About Us

KASPICK & COMPANY specializes in the management and administration of planned gifts. Since our founding in 1989, we have worked in partnership with our clients to set a new standard of excellence in planned giving. Today KASPICK & COMPANY manages approximately $3.8 billion, including one of the largest portfolios of planned gifts in the country. Our clients include many of the pre-eminent educational, medical, religious, environmental, and social service organizations in the nation.

Our comprehensive and integrated approach addresses the full range of challenges encountered in planned gift management. By bringing together the essential elements of a well-designed planned giving program, we increase program value and ensure satisfied clients and donors. Our expert staff, flexible systems, and innovative approach have made us a leader in the field of planned giving.

In 2006, KASPICK & COMPANY became a subsidiary of TIAA-CREF, the leading provider of retirement services for individuals and institutions in the academic, medical, philanthropic, and cultural fields. We remain focused on providing high quality planned gift and asset management services to not-for-profit organizations nationwide.