Serving Those Who Serve Society

Since 1963, Sharpe Group has helped nonprofit organizations build and structure their planned giving programs with consulting services, training and a variety of communication materials designed to inform and motivate donors about smart gift planning opportunities. Our services include:

  • Consulting Tailored to Fit Your Needs
  • Donor-centered Newsletters, Websites, Booklets and Brochures
  • Staff Training and Seminars
  • Custom Graphic Design and Content Development | Print and Digital
  • Donor Data Enhancement Services
  • Planned Giving Program Audits

Sharpe knows that every organization is unique and will never try to sell you a one-size-fits-all approach. Every project begins with a conversation about your specific needs. Contact us today.

Give & Take Newsletter

Each month Give & Take tells you what works and why, what’s happening with tax legislation and offers updates on learning opportunities and services that can make...

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Consulting and Support

From gift planning program audits to strategic marketing plans and technical assistance to donor data assessment, we’re here to help you achieve economic sustainability and fulfill your mission.

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Your Guide to Effective Giving After Tax Reform

Sharpe Group has just published “Your Guide to Effective Giving After Tax Reform,” a helpful tool for informing donors of the realities of tax reform and charitable giving.

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Seminars

An Introduction to Planned Giving

Washington DC • September 10-11, 2018

Structuring Blended Gifts

2019 Dates Will Be Announced Soon!

Integrating Major and Planned Gifts

Chicago • October 4-5, 2018

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Sharpe Group on the Road

Sharpe Group Senior Vice President and Senior Consultant John Jensen will lead a webinar for members of the Association of Lutheran Development Executives (ALDE) entitled “The New Tax Law: What It Means for Charitable Giving and What to Suggest to Donors” on August 16, 2018.

On August 17, John will present “How to Work With Seniors: Tips for Identifying, Marketing and Stewarding” at the Mid-South Nonprofit Conference hosted by the Memphis chapter of the Association of Fundraising Professionals and Momentum Nonprofit Partners.

Sharpe Group Speakers Bureau

Since 1963, Sharpe Group has been a leader in the field of major gift planning. In addition to our popular seminar series, Sharpe consultants frequently speak to groups of all sizes and at national and professional conferences.

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An Introduction to Planned Giving Seminar in Washington DC
September 10-11, 2018

This seminar provides an introduction to encouraging planned gifts in today’s environment. Beginning with an examination of the lifecycle of typical donors and personal priorities at different stages in life, the seminar emphasizes how effective gift planning can help donors make larger gifts today, as well as plan for future gifts through bequests, trusts, gift annuities and other popular gift planning techniques.

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Is Your Gift Planning Library Up to Date?

2018 has seen several changes affecting planned giving, including the new tax law and new suggested charitable gift annuity rates. Make sure you communicate these changes to donors. It's time to update your gift planning communications. Sharpe makes it easy with a library of booklets, brochures and more ready for you to personalize for your organization and share with your contacts.

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