Sharpe Blog

Archive for May, 2018

Posted May 29th, 2018

The Role of State Law in Charitable Gift Planning

Good charitable gift planning often requires an understanding of applicable state law. Pledges: The enforceability of a pledge depends on the law of the state whose laws govern the pledge. For example, Donor lives in New Jersey and makes a spoken (non-written) promise to give $X to a charity located in Kentucky. If New Jersey… read more

Posted May 21st, 2018

Anticipating and Avoiding Problems

The world of charitable gift planning is a world of well-meaning donors who do a world of good across an incredible spectrum of needs, wants and aspirations. It’s too bad, but it must not be ignored by gift planners, that the most well-meaning donor can be tripped up by the tax law, be given faulty… read more

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