Paul Caspersen

Paul is an advisor to donors at AFT, considering planned gifts through their estate plans and gifts of non-cash assets. Paul 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. 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. In 2011, Caspersen published the book “Direction Memo: How to Write a Letter of Instructions for Your Estate Plan,” which is regularly published in peer-reviewed journals such as Trusts & Estates. Paul graduated with Honors from the College for Financial Planning in Denver, CO, with a master’s in financial planning & Taxation and an undergraduate degree from the University of Northern Iowa in Business Communications.