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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Seminars

An Introduction to Planned Giving

Chicago • July 15-16, 2019

Structuring Blended Gifts

Chicago • October 3-4, 2019

Integrating Major and Planned Gifts

Washington DC • November 6-7, 2019

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SHARPE newkirk on the Road

Chief Consultant Robert F. Sharpe Jr. will present “The Brave New World of Philanthropy: Where Do We Go From Here?” as the keynote at the annual North American Division of Seventh-Day Adventists Planned Giving & Trusts Services Conference in Indianapolis on August 6, 2019.

Aviva Shiff Boedecker, Senior Consultant, will be at the Northwest Planned Giving Roundtable Annual Conference in Portland, Oregon, on September 24, 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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An Introduction to Planned Giving in Chicago

July 15-16, 2019

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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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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