July 2021 | Sharpe Group
 

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Archive for July, 2021

Giving Sets Overall Record for 2020!

Posted July 30th, 2021

By Barlow Mann, J.D. The reports are in for charitable giving in 2020, and the results are unanimous. Three widely followed reports on charitable giving indicated that overall giving increased between 2% and 10.6% in spite of the unprecedented events of 2020. The Blackbaud Institute’s Charitable Giving Report cited an increase of 2% in giving. …Read More

Unpleasant Surprises Lurking for Split-Interest Gifts in Future Tax Changes?

Posted July 30th, 2021

By Professor Christopher P. Woehrle, J.D., LL.M A charitable remainder trust permits annuitization of the full value of the appreciated asset without the donor incurring a capital gains tax. For the charitably inclined, the technique facilitates diversification of a portfolio and potential improvement of cash flow. The Biden Administration’s General Explanations of Fiscal Year 2022 …Read More

Take the Long View—A Message From Our CEO

Posted July 30th, 2021

Like it or not, the key for a truly successful planned giving/endowment development strategy is to “take the long view.” Based on nearly 60 years of analyzing charities’ bequests, our research that forms the Sharpe KnowledgeBase® includes two important findings: First, you want to be in the LAST will because it’s the document that provides …Read More

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