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:

  • 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 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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Seminars

SAVE THE DATE

"Tax Reform and Charitable Giving" A Sharpe Group Webinar • 
January 25, 2018
1:30-2:30PM ET
Details coming soon

Integrating Major and Planned Gifts

Memphis, TN • January 22-23, 2018

An Introduction to Planned Giving

Washington DC • March 22-23, 2018

Structuring Blended Gifts

Washington DC • April 4-5, 2018

 

 

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Sharpe Group on the Road

Aviva Shiff Boedecker, Sharpe Group Senior Consultant, will join a panel discussion on starting a planned giving program at the Northern California Planned Giving Council's Planning in Practice event on January 18, 2018 in San Francisco.

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.

Integrating Major and Planned Gifts Seminar in Memphis, TN January 22-23, 2018

This seminar outlines practical ways to assist donors in making gifts that are most appropriate in light of their age, wealth and other factors, while meeting current, capital and endowment funding needs, along with how to interpret a donor’s clues to determine which giving option is the best fit for a major gift or a planned gift. It will also feature information on how the new tax act may impact charitable gifts.

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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."