State Street has a 35+ year legacy of investing on behalf of our nonprofit clients. We are currently one of the leading asset managers for endowments and foundations with over $147 billion in assets under management for nonprofits. Our team offers extensive solutions for charitable organizations including total plan solutions, investment capabilities across all major asset classes, and planned giving.
Not for Profit client assets 1
Managing Not for Profit client assets
Not for Profit Institutions entrust State Street to manage their portfolios
Not for Profit client assets 1
Total Portfolio Solutions Clients, including Educational, Religious and Healthcare organizations
Range of account size
Total Portfolio Solutions
Outsourced CIO solutions for clients from the smallest foundations to the largest retirement plans.
Charitable Asset Management
We help our clients maximize their gift planning programs by assisting in building and maintaining strong donor partnerships, closing more planned gifts with higher gift values, and preserving endowments.