February 2015 | Sharpe Group

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Archive for February, 2015

When a “Will” Means Maybe

Posted February 1st, 2015

Now may be the time to take a more aggressive posture in developing, cultivating and safeguarding bequest expectancies. Experienced fundraisers know the importance of bequests to their overall success. According to Giving USA, bequests accounted for more than 10 percent of individual giving in 2013. Over the past decade, bequests have provided as much as …Read More

Timing of the Last Will and Testament

Posted February 1st, 2015

Professor Russell James, J.D., Ph.D., CFP ®of Texas Tech University runs the on-campus and online graduate program in charitable financial planning. The one that counts Almost every will document starts with the heading “Last Will and Testament.” This means it is–so far–the latest will a person has signed. But just because it is the latest will doesn’t …Read More

How to Help Donors Enjoy Their Longevity

Posted February 1st, 2015

Skilled gift planners can help alleviate their donors’ fears. Life expectancy for males born today is over 76 years. Females can expect to reach the age of 81. Because the longer one lives, the longer one is expected to live (actuarially), today’s 70-year-old can look forward to 15 or more years of retirement. While many …Read More

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