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Gift Asset Management Team
All planned gifts for which Penn State serves as trustee are managed by the Gift Asset Management Team.
The Gift Asset Management Team ensures quality management and services for the planned giving program and is comprised of members from the Office of Investment Management and the Office of Gift Planning. These individuals are dedicated to providing sophisticated investment management and high quality reporting, as well as accurate and timely administration for planned gifts.
Members of the Gift Asset Management Team
Office of Investment Management |
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David Branigan, CPA
Executive Director
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Michael Degenhart
Director, Gift Planning |
Francine Bosak
Manager, Investment Operations
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Pat Roenigk, Esq.
Director of Individual Gifts |
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Jeanne Sallade
Assistant Director, Gift Planning
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Terri Assael
Development Assistant |
Kaspick & Company
Due to the size and success of our program, Penn State has hired Kaspick & Company to assist in the management and administration of planned gifts. With approximately $4.3 billion currently under management, Kaspick & Company manages one of the largest portfolios of planned gifts in the country. They are recognized nationally for the quality of their services and for bringing to planned gifts the sophisticated portfolio management strategies used today by leading endowments.
Together, Penn State's Gift Asset Management Team and Kaspick & Company are dedicated to the continued success of the planned giving program.
To learn more about Kaspick & Company, click here to visit their home page.
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