June 2021 | Sharpe Group
 

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Archive for June, 2021

We Can Make This “S” Car Go: A Message From Our CEO

Posted June 2nd, 2021

I’m a car guy. Over the course of my lifetime, I have owned many cars, the first one being a used 1953 Plymouth Coupe. My first new car was a black 1964 two-door Dodge Polara 500 with red and white interior, bucket seats and a center console. I migrated to convertibles starting with a 1970 …Read More

Back to the Basics: How a Program Assessment Was the Key to Success for The Wilderness Society

Posted June 2nd, 2021

By Ainsley Willis Sharpe Insights talked to Sean Twomey, director of planned giving at The Wilderness Society, about his experience with Sharpe’s planned giving program assessment and its positive impact on their planned giving program. Sharpe conducted the initial assessment in 2008 and a revision in 2014—before Sean joined the staff. The Wilderness Society is …Read More

Women and Planned Giving: Working With Widows

Posted June 2nd, 2021

By John Jensen, CFP® In a recent Sharpe Group blog, “Women and Giving,” senior consultant Kristin Croone outlined some notable differences between charitable giving by men and women that should be kept in mind when communicating with your female donors. Women live, on average, five years longer than men. Women control the majority of personal …Read More

Artificial Intelligence & Donor Insights

Posted June 2nd, 2021

By Dennis Koerner, Ph.D. As technology continues to grow and evolve, artificial intelligence has captivated the world with its impressive advancements. Whether you talk to Siri on your iPhone or chat with a customer service chatbot on a website, you have already encountered AI in your everyday life. Artificial intelligence is everywhere (even though you …Read More

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