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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Year-End Fundraising Critical for 2018

Fundraisers know that the final three months of the year are the busiest for giving to charitable organizations. With some sources predicting a decline in charitable giving for 2018, this year-end season may be the most critical in recent memory.

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Seminars

An Introduction to Planned Giving

Memphis, TN • January 14-15, 2019

Structuring Blended Gifts

Washington DC • June 5-6, 2019

Integrating Major and Planned Gifts

Chicago • April 11-12, 2019

5-Day Comprehensive Planned Giving Seminar

Orlando • January 21-25, 2019

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SHARPE newkirk on the Road

Senior Consultant Aviva Shiff Boedecker will present “Looking for Gifts in All the Right Places” at the Charitable Gift Planners of Inland Southern California Monthly Luncheon on November 14 in Redlands, California.

Chief Consultant Robert F. Sharpe Jr.  will deliver the keynote presentation “The Brave New World of Philanthropy: Where Do We Go From Here?” on February 1 at the ALDE IGNITE Conference, which will be held in Grapevine, Texas January 31-Feb 3.  He will also lead the Master Class “Accelerating Bequests—Let Us Count the Ways” on January 31. Senior Consultant Laura Knitt will also be in attendance.

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 Memphis, TN
January 14-15, 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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Welcome Laura Knitt

A familiar face in the Chicago planned giving community, Laura Knitt, J.D., has joined SHARPE newkirk as Senior Consultant.

Laura brings valuable experience in donor stewardship, planned giving and major gifts, endowments and donor advised funds, real estate and securities, regulatory compliance and nonprofit governance.

She is happy to join the SHARPE newkirk team’s experienced consultants and technical experts in assisting nonprofit organizations with their gift
planning strategies, estate gift administration, writing and editorial work, staff training and program audits. Please join us in welcoming her.

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