Structuring planned gifts to create the greatest benefit for both your organization and your donors demands careful evaluation of complex trust, estate, tax, and other regulatory considerations. SSgA has a group of professionals to do just that, dedicated to administering planned giving programs and managing the investments. Our planned giving professionals draw upon many years of experience across financial, legal, and tax disciplines to create intelligent solutions to complex challenges faced by non-profit organizations and their donors. Clients located nationwide appreciate that SSgA is a leader in gift administration and investment management of charitable remainder trusts, charitable gift annuities, and pooled income funds.
Working in concert with you, we will structure a planned gift program that best meets the unique requirements of your organization and donors.
Read more about our Charitable Asset Management Capabilities>>
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