Welcome Paul Caspersen, CFP^®, AEP^®, MS!

KING OF PRUSSIA, Pa. — June 23, 2025 - The American College of Financial Services is proud to announce the appointment of Paul M. Caspersen, CFP®, AEP®, MS, as program director for the Chartered Advisor in Philanthropy® (CAP®) Program, and managing director of the American College Center for Philanthropy and Social Impact. Caspersen has spent nearly three decades at the intersection of philanthropy, financial planning, and advisor education, with a proven track record of innovation and leadership in charitable giving strategies.

In his dual role, Caspersen will lead curriculum development and thought leadership for the CAP® program, one of The College’s premier specialized designations, which is focused on advancing philanthropic planning excellence among advisors, nonprofit leaders, and wealth professionals. He will also oversee the American College Center for Philanthropy and Social Impact, which aims to elevate the field through research, strategic partnerships, and the development of next-generation tools and insights.

“Paul’s appointment is a transformational step in expanding our leadership in philanthropic education,” said George Nichols III, CAP®, president and CEO of The American College of Financial Services. “He is a visionary in charitable strategy and financial planning, and his expertise will ensure that both the CAP® program and the Center for Philanthropy and Social Impact continue to empower philanthropic planning professionals to help create meaningful and impactful legacies. With Paul at the helm, The College is positioned to become the definitive voice in philanthropic advising for the financial services industry.”
Caspersen founded Planned Giving Interactive (PGI), where he develops innovative software to help advisors and nonprofits engage with donors more effectively, and is an advisor with Charitable Solutions, LLC. His prior roles include senior philanthropic advisor and assistant vice president of gift and estate planning at the University of Florida, where he played a pivotal role in securing over $1 billion in deferred gifts during the university’s $4.2 billion campaign. Caspersen also served in strategic leadership positions with the Iowa State University Foundation, TIAA-CREF, and Wells Fargo.

“I’m honored to join The American College of Financial Services and help expand its already strong reputation as a beacon of excellence in financial education,” said Caspersen. “Philanthropy is an essential part of wealth conversations and client values, making the CAP® program more vital than ever. I look forward to equipping advisors with the knowledge and confidence to lead complex, values-based giving conversations with clients that shape their futures.”

The College’s investment in the CAP® program and philanthropic planning comes at a pivotal moment, as clients increasingly seek to align wealth with purpose and as advisors are called upon to navigate increasingly complex philanthropic and tax landscapes. Under Caspersen’s leadership, The College will continue advancing its mission to raise the bar in financial education and inspire a generation of advisors to guide giving that transforms lives and communities.

For more information, contact:

Sarah Tremallo
908-967-0381
Stremallo@jconnelly.com 

Jared Trexler
610-526-1268
jared.trexler@theamericancollege.edu

About The American College of Financial Services

The American College of Financial Services is the nation’s largest provider of financial planning education through its CFP® Certification Education Program* and ChFC® designation program. The College goes beyond foundational education with rigorous programs, ethical standards, and experience requirements for professionals who wish to specialize in areas such as retirement income planning, tax planning, philanthropic planning, and more.

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*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.