Our sole focus is supporting the planned gift and endowment management needs of our nonprofit clients. We manage over $8.3 billion (as of June 30, 2021), including one of the largest portfolios of planned gifts in the country.
Scott Kaspick founded Kaspick & Company in 1989 to help charities significantly improve the value of their planned giving programs. In 1990, Susan Termohlen, a practicing tax attorney, established our sister company, InterVivos, to provide gift administration and tax preparation services for Kaspick clients. InterVivos merged with Kaspick & Company in 1998.
Since our inception, we have offered sophisticated asset management, high quality gift administration, comprehensive reporting, and a focus on helping donors make informed decisions about their gifts. While we have grown over the years, we have not lost our entrepreneurial spirit. Today, we manage one of the largest portfolios of planned gifts in the country as well as endowment assets. We work closely with our clients, which include many of the preeminent educational, medical, social service, and religious institutions in the nation.
Kaspick & Company became an independent subsidiary of TIAA in 2006, and changed its name to TIAA Kaspick in 2017. TIAA is a leading provider of retirement services in academic, research, medical and cultural fields. Both TIAA Kaspick and TIAA share a commitment to supporting the missions of their nonprofit clients.
