With approximately $4.2 billion under management, KASPICK & COMPANY manages one of the largest portfolios of planned gifts in the country. The firm is recognized nationally for the quality of its services and for bringing to planned gifts the sophisticated portfolio management strategies used today by leading endowments. KASPICK & COMPANY's clients include many of the pre-eminent educational, medical, religious, and service organizations in the nation.
They work in partnership with Whitman College to provide the essential elements of a well-managed gift: sophisticated asset management, timely and accurate administration, and informative reporting. Their comprehensive services, expert staff, and innovative approach have set the standard for planned gift management and administration.
The KASPICK & COMPANY investment team combines investment experience with expertise in planned giving to successfully manage gifts of all types, including charitable remainder trusts, lead trusts, pooled income funds, and gift annuities. Their investment team develops for each trust a broadly diversified mix of assets designed to meet the trust's specific objectives. The team has a proven track record of producing competitive risk-adjusted returns.
KASPICK & COMPANY provides expert administration services for planned gifts, including document review, payment processing, and tax preparation. Their trust administration team has extensive knowledge of trust and tax law, and the practical experience necessary to meet the needs of each trust. Our administration services are personalized for each client and are closely coordinated with our investment activities. KASPICK & COMPANY provides Whitman and our donors with detailed reporting so we stay well informed about all gifts.
Formed in 1989, KASPICK & COMPANY employs more than 70 employees, with offices in Redwood Shores, California, and Boston, Massachusetts. KASPICK & COMPANY is a member of the TIAA-CREF family of companies. TIAACREF, a national financial services organization with more than $406 billion in assets under management, is the leading provider of retirement services to individuals and institutions in the academic, research, medical, philanthropic, and cultural fields.
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