Comprehensive planned gift and endowment management services to help nonprofits advance their missions.
Our Expertise
We have more than 30 years of experience working with planned gift and endowment clients. Today we manage $8.6 billion (as of March 31, 2025) and are recognized nationally for the quality of our services.
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:
Sophisticated Asset Management
High Quality Gift Administration
Strong Fundraising and Stewardship
Effective Management and Oversight
Endowment Management
For over three decades, we have provided outsourced CIO services for endowment clients using a consistent investment philosophy.
Sophisticated Asset Management
Expert Consulting
Skilled Portfolio Execution
Informative Reporting
Our Clients
The nation's preeminent educational, medical, social service, and religious institutions turn to us to help them provide their donors and beneficiaries with high quality management of their planned gifts.
Our planned gift management clients include
The logos that appear on this webpage represent all planned gift management clients who have authorized us to display their logos on our site. Clicking on a logo will link you to a webpage designed by that client. It is not known whether these clients approve or disapprove of TIAA Kaspick or our advisory services.
Sponsored Events
August 5-6, 2025
Denver, CO
September 18, 2025
Portland, OR
October 15-17, 2025
Indianapolis, IN