Serving Those Who Serve Society

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:

  • Consulting Tailored to Fit Your Needs
  • Donor-centered Newsletters, Websites, Booklets and Brochures
  • Staff Training and Seminars
  • Custom Graphic Design and Content Development | Print and Digital
  • Donor Data Enhancement Services
  • Planned Giving Program Audits

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 specific 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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Your Guide to Effective Giving After Tax Reform

Sharpe Group has just published “Your Guide to Effective Giving After Tax Reform,” a helpful tool for informing donors of the realities of tax reform and charitable giving.

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An Introduction to Planned Giving

Chicago • July 9-10, 2018

Structuring Blended Gifts

Chicago • June 14-15, 2018

Integrating Major and Planned Gifts

Chicago • October 4-5, 2018

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Sharpe Group on the Road

Aviva Shiff Boedecker, Sharpe Group Managing Consultant, will present “Planned Giving When That’s Not All You Do” at the AFP International Conference in New Orleans, April 15-17, 2018, and will be joined by Sharpe Group COO Barlow Mann.

Managing Consultant Joe Chickey will present “Ethical Challenges in Gift Planning—Black and White or Shades of Gray” for the Chicago Council on Planned Giving inaugural After-Hours Event on April 18, 2018.

Sharpe Group Speakers Bureau

Since 1963, Sharpe Group has been a leader in the field of major gift planning. In addition to our popular seminar series, Sharpe consultants frequently speak to groups of all sizes and at national and professional conferences. For more information, click here.

Structuring Blended Gifts Seminar in Chicago
June 14-15, 2018

This seminar is designed for those who are sensitive to the changing makeup of their major donor population or would like to offer their donors more attractive options than they thought possible. Chief development officers, senior management leaders, board members and those responsible for planned gifts, major gifts or both will benefit.

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How Will Tax Reform Impact Charitable Gifts?

Sharpe Group experts have published a new White Paper highlighting our initial thoughts on the impact of the new tax law on charitable giving. While it is not intended as an exhaustive treatment of all the changes that affect nonprofits, our goal is to examine the impact on individual giving. Click here to download "The Impact of the 'Tax Cuts and Jobs Act of 2017' on Charitable Giving."