Planned Gift Management

Our comprehensive and integrated services will help you raise more valuable gifts, satisfy donors, and manage program-related risks.

What are the benefits to donors?
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Benefits for Donors

A planned gift, such as a charitable remainder trust or gift annuity, allows you to make a substantial gift to support the long-term mission of your chosen organization — it might ultimately establish a scholarship or other endowment fund.

Our clients' experienced staff will help you and your advisors determine which gift option best accomplishes your objectives. We can share our expertise surrounding the likely effects of the gift choice on the payments and the ultimate value. Once you establish your trust or other planned gift, TIAA Kaspick invests and administers the gift and prepares annual tax materials.

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    Sophisticated Asset Management

    Access an investment approach designed to produce competitive returns, dampen payment volatility, and generate tax-efficient results.

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    High Quality Gift Administration

    Meet fiduciary duties and enhance donor satisfaction by leveraging our experience, integrated processes, and specialized systems.

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    Strong Fundraising and Stewardship

    Access training, tools, and consulting support to help secure valuable gifts and steward donor relationships.

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    Effective Management and Oversight

    Benchmark results against peers using our extensive reporting and establish policies based on best practices.

Endowment Management

We provide comprehensive investment management services using an outsourced CIO approach.

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    Sophisticated Asset Management

    Broadly diversified portfolios with an open architecture approach with active oversight and risk management.

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    Expert Consulting

    Guidance surrounding long-term endowment objectives and guidelines, asset allocation, and spending policies.

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    Skilled Portfolio Execution

    Flawless implementation of portfolio changes and regular rebalancing of portfolios.

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    Informative Reporting

    Regular communications with comprehensive and timely reporting on asset allocation and performance.