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 help you enhance your gift planning program.

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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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Help Your Donors Maximize Their Giving in 2019

Make sure your donors have the information they need to guide them through their many options when deciding what—and how much—to give in the coming year.

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Integrating Major and Planned Gifts

Chicago • April 11-12, 2019

Structuring Blended Gifts

Washington DC • June 5-6, 2019

An Introduction to Planned Giving

Chicago • July 15-16, 2019

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SHARPE newkirk on the Road

Senior Vice President and Senior Consultant John Jensen will present “Our Best Donors Are Aging: Communicating to and Working With Seniors” for the Association of Fundraising Professionals International Conference (AFP ICON), March 31-April 2, 2019 in San Antonio. Joe Chickey and Senior Consultant Laura Knitt will also be in attendance at the SHARPE newkirk booth.

Senior Consultant Aviva Shiff Boedecker will present "Looking for Gifts in All the Right Places: 10 Clues You're Talking With a Planned Giving Prospect and What to Do About It" at the AFP California Capital Chapter's monthly luncheon in Sacramento on Wednesday, April 17, 2019.

Joe Chickey will also be at the Carolinas Planned Giving Conference at Kanuga in Hendersonville, NC April 30-May 1, 2019.

SHARPE newkirk 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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Integrating Major and Planned Gifts Seminar in Chicago
April 11-12, 2019

Learn practical ways to:

  • Assist donors in making gifts that are most appropriate in light of their age, wealth and other factors.
  • Meet current capital and endowment funding needs.
  • Interpret a donor’s clues to determine which giving option is the best fit for a major gift or a planned gift.

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Encourage Charitable IRA Gifts

The Tax Cuts and Jobs Act of 2017 ushered in several changes to our nation’s tax laws that may impact charitable giving. One of the things that remained untouched was the Charitable IRA (CIRA) provision. The CIRA is even more attractive in light of the tax act’s raising of the standard deduction reducing the number of individuals who can itemize.

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