July 2021 | Sharpe Group

Sharpe Insights Articles

Sharpe Insights Newsletter header image

Archive for July, 2021

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

Sharpe Insights

Site Search

Sharpe Insights Archives

2025 Issues 2024 Issues 2023 Issues 2022 Issues 2021 Issues 2020 Issues 2019 Issues 2018 Issues 2017 Issues 2016 Issues 2015 Issues 2014 Issues 2013 Issues 2012 Issues 2011 Issues 2010 Issues 2009 Issues 2008 Issues 2007 Issues 2006 Issues 2005 Issues