February 2024 | Sharpe Group

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Archive for February, 2024

RMDs and QCDs—The Time Is Now

Posted February 5th, 2024

According to an article published recently in The Wall Street Journal, Fidelity Investments, a popular IRA administrator, predicts that their clients’ required minimum distributions (RMDs) could hit $25 billion this year. Annual RMDs are calculated by taking the IRA account balance on Dec. 31 of the previous year and dividing it by the owner’s life …Read More

Estate Settlement

Posted February 5th, 2024

You Are Doing Everything Right, But … As planned gift fundraisers trying to meet or exceed goals, the focus is often on securing gift intentions. But that’s just part of your role. An important and challenging duty is bringing your donor’s intentions to actuality when they have passed away so their legacy gift objectives can …Read More

Predictions for a Successful 2024

Posted February 5th, 2024

While he may not have a crystal ball, Sharpe Group’s planned giving guru, Barlow Mann, has decades of experience studying economic trends and their effects on gift planning. Here he offers sage advice for a successful year based on what he is seeing in the industry. Charitable gift annuities should be more attractive in the …Read More

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