By Robert F. Sharpe, Jr. Over the course of my career, I have often been asked by nonprofit development executives, financial officers, board members and others how long it takes for efforts designed to encourage bequests and other planned gifts to produce a return on investment (ROI). Common wisdom in the field is that a …Read More

The news is filled with stories of wealthy  individuals who make substantial bequests to charity during their lifetimes or through their estates. Consider the Giving Pledge initiative, conceived by Warren Buffett and Bill and Melinda Gates four years ago. The number of billionaires who have committed to give away at least half of their fortunes has …Read More