In the fourth of this six-part series, Sharpe Consultant Aviva Shiff Boedecker explains why it is important to pay close attention to certain aspects of the estate settlement process. The math of estate administration is a whole topic in itself. If the testamentary gift is a specific bequest (i.e., a stated dollar amount or a …Read More

“I think as those green shoots begin to appear in different markets and as some confidence begins to come back that will begin the positive dynamic that brings our economy back.” —Ben Bernanke, chairman of the Federal Reserve, interviewed by 60 Minutes, March 15, 2009 Bernanke was a couple of years too early to see growth …Read More

A well-organized gift acknowledgment program can help form the foundation for special relationships with donors that in turn may lead to more frequent and increased giving. This is especially true during a time of economic recovery, when donors may be experiencing renewed philanthropic interest. With that in mind, let’s examine some ways to effectively thank …Read More