Principal Gift Strategy

When it Comes to Principal Gifts, the Devil is in the Details.

Bring our team in to help you develop the ultimate proposal that maximizes your donor’s potential. Our experience with principal gifts that we bring to your organization is twofold: the experience of closing complex gifts and preparing for the ‘ask’ to give your organization the best opportunity to maximize the principal gift. To read about our Transitional Gift Planning Program Manager services click here.

Cultivating principal gifts is different from your major gift strategy because these generous friends have the potential to move an organization in a new direction. This requires closer personal relationships and greater emphasis on partnership, as well as shared objectives that can only be achieved through collaboration with other key stakeholders who share similar values and philanthropic goals.

The Importance of Having Experts in Place Cannot Be Overstated.

Regardless of the magnitude of your donor’s wealth, they will look to your organization for technical advice on making transformational gifts. No matter how talented the attorney, accountant, or CFP, it’s unlikely that advisors specialize only in charitable planning. Therefore your organization must have technical experts to communicate with the donor and their professional advisors.

Below is a shortlist of gifts Paul Caspersen has had the privilege to be the lead Fundraiser and generally the architect of many of these gifts that have come to fruition.

top view of green field
4000 bushels of Soybeans to fund a CRUT for a Farmer
Donation of Limited Partnership interest (Hilton San Destin)
Blended Gift: $50,000,000 bequest to endow Departments at two University Colleges. $5,000,000 additional was pledged to those two colleges for immediate support of the programs.
$2,000,000 CRUT with 5 year term funded with shares of Publix, as closely held company, to support a capital project.


$2,500,000 gift funded with $5,000,000 to establish a 7 year non-grantor CLAT. The gift supports a new athletics facility on campus at the University of Florida.
$1,000,000 CRUT funded with stock. 6% payout of which 1% is paid to charity during the trust term.
Testamentary Charitable Gift Annuity. Donor was not married but in long term relationship and with our guidance amended his estate plans to provide a graduated income to his life partner.
$1,500,000 CRUT funded to provide income the donors son in his 40’s who dealt with various personal issues. Donors have been pleased with the outcome of the gift.