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 * Our Expertise
   * Planned Gift Management
   * Endowment Management
 * Our Clients
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COMPREHENSIVE PLANNED GIFT AND ENDOWMENT MANAGEMENT SERVICES TO HELP NONPROFITS
ADVANCE THEIR MISSIONS.





OUR EXPERTISE

We have more than 30 years of experience working with planned gift and endowment
clients. Today we manage $8.1 billion (as of December 31, 2023) and are
recognized nationally for the quality of our services.


PLANNED GIFT MANAGEMENT

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

Learn More


ENDOWMENT MANAGEMENT

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

Learn More


OUR CLIENTS

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

   
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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.

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SPONSORED EVENTS

April 292024
American Council on Gift Annuities Conference (ACGA)

Houston, TX

May 82024
Planned Giving Group of New England All-Day Conference

Boston, MA

May 132024
Carolinas Planned Giving Conference at Kanuga

Hendersonville, NC


AMERICAN COUNCIL ON GIFT ANNUITIES CONFERENCE (ACGA)

April 29, 2024

Houston, TX

The ACGA was formed in 1927 for the purpose of providing educational and other
services to American charities regarding gift annuities and other forms of
planned gifts. It actively promotes responsible philanthropy through actuarially
sound, suggested maximum charitable gift annuity rates, quality training
opportunities and the advocacy of appropriate consumer protection. The ACGA
offers a conference every two years, for planned giving, development and
administrative staff of non-profits and related professionals.



TIAA Kaspick is proud to sponsor the ACGA conference.

3214892

(650) 585-4100
203 Redwood Shores Parkway, Suite 420
Redwood Shores, CA 94065

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