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 to strategic marketing plans and technical assistance to donor data assessment, 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


Senior Vice President and Managing Consultant Nancy Jeffers will attend the Philanthropic Planning Group of Greater New York’s Planned Giving Day on May 7, 2018. She will be joined by Senior Editor Ashley McHugh.

On May 8, 2018 Sharpe Group Chairman and Chief Consultant Robert F. Sharpe Jr. will join three other presenters for a special Chronicle of Philanthropy webinar, The New Tax Law: Make Your Charity a Winner.

Sharpe Group Senior Consultant Lewis von Herrmann will lead a discussion of tax reform and gift planning at the kickoff of Georgia Planned Giving Council’s “Breakfast Roundtable Series” on May 17, 2018. Sharpe Group will sponsor the series of four roundtable discussions that will also include discussions on donor advised funds and blended gifts, as well as a special roleplaying session on “The Ask.”

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.

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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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Robert Sharpe Featured in Forbes Magazine

On April 10, Forbes magazine, one of the foremost voices in business media, published an article profiling Sharpe Group and Robert F. Sharpe Jr.'s thoughts on how to make the most effective immediate charitable gifts in light of tax reform. Read the initial article and read the companion article that emphasizes ways to make gifts in lieu of bequests that feature multiple tax benefits. (Photo Credit: Robyn Selman, Forbes)