ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA

Check In & Cocktails 5:30pm - Brandywine Room
Dinner 6:15pm - duPont & Mason Rooms (upstairs)
Speaker and Program 7:00pm 

• RSVP below, members be sure to select no charge.
• Please indicate any dietery requests in the "Special Request" section of the RSVP form.
• Guests must pay online via credit card prior to the event.  (Instructions for paying by credit card, after clicking submit you will be taken to another page. You do not have to use paypal.  Simply scroll to the bottom of the payment screen and select "Pay with Debit or Credit Card").  

About our Speaker:

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. Before his position at the University of Florida, Caspersen led the Gift Planning program and Iowa State University. In the decade before Gift Planning, Caspersen gained his first experience in Financial Services.

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.

He is a prior 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.

In 2011 Caspersen published the book “Direction Memo:  How to Write a Letter of Instructions for Your Estate Plan,” and is regularly published in peer-reviewed journals such as Trusts & Estates.

Click here to read more about the speaker.