We have more than 30 years of experience working with planned gift and endowment clients. Today we manage $8.6 billion (as of March 31, 2025) and are recognized nationally for the quality of our services.
Since 1989, we have worked in partnership with our clients to set a new standard of excellence in planned giving, helping them achieve the essential elements of a successful planned giving program:
Sophisticated Asset Management
High Quality Gift Administration
Strong Fundraising and Stewardship
Effective Management and Oversight
For over three decades, we have provided outsourced CIO services for endowment clients using a consistent investment philosophy.
Sophisticated Asset Management
Expert Consulting
Skilled Portfolio Execution
Informative Reporting
The nation's preeminent educational, medical, social service, and religious institutions turn to us to help them provide their donors and beneficiaries with high quality management of their planned gifts.
Our planned gift management clients include
The logos that appear on this webpage represent all planned gift management clients who have authorized us to display their logos on our site. Clicking on a logo will link you to a webpage designed by that client. It is not known whether these clients approve or disapprove of TIAA Kaspick or our advisory services.
May 7, 2025
Boston, MA
May 12, 2025
Kanuga, NC
May 21, 2025
Costa Mesa, CA