Sharpe Blog

Sharpe Blog

Posted August 10th, 2015

What Will Happen to Your Beloved Pet When You Die?

When hotelier Leona Helmsley died in 2007, she left $12 million to care for her dog. Michael Jackson left $1 million to provide for his chimp. Oprah Winfrey has reportedly set aside $30 million for her dogs. (Click here to see more stories about wealthy pets.) When wealth is set aside for pets in an… read more

Posted August 10th, 2015

IRA Charitable Rollover Extension Passed By Senate Finance Committee

You may have seen recent news about the Charitable IRA being passed by the Senate. It’s important to note that it has made it past the Senate Finance Committee only at this stage. It still has to go to the full Senate and then the House and then be signed into law. Don’t expect anything… read more

Posted December 19th, 2014

Pres. Signs 2014 Tax Increase Prevention Act

We have just received word (12/19/14, 5:45pm CT) that President Obama has signed H.R. 5771, the Tax Increase Prevention Act, extending the charitable IRA rollover for 2014. Click here for detailed info on this extension. Sharpe’s consultants have created language intended to communicate these changes to your donors. Click here for that language.    

Posted December 19th, 2014

December 19 IRA Rollover Update

H.R. 5771, the Tax Increase Prevention Act of 2014, which includes the retroactive extension of a variety of expired tax provisions, has been passed by Congress (see earlier blog post for info) and is currently awaiting the President’s signature as of 12/19/14, 5:20pm CT. While it is anticipated that President Obama will indeed sign the bill,… read more

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

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