The extension of provisions in the Pension Protection Act of 2006 that allow those over 70½ to make direct transfers of up to $100,000 from traditional and Roth IRAs to qualified charities is currently scheduled to expire on December 31. Unless Congress acts to extend or expand this provision, nonprofit organizations will have only a …Read More

What if you have just been assigned the responsibility for beginning or enhancing your organization’s “planned giving” program? In order to succeed in this endeavor, we have found that it can first be a good idea to make sure you fully understand what is meant by the term “planned gift.” The Sharpe Group first began …Read More