TIAA Kaspick
Comprehensive planned gift and endowment management services.
Overview
TIAA Kaspick specializes in the investment management and administration of planned gifts for nonprofits. They work in partnership with organizations to manage complex assets from charitable remainder trusts, lead trusts, pooled income funds, and gift annuities. Their services are designed to provide sophisticated portfolio management, timely administration, and detailed reporting.
✨ Key Features
- Planned Gift Asset Management
- Endowment Management
- Gift Administration Services (document review, payment processing, tax prep)
- Management for CRTs, Lead Trusts, PIFs, and Gift Annuities
- Detailed Reporting for Nonprofits and Donors
🎯 Key Differentiators
- Specialized focus exclusively on planned gift and endowment management
- Combines sophisticated asset management with expert gift administration
- Recognized nationally for quality of service and expertise
Unique Value: Provides nonprofits with specialized, expert management of planned gift assets and administration, bringing sophisticated endowment-style investment strategies to planned gifts to maximize their impact.
🎯 Use Cases (4)
✅ Best For
- Managing billions in planned gift portfolios for many of the nation's pre-eminent educational, medical, and religious organizations.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small nonprofits looking for marketing tools or a simple will-creation platform.
🏆 Alternatives
Unlike general financial institutions, TIAA Kaspick has a deep, singular focus on the unique needs of planned gift management, offering highly integrated investment and administration services tailored for nonprofits.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All clients tier)
💰 Pricing
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