Conversation & Coffee - Wednesday, March 19, 2025
Leveraging AI in Charitable Gift Planning for 2025 and Beyond
March 19th, 2025, 1:00 pm - 2:00 pm
Zoom Meetings
Register by March 18th, 2025
FREE
TOPIC: Leveraging AI in Charitable Gift Planning for 2025 and Beyond
In this presentation, Paul Caspersen, CFP®, AEP®, MS will provide some updates in the dynamic evolution of AI in charitable gift planning since his last presentation with Bryan Clontz on this topic in April 2023. Participants will delve into a systematic 5-step process for analyzing charitable gifts, juxtaposed with the latest planned giving research tools. Caspersen will discuss best practices for incorporating AI and other technologies into technical planned giving research, and donor communication. Through compelling case studies, he will illustrate the successful integration of these technologies in the field. The session will be enriched by interactive dialogue, inviting audience contributions on their current use of AI in planned giving strategies. This presentation promises to furnish attendees with actionable insights.
PRESENTER:
Paul Caspersen, CFP®, AEP®, MS, Founder, Planned Giving Interactive (PGI)
Paul Caspersen brings complex financial thinking to the charitable planning field. As a Certified
Financial Planner, Paul has 27 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
Read Full Bio
WHAT: Conversation & Coffee
WHEN: Wednesday, March 19, 2025
TIME: 1:00 PM -2:00 PM ET
LOCATION: Zoom Meeting
WHO: GCPGC members and guests
Cost: Free for all attendees, thanks to our sponsor, The Fifth Third Foundation.
Bring a colleague or board member to learn what the GCPGC is about…
If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.
Members of the 2025 Conversation & Coffee Committee are Amy Cheney of Crayons to Computers, Jeff Lydenberg of PG Calc and Conrad Thiede of Cincinnati Public Radio. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.
MARK YOUR CALENDAR: Conversation and Coffee is hosted, typically, the 3rd Wednesday of each month.