Event Calendar
Prev MonthPrev Month Next MonthNext Month
ACGA Webinar - Funding CGAs with Illiquid Non-Cash Gifts
Thursday, April 17, 2025, 12:00 PM - 1:00 PM EST
Category: Webinar

Funding CGAs with Illiquid Non-Cash Gifts

Join us on Thursday, April 17th, at 12:00 p.m. for a webinar that teaches you to navigate funding CGAs with non-liquid assets.

This webinar will explore how to increase Charitable Gift Annuities (CGAs) funded with illiquid non-cash assets, such as real estate, business interests, and intellectual property. You’ll gain insight into the unique challenges these gifts present—including state law considerations, reserve requirements, and gift acceptance policies—and learn how to navigate them effectively. We’ll discuss how to align your gift acceptance policies with donor goals, helping donors donate illiquid assets for CGAs that provide them with financial security and charitable benefits.

 Space is limited so register early!

  • Webinar is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. 
  • Webinar qualifies for 1 CFP contact hour credit. Your reporting form must be sent to ACGA by April 25th to receive credit.

ACGA Members: $FREE / ACGA Non-members: $75
(includes access to the webinar recording)

Register Now 

 

About the Speakers

Paul Caspersen CFP®, MS, AEP®
Founder, Planned Giving Interactive

Paul 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, 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 giftsand outright gifts of complex assets. Prior to his position at the University of Florida, Caspersen leadthe Gift Planning program and Iowa State University. In the decade before Gift Planning, Caspersengained 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 charitable gifts and an industry-leading, extensive suite of document drafting software and consulting to automate donor compliance-related documents.Paul is also a past national board member of The National Association of Estate Planners & Councils (NAEPC) and is currently President of his local estate planning council in Gainesville, Florida. Paul is also a past national board member of The National Association of Estate Planners & Councils (NAEPC) and is currently President of his local estate planning council in Gainesville, Florida. 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. When not working Paul enjoys marathon training, cooking, golfing, and spending time with his wife Dana and two sons, Gabe, and Garner.

 

Syverson picJohnne Syverson, CFP®, AEP®, CAP®
Vice President - Charitable Solutions, LLC and National Gift Annuity
Foundation

Johnne Syverson is the Vice President of Gift Annuity Services at NGAF.  He has professional credentials as a Certified Financial Planner™ (CFP®) Practitioner and is one of only 2,300 practitioners in the United States who is credentialed as an Accredited Estate Planner (AEP®).   He was one of the first practitioners in the nation to be awarded the Chartered Advisor in Philanthropy® (CAP®) designation.   

With over 45 years’ experience in helping individuals integrate philanthropy into their traditional financial and estate planning process, Johnne serves as a resource to nonprofits and professional advisors in the area of charitable tax and estate planning, a strategy that enables individuals to increase their income, reduce taxes, and preserve their estate for their heirs and the charities of their choice.   He especially enjoys helping nonprofit organizations to help their donors do more for themselves, their families and their communities through the use of various Gift Planning instruments on an outsourced basis through his affiliation with the National Gift Annuity Foundation

Johnne is a member of the National Association of Charitable Gift Planners (CGP), the American Council on Gift Annuities (ACGA), past president of the Mid-Iowa Planned Giving Council, and past president of the International Association of Advisors in Philanthropy (AiP).  He is also an active member of the Leadership Institute of the National Ass’n. of Charitable Gift Planners (CGP).  Johnne holds a Master of Science degree in Financial Services (MSFS) from the American College in Bryn Mawr, PA. Johnne and his wife Linda reside in West Des Moines, IA.  They have three grown children and nine grandchildren whom they enjoy being with very much.

Sponsored by: