Sharpe Blog

Gift Planning Trends

Posted November 16th, 2015

Reserving the Right to Revoke

Revoke what? Revoke the right of another to receive gift annuity or charitable remainder trust (CRT) payments. The right to revoke has one and only one purpose: to prevent the making of a gift for federal gift tax purposes1. Here’s an example: The donor, using her own assets, creates a gift annuity that is to… read more

Posted October 20th, 2015

What Is the Law Concerning Gift Agreements?

“Gift agreement” means here a written agreement between a donor and a charity concerning endowment funds the donor will give to the charity. The typical endowment fund has a specified purpose and a name, most often the donor’s name. Many endowment fund gift agreements also contain a spending rate provision, which spells out how much… read more

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 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 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 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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