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An interview with Jo Ann MacKenzie Jo Ann MacKenzie, director of planned and special gifts for Saint Mary’s College in Notre Dame, Ind., might be considered a gift planning pioneer. She graduated from Saint Mary’s in 1969 with a degree in English and returned to her alma mater a few years later to create its …Read More
Give & Take Articles
Archive for January, 2013
Wisdom from a Career in Planned Giving
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Posted January 1st, 2013
Sharpe Celebrates 50 Years of Gift Planning Expertise
Posted January 1st, 2013
It was a year of firsts: the first disco, “Whiskey-a-Go-Go” in Los Angeles; first flight of the Boeing 727 jet; the first airing of Julia Child’s “The French Chef” and the introduction of ZIP codes. It was also the year that Robert F. Sharpe Sr. drew on his background in estate and financial planning and fundraising to …Read More
The Philanthropic Impact of the American Taxpayer Relief Act of 2012
Posted January 1st, 2013
The American Taxpayer Relief Act of 2012 (ATRA), enacted by Congress Jan.1, contains a number of provisions that are favorable for charitable giving. Charitable deduction remains intact The legislation as passed did not directly limit the tax deductibility of charitable gifts. There is, however, speculation that this issue will resurface in the next round of fiscal …Read More