11:30 a.m. Networking

Noon Program and Lunch

Location: Bahama Breeze

Address: 3045 N Rocky Point Drive East in Tampa (‎here's a map)

In this session, Paul Caspersen, CFP®, AEP®, MS, will share timely insights into how AI continues to reshape charitable gift planning – building on the strong foundation he and Bryan Clontz introduced in their April 2023 presentation. Attendees will explore a clear and practical five-step framework for evaluating charitable gifts, paired with an overview of the most current research tools and technologies shaping today’s planned giving landscape.

Caspersen will highlight best practices for integrating AI into technical gift analysis, prospect research, and donor communication – showing how these tools can enhance both efficiency and strategic decision-making. Through real-world case studies, participants will see how leading organizations are successfully applying AI to strengthen donor relationships and unlock more sophisticated planning opportunities.

Designed as an interactive conversation, the presentation encourages attendees to share their own experiences and challenges with AI in planned giving. Participants will leave with concrete, actionable takeaways they can immediately apply in their professional practice to better serve clients, donors, and charitable partners.

ABOUT PAUL CASPERSENCFP®, MS, AEP® Paul has over 27 years of expertise in financial, estate, and charitable planning in his role as the Wallace Chair of Learning and Professionalism in Philanthropy at The American College of Financial Services, where he serves as Director of the Center for Philanthropy. In this capacity, he shapes the curriculum and strategic vision for the Chartered Advisor in Philanthropy® (CAP®) program, preparing the next generation of philanthropic advisors. Prior to joining The American College, Paul served as Assistant Vice President and Senior Philanthropic Advisor at the University of Florida from 2012 to 2022. During his tenure, he led a multidisciplinary gift planning team that secured $1.25 billion in deferred and outright gifts as part of the university’s historic $4 billion fundraising campaign. Additionally, as the Founder and President of Planned Giving Interactive, LLC (PGI) a software and advisory firm, Paul developed an industry-leading suite of AI-powered research and document-drafting tools for planned giving. Paul is also Vice President and advisor at Charitable Solutions, LLC, a national consulting firm that supports charities in accepting complex charitable gifts and developing charitable trusts. In 2011, Paul authored Direction Memo™: How to Write a Letter of Instructions for Your Estate Plan. His thought leadership also appears in peer-reviewed journals, including Trusts & Estates, where his articles explore topics such as testamentary CRTs, charitable gift annuities, and post-SECURE Act charitable planning strategies.

Advance reservations are required

CGP Tampa Bay Members - Free

Guests - $35.00

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ANNUAL SPONSORS:

Community Foundation Tampa Bay

Goodwill Industries - Suncoast, Inc.

SPCA Tampa Bay

TOP Jewish Foundation

USF Foundation, Office of Gift Planning