DJCF/SWCF - Dallas Jewish Community Foundation

Seminar Website - Dallas Jewish Community Foundation

Friday, 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

Now in its 30th year, the DJCF/SWCF Professional Advisors Seminar remains a cornerstone event for Dallas’s professional advisor community. Join Paul Caspersen for an advanced session exploring real-world charitable planning scenarios. Beginning with a brief primer, then Paul will walk through recent donor cases involving non-cash assets, such as gifts of closely held businesses, real estate, and charitable remainder trusts. Each case will highlight the legal, tax, and philanthropic variables at play, illustrating how to assess timing, asset suitability, mission alignment, and liquidity strategies. You’ll explore how tax rules, asset structures, and philanthropic goals intersect, discussing timing, feasibility, and mission alignment in collaborative problem-solving. This session offers advanced insights for professional advisors seeking to learn new strategies and deliver transformational outcomes for their clients and the organizations their clients care deeply about.

Questions? Contact Risa Gross at [email protected].

RSVP Today!

About the Speaker

Paul Caspersen, CFP®, MS, AEP

Paul Caspersen brings over 27 years of expertise in financial, estate, and charitable planning to his role as Director of the Center for Philanthropy and CAP® Program Director at The American College of Financial Services. 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, Paul is the Founder and President of Planned Giving Interactive, LLC (PGI), a software and advisory firm, where he developed an industry-leading suite of AI-powered research and document-drafting tools for planned giving. PGI operates as an affiliate of Charitable Solutions, LLC, the national consulting firm and supports charities in accepting complex charitable gifts and developing charitable trusts.

Paul holds a Master’s in Financial Planning & Taxation from the College for Financial Planning (Denver, CO), where he graduated with honors, and a B.A. in Business Communications from the University of Northern Iowa.

The Meyer L. Bodoff Memorial Award Recipient

Lisa R. Newman

The Meyer L. Bodoff Memorial award is given annually at the DJCF/SWCF Professional Advisors Seminar to a professional advisor who has been an outstanding partner to the Foundation. We’re honored to present this year’s award to Lisa R. Newman.

Lisa Newman has been serving estate planning and probate clients for over 30 years. She has long been a supporter of the Dallas Jewish Community Foundation (DJCF) and, since its inception, the Southwest Community Foundation (SWCF). Lisa has been one DJCF/SWCF’s strongest advocates and has served as the Chair of the Board, as well as on many Foundation committees. She currently chairs the Professional Advisory Committee. Not only has she referred many clients to DJCF/SWCF for guidance and services around charitable giving, but countless of these referrals have opened funds, be they donor-advised funds, endowment funds, or scholarship funds. She has played an integral role in the growth and success of DJCF/SWCF.

Sponsor list as of 8/6/2025