June 2018 | Sharpe Group

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Archive for June, 2018

Tax Reform Is Opportunity for Conversations: Experiences From McKendree University

Posted June 12th, 2018

McKendree University, located in Lebanon, IL, was founded in 1828 as Illinois’s first institution of higher education. Today, the liberal arts university has just under 3,000 undergraduate and graduate students and more than 23,000 alumni. We spoke with Whitney Strang (pictured), McKendree’s Director of Major and Planned Giving, about recent successes they’ve had in reaching …Read More

Higher Rates for Gift Annuities

Posted June 12th, 2018

The Rates Committee of the American Council on Gift Annuities (ACGA) recently announced an increase in the suggested maximum rates payable for charitable gift annuities at the 33rd ACGA Conference in Seattle April 25-27, 2018. The new rate table was subsequently released with a suggested July 1, 2018, effective date. According to ACGA surveys, 97% …Read More

Is Your Gift Planning Library Obsolete?

Posted June 12th, 2018

The last six months have perhaps ushered in more changes in the charitable gift planning world than any other period in the past 30 years.   Given these developments, gift planners need to review the online and print materials they rely on to educate and motivate donors to make sure they are still effective in …Read More

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