Planned Giving

TIAA Kaspick

TIAA Endowment and Philanthropic Services, LLC ("TEPS"), through its legacy TIAA Kaspick business line, specializes in managing planned gift assets.  With more than 30 years of experience, today we manage one of the largest portfolios of planned gifts in the United States and are nationally recognized for the quality of our services.

What we offer


Planned Gift Management

Our comprehensive and integrated services are designed to aid our clients in their efforts to raise more valuable gifts, satisfy donors, and manage program-related risks.
  • Sophisticated asset management
  • High-quality gift administration
  • Professional consulting
  • Comprehensive reporting

Get in touch

To learn more about TIAA Kaspick and how we create value for our planned gift clients, please contact us.
Vic Amato
Senior Director, Business Development
Midwest, West

Brian Gilreath

Business Development Director 

East, South

TIAA offers endowment management (“TIAA Endowments”) and planned giving services (“TIAA Kaspick”) through subsidiaries of TIAA including TIAA Endowment & Philanthropic Services, LLC, an investment advisor registered with the Securities and Exchange Commission, and TIAA, FSB, a federal savings bank. Registration does not imply a certain level of skill or training.