ESTATE PLANNING COUNCIL OF CENTRAL ILLIANA, INC.

Paul M. Caspersen, Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, brings complex financial thinking to the charitable planning field. As a CERTIFIED FINANCIAL PLANNER™, Paul has 24 years of financial, estate, and charitable planning experience. Paul and his office have been tasked with an overall combined Gift Planning goal over $150 Million annually in deferred, real estate, and other complex gifts. He is a key member of the Senior Management Team that is directing UF’s $3 Billion Dollar Campaign.

Caspersen is also Principal of Planned Giving Interactive, a charitable planning software platform. 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. He graduated with Honors from the College for Financial Planning, in Denver, CO with a Masters in Financial Planning and undergraduate from the University of Northern Iowa.