Kaspick&Company

KASPICK & COMPANY provides high quality administration for all types of planned gifts. We perform all administrative functions in the life cycle of a planned gift from account set-up and asset transfer, to payment processing and tax preparation, to account termination. We also provide a complete accounting package for recording these gifts in the charity’s financial statements, including the calculation of payment liabilities associated with each gift.

We are dedicated planned gift administration specialists. Our in-depth experience, integrated processes, and specialized systems leverage our clients’ abilities to enhance donor satisfaction and manage institutional risk.

For example, clients use our KASPICK CONNECT® website to access account profile and tax reporting information about any account, and also to transmit gift administration data and instructions to KASPICK & COMPANY in a secure, reliable, and efficient manner. Our proprietary tax analytics enable us to deliver the vast majority of trust K-1s by February 28 of each year. And our gift administration services are customized for each client and closely coordinated with our investment and program support activities.