January 19, 2023 – January 2023 ALCGP Membership Meeting

January 2023 ALCGP Membership Meeting

January 19, 2023

Planned Giving 2030: A Philanthropic Solution for Baby Boomers

Nationally there are roughly 10,000 Baby Boomers turning 65 every single day through the year 2030!   Boomers are the first unique generation impacted by divorce and blended families requiring unique estate and charitable planning strategies.

This inspired me to write an article that was published in the October 2015 Charitable Planning issue of Trust & Estates that will be summarized during our discussion.

The learning objectives are for all attendees is to leave with a deeper understanding of planned giving strategies for key donors to your organization born between 1946-1964, likely the most important segment of your donor base

Presented by Paul Caspersen, CFP, AEP, MS

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.

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 undergraduate degree from the University of Northern Iowa in Business Communications.

When not working Paul enjoys marathon training, cooking, golfing, and spending time with his wife Dana and two sons, Gabe, and Garner.