Tools to Maximize Gifts in 2019

Who should receive the Federal Tax Pocket Guide?

The 2019 Federal Tax Pocket Guide is designed to help communicate with advisors and more sophisticated donors. Here are some suggestions for using it:

  • In a special mailing to attorneys, trust officers, financial planners, accountants and other centers of influence
  • Information for high net worth donors in response to inquiries about tax reform
  • As a handout at professional advisory council meetings
  • As an insert with major and planned gift proposals

During the next few months, taxpayers will begin to see the practical effects of the Tax Cuts and Jobs Act of 2017 as they prepare their 2018 income tax returns. SHARPE newkirk is pleased to announce tools to help Americans navigate the changes with the 2019 Federal Tax Pocket Guide and Your 2019 Personal Planning Guide.

These pocket-friendly publications have been fully updated for inflation adjustments, current income tax rates, standard deductions, federal gift tax rates, federal estate tax rates, charitable gift annuity rates and more.

Our 2019 Federal Tax Pocket Guide is specially created with advisors in mind. Use it to keep your organization’s name in front of financial planners, attorneys, trust officers, accountants and estate planners in your community and build goodwill.

The donor-friendly Your 2019 Personal Planning Guide is an excellent resource for highlighting a variety of planned giving techniques for your best prospects. This is the “consumer” version of the popular Federal Tax Pocket Guide. Packed with tips on maximizing the impact of charitable gifts, your donors will refer to this handy guide time and again throughout the year.

You can order or download a preview for the 2019 Federal Tax Pocket Guide by clicking here. For Your 2019 Personal Planning Guide, click here.

SHARPE newkirk has also created the updated booklet Your Guide to Effective Giving in 2019. Published by Sharpe every year since 1963, this time-tested publication is designed to help ensure your donors have the information they need when planning their gifts all year long. For more information about Your Guide to Effective Giving in 2019, click here.