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Posted May 1st, 2016

Examining the Role of Planned Gifts in Capital Campaigns

By Robert F. Sharpe, Jr. Note: In the print version of Give & Take, this story is running in two parts. Part one was featured in the May, 2016 issue and part two appears in the June, 2016 issue. The article is available online below in its entirety. Estate commitments and other planned gifts have taken… read more

Posted May 1st, 2016

ACGA Confirms Rates

The American Council on Gift Annuities (ACGA) confirmed and extended existing recommended rates for all types of charitable gift annuities at its 32nd conference, April 6-8, 2016, in St. Louis. The organization celebrated its 89th year of promoting responsible philanthropy. Recommended rates are based on assumptions regarding life expectancy of annuitants, investment returns and estimated cost factors. Additional information on the ACGA rates may be found on the ACGA… read more

Posted April 1st, 2016

Giving to Colleges and Universities Reaches Record High

The Council for Aid to Education (CAE) recently released findings from their annual Voluntary Support of Education (VSE) survey. The report, which covers giving to higher educational institutions’ fiscal years, mainly from July 1, 2014 to June 30, 2015, indicated that giving to colleges and universities hit a record $40.3 billion. This is good news indeed as… read more

Posted April 1st, 2016

Gift Planning Tips From the Bard

April marks the 400th anniversary of the death of William Shakespeare. Though coined hundreds of years ago, many of the phrases and idioms we use today come directly from his writings. Here are a few lessons from the playwright that we may apply to gift planning. “Wisely and slow, they stumble that run fast.”—Romeo and Juliet In our… read more

Posted April 1st, 2016

Q&A: What Donor Communication Tools Are Best for Your Organization?

A Give & Take reader recently asked, “What would be a good educational piece to encourage donors to think about a broader range of giving options?” We asked Senior Consultant Aviva Shiff Boedecker to share her thoughts in response to this question. Boedecker: The Sharpe brochure “5 Ways to Make the Most of Your Gifts” and the booklet “Your Guide to Effective Giving in 2016”… read more

Posted April 1st, 2016

What Goldilocks Can Teach Us About Taxes and Giving

By Barlow Mann While people rarely make a charitable gift of a dollar just to save less than 40 cents, in most cases, as the result of a federal income tax charitable deduction, it is undeniable that many donors utilize and appreciate the deductions at tax time every year. Giving USA and IRS data indicate approximately 80 percent of the amount… read more

Posted March 1st, 2016

Tips for Accepting Gifts of Real Estate

By John Jensen Having well-defined real estate gift acceptance policies in place can minimize many potential challenges and open the door for a valuable charitable gift. Here are some tips for creating a clear real estate gift acceptance policy. Establish minimum estimated net values, assuming the property will be sold. This quickly eliminates gifts too small to be worthwhile. Obtain… read more

Posted March 1st, 2016

A Prescription for Gift Receipts

Are you following the Sharpe Group blog? We regularly post information in our blog that is helpful for gift planning, including up-to-date information affecting your organization. Sign up here to follow our blog. The following article is a blog post by Jon Tidd that first appeared on December 28, 2015 and was a follow-up to an earlier blog post, “When Is a… read more

Posted March 1st, 2016

Help Your Donors Understand the Value of Noncash Gifts

Are your donors aware of the benefits of making noncash gifts? Many are surprised to learn that by making noncash gifts instead of cash they may be able to give more, maximize tax savings and possibly generate an income stream for themselves or loved ones. Sharpe has proven effective donor communication materials you can use to educate… read more

Posted March 1st, 2016

Sharpe Group Announces New Team Member

Sharpe Group recently announced the arrival of Consulting Associate Katherine George. Katherine previously worked in development and alumni relations at her alma mater, Rhodes College. In addition, she brings to the Sharpe team the experience she gained working as a volunteer with a range of nonprofits, including the Memphis Brooks Museum of Art and A Space Gallery and SickKids Hospital, both in Toronto. As… read more

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