December 2014 | Sharpe Group

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Archive for December, 2014

Riding the IRA Rollercoaster

Posted December 1st, 2014

By: Barlow Mann Once again, the fate of the charitable IRA rollover provision is up in the air. Will Congress act this year? The charitable IRA rollover provision, originally enacted in 2006, has resulted in billions of dollars in charitable transfers since its inception. However, charitable IRA giving has been unpredictable as Congress has allowed …Read More

Gaining Perspective on Gifts

Posted December 1st, 2014

Development staff may be tempted to view a potential gift solely from their own perspective. But a failure to consider the impact a large gift may have on other interested parties—such as the donor’s family, other potential heirs or various programs within the organization—may lead to less than favorable results. Understanding and accommodating various points …Read More

Will the Grinch Steal Christmas?

Posted December 1st, 2014

A recent report on charitable giving in the U.S. has caused some to wonder if the widely publicized income gap has turned into a generosity gap. Do wealthier donors have something in common with the Grinch? According to The Chronicle of Philanthropy, high-income earners give a smaller share of their income than those with lower …Read More

On the Road to Success in 2015

Posted December 1st, 2014

As economic conditions continue to improve, 2015 may be a banner year for charitable gifts—for those who are prepared to take the wheel. As we race ahead to a new year, the Great Recession seems solidly behind us. Stock and many local real estate market values have hit record levels, unemployment rates have reached a …Read More

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