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 a 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.

1980

1989
Kaspick & Company opens in Palo Alto, CA

1990

1990
Susan Termohlen founds InterVivos to provide gift administration services

1994
Boston office opens

1998
Kaspick & Company and InterVivos merge

1999
First website launched

2000

2000
First Client Conference

2004
First Summer Institute

2006
Kaspick & Company is acquired by TIAA (its first acquisition since it was founded in 1918)

2010

2010
St. Louis office opens

2017
Kaspick & Company becomes TIAA Kaspick

2019
Our 30th anniversary

2020

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.

w