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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.

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.

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

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

Bio Image of Carolyn M Freeman

Carolyn M Freeman

Head of Relationship Management

Bio Image of Kelvin Jones

Kelvin Jones

Chief Operating Officer, ISG

Bio Image of Abraham G Medhin

Abraham G Medhin

Tax Department

Bio Image of Daniel D Parker

Daniel D Parker

Business Development

For turnkey solutions, please email the team.