Sharpe Blog

Archive for September, 2017

Posted September 27th, 2017

Tax Reform Update 09/27/17

Congress and the White House announced today the release of the outline on tax reform they promised for this week. A public press event, “Release of Unified Tax Reform Framework,” is planned for today (Wednesday, September 27, 2017) at 2:15 p.m. ET. It will be live-streamed on speaker.gov/live. The nine-page document, “Unified Framework for Fixing Our… read more

Posted September 26th, 2017

Making the Most Generous Time of the Year Work for Your Organization

As many fundraisers know, the last three months of the year can be the most productive time period for nonprofit fundraising. This may be especially true this year. With record highs in the stock market, charitable giving up and continuing to rise, and tax reform discussions looming, it may be particularly important to encourage more… read more

Posted September 19th, 2017

Answers to “A Gift Planning Quiz”

Click here to view original post, “A Gift Planning Quiz.” Questions & Answers: Q. Donor uses highly appreciated stock to pay a legally enforceable pledge. Why isn’t Donor treated as selling or exchanging the stock so that Donor realizes a capital gain? Hint: If an individual pays a debt by transferring appreciated stock to the… read more

Posted September 15th, 2017

Congressional Outline for Tax Reform Expected Soon

Sharpe Group experts will be monitoring tax reform measures and news as talks continue and legislation is prepared. We’ll be posting updates on this blog. According to this news story from NBC News which ran on September 14, a Congressional outline should be coming around Sep 25, but legislation is not yet ready to be… read more

Posted September 13th, 2017

A Gift Planning Quiz

Here’s a quiz. Answers next time. Donor uses highly appreciated stock to pay a legally enforceable pledge. Why isn’t Donor treated as selling or exchanging the stock, so that Donor realizes a capital gain? Hint:  If an individual pays a debt by transferring appreciated stock to the creditor, the individual is treated as selling or… read more

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