February 2008 | Sharpe Group

Sharpe Insights Articles

Sharpe Insights Newsletter header image

Archive for February, 2008

Consultant, Teacher Inspired by Clients, Students

Posted February 1st, 2008

This month, Give & Take talks with Margaret Holman, President and Founder of Holman Consulting in New York, and long-time presenter in Sharpe’s popular seminar “An Introduction to Planned Giving.” Give & Take: How did you get started in gift planning? Holman: I had worked at a variety of nonprofit organizations in New York City, …Read More

IRA Gifts R.I.P?

Posted February 1st, 2008

The Pension Protection Act of 2006 (PPA) included special provisions allowing certain persons to make direct transfers from Individual Retirement Accounts (IRAs) to charitable organizations. The law limited the transfers to those over age 70½ with traditional or Roth IRAs. The maximum that could be distributed per individual per year was $100,000. Theoretically, couples with …Read More

Are You Suffering from a Blocked Transom?

Posted February 1st, 2008

We sometimes hear from nonprofit managers that they do not believe it is important to actively encourage charitable bequests because, “everyone knows you can’t influence a bequest; they just come in on their own.” These organizations choose to rely on bequests that come in “over the transom.” I used this phrase recently in a presentation …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