Sharpe Planned Giving Program Assessments provide an accurate picture of the health of your program by examining both historical performance and the results of current fundraising while benchmarking against national norms and similar organizations.
A successful gift planning program is greater than the sum of its parts. Sharpe has the tools and expertise to help you successfully implement your planned giving program.
Join us March 8-9, 2023 in Washington, DC for our first Advanced Gift Planning: Major and Special Gifts seminar of the year. This 2-day seminar explains how carefully structured combinations of current and deferred gifts can help your organization reap benefits both now and in the future. Note that proposed and/or current tax law changes will be incorporated throughout the presentation.
Products & Services
The nation’s top major and planned gift professionals from around the country have attended Sharpe Group’s seminars to build a foundation of gift planning knowledge and increase their understanding of ways to structure gifts to meet the needs of their organizations and their donors, You can see the full list of seminar dates and locations on our event calendar.
When donors include a charity in their estate plan, they are elevating that organization to the level of family. Since the beginning, Sharpe Group has emphasized the importance of consistently stewarding donors who have included nonprofits in their estate and financial plans. We offer a variety of gift planning brochures and booklets that are ready to order, and we can even work with you to write, design and distribute communications that help you stay in touch with your family of donors and give efficiently and effectively.
A donor database is one of the most important assets in any gift planning program. With the right information, you can predict giving trends, discover best prospects and identify ways to enhance your fundraising program to raise more gifts. Sharpe Group’s data enhancement and predictive analytics services can help you transform your valuable records into a gold mine of opportunity.
Planned Giving Program Assessments
Most, if not all, planned giving professionals know what must be accomplished when starting, evaluating or expanding a planned giving program. The challenge is ensuring that an organization has the tools, technologies and knowledge of how to use them in order to successfully navigate their journey. We can help you chart the right path for your organization.
The ARC of Engagement
Sharpe Group’s Wholistic Approach employs our strategy of creating an “ARC of Engagement” with our clients to help them achieve long-term success and raise large gifts. The Sharpe ARC of Engagement is a multi-faceted approach to integrating Sharpe’s tools into your fundraising program.
What Our Clients Are Saying
We recently worked with Sharpe to create our first planned giving newsletter. After our first newsletter which highlighted simple ways to give other than through a will or a gift of cash, we received a life insurance gift. The donor mentioned how helpful it was to read about other ways to give after one’s lifetime. I’m certain the newsletter—specifically that article—contributed to the gift.
Since implementing and sustaining many of the recommendations from our planned giving program assessment from Sharpe, our average annual revenue has increased significantly from around $2 million annually to more than $6 million in the last five years. That means our year-to-year growth has improved by 221% over the past five years and 396% over ten years!