Kaspick and Company
Kaspick & Company provides investment management and gift administration services to KQED.
Kaspick & Company specializes in planned gift management and administration. Formed in 1989, the company manages approximately $4.5 billion of planned gift assets for charities nationwide. Kaspick's clients include some of the pre-eminent educational, environmental, medical, and religious organizations in the nation.
Kaspick & Company 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.
Sophisticated asset management for charitable remainder trusts
The Kaspick investment team has a proven track record of producing competitive risk-adjusted returns, tailoring their asset allocation strategy to meet the needs of each trust while complying with the Prudent Investor Rule and other regulations.
Throughout the year they closely monitor each portfolio to ensure it continues to meet the beneficiary's income needs and tax requirements.
High quality gift administration
Kaspick administers KQED's life income gift program, performing all administrative functions including payment processing, tax preparation, and gift annuity filings.
Demonstrated knowledge and expertise
Kaspick & Company's sole focus is working with planned gifts. The 80+ person staff has extensive experience in trust law, trust administration, and accounting, as well as managing and administering planned gift assets. Their main office is located in Redwood Shores, California, with a second office in Boston, Massachusetts.
Kaspick and Company's services enable KQED to provide our donors with excellent stewardship, effective gift administration and concise and accurate reporting, as well as competitive investment results.
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