Sharpe Blog

Sharpe Blog

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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