Our History

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 opens in Palo Alto, CA
  • Susan Termohlen founds InterVivos to provide gift administration services
  • Boston office opens
  • Kaspick & Company and InterVivos merge
  • First website launched
  • First Client Conference
  • First Summer Institute
  • Kaspick & Company is acquired by TIAA (its first acquisition since it was founded in 1918)
  • St. Louis office opens
  • Kaspick & Company becomes TIAA Kaspick
  • Our 30th anniversary

Our Relationship with TIAA


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.