DJCF/SWCF - Dallas Jewish Community Foundation

Thursday, September 19, 2025
Breakfast | 7:30-8:00 AM
Seminar | 8:00-10:30 AM

Westin Galleria Dallas
13340 Dallas Parkway | Dallas, TX 75240

ABOUT THE SEMINAR

Creative Charitable Planning:
How to Leverage Noncash Assets and AI

Celebrating its 30th year, the DJCF/SWCF Professional Advisors Seminar is one of the cornerstone annual events for the Dallas professional advisor community. The seminar offers the opportunity to learn from a nationally recognized expert, earn continuing-education credits, and network with professional advisors across several fields. The content of the seminar is designed to appeal to accountants, estate attorneys, financial planners, insurance agents, wealth advisors, and other related professions. This year, the seminar will take place on September 19 at the Westin Galleria.

RSVP Today!

About the Speaker

Paul Caspersen, CFP®, MS, AEP

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 Campaign’s $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. 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.

Caspersen graduated with honors from the College for Financial Planning, in Denver, CO with a master’s in financial planning & taxation and undergraduate degree from the University of Northern Iowa in Business Communications.

The Meyer L. Bodoff Memorial Award Recipient

TBD

The Meyer L. Bodoff Memorial Award of the Dallas Jewish Community Foundation is presented annually at the Professional Advisors Seminar.

The Meyer L. Bodoff Memorial Award is given annually at the DJCF/SWCF Professional Advisors Seminar to an advisor who has been an outstanding partner to the Foundation. Award recipients have:

Served as advocates and ambassadors for DJCF/SWCF
Referred clients to DJCF/SWCF
Held Leadership positions within DJCF/SWCF

This Award has been generously endowed by the Stanford M. Kaufman Family Fund of the Dallas Jewish Community Foundation. Meyer L. Bodoff served as President and CEO of DJCF/SWCF for 12 years. He saw the Foundation through significant change and growth, always guided by his desire to leave the world a better place than he found it. The Meyer L. Bodoff Memorial Award honors the fact that he did just that.

Sponsor list as of 4/22/2025