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Archive for January, 1999

After 40 Years in Planned Giving, Sharpe Founder Takes New Direction

Posted January 1st, 1999

After nearly a half century of service spent working in the fields of life insurance, charitable estate planning, publishing, and training, Robert F. Sharpe, Sr., is moving out of an active role in the company he founded over 35 years ago. Back in the 1950s, Mr. Sharpe was a successful life insurance professional helping people …Read More

In The News…

Posted January 1st, 1999

Falling discount rates may spell opportunity for gift planners The applicable federal mid-term rate (AFMR) used to calculate certain charitable gifts has been steadily declining over the past year. The November and December 1998 AFMR of 5.4% marks the all-time low since the floating rates took effect in 1989 and is now lower than the …Read More

Boston Gift Planner Finds Donors “Fascinating”

Posted January 1st, 1999

The “Gift Planner Profile” has been a popular segment in Give & Take over the years. In this our inaugural issue of 1999 we bring you an interview with Mary Tambiah, director of gift and estate planning at Boston University. Give & Take: What led you to choose the field of philanthropy as a career? …Read More

Nine Tips for 1999

Posted January 1st, 1999

As we begin 1999, which is both the last year of a century and a millennium, the world around us is changing–and these changes will undoubtedly have a tremendous impact on the way we pursue planned gift and other development efforts. While there are any number of important actions you might consider now to help …Read More

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