Transforming Assets into Charitable Impact: Lessons Learned from Recent Complex Cases - Monthly Meeting

Date: Thursday, October 17, 2024
Time: 8:00am - 10:00am
Location: One Daytona Blvd., Daytona 500 Room, Daytona Beach
Speaker: Paul Caspersen, CFP®,AEP®,MS

Add to My Outlook Calendar

Add to My Google Calendar

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

Register Now

See Upcoming Event Calendar