January 2013 | Sharpe Group

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Archive for January, 2013

Wisdom from a Career in Planned Giving

Posted January 1st, 2013

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

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

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