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According to a 2003 study by the Internal Revenue Service, there were more than 6.5 million “top wealth holders” in the United States in 1998. To qualify for this select group an individual needed to have gross assets of at least $625,000, the threshold at which federal estate and gift taxes applied in that year. …Read More
Sharpe Insights Articles
Archive for April, 2004
Getting Personal About Wealth
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Posted April 1st, 2004
Planning Matters
Posted April 1st, 2004
Trusts are among the most popular estate planning tools. Charitable remainder trusts, charitable lead trusts, and living trusts give donors much-wanted flexibility as they determine how best to fulfill their desires to give to their favorite nonprofits. Too often, however, both donors and development officers use the word “trust” as a catchall term without having …Read More
The Changing Face of America’s Donors
Posted April 1st, 2004
Over the past few years, much has been written about the gradual aging of the U.S. population and the inevitable impact on housing, health care, travel and leisure, and many other industries. The most forward-looking nonprofits in America have also become increasingly aware that changes in the age distribution of donors will increasingly affect the …Read More