December 2021 | Sharpe Group

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Archive for December, 2021

Third Time’s the Charm: Revisiting the Great Wealth Transfer

Posted December 10th, 2021

By Kristin Croone, JD For more than 30 years, fundraising professionals and other advisors have anxiously awaited the Great Wealth Transfer that promised an unprecedented philanthropic, economic and demographic shift as older generations passed their wealth to younger ones—and to their favorite charities. The most widely followed studies came from Cornell University and Boston College. …Read More

The More Things Change, the More the Fundamentals Endure

Posted December 10th, 2021

By Professor Christopher P. Woehrle, JD, LLM During the last two years, the United States has endured a world-wide pandemic, unprecedented tumult in the capital markets and a change in the Oval Office. Despite all the current noise about what the tax laws will or will not look like, there are evergreen concerns of potential …Read More

Analyzing Your ARC of Engagement

Posted December 10th, 2021

For the past six months, as Sharpe Group’s new president, I have been getting to know the incredibly talented Sharpe team and witnessing first-hand Sharpe’s long legacy of serving nonprofit missions by providing planned giving strategies and tools designed for success. Our mission is to embrace what Sharpe does best while looking toward the future …Read More

IS AI for You? A Message From Our CEO

Posted December 10th, 2021

There is a lot of discussion in the not-for-profit community about how to integrate some of the emerging technologies into fundraising. A year ago, Sharpe Group began studying how machine learning could be used to help our clients raise large gifts. Since then, we have utilized AI on a client’s donor database to make their …Read More

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