‹ GO BACK
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 to note that the future of philanthropy may be different in many respects from the past.

The combination of a rapidly aging donor population, budget deficits, low interest rates, stock market and real estate value fluctuations, proposed new taxes on amounts given to charity and the elimination of the federal estate tax for over 99 percent of all Americans will mean inevitable changes in how donors make charitable gifts, especially larger ones, in coming months and years.

For example, when working with the emerging Baby Boomer generation how can we encourage gifts that will produce the most funds in the shortest period of time? Learn why counter-intuitive approaches may be more productive in an increasingly competitive environment.

Video

We hope you enjoy the video and that it will be helpful as you make your plans for the future.

To learn more about how you can increase your success in coming years, contact us.

One Response

  1. Rod Riggins says:

    For Robert — I am looking for a speaker for our professional advisor seminar in late January/early February, 2018. Could we discuss? FYI, I graduated from MUS and Vanderbilt.
    Rod Riggins
    214-741-9898
    rriggins@dallasfoundation.org

Leave a Reply

Site Search

Archives

Cart

Sharpe Group Blog