In Part 1 of this article, we outlined the reasons there has been an increased awareness in estate planning and planned giving and the importance of a planned giving audit for your organization. Here, we will explore how an audit can offer guidance on marketing, donor cultivation and communication and more. Staff considerations. An audit …Read More

By Professor Christopher P. Woehrle, J.D., LL.M What a wild ride 2020 has been for our economy and especially investors! As of this writing, the S&P 500 has recovered most of its losses from a peak decline of 30%. The Federal Reserve Board is resolved to keep interest rates near zero for the foreseeable future. …Read More

Sharpe Group recently conducted an anecdotal survey of nonprofit clients to see how they are faring in the current environment. The questions focused on fundraising and budget impacts and organizational changes due to the coronavirus pandemic. Sharpe collected responses from 91 organizations with a variety of missions. This survey is not intended as a scientific …Read More

By Grant Miller D’Arcy Steiner is the director of individual giving at World Food Program USA, where she oversees the individual giving team and manages a full portfolio of major gift donors and prospects. In July of this year, D’Arcy and her colleagues attended one of our virtual training events led by John Jensen, a …Read More

These days, most of us have adjusted—some of us reluctantly—to working, learning, socializing, worshiping and visiting the doctor virtually. I’ve discovered you can even attend a wine tasting virtually! Even for those of us taking responsibility to help control the spread of COVID-19 and immersing ourselves in a new virtual world, we still may be …Read More