Planned Gift Management Clients

Our clients have active, well-established planned giving programs, and include many of the largest and most sophisticated institutions in the country.

Clients benefit from access to:

  • Comprehensive education, including staff/volunteer training, webinars, newsletters, client conferences and seminars
  • Expert consulting on complex gifts and policy development, as well as program evaluations and risk assessments
  • Support for donors, including educational and stewardship materials, comprehensive reports, and donor meetings
  • Assistance with gift annuity registrations, filings, and regulatory changes
  • Resources, including research papers and our proprietary Gift Advisor modeling software
  • Our community of clients, including networking opportunities, comparative benchmarking information, and best practices

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.

Endowment Management Clients

Our endowment clients include colleges, universities, and other nonprofits who are seeking diversified portfolios that are fully transparent and liquid.

TIAA Kaspick offers:

  • Broad asset class diversification
  • Open architecture approach to manager selection
  • Effective risk management and oversight
  • Independence and objectivity
  • Daily liquidity
  • Transparency into holdings
  • Comprehensive reporting
  • Consulting on spending policies and other issues