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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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

Joe Chickey, Sharpe Group Managing Consultant, will attend the Colorado Planned Giving Roundtable Summer Symposium in Denver, August 22-23.

Sharpe Group Senior Vice President and Consultant John Jensen will join Senior Editor John Ryan in Chicago for the National Catholic Development Conference (NCDC), September 15-18.

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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Robert Sharpe Featured in Forbes Magazine

On April 10, Forbes magazine, one of the foremost voices in business media, published an article profiling Sharpe Group and Robert F. Sharpe Jr.'s thoughts on how to make the most effective immediate charitable gifts in light of tax reform. Read the initial article and read the companion article that emphasizes ways to make gifts in lieu of bequests that feature multiple tax benefits. (Photo Credit: Robyn Selman, Forbes)