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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2019 Year-End Giving Communications

The final three months of the year are traditionally the busiest for fundraisers at charitable organizations, and now is the time to get ready to make the most of the year-end season.

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Seminars

An Introduction to Planned Giving

Washington DC • September 12-13, 2019

Structuring Blended Gifts

Chicago • October 3-4, 2019

Integrating Major and Planned Gifts

Washington DC • November 6-7, 2019

5-Day Comprehensive Planned Giving

Orlando • January 13-17, 2020

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SHARPE newkirk on the Road

Joe Chickey, Senior Consultant, will be at the Colorado Planned Giving Roundtable Summer Symposium in Denver, August 21-22, 2019.

On September 12, 2019, Senior Consultant Aviva Shiff Boedecker will present “2020 Vision: Planned Giving for the Next Decade and Beyond” for the Jewish Community Foundation of Greater Kansas City and area financial advisors.

Executive Vice President and Chief Operating Officer Barlow Mann will be the featured speaker for the Planned Giving Council of Eastern Wisconsin, sharing two presentations: “Overview of Blended Gifts and Tax Motivations” and “Affluenza: Prevention and Treatment.”

Aviva Shiff Boedecker 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 Washington DC

September 12-13, 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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5-Day Comprehensive Planned Giving Seminar

January 13-17, 2020

The nation’s finest week-long comprehensive planned giving seminar featuring some of the most respected experts in the field. This seminar offers the groundwork for those who are new to gift planning while presenting an interactive “refresher” for more experienced fundraisers. The seminar will cover the basics of gift and estate planning, the tax considerations of giving, the advantages of giving cash and non-cash gifts, how to market planned giving and more.

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