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Archive for February, 2016

Help Your Donors Understand the Charitable IRA Law

Posted February 1st, 2016

Do your donors know the benefits of the Charitable IRA provision? Sharpe Group’s Charitable IRA strategic guide is now available, with history about the Charitable IRA provision, sample marketing language and materials and more. Order here.  Sharpe has donor communication materials you can use to educate your donors about this law and how it will benefit them: …Read More

As Boomers Reach a New Milestone, How Will Their Charitable Giving Be Affected?

Posted February 1st, 2016

According to a recent Pew Research Center study, most people don’t feel as old as younger people perceive them to be. The average respondent to the Pew survey considers 68 the beginning of old age, yet just 21 percent of those 65-74 consider themselves old. Even among those 75 and older, only 35 percent consider themselves old. Perceptions of old …Read More

Avoiding the Dark Side: The Ethics of Gift Planning

Posted February 1st, 2016

Most gift planners realize a strong moral compass is a fundamental component of the code and craft of their profession. Many endorse and follow guidelines issued by organizations like the Association of Fundraising Professionals (AFP) and the Partnership for Philanthropic Planning (PPP) that are designed to encourage best practices in their dealings with donors. Gift planners with legal, accounting or various financial …Read More

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