Kaspick&Company

At KASPICK & COMPANY, we help clients build on their strengths in fundraising and stewardship in a variety of ways. We work with clients to develop sound gift acceptance policies and practices—the foundation of increased expected gift values, improved donor satisfaction, and reduced program risks. We provide client staff with tools and materials that help donors understand the impact of their choices on a trust's income stream and remainder value. Our educational materials and gift planning advice enable clients and their donors to make informed decisions.

We constantly monitor and research issues and trends in planned giving, advising our clients on technical questions relating to the investment, administration, and taxation of planned gifts. Our Advisor's Quarterly newsletter provides research and analysis on current topics of interest to planned giving and finance staffs. Through webinars and other client events, we provide ongoing education on a broad range of planned giving topics and promote discussion of key policy and program issues.

Our secure website, KASPICK CONNECT®, allows clients and their donors to view key account information online, including portfolio appraisals and payment information. Clients also use the website to research gift planning, investment, and administration issues, and to access tax reporting for beneficiaries.

Our beneficiary reports are concise, customizable, easy-to-read, and designed to enable our clients to provide very high quality stewardship to their planned gift donors. Our investment materials enable clients to inform their donors on the strategies used to invest their trusts and explain recent performance results. As a result, our clients' donors understand how their trusts are being managed.