Assets Management & Online Account Access

Tufts University partners with Kaspick & Company to invest and administer all of the charitable remainder and charitable lead trusts that our donors have asked us to trustee. Kaspick & Company also manages the assets in the Tufts Income Fund and all of the assets for Tufts’ gift annuities. With more than $2 billion under management, this company is responsible for one of the largest portfolios of planned gifts in the country and is widely regarded as an industry leader.

Online Account Access
Want to check the performance of your Tufts-trusteed charitable trust from your desktop? You can now access your account online through Kaspick & Company's Web site! If you are interested, contact our office for a login name and password.

Assets Management
The strength of their investment team is one of the many reasons Tufts University partners with Kaspick & Company to manage its gift planning assets:

Charitable Remainder Trusts and Charitable Lead Trust
We work with Kaspick & Company's investment team to develop a broadly diversified mix of assets for each trust that we trustee, designed to meet that trust’s specific objectives. The portfolios typically include large cap and small cap domestic stocks, international and emerging market stocks, as well as REITs. We seek as much appreciation potential as possible, taking into account all the risks, your specific situation (or your beneficiary’s), the trust type, and the payout rate. We consider the likely impact of the portfolio mix on your after-tax income and the trust’s remainder value. Kaspick & Company has a proven track record of producing competitive returns while reducing volatility and providing a good after-tax outcome for beneficiaries. Through Kaspick & Company, we invest each trust in its own separate account. This structure permits flexibility in design, daily valuation of portfolios, immediate investment of new gifts, and calculation of investment performance between any two dates.

Gift Annuities
Gift annuities at Tufts are currently invested directly by the university in an array of bonds and income-producing investments. We are in the process of transferring these assets into management by Kaspick & Company, and anticipate that this move will ultimately result in your gift making an even greater impact on the university. Please note that the change in management of these assets will have no impact on your income – all gift annuitants receive a guaranteed, fixed income for life.

Tufts Income Fund
The Tufts income fund is managed by Kaspick & Company and invested in a diversified portfolio with a focus on income achievement.