Paul Caspersen

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.

Between 2012-2022, Paul 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, Caspersen lead the Gift Planning program and Iowa State University. In the decade before Gift Planning, Caspersen gained his first experience in Financial Services.

Paul is also the Founder at Planned Giving Interactive (PGI), a charitable planning software & consulting organization. PGI provides charities with practical tools to research complex gifts and an industry-leading, extensive suite of document drafting software and consulting to automate donor compliance-related documents.

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,” and 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 Masters in Financial Planning & Taxation and undergraduate degree from the University of Northern Iowa in Business Communications.

When not working he enjoys marathon training, cooking, golfing and spending time with his wife Dana and two sons, Gabe and Garner.

Bryan Clontz

Bryan served from 2013-2014 as the Leon L. Levy Fellow in Philanthropy at The American College of Financial Services. He also serves as a Senior Partner to Ekstrom Alley Clontz & Associates – a community foundation consulting firm in New Haven, CT.

Bryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust – two national donor advised funds focusing on non-cash assets generally and S-corp transactions respectively. He is also the founder of The Emergency Assistance Foundation, Inc. – a national fund allowing employers to create emergency assistance and disaster relief funds for their employees, where he now serves as secretary and advisor to the president.

In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta.

He received a bachelor of science in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; master’s degree in financial services and Ph.D. in financial and retirement planning from The American College of Financial Services, Bryn Mawr, PA.

From 2000-2005, he served as a graduate adjunct professor for both personal financial planning and life insurance in the Department of Risk Management and Insurance at Georgia State University. He serves on the Editorial Board of the Planned Giving Design Center (2000-current) and on the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current).

Previously, he served on the American Council on Gift Annuities’ Rate Recommendation and Research Committee (2003-2010) and the Partnership for Philanthropic Planning (formerly NCPG) Board (2007-2009).

He has given more than 2,000 presentations on charitable gift planning; been published in an international insurance textbook; and written more than two dozen articles in financial services and planned giving journals, including a planned giving manual entitled Just Add Water, which has sold more than 2,500 copies. Bryan chaired the inaugural statewide Leave a Legacy Georgia! campaign.

He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality.