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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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 • October 4-5, 2018

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SHARPE newkirk on the Road

SHARPE newkirk Senior Vice President and Senior Consultant John Jensen will join Senior Editor John Ryan for the National Catholic Development Conference (NCDC) annual event September 15-19 in Chicago. John Jensen will present “Planned Giving Basics and the Data That Drives Your Marketing Decisions” as a breakout session.

On September 27, Senior Consultant Aviva Shiff Boedecker will be in attendance at the Northwest Planned Giving Roundtable in Portland, Oregon.

John Jensen and Senior Consultant Laura Knitt will be available at the National Association of Charitable Gift Planners Annual Conference October 17-19 in Las Vegas. SHARPE newkirk is pleased to sponsor the “Getting Oriented” Education Track.

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
October 3-4, 2018

In this seminar, you’ll learn practical ways to assist donors in making gifts that are most appropriate in light of their age, wealth and other factors, while meeting current, capital and endowment funding needs, along with how to 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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Is Your Gift Planning Library Up to Date?

2018 has seen several changes affecting planned giving, including the new tax law and new suggested charitable gift annuity rates. Make sure you communicate these changes to donors. It's time to update your gift planning communications. Sharpe makes it easy with a library of booklets, brochures and more ready for you to personalize for your organization and share with your contacts.

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