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Archive for November, 2013

When Plans Change

Posted November 1st, 2013

The Sharpe Group welcomes a new contributor this month. Professor Russell James, J.D., Ph.D., CFP® of Texas Tech University runs the on-campus and online graduate program in charitable financial planning. He will be sharing new findings from his latest research into the demographics of charitable estate planning. One of the great unanswered research questions in charitable bequest giving is, “When do …Read More

Doing the Right Thing – Insights From an Expert

Posted November 1st, 2013

Tia Graham is Project Director for the Planned Giving Capacity Building Project at Public Broadcasting Service (PBS). Ms. Graham began her career as an estate planning attorney and has experience as a fundraiser in the fields of healthcare, education, community foundations and public broadcasting. Here she shares with Give & Take her unique perspective on the qualities of effective gift …Read More

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