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The “Philanthropy Puzzler” features gift questions fundraisers may encounter in the field, followed by solutions from our panel of experts. If you would like to send us your own “puzzler,” please email us at info@SHARPEnet.com with “Philanthropy Puzzler” in the subject line. Philanthropy Puzzler Sara established a charitable remainder unitrust, naming herself as the sole …Read More
Sharpe Insights Articles
Archive for July, 2019
Philanthropy Puzzler: Charitable Remainder Unitrust
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How Was Charitable Giving in 2018?
Several recent reports provide interesting insights into how charitable giving fared in 2018. Below is a summary of results reported by the Blackbaud Institute’s 2018 Charitable Giving Report, the Fundraising Effectiveness Project (FEP) that was established by the Association of Fundraising Professionals (AFP) and the Center on Nonprofits and Philanthropy at the Urban Institute, and …Read More
Important Dates for Year-End Fundraising
The final three months of the year are traditionally the busiest for fundraisers at charitable organizations, and now is the time to get ready to make the most of the year-end season. In light of the Tax Cuts and Jobs Act of 2017 and the relatively new challenges and opportunities it presents, it is critical …Read More
Accelerating Bequests
Most bequest donors wish to give more now so they can witness the impact of their generosity during their lifetimes. Even high-interest and high-capacity donors sometimes have concerns that keep them from making larger gifts. They may fear they will outlive their money and become a burden on others or worry that unforeseen economic or …Read More
Bequest Boom Timing Clues
Has the fuse been lit for the Great Wealth Transfer? Remember all the talk about the looming great transfer of wealth? In the 1990s, it was predicted that at least $41 trillion in personal wealth would be transferred from one generation to another between 1998 and 2052. Now, two decades after that initial prediction, when …Read More