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

Name: Transforming Assets into Charitable Impact: Lessons Learned from Recent Complex Cases
Start: 2024-10-17T08:00:00-04:00
End: 2024-10-17T10:00:00-04:00
Location: ONE DAYTONA

Schedule

Thu Oct 17 2024 at 08:00 am to 10:00 am

UTC-04:00

Location

ONE DAYTONA | Daytona Beach, FL

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
Paul brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, he 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.