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U.S. Trust and Indiana University Lilly Family School of Philanthropy have released the results of the seventh survey in a series of periodic studies of the charitable giving patterns of wealthy donors. For purposes of the study, “wealthy” households are those with an annual income of more than $200,000 and/or a net worth greater than …Read More
Sharpe Give & Take Articles
Archive for January, 2019
It’s Scrambled or Over Easy: Gift Planning Advice From Lake Forest Academy
Garry Sloan is Director of Individual Philanthropy at Lake Forest Academy (LFA) in Lake Forest, Illinois. Established in 1857, LFA is an independent boarding school for grades 9-12. Its current student body represents 16 states and 33 countries. Sloan came to LFA in 2016 after serving as the Director of Major Gifts for the Colonial …Read More
Older Adults Projected to Outnumber Children
In just 12 years, and for the first time ever, Americans 65 and older are likely to outnumber those under 18. In 2030 all surviving members of the massive Baby Boom generation will be over 65, making that year a major demographic turning point. By 2035, the Census Bureau projects there will be 78 million …Read More
Time for a Check-Up? The Benefits of a Planned Giving Program Audit
by John Jensen A comprehensive review of your planned giving program may be just what the doctor ordered. Unlike major or annual giving programs, the results of gift planning efforts may, in some cases, not be seen for a while. As a result, it can sometimes be difficult to determine if an existing planned giving …Read More
Jumpstart Giving in 2019
Encouraging Charitable IRA gifts may be one of the best ways to jumpstart your fundraising efforts early in 2019. Most fundraising executives are aware of this special giving opportunity available to those age 70½ or older from traditional individual retirement accounts (IRAs). These donors can make gifts totaling up to $100,000 per year directly to …Read More