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Archive for May, 2018

A Review of Charitable IRA Gifts

Posted May 4th, 2018

by: Jon Tidd, Esq The following is adapted from a blog post on March 28, 2018. To subscribe to the Sharpe Group Blog, click here. In the wake of 2017 tax law changes, the Charitable IRA gift is likely to be the gift of choice going forward for many Americans aged 70½ and older. A …Read More

Serving Those Who Serve Others: A Conversation With New Sharpe Group Executive Vice President Kathy Sperlak

Posted May 4th, 2018

R&R Newkirk has been providing planned giving support services to charities for more than 50 years, and Kathy Sperlak has been an integral part of the Newkirk team for more than half of that time. In January 2018, Sharpe Group and Newkirk announced they are combining services, talent and resources. Moving forward, the two brands …Read More

Make the Most of Charitable IRA Gifts

Posted May 4th, 2018

The Charitable IRA (CIRA) provision, allowing individuals with IRAs to make direct charitable transfers totaling up to $100,000 per year, will likely become significantly more popular in 2018 as a result of the new tax law. (See “A Review of Charitable IRA Gifts” for more information.) The doubling of the standard deduction under the provisions …Read More

Advice From Hampden-Sydney: Listening Is Key to Success

Posted May 4th, 2018

Randy Reed is director of planned giving at Hampden-Sydney College and an alumnus of the school. Located in central Virginia, Hampden-Sydney was founded in 1775, making it the tenth oldest college in the United States. Give & Take: What are some things that make Hampden-Sydney unique? Reed: Besides being one of the three all-male colleges …Read More

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