Kaspick & Company

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Description

  • KASPICK & COMPANY specializes in the management and administration of planned gifts. Since our founding in 1989, we have worked in partnership with our clients to set a new standard of excellence in planned giving. Today KASPICK & COMPANY manages approximately $5.9 billion as of September 30, 2014, including one of the largest portfolios of planned gifts in the country. Our clients include many of the pre-eminent educational, medical, religious, environmental, and social service organizations in the nation. Our comprehensive and integrated approach addresses the full range of challenges encountered in planned gift management. By bringing together the essential elements of a well-designed planned giving program, we increase program value and ensure satisfied clients and donors. Our expert staff, flexible systems, and innovative approach have made us a leader in the field of planned giving.In 2006, KASPICK & COMPANY became a subsidiary of TIAA-CREF, the leading provider of retirement services for individuals and institutions in the academic, medical, philanthropic, and cultural fields. We remain focused on providing high quality planned gift and asset management services to not-for-profit organizations nationwide.
  • location

    Headquarters:30 Federal St Fl 6A , Boston, Massachusetts, United States

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  • Kaspick & Company phone

    Phone Number: +1 617-357-0575

  • Kaspick & Company website

    Website: https://www.kaspick.com

  • Kaspick & Company employees

    Employees:97

  • Kaspick & Company revenue

    Revenue:$10 - 50M

  • Kaspick & Company legal name

    Legal Name:Kaspick & Company

  • Kaspick & Company's Social Media

    Kaspick & Company linkedin
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  • |  NAICS Code: 523910  |

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Person level website identification

Chief Compliance Officer for Kaspick & Company

Colleen Mesec

Chief Compliance Officer

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View Employees

Colleen Mesec

Chief Compliance Officer

Scott Powers

Chief Operating Officer

Dave Libengood

Chief Client Relationship Officer

Brian Gilreath

Director, Business Development

Bill Knox

Director, Planned Gift Technical Consulting

Frequently Asked Questions regarding Kaspick & Company

  • Where are Kaspick & Company's Headquarters?

    Kaspick & Company's Headquarters are in 30 Federal St Fl 6A ,Boston,Massachusetts,United States

  • What is Kaspick & Company's phone number?

    Kaspick & Company's phone number is +1 617-357-0575

  • What is Kaspick & Company's official website?

    Kaspick & Company's official website is https://www.kaspick.com

  • What is Kaspick & Company's Revenue?

    Kaspick & Company's revenue is $10 - 50M

  • What is Kaspick & Company's NAICS code?

    Kaspick & Company's NAICS code is 523910

  • How many employees are working in Kaspick & Company

    Kaspick & Company has 97 employees

  • What is Kaspick & Company's Industry?

    Kaspick & Company is in the industry of Financial Services

  • Who is Kaspick & Company's Chief Compliance Officer?

    Kaspick & Company's Chief Compliance Officer is Colleen Mesec

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