NetworkยทVenture Capital
๐ BOSTON, MA
SEC CRD #801-28179
Comprehensive planned gift and endowment management services | TIAA Kaspick Comprehensive planned gift and endowment management services to help nonprofits advance their missions. Our Expertise We have more than 35 years of experience working with planned gift and endowment clients. Today we manage $8.7 billion (as of March 31, 2026) 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. See More Clients 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 designe
DAVID LYONS
CHIEF COMPLIANCE OFFICER
๐ (650) 585-4100
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AUM
$8.7B
Location
BOSTON, MA
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