Our sole focus in State Street Global Advisors’ Charitable Asset Management group is to help our clients maximize their gift planning programs by assisting each organization in building and maintaining strong donor partnerships, closing more planned gifts with higher gift values, and preserving and growing endowments.
With 30+ planned giving professionals with extensive experience, we want to be an extension of your planned giving office. We are here to help you carry out your philanthropic mission.
Scott A. Beaupre
Senior Portfolio Manager
Carolyn M. Freeman
Head of Relationship Management
Abraham G. Medhin
Head of Charitable Asset Management