June 2004 | Sharpe Group

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Archive for June, 2004

Declining Returns?

Posted June 1st, 2004

According to recent IRS figures, the Economic Growth and Tax Relief Reconciliation Act of 2001 is beginning to have a significant impact on the number of federal estate tax returns that are being filed. The number of estate tax returns projected to be filed for 2004 is 74,800, a 13.82% decline from 2003. The IRS …Read More

Planning Matters

Posted June 1st, 2004

In the past, nonprofits typically counted bequests as “expectancies” or “maturities.” These expectancies usually included the amount of the expected bequest (when the details were known) or a conservative estimate (when the amount was not). Estimates were sometimes made using an average amount based on an organization’s experience. Upon the death of the donor the bequest …Read More

When It All Works: Pointers from West Point

Posted June 1st, 2004

As Director of Planned Giving for the Association of Graduates of the United States Military Academy at West Point, Nancy Mathiasen faces unique challenges and opportunities. Here she shares with Give & Take how she has been able to give a special place to women at an institution that has been coeducational for less than …Read More

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