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with Aviva Shiff Boedecker At the Northern California Planned Giving Council’s Annual Conference in May, Sharpe Group Senior Consultant Aviva Shiff Boedecker participated in a panel discussion on marketing trends in planned giving. The following is a summary of the questions the panel received along with her responses. Q: Are there any absolute “must dos” …Read More
Sharpe Insights Articles
Archive for August, 2014
Perspectives on Planned Giving Marketing Trends
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U.S. Household Net Worth Reaches New Record High
Earlier this year, Give & Take reported that U.S. household net worth grew by 14 percent, or $9 trillion, in 2013. The good news continues in 2014. In its latest release, the Federal Reserve revealed that U.S. household net worth gained $1.5 trillion in the first quarter of 2014 to reach a new record high …Read More
Bequests Lead the Way in Growth as Charitable Giving Nears Record Levels
After peaking in 2007 at $349.5 billion (adjusted for inflation), charitable giving in America experienced a sharp decline in 2008 and 2009 during the Great Recession and financial crisis. Since then, a gradual recovery in giving has been underway. The recently released Giving USA 2014 report reveals that the giving recovery continued in 2013, with …Read More
And the Answer to the $64,000 Question Is . . .
By Barlow Mann Did you know that, according to the latest figures from the Internal Revenue Service, the average amount of a charitable gift of corporate stock is $63,779? Read on to learn more about the importance of noncash contributions from individuals—especially from older donors—each year. Stock gifts up 20 percent The most recent IRS …Read More