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Posted January 8th, 2018

Charitable Deductions– Revisiting the Basics

After much debate, the new tax law has kept the charitable deduction intact. But donors must still follow IRS procedures in order to be able to deduct their gifts. Here’s how you can help your  donors safeguard their charitable deductions. The new tax act just passed by Congress will increase the standard deduction to $12,000… read more

Posted January 8th, 2018

Communication Tools for Educating Your Donors on Tax Reform

Experts at Sharpe Group have been monitoring the recently enacted Tax Cuts and Jobs Act of 2017 as it has evolved and been signed into law. All Sharpe Group donor communications are being updated with the latest tax information and will be available soon. If you haven’t refreshed your library of Sharpe Group publications, now… read more

Posted January 8th, 2018

Charitable Giving and the New Tax Act

By Robert F. Sharpe, Jr. and Barlow Mann It may be a better opportunity for planning gifts than you think. In the time leading up to the passage of the largest tax reform act since 1986, many in the nonprofit world feared that charitable contributions would be adversely affected. The proposed changes could have reduced… read more

Posted December 6th, 2017

Wealth Transfer… What Wealth Transfer? Part 2

by Robert Sharpe The following article is the second of a two-part series. Part one was published in the November 2017 Give & Take. Click here to read Part One.  The article is excerpted from a Trusts & Estates magazine article that originally appeared in September 2017. As discussed in Part 1, the “Great American Wealth… read more

Posted December 6th, 2017

Follow These Steps for a Successful Year-End

The end of one year and the beginning of another always marks a significant season for those engaged in nonprofit fund development activities. Tax law changes that may be enacted beginning next year and other factors give us more reasons to make our “to-do” lists as we usher in this new year. “To do” at… read more

Posted December 6th, 2017

The Year in Review

2017 has been a year of great change and uncertainty. As we move into 2018, we look at how federal tax legislation and other developments may or may not impact nonprofits in the year to come. It might be said that 2017 has been “business as unusual” from a philanthropic perspective. The year began with the… read more

Posted November 10th, 2017

Consultant Corner: Grief and the Gift Planner

by Lewis von Herrmann We expect those in certain professions to deal with human mortality on a regular basis. Doctors and other health care professionals, hospice workers and clergy, for instance, interact daily with the elderly or unwell. Yet many may not realize that development professionals also face mortality in the course of their work…. read more

Posted November 10th, 2017

Helping Donors Organize Important Information

Searching for ways you can assist donors with their philanthropic planning? Consider furnishing them with a helpful tool they can use to help organize and implement their priorities—the Personal Financial Affairs Record booklet. Keeping important information in one place can be helpful for making plans today and for future reference. Available in two distinct formats,… read more

Posted November 10th, 2017

Wealth Transfer…What Wealth Transfer? Part 1

by Robert Sharpe Nonprofit managers have spent the last 20 years hearing about the “Great American Wealth Transfer,” which was predicted to usher in a Golden Age of Philanthropy with trillions upon trillions of dollars expected to flow to the U.S. philanthropic world. Unfortunately, for a number of reasons, this charitable windfall hasn’t yet materialized…. read more

Posted October 6th, 2017

Where There’s No Will, Is There a Way, Part 2

The following article is Part 2 of a two-part series on non-probate estate settlement issues. Part 1 was published in the September 2017 Give & Take. Click here to read it. Last month, Give & Take began a conversation with Andy Fussner about the challenges of settling nonprobate estate gifts, which often come in the… read more

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