Planned Giving

TIAA Kaspick

TIAA Kaspick specializes in managing planned gift assets. With more than 25 years of experience, today we manage one of the largest portfolios of planned gifts in the United States.

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

Meet our team

Our staff brings experience and insight to client relationships. Many of our professionals have worked in nonprofits, are active volunteers and board members, and serve in leadership roles within the gift planning community.
Lindy Sherwood
Chief Business Strategy Officer
Abigail B. Mason
Chief Investment Officer
C. Alan Korthals
Chief Client Relationship Officer

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.