The head of the planned giving program is often requested by the head of development and/or finance to estimate the organization’s share of a deceased supporter’s estate. Usually, the executor or legal counsel is cooperative in providing a rough estimate of any residuary shares. Before communicating a number, the planned giving officer needs to understand …Read More
Sharpe Group has been studying donor communications strategies for over 50 years. We know that a multi-channel marketing approach is necessary to effectively communicate with distinct age groups who may have different ways of getting information. We also know that more “touches” with a wider variety of communications mediums can improve overall engagement and is …Read More
For many years, charities have lobbied to allow assets held in IRAs to be a source of funds for remainder trusts and gift annuities. They may be on the cusp of achieving this goal. HR 2954 Securing a Strong Retirement Act of 2021 will directly—and perhaps indirectly—impact charitable giving of donors 70.5 and older. As …Read More