Almost every charitable organization or nonprofit institution could benefit from additional bequests and other planned gifts. Many programs devote significant human and capital resources to these efforts, but then fail to set clear goals or prepare a plan to achieve their goal. While every fundraising program is different, most development professionals agree that having specific …Read More

In a frank look at the bequest settlement process from the nonprofit perspective, Sharpe Senior Consultant Aviva Shiff Boedecker shares insights from her experience as a planned giving executive. The purpose of this series of articles is to help those responsible for estate settlement plan for a proper response to a donor’s death and anticipate …Read More

Ten years ago this month, “Chicago” won the Oscar for Best Picture, Britain mourned the death of the Queen Mum and the country was adjusting to the aftermath of 9/11. Also in March of 2002 Give & Take introduced the Planning Pyramid. Now, 10 years later, the Planning Pyramid may be more relevant than ever. …Read More