Our Story

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Many of the nation’s most successful planned and major gift development efforts can trace their roots to the tutelage and guidance of Bob Sharpe Sr. and his team of consultants in the 1960s.

Nonprofit organizations and charities strive to make the world a better place, whether they’re helping those in need, serving a community, supporting a religious group, advocating a common interest, working to make our world a safer place or enriching our lives.

Most nonprofits have two sets of clients: those who benefit from the organization and those who fund it. Many nonprofits are funded by government grants. Many others, however, require private donations to continue their operations. For these nonprofits, fundraising is just as critical as the services they provide. Without successful fundraising, year after year, they wouldn’t be able to continue.

Since 1963, Sharpe Group has helped to ensure the financial security of thousands of America’s educational, healthcare, religious, social service and cultural institutions. We educate them on current tax laws, so they understand how to provide the most value to their donors; teach them how to design their planned giving programs, so their supporters can bequeath that important gift as their final legacy; and provide them with a complete set of information, tools and marketing materials, so they can continuously keep their interested donors informed about how to support their cause.

The people at Sharpe Group care deeply about America’s nonprofit organizations. Our founder, Bob Sharpe Sr., essentially created the planned giving terminology. Many of the nation’s most successful planned and major gift development efforts can trace their roots to the tutelage and guidance of Bob Sr. and his team of consultants in the 1960s.

In 1967, Sharpe Group began its storied seminar program, teaching nonprofit executives how to plan, market, implement and support major gift and planned gift development programs. Since then, over 15,000 nonprofit executives have attended our planned giving programs.

Over 15,000 nonprofit executives have attended our planned giving programs.

Bob Sr. created the Sharpe company because he realized that the philanthropic community wasn’t leveraging the same measures to achieve long-term financial stabilities as the for-profit companies in the insurance and financial industries. He set out to apply the estate planning approach to the nonprofit industry, teaching them how to reach different people to provide opportunities for them to contribute based on their stage in life – the donor lifecycle. People who support America’s nonprofit organizations are unique, and there’s no “one-size-fits-all” approach to allowing them to make financial contributions to the organizations they support and love.

In 1981, Sharpe Group evolved from Bob Sr. and a small group of consultants into a national firm. A team of executives, including Robert Jr., continued Bob Sr.’s passion by refining and improving nonprofits’ planned giving programs. The new leadership team navigated nonprofits through the complex tax reforms of 1981, 1986 and 1995, and the difficult financial times of 2001 and 2007.

The Sharpe Group leadership has not only taught America’s largest nonprofits how to continually adjust and improve their donor programs through changing times, they’ve translated that knowledge into turn-key programs for smaller nonprofits to use to stabilize their financial future.

Helping nonprofits of all sizes is not a job for the leaders of the Sharpe Group – it’s a calling.

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