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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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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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        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 Daniel D Parker

        Daniel D Parker

        Business Development

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        For turnkey solutions, please email the team.

        For institutional / professional investors use only.

         

        View More Information About Our Firm: FINRA's BrokerCheck

         

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        Not FDIC Insured * No Bank Guarantee * May Lose Value

         

        AdTrax Code: 6729648.2.1.AM.INST

        Expiration Date: 30 June 2025

         

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