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:
- Sophisticated Asset Management
- High Quality Gift Administration
- Strong Fundraising and Stewardship
- Effective Management and Oversight
Endowment Management
For over 25 years, we have provided outsourced CIO services for endowment
clients using a consistent investment philosophy.
- Sophisticated Asset Management
- Expert Consulting
- Skilled Portfolio Execution
- Informative Reporting
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 high quality management of their planned gifts.
learn moreOur planned gift management clients include:
SEC Required Language: The logos that appear in rotation on this webpage 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 webpage designed by that client. It is not known whether these clients approve or disapprove of TIAA Kaspick 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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