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Posted July 5th, 2016

Plan Now for the Busiest Giving Season of the Year

Fundraisers know that the final three months of the year are often the busiest. Recent studies have indicated that many nonprofits receive up to half of their gifts between October and December (see “’Tis the Season to Give,” Give & Take, November 2015). Keeping this in mind, mark your calendar now with the following opportunities to educate and motivate your donors before… read more

Posted July 5th, 2016

A Consultant’s Approach: Why Is Consistency Important in Planned Giving Communications?

By Katherine George Stewardship When encouraging estate and other planned gifts, establishing and maintaining a strong relationship with your donors is critical. One of the cornerstones to stewarding that relationship is consistent communication. Subjective timing Donors are often spurred to make or revise their estate plans by life events that can happen any day of the year. By… read more

Posted July 5th, 2016

Three Interesting Things I’ve Learned From Writing Donor Stories

by Ashley McHugh A Sharpe Group writer and editor shares some of what she’s learned over nearly two decades of interviewing donors and writing their stories. Over the course of my 19-year career as a writer and editor for Sharpe Group, I’ve had the honor and privilege to interview hundreds of planned giving donors and write stories about them… read more

Posted June 1st, 2016

Higher Education Hits Highs in 2015

While the official national numbers of record have not yet been released, every early indication predicts that overall giving in America was up again for 2015. See also 2015 Charitable Giving Report at the end of this article. The Giving USA report for charitable giving in America should be available in a few weeks, but in the meantime another… read more

Posted June 1st, 2016

Charitable Gift Annuities – A Primer

Questions and Answers about a popular gift vehicle. In recent years, a growing number of charities have begun to offer charitable gift annuities as a component of their major and planned gift development programs. According to the most recent survey conducted by the American Council on Gift Annuities (ACGA), 20 percent of organizations issuing gift annuities had been doing so for… read more

Posted May 1st, 2016

How to Create a Professional Advisors Committee

A well-run Professional Advisors Committee can benefit the charitable organization. Here’s how and why you may wish to have one at your organization. Over the years, we have seen all sorts of Professional Advisors Committees (PACs) formed to support a variety of planned gift development efforts. Some have worked quite well while others have, in retrospect, been more effort… read more

Posted May 1st, 2016

How Long Will You Live?

Average life expectancies don’t tell the whole story when considering the length of one’s life. According to the National Center for Health Statistics, the average life expectancy in the United States is 78.8 years. While that is the average, the simple fact is that the older you are, the longer you are likely to live. Data compiled by the Social… read more

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

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