Kaspick&Company

KASPICK & COMPANY provides expert administration services for all types of planned gifts. Our clients’ donors and beneficiaries receive their periodic payments and tax reporting in a timely and accurate manner.

Our gift administration team has extensive knowledge of trust and tax law and the practical experience necessary to meet the needs of each situation. We work closely with each client in its role as trustee to review applicable state and federal law and to develop policies for how gifts will be administered. Our administration services are customized for each client and are closely coordinated with our investment activities. Our systems, including our tax preparation system, have been designed to meet the unique requirements of planned gifts.

We also provide our clients and their donors with detailed reporting so they stay well-informed about their gifts.