Lunch Meeting: Direction Memo: The Importance of a Letter of Instructions in Modern Estate Planning

Date/Time: Tuesday, March 12, 2024, 12:00 Noon

Location:  River Rocks, , 6485 South, US-1, Rockledge, FL 32955

Details: Presentation on the importance of a letter of instruction in modern estate planning by Paul M. Caspersen, CFP®, AEP®, MS (financial planning & taxation)

About the Speaker: Paul M. Caspersen, CFP®, AEP®, MS

Paul Caspersen 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 2013-2023, 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 provides charities with practical tools to research complex gifts and an industry-leading, extensive suite of document drafting software to automate donor compliance-related documents, as well as consulting services.