsible investing to enhance the impact of charitable contributions. By focusing on client servicing and gift administration, she not only fosters strong relationships with nonprofits but also empowers them to maximize their philanthropic potential. Her proficiency in wealth management and trusts further positions her as a trusted advisor in the nonprofit sector, where she navigates the intricacies of investment strategies for planned giving assets.
Through her leadership at Northern Trust, Katrina is dedicated to advancing the field of planned giving, ensuring that organizations can effectively manage their resources while making a meaningful difference in their communities. Her passion for philanthropy and her strategic approach to investment management make her an invaluable asset to both her clients and the broader financial services industry.
