Sharpe Blog

Sharpe Blog

Posted September 21st, 2015

Relinquishing Life Income Payments: What Are the Issues?

Not infrequently, individuals entitled to receive gift annuity or charitable remainder trust (CRT) payments step forward and say they want to give up the right to receive the payments. They do so typically because they don’t need the income and because they’re just as glad to accelerate a benefit to charity. Sometimes the payout recipient… read more

Posted September 14th, 2015

On Donors and Dementia

Gift planning fundraising presents a unique set of challenges in that the targeted donors for these gifts of a lifetime are elderly. As we age, we encounter more challenging health issues. One of these issues that many face is diminished mental capacity. As fundraisers, dementia can pose serious concerns when communicating with donors. Development professionals… read more

Posted September 8th, 2015

Gift Substantiation: The Tail That Wags the Dog

The year 1984 is significant for several reasons. There’s George Orwell’s 1949 novel, 1984. The same year also saw the unveiling of the Apple Macintosh computer. And to the point of this blog, the “Qualified Appraisal” (Q.A.) rules were introduced in the 1984 Tax Act. The Q.A. rules represent the opening salvo in modern tax… read more

Posted August 24th, 2015

Dow Doubts???

By Barlow Mann Has the latest news about the Dow Jones Industrial Average falling created fear in your fundraising departments? (Read this USA Today article here.) Even though many popular stock market indexes are experiencing the first market correction of at least a 10-percent decline in 5-6 years since the financial crisis saw the Dow… read more

Posted August 17th, 2015

Gift Planning and Same-Sex Marriage

by Jon Tidd Twenty years ago, there were two groups of donors: marrieds and unmarrieds. Today there are two groups of donors: marrieds and unmarrieds. The difference is that today the number of potential married donors has been increased significantly by two recent Supreme Court decisions on same-sex marriage. The bottom line is that all the… read more

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

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