Revisiting and Refining: The Final Important Steps to Enhance the Estate Planning Process
Revisiting and Refining: The Final Important Steps to Enhance the Estate Planning Process, presented by Paul Caspersen, CFP®, MS, AEP, President & Founder, Planned Giving Interactive
This session is part of the University of Maryland College Park, University of Maryland, Baltimore, and the University of Maryland Alumni Association's Virtual Wills Week Conference.
About Paul Caspersen: 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.