Who Manages Your Gift?

Your planned giving and endowment gifts are faithfully stewarded by a partnership of professionals:

• Cal Poly and the Cal Poly Foundation ensure that your generosity is used as you have intended and sets investment policies that minimize overall market risk while maximizing overall return.
  
• The Cal Poly Corporation administers trust, annuity and endowment documentation and accounting.
  
• Kaspick and Company is a Bay Area firm that specializes in planned giving investments and has been hired to advise the university and provide day-to-day management of our investments.

If you have any questions about how planned giving or endowment assets are invested or managed, we invite you to contact us by calling toll-free (800) 549-2999, (805) 756-7125 or by e-mail to plannedgiving@calpoly.edu.