Charitable Asset Management

Charitable Asset Management is a specialized group within SSgA that seeks to provide excellence in planned gift investment management, tax, administration and program consulting services for charitable organizations. Established in 1984, SSgA's Charitable Asset Management group is one of the leading financial service providers for planned gifts in the industry.

The group's specialists have on average 16 years of planned gift experience across the various specializations requisite to providing the myriad deliverables required for planned gifts. The group manages in excess of $2.8 billion in planned gift assets for 200 charitable organizations and their more than 68,000 donors and income beneficiaries*. Charitable Asset Management's sole focus is helping SSgA's charitable clients maximize their planned giving programs and manage the risks.

A dedicated relationship team personalizes and customizes the services to meet the distinct requirements of each charitable organization's gift planning program. We seek to provide excellence in tax efficient, risk-managed investments and timely, accurate administration and tax. Proactive training and consultative support are our hallmarks. Our dedicated relationship management, tax, investment and operations team become, in effect, an extension of the clients' investment and planned gift offices, relieving them of the investment and administrative responsibilities planned gift programs entail so they can focus on their primary responsibilities for endowment and gift growth. We communicate with clients regularly through in-person meetings, conference calls, newsletters, web reporting, training sessions and an annual customer gift planning conference.

*SSgA, 31 March 2012

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Charitable Asset Management
One Lincoln Street
Boston, MA 02111
(P) 617 786 3000