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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        Strategies & Capabilities

        Charitable Asset Management Your Essential Partner in Planned Giving

        We provide consultative and customized planned gift investment management, tax, and administration solutions for charitable organizations.

        Contact Us

        Our Expertise

        Established in 1984, Charitable Asset Management is a boutique group within State Street Global Advisors dedicated to serving nonprofit organizations and their donors.

        Experience 40 Yrs
        Planned Gift Specialists 25+
        Assets Under Management $3B+
        Charitable Clients ~200
        Donor/Beneficiaries Served 27K
        Our Offerings

        Our charitable clients include colleges; universities; foundations; private schools; hospitals; and cultural, environmental and religious organizations. We provide:

        • Gift Administration
        • Sophisticated Investment
        • Charitable Tax Services
        • Gift Planning Consultation
        • Stewardship Support

        Latest Insights

        Maximizing Your Gift Growing Programs for 40 Years!

        Learn more about how we assist organizations in building and maintaining strong donor partnerships, closing more planned gifts with higher gift values, and preserving and growing endowments.

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        Year - End Gift Season

        Resource that summarizes key target dates for gift receipt deadline dates, tax reporting target dates, and direct deposit transfers/gifts funded with mutual funds

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        Comparative Analysis on Trends of Life Income Gifts

        Get our comparative analysis on trends of life income gifts under our management. Each section presents a breakdown by specific charitable sectors as well, providing valuable insights for your specific sector.

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        Meet the Team

        Our group is a dedicated resource to serve nonprofit organizations and their donors. 

        Bio Image of Dennis P Dwyer

        Dennis P Dwyer, CFA

        Senior Portfolio Manager

        Read Bio
        Bio Image of Carolyn M Freeman

        Carolyn M Freeman

        Head of Relationship Management

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        Bio Image of Abraham G Medhin

        Abraham G Medhin

        Tax Department

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        Bio Image of Daniel D Parker

        Daniel D Parker

        Business Development

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        For turnkey solutions, please email the team.

        MARKETING COMMUNICATION

                                           

        FOR PROFESSIONAL INVESTORS USE ONLY.

         

        SSGA SPDR ETFS MAY NOT BE AVAILABLE OR SUITABLE FOR ALL. SPDR ETFs may be offered and sold only in those jurisdictions where authorised, in compliance with applicable regulations.

         

        Investing involves risk including the risk of loss of principal.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

         

        The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors.  S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

         

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        FOR STRATEGIES:

         

        This document provides summary information regarding the Strategy. This document should be read in conjunction with the Strategy's Disclosure Document, which is available from SSGA. The Strategy Disclosure Document contains important information about the Strategy, including a description of a number of risks.

         

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        Exp: 31.01.2025

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