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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.

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        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

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        Bio Image of Carolyn M Freeman

        Carolyn M Freeman

        Head of Relationship Management

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        Bio Image of Kelvin Jones

        Kelvin Jones

        Chief Operating Officer, ISG

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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.

         

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        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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