Planned Gift Management

Since 1989, we have worked in partnership with our clients to set a new standard of excellence in planned giving, helping them achieve the essential elements of a successful planned giving program.

Our Expertise

Sophisticated Asset Management

High Quality Gift Administration

Strong Fundraising and Stewardship

Effective Management and Oversight

Clients benefit from access to

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Tools, and consulting support to help secure valuable gifts and steward donor relationships

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Specialized consulting on complex gifts and policy development, as well as program evaluations and risk assessments

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An investment approach designed to produce competitive returns, dampen payment volatility, and generate tax-efficient results

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Assistance with gift annuity registrations, filings, and regulatory changes

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Research papers and our proprietary Gift Advisor modeling software

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Our community of clients, including networking opportunities, comparative benchmarking information, and best practices

What is Planned Giving?

Planned gifts, including life income gifts such as charitable remainder trusts and gift annuities, provide substantial financial support to nonprofit institutions. When establishing a life income gift, a donor typically contributes cash, stocks, or other assets and, in return, receives an income for life. When the arrangement terminates, the remaining assets pass to the organization. We manage the assets, provide all related gift administration services, consult with our clients on policies and individual gift situations, and provide comprehensive reporting to our clients and their donors.

Benefits for Donors

A planned gift, such as a charitable remainder trust or gift annuity, allows you to make a substantial gift to support the long-term mission of your chosen organization — it might ultimately establish a scholarship or other endowment fund. Our clients and experienced staff will help you and your advisors determine which gift option best accomplishes your objectives. We can share our expertise surrounding the likely effects of the gift choice on the payments and the ultimate value. Once you establish your trust or other planned gift, TIAA Kaspick invests and administers the gift and prepares annual tax materials.