Planned Gift Management Services

Since 1989, KASPICK & COMPANY has been working in partnership with its clients to achieve greater value in their planned giving programs. We do this by delivering a fully-integrated package of services including sophisticated asset management, high quality gift administration, policy and practice consulting to enhance fund-raising and stewardship, and support for program management and oversight.

We believe that planned giving services are not a commodity and that the careful application of specialized expertise can materially increase the value of a planned giving program. Learn more about our service areas by clicking the links to the left.

Our clients have well-established, active, and growing planned giving programs with strong institutional support. Our comprehensive and integrated approach generates results. Today's planned giving environment is more challenging than ever. We can help.