Paul M. Caspersen

President

14260 W Newberry Rd #125
Newberry, FL 32669
United States

paul@estategiftplanning.com

"Paul Caspersen brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 26 years of financial, estate, and charitable planning experience. Between 2012-2022, he served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, where his Gift Planning team closed $1.25 billion (of the Campaigns $4 billion total) in deferred gifts and outright gifts of complex assets. Prior to his position at the University of Florida, he led the Gift Planning program at Iowa State University. Before specializing in planned giving, Paul spent a decade working in financial services. Paul is the founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization. PGI is an affiliate organization to Charitable Solutions LLC, the largest national consulting firm that provides charities with risk management solutions for non-cash donations and charitable gift annuities. He is also a national board member of The National Association of Estate Planners & Councils (NAEPC), which has over 270 member estate planning councils and provides services to their estimated 30,000 individual members. In 2011 Caspersen published the book “Direction Memo: How to Write a Letter of Instructions for Your Estate Plan,” and is regularly published in peer-reviewed journals such as Trusts & Estates. Caspersen graduated with honors from the College for Financial Planning, in Denver, CO with a master’s in financial planning & taxation and an undergraduate degree from the University of Northern Iowa in Business Communications. When not working, Paul enjoys marathon training, cooking, golfing, and spending time with his wife Dana and two sons, Gabe and Garner."

CGP Conference Speaker

“Top 3 Ways to Position Life Insurance for Charitable Planning.”

This presentation was CE delivered at the NAIFA Florida conference in June 2017. The purpose was to lead a discussion about three tactics from basic to complex on developing significant planned gifts using life insurance using real life case studies.

10 Evidence Based Charitable Solutions for Baby Boomers

Nationally, there are roughly 10,000 Baby Boomers turning 65 every single day through the year 2030! Boomers are the first unique generation impacted by divorce and blended families, requiring unique approaches to estate and charitable planning. Attendees will leave this session with a deeper understanding of planned giving strategies for key donors to your organization born between 1946 and 1964, likely the most important segment of your donor base. This session qualifies for CFP continuing education.

The Charitable Gift Planners Guide to the SECURE Act 1.0 & 2.0

This presentation is built around one of my peer reviewed journal article published in Trust and Estates from December of 2016. A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades. This article addresses how a CGA can be both a philanthropic and financial tool from simple to the most advanced concepts.

Gift Design, Current Events, Marketing/Cultivation, Administration, Integrated Planning

Building Professional Advisor Networks

Paul

Caspersen

paul@estategiftplanning.com

basic travel expenses, and fee based upon the terms of the engagement

Yes

Yes