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Submission: On February 05 via api from US — Scanned from DE
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Skip to content * Our Expertise * Planned Gift Management * Endowment Management * Our Clients * Our People * Our Firm * Our History * Sponsored Events * Careers * Contact Us * Log In 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 * * * * * * * 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. See More Clients 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 * Home * Planned Gift Management * Endowment Management * Our Clients * Our People * Our History * Sponsored Events * Careers * Contact Us * Log In © 2023 and prior years, TIAA Kaspick, LLC, a registered investment adviser and provider of advisory services. 3056305 * Accessibility * Privacy * Terms * Disclosures * Retail Client Form CRS By continuing on this site, you accept the use of cookies to ensure you get the best experience. Learn more Accept