By Professor Christopher P. Woehrle, JD, LLM The spirit of Occam’s razor1 should drive gift options which benefit both charity and the donor. To relate to the context of gift planning, the complexity of a gift should not be increased without necessity driven by donor needs. Over the years I have noted how development professionals …Read More

In light of the continuing health crisis, Sharpe Group has cancelled all in-person seminars for 2020. As we begin the process of planning seminars for 2021, we will be monitoring the health conditions and CDC recommendations. Our greatest priority is the safety of our attendees and staff. In the meantime, we are making plans to …Read More

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 Marsha’s family didn’t have the money to send her to college …Read More

The American Council on Gift Annuities (ACGA) recently announced new suggested maximum charitable gift annuity rates, effective July 1, 2020. Generally, the recommended payout rates have been lowered by 0.3 to 0.5 percentage points, based on the donor’s age. This translates to a very slight reduction in the overall payment amount. To the right is …Read More

With the global pandemic of the past few months, all of us have experienced the importance of relationships and the challenge of maintaining them when we can’t be together face to face. In my own life, my wife has been in an assisted living facility suffering from advanced Parkinson’s disease. She is fortunate to receive …Read More