Helping America’s Nonprofits Achieve Their Missions

Since 1963, Sharpe Group has helped nonprofit organizations build and structure their planned giving programs with consulting services, training and a variety of communication materials designed to inform and motivate donors about smart gift planning opportunities. Our services include:

Sharpe knows that every organization is unique and will never try to sell you a one-size-fits-all approach. Every project begins with a conversation about your needs. Contact us today.

Give & Take Newsletter

Each month Give & Take tells you what works and why, what’s happening with tax legislation and offers updates on learning opportunities and services that can make...

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Consulting and Support

From gift planning program audits and assessments to strategic marketing plans and technical assistance to donor data enhancement, we’re here to help you achieve economic sustainability and fulfill your mission.

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Communications That Work

Simply put, we know what types of marketing communications will produce the best results for your donor base. Let our donor communication tools get the results that your organization needs...

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Seminars

An Introduction to Planned Giving

Chicago • July 11-12, 2016

Gift Planning Toolbox

Chicago • Oct 3-4, 2016

Integrating Major and Planned Gifts

New York • August 8-9, 2016

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Sharpe Group on the Road

Sharpe Group Senior Consultant Aviva Shiff Boedecker will be available to answer planned giving questions at the Northwest Planned Giving Roundtable in Portland, OR, on September 16, 2016.

Barlow T. Mann, Sharpe Group COO, and John Jensen, Senior Consultant and Senior Vice President, will present at the National Catholic Development Conference (NCDC) in National Harbor, MD, on October 11, 2016.

And Sharpe Group representatives will be available to talk with you at the National Conference on Philanthropic Planning in Dallas, October 17-19, 2016, and the Association for Healthcare Philanthropy’s International Conference in Chicago, October 26-29, 2016.

Introduction to Planned Giving Seminar in Chicago

This seminar provides an introduction to encouraging planned gifts in today’s environment. Beginning with an examination of the lifecycle of typical donors and personal priorities at different stages in life, the seminar emphasizes how effective gift planning can help donors make larger gifts today, as well as plan for future gifts through bequests, trusts, gift annuities and other popular gift planning techniques.

July 11-12 in Chicago. Click "Learn More" below for more information and to register.

 

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Help Your Donors Understand the Charitable IRA Law

In December, the President signed into law the Protecting Americans from Tax Hikes Act of 2015, which extended and made permanent the charitable IRA provision. Do your donors know the benefits?

Sharpe has donor communication materials you can use to educate your donors about this law and how it will benefit them. Click "Learn More" below for more information.

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