BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20241017T120000Z
DTEND:20241017T140000Z
LOCATION:One Daytona Blvd., Daytona 500 Room, Daytona Beach
UID:2537020241017T120000ZTransforming Assets into Charitable Impact: Lessons Learned from Recent Complex Cases - Monthly Meeting
DTSTAMP:20260511T092117Z
DESCRIPTION:\nPaul 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. \n \nPaul 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. \n \nPaul Caspersen, CFP®,AEP®,MS\n \nPresident\n \nPlanned Giving Interactive, LLC\n \n352-727-0454(c) | paul@estategiftplanning.com\n \n14260 W. Newberry Rd #215, Gainesville, FL 32669\n \nhttps://estategiftplanning.com\n
SUMMARY:Transforming Assets into Charitable Impact: Lessons Learned from Recent Complex Cases - Monthly Meeting - Estate Planning Council of The Fun Coast 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR