Kaspick&Company

Well-developed reporting and careful monitoring are essential to the assessment of a planned giving program's performance and the identification and management of risk.

Our investment reports provide comprehensive data and commentary on investment strategy as well as performance at the client composite, individual trust, asset class, and investment manager levels. Our accounting reports include an extract of detailed data that can be easily sorted, filtered, and configured for uploading into your general ledger.

We revisit annually with each of our clients the asset allocations of each planned gift in order to learn of possible changes in beneficiary circumstances or other factors that should cause us to revisit the chosen asset allocation. This practice also allows clients to re-examine policy exception and identify other accounts that might require special attention.

We also perform periodic risk analyses of a client’s gift annuity pool that are designed to identify contracts that might “run dry” in the future and quantify any potential problems. We also consult with clients on how to build reserves to meet any future payment shortfalls, and put in place program policies that reduce the likelihood of future problems.