Give & Take Archive | Sharpe Group
 

Sharpe Give & Take Articles

Give & Take Newsletter header image

Archive for August, 2004

Are Gifts Annuities Beyond Compare?
Understanding Commercial Versus Charitable Gift Annuities

Posted August 1st, 2004

According to various industry studies, charitable gift annuities are the second-most popular planned giving strategy after bequests. Although very popular due to their relative ease of use with donors and planned giving professionals, the economics of gift annuities and their attractiveness when compared to traditional investment alternatives can some-times be a mystery. Defining the gift …Read More

Planning Matters

Posted August 1st, 2004

The pooled income fund is a split-interest gift arrangement authorized by IRS Code section 642 (C) that was enacted as part of the Tax Reform Act of 1969. It is a special charitable trust maintained by a charity for the benefit of multiple contributors. Individuals or couples make gifts to the fund, which are then …Read More

How Much Is Too Much?

Posted August 1st, 2004

As pointed out in the July Give & Take cover story, “Giving Reaches Record Levels,” many organizations that have relatively new planned gift development efforts have experienced rapid growth of their planned giving receipts in recent years as the fruits of their labor begin to pour in. Meanwhile, a number of more well-established, mature programs …Read More

Give & Take

Give & Take Archives

2019 Issues 2018 Issues 2017 Issues 2016 Issues 2015 Issues 2014 Issues 2013 Issues 2012 Issues 2011 Issues 2010 Issues 2009 Issues 2008 Issues 2007 Issues 2006 Issues 2005 Issues 2004 Issues 2003 Issues 2002 Issues 2001 Issues 2000 Issues 1999 Issues 1998 Issues 1997 Issues