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The Greater Boca Raton Estate Planning Council
Speaker Dinner Meeting

Paul Caspersen, CFP, MS, AEP
“The Charitable Gift Planner’s Guide to the Secure Act”

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 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. 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. Caspersen graduated with Honors from the College for Financial Planning in Denver, CO with a master’s in Financial Planning & Taxation and an undergraduate degree from the University of Northern Iowa in Business Communications.

Prior to the dinner meeting, the Council membership will take a vote on the proposed slate of officers and directors for the 2025-2026 season, which was emailed to the membership on March 12, 2025. 

***Please register before April 14th to secure your spot, thank you.***

This event is generously sponsored by:

Dinner Sponsor


 

Cocktail Sponsor



Valet Sponsor