Paul Caspersen, CFP®,AEP®,MS
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. Prior to his position at the University of Florida, Caspersen leads 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.
When not working Paul enjoys marathon training, cooking, golfing, and spending time with his wife Dana and two sons, Gabe and Garner.
Published “Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan.” Copyright © 2011 Paul M. Caspersen, Outskirts Press, Inc. ISBN: 978-1-4327-8072-2
“QTIPs and Testamentary CRTs: Important tools for accomplishing both charitable and non-charitable objectives.” Trust and Estates October 2015 CGA
“CGAs: A Surrogate for Fixed Income During Retirement” Trust and Estates December 2016
“Ten Planned Giving Concepts for Charitable Baby Boomers” Trust and Estates October 2019
Dana Caspersen-Executive Director of Operations and Communications brings over 20 years of sales, marketing, and operations experience in both corporate and non-profit industries to Planned Giving Interactive’s team. Having been a part of higher education advancement teams, non-profit boards, and leading B2B sales territories, Dana exudes much pride in helping others reach their potential and exceed their goals.
Most recently, Dana served 6 years as Talent Management- Recruiter for the University of Florida Advancement and prior to that nearly 15 years in sales, training, and management roles in business to business sales in the Midwest.