Dive into the world of planned giving with Paul Caspersen in the latest episode of “Dead Giveaway” with Matt Treadwell. Discover how Paul transitioned from financial services to philanthropy, built impactful teams, and harnessed AI's potential in the nonprofit sector. This episode touches on the challenges, successes, and evolving dynamics of philanthropy. Explore Paul’s insights on building a robust planned giving program and nurturing high-performing teams. Whether you're a seasoned pro or new to the field, this conversation is packed with valuable insights and actionable advice.
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