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Why an emphasis on gifts of securities is important for many fundraising programs. Gifts of securities have risen along with stock market values in recent years. According to the latest IRS reports, gifts of corporate stock, mutual funds and other investments accounted for more than half of the $60.4 billion reported on form 8283 for …Read More
Sharpe Insights Articles
Archive for April, 2018
Are You Getting Your Share(s)?
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Posted April 10th, 2018
Booklets of the Month: What Donors and Advisors Need to Know About Tax Reform
Posted April 10th, 2018
April is tax season, and taxpayers and advisors have been filing their final income tax returns under the pre-Tax Cuts and Jobs Act tax law. Many have had little time to consider what the implications of the new law will be and how it may affect charitable giving in 2018 (click here for more on …Read More
Tax Reform and Charitable Estate Planning: The Keys to Future Success
Posted April 10th, 2018
by Robert F. Sharpe, Jr. Part two in a series on how the Tax Cuts and Jobs Act of 2017 may impact philanthropy and how to give effectively in light of the new laws. Last month’s article focused on the expected impact, both positive and negative, the Tax Cuts and Jobs Act of 2017 could …Read More