Helping America’s Nonprofits Achieve Their Missions

Since 1963, Sharpe Group has played a central role in enhancing the financial stability of thousands of America’s educational, healthcare, religious, social service and cultural organizations. Intro Link

Planned Giving Consulting & Marketing Solutions

Over 15,000 executives and managers have leveraged our expertise and services for their program over the years. View Clients

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 Vice President and Managing Consultant Nancy Jeffers will be available to answer planned giving questions at the Philanthropic Planning Group of Greater New York’s Planned Giving Day on May 25, 2016.

Sharpe Group Senior Consultant and Senior Vice President John Jensen will present at the National Capital Gift Planning Council Planned Giving Days in Washington, DC on May 26-27, 2016.

Robert F. Sharpe, Jr. will be the closing plenary presenter at the PPP of Greater Los Angeles Western Regional Planned Giving Conference in Costa Mesa, CA, June 1-3, 2016. His topic will be “Philanthropy in 2016: Meeting the Challenges.”

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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