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In more than 33 years Legacy Partners has acquired, developed and managed more than 101.5 million square feet of commercial real estate. Legacy Partners provides commercial and residential real estate services primarily throughout the western portions of the United States. The company manages a portfolio valued around $4.7 billion. Its experience spans property acquisition, development, financing, interior architectural design and management. Legacy Partners residential division has built luxury multifamily communities throughout California, Arizona, Colorado and Washington. Besides developing more than 75,000 apartment homes, the company s portfolio exceeds 36,000 apartment homes. Headquartered in Foster City, Calif., the company maintains regional offices in San Francisco, Los Angeles, San Diego and Irvine, Calif.; Denver; and Seattle.

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.