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Archive for January, 2004

NCPG Releases Proposed Valuation Standards

Posted January 1st, 2004

Following its annual conference held in Cincinnati last October, the National Committee on Planned Giving (NCPG) released the proposed Valuation Standards for Charitable Planned Gifts. The stan­dards represent the results of three years of work by a task force comprised of representatives of the gift planning community. For a complete list of the NCPG Valuation …Read More

Planning Matters

Posted January 1st, 2004

As the new year begins, those responsible for the management of gift planning programs should be aware of a variety of recent and pro­posed legislative changes that may affect the way the nation’s nonprofits raise funds in 2004. By keeping these changes in mind, gift planners can safely chart a course to a successful new …Read More

The Future of Charitable Gift Planning

Posted January 1st, 2004

Last month’s issue of Give & Take explored the first 40 years of Robert F. Sharpe & Company and our efforts to help develop more sophisticated programs aimed at encouraging current and deferred major gifts (visit www.sharpenet.com/gt for the December issue). As we begin the new year, we would like to take this opportunity to …Read More

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