November 2017 | Sharpe Group

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Archive for November, 2017

Consultant Corner: Grief and the Gift Planner

Posted November 10th, 2017

by Lewis von Herrmann We expect those in certain professions to deal with human mortality on a regular basis. Doctors and other health care professionals, hospice workers and clergy, for instance, interact daily with the elderly or unwell. Yet many may not realize that development professionals also face mortality in the course of their work. …Read More

Helping Donors Organize Important Information

Posted November 10th, 2017

Searching for ways you can assist donors with their philanthropic planning? Consider furnishing them with a helpful tool they can use to help organize and implement their priorities—the Personal Financial Affairs Record booklet. Keeping important information in one place can be helpful for making plans today and for future reference. Available in two distinct formats, …Read More

Wealth Transfer…What Wealth Transfer? Part 1

Posted November 10th, 2017

by Robert Sharpe Nonprofit managers have spent the last 20 years hearing about the “Great American Wealth Transfer,” which was predicted to usher in a Golden Age of Philanthropy with trillions upon trillions of dollars expected to flow to the U.S. philanthropic world. Unfortunately, for a number of reasons, this charitable windfall hasn’t yet materialized. …Read More

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