Planned Gift Management Clients

Our clients have active, well-established planned giving programs, and include many of the largest and most sophisticated institutions in the country.

Clients benefit from access to:

  • Comprehensive education, including staff/volunteer training, webinars, newsletters, client conferences and seminars
  • Expert consulting on complex gifts and policy development, as well as program evaluations and risk assessments
  • Support for donors, including educational and stewardship materials, comprehensive reports, and donor meetings
  • Assistance with gift annuity registrations, filings, and regulatory changes
  • Resources, including research papers and our proprietary Gift Advisor modeling software
  • Our community of clients, including networking opportunities, comparative benchmarking information, and best practices

SEC Required Language: The logos that appear in rotation on this web page 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 web page designed by that client. It is not known whether these clients approve or disapprove of Kaspick & Company or our advisory services.

Endowment Management Clients

Our endowment clients include colleges, universities, and other nonprofits who are seeking diversified portfolios that are fully transparent and liquid.

Kaspick & Company offers:

  • Broad asset class diversification
  • Open architecture approach to manager selection
  • Effective risk management and oversight
  • Independence and objectivity
  • Daily liquidity
  • Transparency into holdings
  • Comprehensive reporting
  • Consulting on spending policies and other issues