TIAA Kaspick Disclosure Statement
Generally: This website is intended to present TIAA Kaspick’s views on current market conditions,
overviews of the company's investment
management program, reviews of planned giving issues, or other types of information that is believed to be of interest
to the firm's clients and the clients' donors and beneficiaries. The information and data contained on this website
are not intended to provide personalized investment advice or gift planning recommendations.
Investment
Information: TIAA Kaspick provides
investment advice only through investment management agreements that establish investment advisor-client relationships
under the terms of each client's agreement. TIAA Kaspick
clients with questions regarding the applicability of the information on this website to them should contact their
TIAA Kaspick Relationship Manager. Others should
contact their investment advisors, financial planners, or other financial services professionals to determine how the
information contained on this website might apply to their specific circumstances.
Tax
and Legal Information: TIAA Kaspick does
not provide legal or tax advice. TIAA Kaspick provides
tax preparation services under the terms of each client’s gift administration agreement. The articles on this
website are not intended or written to be used, and cannot be used (i) for the purpose of avoiding tax-related
penalties, or (ii) to promote, market or recommend to another party any transaction or matter addressed. (IRS Circular
230 Notice)