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Who We Serve

Charitable Asset Management


As your essential partner, we are celebrating 35 years of excellence.  For turnkey solutions, please call us at 1-800-635-9001 or at

Providing Solutions for Charitable Organizations

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.

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Meet the Team

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.

Dennis P Dwyer, CFA

Senior Portfolio Manager

Carolyn M Freeman

Head of Relationship Management

Abraham G Medhin

Tax Department

Daniel D Parker

Business Development