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July 8, 2025 Planned Giving in Turbulent Times: Facing Uncertainty Head On | Grant Miller
Source: Sharpe Insights: Conversations With Your Planned Giving ExpertsApril 15, 2025 Why Planned Giving Should Be Your Nonprofit’s Long Game | Grant Miller
Source: Sharpe Insights: Conversations With Your Planned Giving Experts
Sharpe Group proudly presents …
The Gift Detectives:
Listening for Clues to Uncover Large Gifts
Episode 1: A Capital Solution
Sally Smith wants help avoiding capital gains taxes while increasing her charitable gifts.
Episode 2: Don’t Knock It ’Til You Qualify It
Jake Ryan wants the detectives’ help to use his required IRA withdrawals to make his charitable gifts.
Episode 3: Episode 3: It’s Flip to Be Square
George Washington wishes to divest himself of a rental property he no longer wishes to manage. The Gift Detectives investigate a flip trust as a possible solution.
Episode 4: Trust and Obey
Alice Norman visits Detective Barlow Mann with a two-fold problem—taking care of her mother while reducing her tax bill.