August 2000 | Sharpe Group

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Archive for August, 2000

Largest Increase Ever in Bequests to Higher Education

Posted August 1st, 2000

According to the Voluntary Support of Education 1999 report issued this spring by the Council for Aid to Education (CAE), total reported bequests to colleges and universities increased by 23%, the largest increase in over a decade. As in the case of gift activity reported by Giving USA (see page 1), giving by bequest grew …Read More

Life-changing Experience Fuels Gift Planner’s Passion

Posted August 1st, 2000

In this “Gift Planner Profile,” we talk with Jacqueline McLeod, executive vice president for the revenue group at the American Lung Association. Ms. McLeod shares how her personal encounter with lung disease as a child led her to a career dedicated to lung health. Give & Take: How did you become involved in the field …Read More

Planning Matters

Posted August 1st, 2000

Over the past few months, the monthly IRS discount rate has begun to stabilize. Those who prepare planned gift charitable deduction calculations will be familiar with this rate as it is used to determine the tax benefits for many types of planned gifts. This rate is sometimes called the “Section 7520,” or AFMR (applicable federal …Read More

Participating in the Wealth Transfer—Don’t Miss the Boat

Posted August 1st, 2000

This article is based on remarks Mr. Sharpe will deliver at the 13th annual conference of the National Committee on Planned Giving in Orlando on October 25-28 of this year. The title of his presentation there will be “Waiting on the Wealth Transfer—Will You Miss the Boat?” In recent years there has been much discussion …Read More

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