May 2012 | Sharpe Group

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Archive for May, 2012

What to Do When the Donor Dies—Understanding Estate Administration Rights and Responsibilities of Charitable Beneficiaries

Posted May 1st, 2012

In the third article in this series, Sharpe Consultant Aviva Shiff Boedecker explains the basics of estate administration from notification of the bequest to making sure the funds reach your organization or institution, including a number of steps you should take and how to ensure you dot your i’s and cross your t’s. It’s a …Read More

Next Few Months Offer “Certainly Window”

Posted May 1st, 2012

Those who work with donors considering the most effective ways to make charitable gifts have an interesting few months ahead of them. Uncertainty about the economy’s health, consumer confidence and the future of income and estate taxes continues to make efficient philanthropic planning both challenging and potentially rewarding. Giving on the rise IRS estimates of …Read More

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