January 2025 | Sharpe Group
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Archive for January, 2025

QCDs: A Need-to-Know Basis

More and more donors are learning that using their IRAs to give to their favorite charities with a QCD is beneficial because they are making meaningful contributions while avoiding paying taxes on their IRA distributions. As your charity receives more of these types of gifts, there are some key challenges and rules to be aware …Read More

Three Truths and One Lie: Up-to-Date Data and Your ROI

Truth #1: Postage costs have increased every year. Who could have predicted a roll of Forever stamps would be equivalent to a Warren Buffet-type investment? Truth #2: Older donors with the capacity and desire to learn about a planned gift, such as a QCD or noncash gift, a charitable gift annuity or a bequest, are …Read More

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