Sharpe Blog

Sharpe Blog

Posted December 17th, 2014

December 17 IRA Rollover Update

On December 16 Congress passed  H.R. 5771, the Tax Increase Prevention Act of 2014, which includes the retroactive extension of a variety of expired tax provisions. This is expected to be signed by the President and enacted into law. Included is the IRA Rollover provision allowing individuals age 70½ and older to make direct transfers from traditional and… read more

Posted December 12th, 2014

2014 Charitable IRA Update

For those interested in the current status of IRA gift opportunities, this update is intended as a source of information and ideas for donors and advisors to consider as they make charitable gift plans for the remainder of this year. As of December 12, 2014 Congress had not as yet determined if individuals will be… read more

Posted September 10th, 2014

Using Stock for Charitable Giving

The stock market is at an all-time high. Did you know that many donors gain significant tax benefits by gifting long-term appreciated stock instead of cash? Now is the time to educate them about their options. Many charities receive roughly 40 percent of their yearly fundraising totals in the final weeks of the year. And not… read more

Posted July 18th, 2014

The Camp Proposal – How It Will Affect Current and Future Charitable Giving Plans

This article by Robert Sharpe Jr. is reproduced by permission from Trusts & Estates, originally published in April 2014. In late February 2014, Representative Dave Camp (R-MI) put forth what’s been described as the most serious tax reform proposal (the Camp proposal) since the historic Tax Reform Act of 1986 (the 1986 Act). The Camp proposal represents the result of many… read more

Posted June 23rd, 2014

Robert Sharpe’s Opening Symposium Presentation at the 2014 ACGA Conference – Trends in Planned Giving

Here you can watch Robert Sharpe’s entire presentation (1.5 hours) from the April 9, 2014 ACGA conference. Summary Recent reports indicate that philanthropy in the U.S. is on the verge of recovering to pre-recession levels.  This is welcome news to those whose role is to encourage charitable giving.  At this juncture, however, it is important… read more

Posted May 7th, 2014

The Outlook for Charitable Giving Looks Good

A number of critical issues are converging in ways that may create the best environment for fundraisers since 2007. Economic, demographic, and tax policy factors are all moving in a direction that is positive for charitable giving in America. According to Federal Reserve figures, net household wealth in America is at an all-time high. The ongoing… read more

Posted April 9th, 2014

Trends in Planned Giving – ACGA Annual Conference Presentation By Robert F. Sharpe, Jr.

If you attended Robert F. Sharpe, Jr.’s opening symposium presentation titled Trends in Planned Giving at the ACGA Annual Conference on April 9, 2014, the presentation deck is available here for download. Symposium Summary We are now in the sixth year of fundraising in a time of unprecedented change in the funding environment. It is… read more

Posted April 8th, 2014

The Donor Centered Approach

From our experience, those who enjoy the greatest success in major and planned gift development succeed in part because they spend the time necessary to learn and understand not only the “who” and “why” of the gift, but also the basics of the “what,” “when” and “how” of the giving process. This can be easier… read more

Posted April 8th, 2014

The Correlation Between Digital Marketing and a Reduction in Planned Gifts

Common wisdom is that a planned gift development effort can be expected to begin yielding measurable results in terms of increased income within three to five years. Numerous factors can affect that outcome, and if measurements such as new estate commitments are included, the return can be almost immediate. For purposes of this post, though,… read more

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