Give & Take Archive | Sharpe Group
 

Sharpe Give & Take Articles

Give & Take Newsletter header image

Archive for July, 2014

Estate Settlement Dos and Don’ts, Part 2

Posted July 25th, 2014

by Tamara Lane-Wilson In the May issue of Give & Take, Tamara Lane-Wilson, a market development consultant based in Sharpe Group’s Washington, D.C. office, shared some of the best practices she developed during her years in estate administration at two national charities. This month, she shares some estate settlement “don’ts”—practices to avoid when handling bequests, …Read More

Charitable Remainder Trusts May Be the Perfect Solution for These Situations

Posted July 25th, 2014

Consider suggesting one of these charitable remainder trusts to your donors as a way to accomplish personal and charitable goals simultaneously. 1. The Bridge to Retirement CRT: Use a term of years CRT to provide a donor with income and a tax deduction until he or she is required to take retirement plan distributions. 2. …Read More

A Golden Age for Charitable Remainder Trusts?

Posted July 25th, 2014

by Barlow Mann   In March 2014, the IRS released its latest annual review of split-interest trusts for filing year 2012. The study chronicled a recent seven-year decline in the number of charitable remainder trusts (CRTs) between 2005 and 2012. Could it be that the recent decline in CRTs will be followed by a new …Read More

The Rotary Foundation Has Global Impact

Posted July 25th, 2014

Karena Bierman is Director of Gift Planning at The Rotary Foundation in Evanston, Ill., the fundraising arm of Rotary International. During the past 110 years, Rotary has grown to become a major factor in both local and global initiatives to address critical issues affecting quality of life for millions. Give & Take: What led you …Read More

Give & Take

Give & Take Archives

2019 Issues 2018 Issues 2017 Issues 2016 Issues 2015 Issues 2014 Issues 2013 Issues 2012 Issues 2011 Issues 2010 Issues 2009 Issues 2008 Issues 2007 Issues 2006 Issues 2005 Issues 2004 Issues 2003 Issues 2002 Issues 2001 Issues 2000 Issues 1999 Issues 1998 Issues 1997 Issues