Designing printed pieces for seniors requires special thought and consideration. The subject matter makes little difference—the basic rules and techniques remain the same. Design printed materials to be easily read by anyone, then review them through the eyes of your primary prospect: a senior over age 70. Keep in mind that the average age, for …Read More

Recent press reports indicate that Americans generously responded to incentives under the Katrina Emergency Tax Relief Act of 2005 (KETRA) at levels far greater than expected. See the New York Times, April 21, 2007, and the Chronicle of Philanthropy, May 3, 2007. In short, the KETRA legislation lifted the 50% of adjusted gross income (AGI) …Read More

This spring the stock market sprang to record-high levels. As a result, those involved in planned and major gift development may discover that gifts of appreciated securities are not just a year-end giving phenomenon. A number of Sharpe clients have reported increased levels of stock gifts earlier in the year than normal. While the February …Read More