Kaspick & Company Overview

  • Founded
  • 1989
  • Status
  • Acquired/​Merged
  • Employees
  • 108
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Kaspick & Company General Information


Manager and administer of planned gifts. The company specializes in providing gift administration and tax preparation services. Its clients include educational, medical, religious, environmental and social service organizations.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Capital Markets/Institutions
Primary Office
  • 203 Redwood Shores Parkway
  • Suite 300
  • Redwood City, CA 94065
  • United States
+1 (650) 000-0000
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Kaspick & Company Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Kaspick & Company Executive Team (4)

Name Title Board Seat Contact Info
Linda Sherwood President & Managing Director
Abigail Mason Chief Investment Officer
Joseph Gerharz Director, Finance
Damon Whelchel Director, Investment Management
To view Kaspick & Company’s complete executive team members history, request access »

Kaspick & Company Board Members (1)

Name Representing Role Since
0. 00000 0000000 Self Co-Founder & Chairman Emeritus 000 0000
To view Kaspick & Company’s complete board members history, request access »

Kaspick & Company Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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