KASPICK & COMPANY DISCLOSURE STATEMENT

Generally: This website is intended to present KASPICK & COMPANY’s views on current market conditions, overviews of the company’s investment management program, reviews of planned giving issues, or other types of information that is believed to be of interest to the firm’s clients and the clients’ donors and beneficiaries. The information and data contained on this website are not intended to provide personalized investment advice or gift planning recommendations.

Investment Information: KASPICK & COMPANY provides investment advice only through investment management agreements that establish investment advisor-client relationships under the terms of each client’s agreement. KASPICK & COMPANY clients with questions regarding the applicability of the information on this website to them should contact their KASPICK & COMPANY Relationship Manager. Others should contact their investment advisors, financial planners, or other financial services professionals to determine how the information contained on this website might apply to their specific circumstances.

Tax and Legal Information: KASPICK & COMPANY does not provide legal or tax advice. KASPICK & COMPANYprovides tax preparation services under the terms of each client’s gift administration agreement. The articles on this website are not intended or written to be used, and cannot be used (i) for the purpose of avoiding tax-related penalties, or (ii) to promote, market or recommend to another party any transaction or matter addressed. (IRS Circular 230 Notice)