Sharpe Blog

Archive for June, 2017

Posted June 27th, 2017

Gift Planning to Benefit Third Parties

Third parties such as the donor’s grandchild, sibling, or housekeeper. To a large extent, gift planning depends upon the age of the individual to be benefited. For example, if the individual is a newborn grandchild and the goal is to provide future college education funds, the best planning may be to set up a purely… read more

Posted June 6th, 2017

Let’s Take a Look at Gift Annuities, Part 3

There’s one more gift annuity topic we need to consider: the application of federal securities laws to a gift annuity program. This is a two-part discussion. Part 1 is the fact that the 1995 Philanthropy Protection Act (“PPA”), which grew out of a Texas gift annuity transaction, applies federal securities laws to certain planned gift… read more

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