December 2010 | Sharpe Group

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Archive for December, 2010

Gift Planner Uses Web

Posted December 1st, 2010

Now in her ninth year at Pacific University, Jan Stricklin, associate vice president for university relations, has worked in planned and major gift development for more than 20 years. In addition to the targeted marketing that forms the basis of her program at Pacific, she recently expanded her fundraising efforts through the introduction of interactive …Read More

Down to the Wire: Timely Ideas for Stock Gifts

Posted December 1st, 2010

Despite recent volatility in the stock market—and perhaps, in part, because of these ups and downs—this year may shape up to be a banner year for gifts of stocks and other appreciated securities. As in years past, many of these gifts will be received in the closing weeks, days, or even hours of the year. …Read More

Managing Expectations

Posted December 1st, 2010

In the March 1988 issue of Give & Take, Robert Sharpe, Jr., defined a planned gift as “any gift of any kind for any amount given for any purpose—operations, capital expansion, or endowment—whether given currently or deferred if the assistance of a professional staff person, qualified volunteer, or the donor’s advisors is necessary to complete …Read More

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