Life Insurance for Charitable Planning

This course provides an insightful exploration into the utilization of life insurance in charitable planning. Participants will learn about three key strategies: donating policies outright to charities, using life insurance for wealth replacement to balance philanthropy and family inheritance, and employing life insurance in funding charitable split-interest trusts like CRTs and CLTs. Ideal for professionals in estate planning and philanthropy, this course offers practical knowledge on integrating life insurance into philanthropic pursuits.

Featured Speaker

Paul Caspersen, CFP, MS, AEP

Paul Caspersen brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 26 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.

Registration

Member - $25

Non-member - $60

Event Policy

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