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Posted April 10th, 2018

Are You Getting Your Share(s)?

Why an emphasis on gifts of securities is important for many fundraising programs. Gifts of securities have risen along with stock market values in recent years. According to the latest IRS reports, gifts of corporate stock, mutual funds and other investments accounted for more than half of the $60.4 billion reported on form 8283 for… read more

Posted April 10th, 2018

Booklets of the Month: What Donors and Advisors Need to Know About Tax Reform

April is tax season, and taxpayers and advisors have been filing their final income tax returns under the pre-Tax Cuts and Jobs Act tax law. Many have had little time to consider what the implications of the new law will be and how it may affect charitable giving in 2018 (click here for more on… read more

Posted April 10th, 2018

Tax Reform and Charitable Estate Planning: The Keys to Future Success

by Robert F. Sharpe, Jr. Part two in a series on how the Tax Cuts and Jobs Act of 2017 may impact philanthropy and how to give effectively in light of the new laws. Last month’s article focused on the expected impact, both positive and negative, the Tax Cuts and Jobs Act of 2017 could… read more

Posted February 26th, 2018

Tax Reform—Who Wins, Who Loses, Who Doesn’t Care?

by Robert F. Sharpe, Jr. A look at how four couples may be impacted by the Tax Cuts and Jobs Act of 2017. Now that the dust is settling from December’s major tax overhaul, it’s time to start getting a better fix on who was negatively impacted, who was relatively unaffected and who benefits from… read more

Posted February 26th, 2018

Helping Donors Navigate Tax Reform

Last December, Congress enacted the Tax Cuts and Jobs Act of 2017, ushering in the most far-reaching changes in the federal tax code in more than 30 years. The provisions of the new tax law will affect virtually every American in some way. What the law did and didn’t do… In addition to rate cuts, a… read more

Posted February 26th, 2018

The Heart of the Matter

By Barlow Mann Understanding why people make charitable gifts is an important part of the gift development process. Americans are traditionally among the most generous people in the world, and 2017 was no exception. This past December saw a surge of charitable gifts that is likely to propel total philanthropic giving to an all-time high…. read more

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

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