Scott Kaspick founded the company in 1989 to help charities significantly improve the value of their planned giving programs. In 1990, Susan Termohlen, a practicing tax attorney, established our sister company, InterVivos, to provide gift administration and tax preparation services for Kaspick & Company clients. InterVivos merged with Kaspick & Company in 1998.
Since our inception, we have offered sophisticated asset management, high quality gift administration, comprehensive reporting, and a focus on helping donors make informed decisions about their gifts. While we have grown over the years, we have not lost our entrepreneurial spirit. Today, we manage one of the largest portfolios of planned gifts in the country as well as endowment assets. We work closely with our clients, which include many of the preeminent educational, medical, social service, and religious institutions in the nation.