Transforming Assets into Charitable Impact: Lessons Learned from Recent Complex Cases - Monthly Meeting
Paul brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 25 years of financial, estate, and charitable planning experience. Between 2012-2022, Paul 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 campaign’s $4 billion total) in deferred gifts and outright gifts of complex assets.
Paul is also the Founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization. PGI provides charities with practical tools to research complex gifts and an industry-leading, extensive suite of document drafting software and consulting to automate donor compliance-related documents.
Paul Caspersen, CFP®,AEP®,MS
President
Planned Giving Interactive, LLC
352-727-0454(c) | paul@estategiftplanning.com
14260 W. Newberry Rd #215, Gainesville, FL 32669
https://estategiftplanning.com
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