CONTRACTONGOING

State Street Manages UVM Planned Giving Pools

University Of Vermont logoUniversity Of Vermont
Document date
Oct 17, 2026
Renews
Free account

The 30-second brief

What it covers

The University of Vermont identifies State Street Investment Management as the investment manager for its Planned Giving Pools. The policy requires at least annual reporting and states that the pooled income fund vehicle will cease no later than June 30, 2035.

Who holds it

State Street Investment Management holds this financial services contract with University Of Vermont. Its other public contracts on record include work for Mobile Police & Fire Retirement Plan and Miami City General And Sanitation Employee Retirement Trust.

What happens next

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Contract details

Contract type
Financial Services
Document date
October 17, 2026
Term
Ongoing; planned giving pool policy states the pool will cease no later than June 30, 2035
Renews
On record
Source document
University of Vermont and State Agricultural College Board of Trustees Agenda 2026-10-17 (Agenda)

State Street Investment Management's other public contracts

More University Of Vermont contracts

Questions about this contract

Who was awarded the financial services contract by University Of Vermont?

State Street Investment Management was awarded this financial services contract by University Of Vermont, as recorded on October 17, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in University of Vermont and State Agricultural College Board of Trustees Agenda 2026-10-17 (Agenda), dated October 17, 2026 from University Of Vermont. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does State Street Investment Management hold?

State Street Investment Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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Explore University Of Vermont's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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