May 2001 | Sharpe Group

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Archive for May, 2001

Gift Planner Turned Financial Advisor Discusses Ultra-Wealthy

Posted May 1st, 2001

As an attorney, financial advisor, and former fund development executive, John Goodwin has spent most of his career helping people meet their personal and philanthropic goals. In this “Gift Planner Profile,” Mr. Goodwin shares his thoughts on the giving habits of the ultra-wealthy and how proposed estate tax changes may affect the giving of significant …Read More

Planning Matters

Posted May 1st, 2001

The economic turmoil in recent months has left many savers and investors shaken. As consumer confidence erodes, so has “contributor confidence” among some prospective major donors. Historically, the stock market and interest rates have moved in a counter-cyclical fashion — as interest rates fell the stock market often rose and vice versa.This general trend is …Read More

New Report Shows How Super-Wealthy Give

Posted May 1st, 2001

Americans worth $5 million or more are active contributors to charitable causes, regularly volunteer for charitable organizations, and also include charities in their estate plans, according to results of a recent report. Conducted for Bankers Trust Private Banking by Boston College researcher Paul Schervish, the study entitled “Wealth With Responsibility Study 2000” focuses on approximately …Read More

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