www.kaspick.com Open in urlscan Pro
143.165.40.87  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Log In
Menu
 * Our Expertise
 * Our Clients
 * Our People
 * Our Firm
 * Contact Us
 * Login

 * Reset password

Comprehensive planned gift and endowment management services to help nonprofits
advance their missions.




OUR EXPERTISE


PLANNED GIFT MANAGEMENT

click to view learn more

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


ENDOWMENT MANAGEMENT

click to view learn more

For over 30 years, we have provided outsourced CIO services for endowment
clients using a consistent investment philosophy.


 * Sophisticated Asset Management
 * Expert Consulting
 * Skilled Portfolio Execution
 * Informative Reporting


OUR CLIENTS

 * planned gift
 * endowment

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.

learn more

Our planned gift management clients include:

 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 

SEC Required Language: The logos that appear in rotation 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.

Some of our planned giving clients as well as other nonprofit organizations
across the nation rely on our comprehensive Outsourced CIO services for the
investment of their endowment assets.

learn more



WHAT'S NEW

View More
Planned Giving Group of New England All-Day Conference Date: 05/07/2022
Location: Boston

TIAA Kaspick is a sponsor of the PGGNE Conference.

Western Regional Planned Giving Conference Date: 05/25/2022 - 05/27/2022
Location: Costa Mesa

TIAA Kaspick is a sponsor of the WRPGC.

 * (650) 585-4100
 * inquiries@kaspick.com

203 Redwood Shores Parkway, Suite 420
Redwood Shores, CA 94065
 * Home
 * Our Expertise
 * Our Clients
 * Our People

 * Our Firm
 * What's New
 * Careers
 * Contact Us

 * Log In
 * Reset Your Password
 * Need Help?

© 2021 and prior years, TIAA Kaspick, LLC, a registered investment adviser and
provider of advisory services.


1439834
 * Privacy
 * Terms
 * Disclosures
 * Retail Client Form CRS