May 2007 | Sharpe Group

Sharpe Insights Articles

Sharpe Insights Newsletter header image

Archive for May, 2007

Making a Charitable Remainder Trust ‘Worthy’

Posted May 1st, 2007

With rebounding investment markets and increases in real estate value in many parts of the country in recent years, more donors again own highly appreciated, low-yielding assets. As a result of these and other factors, including the aging of Baby Boomers, we are beginning to see an upturn in charitable remainder trust (CRT) activity. According …Read More

Who Are Your Planned Giving Donor?

Posted May 1st, 2007

According to the latest study of donors conducted by the National Committee on Planned Giving, the average age of donors when they first executed a will or living trust was 44. The survey also revealed that the average age for someone to first include a charitable bequest in their plans was 49. The mean age …Read More

Are Your Trustees On Board

Posted May 1st, 2007

Last month, I shared my first experience as a board member of a local foundation. I discussed in some detail the question of whether the board was properly fulfilling its fiduciary responsibilities in connection with its management of the foundation’s investments. Making certain that the funds held by a charitable organization are properly allocated and …Read More

Sharpe Insights

Site Search

Sharpe Insights Archives

2024 Issues 2023 Issues 2022 Issues 2021 Issues 2020 Issues 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