| State Street Global Advisors (SSgA) offers planned gift donors and the non-profit organizations they give to, a unique combination of planned gift experience, investment resources, and service. Experience SSgA is the investment management arm of State Street Corporation, which has been managing assets for institutions and individuals since 1792. Our charitable clients include wealthy individuals, colleges, universities, foundations, private schools, hospitals, and cultural, environmental and religious organizations. SSgA is a leading provider of charitable trust services to nonprofit organizations in the United States, with thousands of charitable gifts under administration and management. We were one of the first in the industry to offer a dedicated team focused on servicing planned gift programs for those institutions looking to outsource this effort. Investment Resources State Street Global Advisors is one of the world's largest investment managers. We offer our clients a blend of global reach, analytical strength, and cutting-edge investment strategies with tax-efficient investment performance. Service Superior client service is an established tradition of State Street. We offer our clients a full range of charitable trust, investment management, and tax services. We understand the issues that are important to our clients' donors, including:
- Expert understanding of donor requirements and expectations
- Timely, accurate gift information
- Advice and counsel on gift structure and investment options
- Asset allocation and rebalancing
- Broad investment expertise in a wide array of investment styles
If you would like more information about our Planned Giving services, please contact us. |