Our Expertise

Planned gift management

Since 1989, we have worked in partnership with our clients to set a new standard of excellence
in planned giving, helping them achieve the essential elements of a successful

planned giving program:

Endowment Management

For over 20 years, we have provided outsourced CIO services for endowment
clients using a consistant investment philosophy.


Our Clients

The nation's preeminent educational, medical, social service, and religious institutions turn to us to help them provide their donors and beneficiaries with the highest quality management of their planned gifts.

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Our planned gift management clients include:

    SEC Required Language: The logos that appear in rotation on this web page represent all planned gift management clients who have authorized us to display their logos on our site. Clicking on a logo will link you to a web page designed by that client. It is not known whether these clients approve or disapprove of Kaspick & Company or our advisory services.

    Some of our planned giving clients as well as other nonprofit organizations across the nation rely on our comprehensive Outsourced CIO services for the investment of their endowment assets.

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